Road To Wealth
By Justin Nacpil
Feel free to to listen, subscribe, and leave a review!
Road to Wealth Social
Twitter: @roadtowealthpod
Instagram: @roadtowealthpodcast
Road To WealthJul 04, 2021
S4E08 - Tipped Finance w/ Barbara Sloan
On today's episode, I connect with Barbara Sloan, the owner of Tipped Finance and author of the book TIPPED, The life changing guide to financial freedom for Waitresses, Bartenders, Strippers,and all other Service Industry Professionals. We talk through:
- Barbara's early days with money and her experience
- Advocating for SIP (Service Industry Professionals) and their demographics
- Different TIPS on creating financial freedom for those in the service industry
Go pick up her book and follow her on social:
https://www.tippedfinance.com/
Instagram: @tippedfinance
Facebook: https://www.facebook.com/tippedfinance
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Road to Wealth Season 4
Twitter: @roadtowealthpod
Instagram: @roadtowealthpodcast
Feel free to leave a rating and review on your podcast player.
MUSIC
VISIONS
Music by Lakey Inspired (Soundcloud Link: https://soundcloud.com/lakeyinspired/visions)
Promoted by BGMD No Copyright Music http://tiny.cc/yf4qpz
License: Creative Commons
S4E07 - Finances with Sam
Happy 2023! On today's episode, I connect with Sam aka Finances with Sam on all social platforms. He's a newly minted graduate at 23 years young with a passion of personal finance. We talk through:
- Sam's upbringing around money
- Why he started his social media about Personal Finance
- New life changes
Go give him a follow on social and feel free to leave a rating and review on this episode.
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Road to Wealth Season 4
Twitter: @roadtowealthpod
Instagram: @roadtowealthpodcast
Feel free to leave a rating and review on your podcast player.
MUSIC
VISIONS
Music by Lakey Inspired (Soundcloud Link: https://soundcloud.com/lakeyinspired/visions)
Promoted by BGMD No Copyright Music http://tiny.cc/yf4qpz
License: Creative Commons
S4E06 - Workplace Financial Wellness w/ Ericka Young
I talk with Ericka Young (formally of Tailor Made Budgets) on Financial Wellness in the workplace. Ericka is a wife, mother, money coach, author, and overall amazing human being. We talk through:
- Her debt payoff journey
- Creating content for credit unions/organizations to create financial wellness
- Our ability to dream bigger!
I want to thank her for coming on. Go give her a follow on social and purchase her book!
https://www.nakedandunashamedbook.com
Instagram: @erickayoungofficial
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Road to Wealth Season 4
Twitter: @roadtowealthpod
Instagram: @roadtowealthpodcast
Feel free to leave a rating and review on your podcast player.
MUSIC
VISIONS
Music by Lakey Inspired (Soundcloud Link: https://soundcloud.com/lakeyinspired/visions)
Promoted by BGMD No Copyright Music http://tiny.cc/yf4qpz
License: Creative Commons
S4E05 - Educating to FIRE w/ Anita aka The Retired Millennial
On today's episode, I connect with Anita aka @the.retired.millennial. You can find her educating on many different topics on YouTube, Twitter, and Instagram where she is impacting over 200K people every day. We talk through:
- Anita's early relationship with money
- Saving and investing at an aggressive clip to achieve Coast FI
- Purpose of educating on technology and money for the next generation
Go give her a follow on her social.
https://linktr.ee/theretiredmillennial
Instagram: @the.retired.millennial
--
Road to Wealth Season 4
Twitter: @roadtowealthpod
Instagram: @roadtowealthpodcast
Feel free to leave a rating and review on your podcast player.
MUSIC
VISIONS
Music by Lakey Inspired (Soundcloud Link: https://soundcloud.com/lakeyinspired/visions)
Promoted by BGMD No Copyright Music http://tiny.cc/yf4qpz
License: Creative Commons
S4E04 - Our CFP FIREd Us! w/ Ben Hockema
On today's episode, I connect with Ben Hockema CFP, Founder of Illuminate Wealth Management. Ben is a personal friend as he was our previous financial planner. We talk through:
- Ben's early relationship with money
- Entering the financial planning industry
- The importance of a financial plan and being a fiduciary
- Why Ben and his team fired me and my wife (jokingly!)
If you are in need of a financial planner, feel free to reach out to Ben or find one on NAPFA (https://www.napfa.org)
Ben Hockema, CFP. Owner of Illuminate Wealth Management
This is the Story of Podcast
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Road to Wealth Season 4
Twitter: @roadtowealthpod
Instagram: @roadtowealthpodcast
Feel free to leave a rating and review on your podcast player.
MUSIC
VISIONS
Music by Lakey Inspired (Soundcloud Link: https://soundcloud.com/lakeyinspired/visions)
Promoted by BGMD No Copyright Music http://tiny.cc/yf4qpz
License: Creative Commons
S4E03 - Quitting Executive Job for Financial Wellness w/ Jason Vitug
On today's episode, I connect with CEO of Phroogal and NY Times reviewed author, Jason Vitug. Previously, Jason was a West Coast Executive in the banking industry and is now an advocate in the financial wellness space. On today's episode we talk through:
- Jason's early memories of money
- Elements of financial wellness
- How we use money as a tool to build a more purposeful life
Many thanks to my friend Jason for coming on the Road to Wealth podcast. Go check out his materials and go buy his books.
Book: You Only Live Once, The Roadmap to Financial Wellness and a Purposeful Life
Pre-Order New Book: Happy Money Happy Life, A Multidimensional Approach to Health, Wealth, and Financial Freedom
--
Road to Wealth Season 4
Twitter: @roadtowealthpod
Instagram: @roadtowealthpodcast
Feel free to leave a rating and review on your podcast player.
MUSIC
VISIONS
Music by Lakey Inspired (Soundcloud Link: https://soundcloud.com/lakeyinspired/visions)
Promoted by BGMD No Copyright Music http://tiny.cc/yf4qpz
License: Creative Commons
S4E02 - Paying Off $46K of Debt w/ Kelly Sjostrom
On today's episode, I connect with Kelly Sjostrom (formally of Money Gal Coaching) on her debt payoff journey. We dive into:
- Her early days with money
- Paying off over $46K of debt in 20 months
- Getting into money coaching and what drives her with her clients
Please give her a follow and reach out.
Instagram: @kellysjostrom
--
Road to Wealth Season 4
Twitter: @roadtowealthpod
Instagram: @roadtowealthpodcast
Feel free to leave a rating and review on your podcast player.
MUSIC
VISIONS
Music by Lakey Inspired (Soundcloud Link: https://soundcloud.com/lakeyinspired/visions)
Promoted by BGMD No Copyright Music http://tiny.cc/yf4qpz
License: Creative Commons
S4E01 - FinCon 2022 Recap
We kick off Season 4 of the Road to Wealth Podcast with my recap at FinCon 2022. It was a great conference needed after hitting a creative wall. It is what I needed to energize me and brought me back to why I started this podcast in the first place.
I want to thank all my past guests that I met for the first time in person in Florida.
Can't wait for Season 4!
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Twitter: @roadtowealthpod
Instagram: @roadtowealthpodcast
Feel free to leave a rating and review on your podcast player.
MUSIC
VISIONS
Music by Lakey Inspired (Soundcloud Link: https://soundcloud.com/lakeyinspired/visions)
Promoted by BGMD No Copyright Music http://tiny.cc/yf4qpz
License: Creative Commons
S3E16 - 1st Generational Wealth w/ Valerie Rivera CFP
On today's episode, I connect with owner and founder of 1st Gen Wealth, Valerie Rivera CFP. As a native Chicago-an, she has been in the wealth management industry for over ten years and was the first of many in her family. She is using her many years to help her clients be generational stewards. We talk through:
- Her early memories of money
- Background in wealth management
- Taking the risk and betting on herself starting her own practice, 1st Gen Wealth
I want to thank Valerie for coming on the show and sharing her story. Go give her a follow!
https://1genwealth.com/
Twitter: @1genwealth
S3E15 - Taking Stock w/ Jordan Grumet
On today's episode, I talk with Jordan Grumet. He is a podcaster and recently minted author of the book Taking Stock. We talk through a variety of items:
- Jordan's dad and his impact on him pursuing medicine
- Becoming a hospice doctor
- How working with the dying help share his perspective on FI/RE
Go buy the book and check out Jordan's content
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Iranian Artist: Hessam Abrishami
S3E14 - Failing Better w/ Heavy Metal Money
We begin a series with Chris of Heavy Metal Money around mindset and being able to "fail better". Chris and I go through one another's past and present endeavors around how we view failure and our methods of overcoming. We touch on a number of topics, and can't wait for more collaborations with Chris.
Go check out his blog, follow him on social, and subscribe to his YouTube channel
Twitter: @moneyheavymetal
S3E13 - From Musician to CFP w/ Cody Garrett of Measure Twice
On today's episode, I talk with Cody Garrett, CFP and owner of Measure Twice Money. We talk through his:
- Early relationship w/ money
- Pivoting being a full-time musician to studying and opening his own Financial Planning Business
- His vision with Measure Twice
I really appreciate him coming on here to share his story. Feel free to give him a follow!
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Measure Twice Money
https://measuretwicemoney.com/
https://measuretwiceplanners.com
Twitter: @MeasureTwiceMNY
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Road to Wealth Social
Twitter: @roadtowealthpod
Instagram: @roadtowealthpodcast
Feel free to leave a rating and review on your podcast player.
MUSIC
--
WARM NIGHTS
Music by Lakey Inspired (Soundcloud Link)
Promoted by BGMD No Copyright Music http://tiny.cc/yf4qpz
License: Creative Commons
S3E12 - Creating and Preserving Wealth w/ Denise Duffield Thomas
On today's episode, I connect with Denise Duffield Thomas. She is a wife, mother, money coach, Author, and entrepreneur in Australia. We had a great discussion on:
- Denise's history with money / for herself and with her family
- Money mindset topics and her path to entrepreneurship
- The image of "wealthy" and perfectionism
- How we preserve our own space
I loved our conversation and encourage all of you to listen to her content and check out her books.
Denise Duffield Thomas
Instagram: @denisedt
Twitter: @denisedt
Books: Chill and Prosper, Get Rich, Lucky Bitch, Chillpreneur
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Road to Wealth Social
Twitter: @roadtowealthpod
Instagram: @roadtowealthpodcast
Feel free to leave a rating and review on your podcast player.
MUSIC
WARM NIGHTS
Music by Lakey Inspired (Soundcloud Link)
Promoted by BGMD No Copyright Music http://tiny.cc/yf4qpz
License: Creative Commons
S3E11 - Money Fitness w/ Jeremy Scott
On today's episode, I connect with Jeremy Scott from Jeremy Scott Fitness. He is a fellow husband, entrepreneur, coach, and podcaster in Arizona helping people with their health and wellness journey
We talk through his humble beginnings around money and the habits he took and is now sharing with his clients. We discuss:
- Discusses his early relationship with money
- Moving from Minnesota to Arizona to start his fitness company
- Him and his wife's mortgage debt payoff of paying over $180K+ in 14 months
- How health and fitness habits are similar the money habits we have to implement
- What’s next in his money journey
I want to thank Jeremy for coming on the podcast. Go give him a follow and check out his content as well
https://www.jeremyscottfitness.com
Instagram: @jeremyscottfitness
Twitter: @jscottfit
YouTube: https://www.youtube.com/user/JeremyScottFitness/
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Road to Wealth Social
Twitter: @roadtowealthpod
Instagram: @roadtowealthpodcast
Feel free to leave a rating and review on your podcast player.
MUSIC
WARM NIGHTS
Music by Lakey Inspired (Soundcloud Link)
Promoted by BGMD No Copyright Music http://tiny.cc/yf4qpz
License: Creative Commons
S3E10 - Money Talk w/ Tiffany Grant
On today's episode, I talk with Tiffany Grant from Money Talk w/ Tiff
She is an entrepreneur and money coach helping her clients navigate their finances. She talks through:
- Early relationship with money
- What motivated her to step into creating her own business
- Personal stories of her family and her past that elevated her money game
Go give her a follow and reach out to her:
Twitter: @MoneyTalkWithT
Instagram: @MoneyTalkWithT
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Road to Wealth Social
Twitter: @roadtowealthpod
Instagram: @roadtowealthpodcast
Feel free to leave a rating and review on your podcast player.
MUSIC
WARM NIGHTS
Music by Lakey Inspired (Soundcloud Link)
Promoted by BGMD No Copyright Music http://tiny.cc/yf4qpz
License: Creative Commons
S3E09 - Financial Independence and Imposter Syndrome w/ Samantha Demers
I connect with fellow Twitter friend Samantha Demers on Financial Independence and her expertise, Imposter Syndrome. In some shape or form, we all have experienced self doubt or uncertainty. This concept goes further as to who we end up becoming professionally and potentially delaying our own financial independence due to our self identity to our work.
Samantha shares her story and frames how we all can overcome our own limiting beliefs.
Thanks to Samantha for coming on. Go give her a follow and subscribe to her newsletter.
Twitter: @samantademers
S3E08 - Crushing $83K of Student Loans w/ Jamila White
On today's episode, I talk w/ Jamila White from jamilastwocents.com. We talk through her plan and strategy eliminating over $83,000 of student loans in 3 years and 9 months. We talk:
- Her early relationship with money growing up
- Going to college and post paying off her student loans
- Future goals including being a millionaire in 13 years
I want to thank Jamila for coming on. Please go give her a follow on her social and check out her blog
Twitter: @jamilastwocents
Instagram: @jamilastwocents
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Road to Wealth Social
Twitter: @roadtowealthpod
Instagram: @roadtowealthpodcast
Feel free to leave a rating and review on your podcast player.
/MUSIC
WARM NIGHTS
Music by Lakey Inspired (Soundcloud Link)
Promoted by BGMD No Copyright Music http://tiny.cc/yf4qpz
License: Creative Commons
S3E07 - The Evolution of the Financial Advisor w/ Doug Boneparth
On today's episode, I connect with CEO of Bonefide Wealth, Doug Boneparth CFP. We discuss the ever changing role of the financial advisor. Doug intently targeted the millennial demographic years ago and is now paying off as our generation is mid-career and navigating our financial future.
Doug shares:
- Early days building his Wealth Management practice
- Goals of previous generations vs Millennials/GenZ
- Alternative investments (Bitcoin, Crypto, DeFI)
I want to thank Doug for his time and coming on today's podcast. Feel free to purchase his book "The Millennial Money Fix" co-written with his wife Heather Boneparth, check out his NFT Project (Cryptodrip), and give him a follow on his social.
Twitter: @dougboneparth
Instagram: @dougboneparth
Cryptodrip NFT Collection / Twitter: @cryptodripxyz
--
Road to Wealth Social
Twitter: @roadtowealthpod
Instagram: @roadtowealthpodcast
Feel free to leave a rating and review on your podcast player.
MUSIC
WARM NIGHTS
Music by Lakey Inspired (Soundcloud Link)
Promoted by BGMD No Copyright Music http://tiny.cc/yf4qpz
License: Creative Commons
S3E06 - Recovering from Money Anxiety w/ Jay Skinner
On today's episode, I connect with Jay, author of the blog, slowlysippingcoffee.com.
I met him after posting to Twitter looking for people who crossed the millionaire status mark and if it made them feel validated.
Jay shares his past experience:
- Living paycheck to paycheck,
- Eliminating debt with his past partner, and
- The steps he took to overcome his money anxiety
Feel free to follow Jay on Twitter and visit his blog.
@coffeesippers
Feel free to leave a rating and review on your podcast player
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Road to Wealth Podcast Social
Twitter: @roadtowealthpod
Instagram: @roadtowealthpodcast
S3E05 - 75% Savings Rate as a Restaurant Manager w/ @chadmoneymatter
On today's episode, I get to talk to Chad aka @chadmoneymatter. He is a husband, father, and works in the restaurant industry. He doubled his net worth to $110K on a $50K salary. We discuss:
- His early work and money lessons from his mom
- Chad's "a-ha" money moment
- Saving $39K on a $50K salary
- Investment philosphy
What I loved him sharing his story is the ability for anyone to grow their net worth. I want to thank him for his time and wish him continued success and growth. Give him a follow on Twitter @chadmoneymatter
Please rate and review this episode on your podcast player!
Road to Wealth Podcast Social
Twitter: @roadtowealthpod
Instagram: @roadtowealthpodcast
S3E04 - March Life Update
On today's episode, I give a brief update on things. From world markets to me taking a Crypto course.
Enjoy!
Road to Wealth Podcast Social
Twitter: @roadtowealthpod
Instagram: @roadtowealthpodcast
S3E03 - Side Hustling to Financial Independence w/ TheFrugalGay
On today's episode, I share my conversation with Tom aka @TheFrugalGay11. His money journey was rooted in a retail setting and he sold his first company's stock for an investment property at the age of 21. Over 18 years of side hustling and buying additional real estate assets, Tom recently left his 9-5 to pursue real estate full time.
Tom shares:
- Early investment decisions
- Housing rehabs and reselling on eBay
- A future purpose of creating retirement living for the LGBTQ community
I loved our conversation and hope you find value in his story. Feel free to reach out to him on social.
Twitter: @Thefrugalgay11
Instagram: @thefrugalgay11
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Road to Wealth Podcast Social
Twitter: @roadtowealthpod
Instagram: @roadtowealthpodcast
If you can, please leave a rating and review on your podcast player.
S3E02 - Money Lessons w/ @FI_Squirrel
On today's episode, I connect with Sean aka, @FI_Squirrel on Twitter. We've become friends over the past couple of months and we get to share his story and some of the early money lessons when he was building up his wealth. He is a fellow husband and father of two. We talk through:
- Early money lessons
- "Market Tuition"
- Money advice he gives now
S/O to Sean for coming on the podcast and sharing his wisdom. Feel free to reach out to him on Twitter and download his Money Marathon Spreadsheet:
Twitter: @FI_Squirrel
Monthly Cashflow and Net Worth Tracker: https://fisquirrel.gumroad.com/l/MMsheet
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Twitter: @roadtowealthpod
Instagram: @roadtowealthpodcast
S3E01 - Stay the Course
Welcome to Season 3 of the Road to Wealth Podcast. On today's episode, I go into a monologue on how we stay the course. It's end of January, and for those that set goals this year, don't give up! I give my three tips on how we stay motivated this year to achieve our goals and what you can do to lean in to what you set out for yourself.
I changed the intro and the vibe for this season because...it is needed.
Would love to hear from you all. Feel free to reach out to me on Twitter and looking forward to a great new season!
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Road to Wealth Social
Twitter: @roadtowealthpod
Instagram: @roadtowealthpodcast
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MUSIC
WARM NIGHTS
Music by Lakey Inspired (Soundcloud Link)
Promoted by BGMD No Copyright Music http://tiny.cc/yf4qpz
License: Creative Commons
S2E18 - End of Season 2 and Recap
Season 2 is a wrap and I use this episode to tee up what's in store for 2022.
Thanks for tuning in and feel free to listen to any past episodes.
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Road to Wealth Social
Twitter: @roadtowealthpod
Instagram: @roadtowealthpodcast
S2E17 - Betting On Yourself at 24 yrs Old w/ Nathan Kennedy
On today's episode, I link up with Nathan Kennedy from Toronto Canada. At the young age of 24 years old, he decided to pivot out of a sales management track to become a money coach. With hundreds of thousands of followers on TikTok and Instagram, Nathan has decided to bet on himself and brings valuable financial education to a larger audience. We talk through:
- Early money memories and his overspending in college
- Marketing himself online
- Quitting traditional work to become a financial coach
I want to thank Nate for coming on and helping motivate all of us on our journey. Feel free to give him a follow and listen to his podcast as well.
Nathan Kennedy Social
https://link.snipfeed.co/thenewmoneypod
Instagram: @newmoneynate_
TikTok: @newmoneynate
The New Money Podcast: Apple Podcast Link
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Road to Wealth Social
Twitter: @roadtowealthpod
Instagram: @roadtowealthpodcast
S2E16 - Quit being a Doctor w/ Dr. Chris H Loo MD-PHD
On today's episode, I speak with Dr. Chris H Loo MD-PHD. He quit his lucrative medical career at an earlier age because he reached Financial Independence at the young age of 29. He started his consulting company in 2017 in the effort to help other medical professionals achieve Financial Independence.
We talk:
- His early days becoming a Doctor
- Why he choose to leave the medical field
- Financial Independence through Real Estate
- His new calling helping other medical professionals
Go give Dr. Christopher a follow and check out his books and podcast
https://www.drchrisloomdphd.com/
Dr. Christopher H. Loo MD-PHD - Books on Amazon
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Road to Wealth Podcast
Twitter: @roadtowealthpod
Instagram: @roadtowealthpodcast
S2E15 - Gratitude and Education w/ Miss Financial Fitness
On today's episode, I connect with Justine aka Miss Financial Fitness. She is a fellow FilipinX American that is spreading her positive message in education around the world. We talk through:
- Her early money lessons
- Traveling abroad
- Mission of creating a school in the Philippines
I want to thank her for her time and sharing her message with the world. Feel free to follow her and book some time via her Calendly, below.
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Justine Social
Twitter: @msfinancialfit
Instagram: @missfinancialfitness
Book time with her: https://calendly.com/missfinancialfitness/
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Road to Wealth Social
Twitter: @roadtowealthpod
Instagram: @roadtowealthpodcast
S2E14 - Mind Money Balance w/ Lindsay Bryan-Podvin LMSW
Hi Everyone!
On today's episode, I have the honor of talking to Lindsay Bryan-Podvin of Mind Money Balance. She is a licensed financial therapist, fellow podcaster, speaker, and author. Her mission is to help people get their minds and money in balance. I loved our conversation as we discuss:
- Her early money memories
- Move from social work to financial therapy/literacy
- Finding a healthy relationship with money
- How to seek a financial therapist
I thank Lindsay for coming on and appreciate her sharing some gems on the pod! Go follow follow her and subscribe to all her content.
Mind Money Balance - Lindsay Bryan-Podvin
The Financial Anxiety Solution: : A Step-by-Step Workbook to Stop Worrying about Money, Take Control of Your Finances, and Live a Happier
Amazon Link
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Road to Wealth Podcast Social
Twitter: @roadtowealthpod
Instagram: @roadtowealthpodcast
Please leave a rating and review on your podcast platform!
S2E13 - Maximizing Mid Life w/ Greg Scheinman of MidLifeMale
On today's episode, I have the privilege to talk to Greg Scheinman of MildLife Male. I've been a fan of Greg for so long as he has pivoted from traditional work in commercial risk management to becoming an entrepreneur. His mission for MidLife Male is to help male clients navigate mid-life and help them seek answers. We discuss:
- Early money lessons
- Changing careers to entrepreneurship
- What really matters
- Navigating our mid life to make them the best years of our lives
I'm honored to have him on and inspired by what he does to demonstrate strength, vulnerability, and change. Go follow him on his social/website.
Greg Scheinman
Instagram: @gregscheinman
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Road to Wealth Podcast Social
Twitter: @roadtowealthpod
Instagram: @roadtowealthpodcast
S2E12 - What Kind of FI/RE are YOU?
On today's episode, I provide my take on a topic from a listener. S/O to Jose on Instagram. He asked me to talk about if one take on FI/RE is the ONLY way to achieve Financial Independence/Retire Early. I'm here to tell you that I don't subscribe to a "One Size Fits All" mentality. Everyone has a take on what is "definition of the FI/RE" movement; yet we are all on different versions. I share our four lessons as we are on this journey:
- Run your own lane
- Comparison is the Thief of Joy
- It's not "One Size Fits All"
- Life progresses on
Don't allow others methods and philosophies discourage you as you create your own. Stick with your plan and adjust along the way.
I would love to hear how you are approaching FI/RE. Feel free to find me on social and let me know.
Twitter: @roadtowealthpod
Instagram: @roadtowealthpodcast
If you found value in this episode, feel free to share it with a friend. It would mean a lot if you rate and wrote a review on your podcast platform.
Thanks!
S2E11 - Dancing Into Financial Independence w/ Chloe Daniels @clobaremoneycoach
On today's episode, I talk with Chloe Daniels about her financial journey. As the oldest of five kids, she shares her process and the different job experiences that led her to quitting her career to pursue financial coaching full time. We talk through:
- Early years and her relationship with money
- "Bare"ing herself on her blog and social media
- Quitting her 9-5 to become a full time entrepreneur and money coach
She brings a lot of joy and education to those that don't know where to begin with money. I want to thank Chloe for her time and please give her a follow and be on the lookout for her financial course coming out soon.
P.S. We had some "toddler interruptions" from my child. Be on the lookout for the bloopers on Instagram in the future! Thanks for understanding Chloe!
Chloe Daniels Social
Instagram: @clobaremoneycoach
Twitter: @clobaremoney
YouTube Channel: LINK
Blog: https://clobare.com/
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Road to Wealth Social
Twitter: @roadtowealthpod
Instagram: @roadtowealthpodcast
Feel free to rate and subscribe to the podcast. If you can, feel free to leave a review as well.
S2E10 - When "Saving" Isn't Saving w/ Jesse @AlmostVested
On today's episode, I connect with Jesse on his financial journey. He is first a father and husband and at 35 years young, he has amassed a seven figure net worth (currently at $1.6M / October 2022) through a number of early disciplines and habits. We talk through:
- His early years savings
- Strategy with Index Funds
- Lifestyle and how his career has projected him
I love Jesse's easy approach to life and financial strategy. It's a real honor to know him and connect on life and finances. Feel free to follow him on his social and visit his website.
Twitter: @AlmostVested
Instagram: @AlmostVested
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Road to Wealth Social
Twitter: @roadtowealthpod
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S2E9 - Saving for Kids w/ @UncommonYield
Hello! On today's episode, I connect with David aka @UncommonYield on saving for kids. We talk through his strategy with his four young ones and the different vehicles he's leveraging. We talk through:
- 529s
- ESA
- The "Daddy Interest Rate"
- Whole Life Insurance
I want to thank David for coming on the podcast and sharing. Please give him a follow
Twitter: @UncommonYield
Instagram: @uncommonyield
Note: We experienced some Zoom/WiFi issues on this episode of the podcast so there are moments of distortion. Appreciate you listening through it!
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Road to Wealth Social
Twitter: @roadtowealthpod
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Feel free to leave a rating and review on your Podcast platform.
S2E8 - Finding Equity and Purpose w/ @growthwithclint
On today's episode, I have my friend and neighbor from the North, Clint Murphy / @growthwithclint on the podcast. We talk through his financial journey in real estate, connecting with his family, and his definition of financial independence. Clint opens up around what triggered his balance and finding his purpose with his family first while creating a multi-million dollar portfolio in real estate in Canada.
I want to thank him for coming on the podcast and sharing his journey.
Clint Murphy Social
http://thepursuitoflearning.com
Twitter: @growwithclint
Road to Wealth Contact
Twitter: @roadtowealthpod
Instagram: @roadtowealthpodcast
Linktree: https://linktr.ee/roadtowealthpodcast
S2E7 - Real Estate Millionaire w/ Lauren from Adulting Is Easy
On today's episode, I connect with Lauren from Adulting Is Easy. She is a real estate investor, blogger, fellow podcaster, and overall bad ass. Her mission is to show people that adulting IS easy with the right mindset and plan. I love her drive from her family to continue to grow and help others in the process. Lauren and I discuss:
- Early investing days from her first job
- Why Real Estate
- Financial Independence
- Crossing the $1M net worth milestone
I want to thank Lauren so much on coming on the show and sharing her story. Feel free to give her a follow and tune in to her podcast. Links below
Twitter: @adultingiseasy
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Feel free to leave a rating and review on your podcast platform.
S2E6 - Loving Your 9-5 w/ @upshotwealth
On today's episode, I connect with Roger @upshotwealth to talk about how 9-5s and our careers launch us into Financial Independence. Roger and I have been friends online and appreciate him sharing his experience and story. We cover:
- Roger's early career and mentors
- How he prioritized different benefits and financial vehicles his job gave
- His recent FI milestone
- Work/Life balance
Many thanks to him for coming on! Feel free to follow him on social
Twitter: @upshotwealth
Instagram: @upshotwealth
Download his 401K book: https://upshotwealth.com
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Thanks again for listening. Feel free to rate and review on your podcast player. If you want to reach out, please do so on my social accounts below:
Road to Wealth Social
Twitter: @roadtowealthpod
Instagram: @roadtowealthpodcast
S2E5 - Don't Call It A Comeback w/ Mark Allan Bovair
Hello:
On today's episode, I talk w/ Mark Allan Bovair on his multiple comebacks. Mark is a friend online and he shares his story ranging from:
- Getting out of $30,000 of debt twice
- Divorce
- Fatherhood
- Writing
- Starting multiple businesses including becoming a licensed financial advisor
I want to thank Mark for coming on. Feel free to give him a follow online and subscribing to his sub stack below.
Twitter: @markallanbovair
Substack: markallanbovair.substack.com
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Road to Wealth Podcast Social
Twitter: @roadtowealthpod
Instagram: @roadtowealthpodcast
Please leave a review on your podcast platform. If you are listening on Apple Podcasts, feel free to leave a review.
S2E04 - Atomic Habits w/ Holistic Personal Finance
Hello and Happy Labor Day!
On today's episode, I connect with Genevieve from Holistic Personal Finance. We do a book review of Atomic Habits by James Clear and discuss how to build a good habit and break a bad habit financially. I enjoyed our conversation as we use James' structure and talk about our money past and how we are growing. Thanks again Genevieve!
Go check out her content on Instagram and if you are in need of financial coaching, feel free to reach out to her as well.
Atomic Habits by James Clear: Book Link
Genevieve at Holistic Personal Finance:
Instagram: @holistic.personal.finance
Twitter: @holisticPF
Holistic Personal Finance Links:
https://www.holisticpersonal.finance/linkinbio/
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Road to Wealth Podcast Social
Instagram: @roadtowealthpodcast
Twitter: @roadtowealthpod
S2E03 - Running Your Own Race
On today's episode, I talk through how to focus on running your own race. There are times where we all get in to the game of comparisons.
"I am not making enough compared to my friends"
"I am not as fit as her"
We tend to use these limiting beliefs to stop our progress, or worse, stop the good habits. I recently went through this when I compared our net worth to some of the averages out in the world. I talk through four steps that can help focus on our race, and not any one else's.
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The Average Net Worth of Millennials by Age
https://thecollegeinvestor.com/14611/average-net-worth-millennials/
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Road to Wealth Podcast Social
Twitter: @roadtowealthpod
Instagram: @roadtowealthpodcast
S2E2 - From Precious Metals to Ethereum w/ Stephen from MyWealthMoney
Hello,
On today's episode on the Road to Wealth Podcast, I have Stephen from MyWealthMoney. We talk about his investment journey starting at an early age collecting precious metals to his more recent investment in Ethereum. I greatly appreciate Stephen for coming on the show and our continued relationship. Feel free to give him a follow:
Twitter: @mywealthmoney
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Road to Wealth Podcast Social
Twitter: @roadtowealthpod
Instagram: @roadtowealthpodcast
S2E01 - Achieving FI/RE through a Sales Career w/ 5AM Joel
Hello all:
Welcome back to the Road to Wealth Podcast! I'm excited to kick off Season 2 with 5am Joel and our discussion on achieving Financial Independence through a a sales career. Sales is one of the highest production and compensated positions and a great path to build your wealth journey. We talk through the pros and cons of it and how both of our experiences help shape our approach to our finances.
5AM Joel is a personal finance blogger and runs both 5amjoel.com and budgetsaresexy.com. Feel free to follow him and sign up for his daily emails.
Twitter: @5amjoel
Instagram: @5amjoel
Wall Street Journal Article Reference: "The Pay is High and Jobs Are Plentiful, but Few Want to Go Into Sales" by Patrick Thomas
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Thank you again for listening to the Road to Wealth Podcast. We will be dropping an episode weekly. Feel free to leave a rating and review on Apple Podcasts and follow on Social
Twitter: @roadtowealthpod
Instagram: @roadtowealthpodcast
S1E23 - Finances and Hip Hop w/ Fifty Sat
Hello All:
Welcome back to the final episode of Season 1 for the Road to Wealth Podcast. On today's episode, I connect with FiftySat from FiftySatFinance. We talk through his beginning debt, losses day trading, and his journey to grow his wealth. After a tough conversation with his wife, he decided to make a change and build up rather than chase.
At a young age of 26, FiftySat has amassed over $200K in a mix of equities and crypto. We also talk about our mutual connection on Twitter as well as our love for Hip Hop. Definitely appreciate his time and contribution to the podcast. Go check him out!
Twitter: @FiftySatFinance
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Road to Wealth Social
Twitter: @roadtowealthpod
Instagram: @roadtowealthpodcast
Thank you for listening and feel free to rate, subscribe, and leave a review on Apple Podcasts.
S1E22 - Diversifying Your Audience w/ Jesse Cramer from The Best Interest
On today's episode, I enlist my friend Jesse Cramer from The Best Interest Blog to talk through his early beginnings blogging and how today's content landscape is changing. From TikTok to Instagram, there are other ways that content creators are reaching the masses. I want to thank Jesse for his perspective and our continued dialogue on and off the mic.
Go check out his blog and podcast.
The Best Interest Blog
The Best Interest Podcast
Jesse Social Handles
Twitter: @BestInterest_JC
Instagram: @the_best_interest
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Road to Wealth Social
Twitter: @roadtowealthpod
Instagram: @roadtowealthpodcast
Please share, like, and subscribe to the podcast. If you can, please rate and leave a review on your podcast platform.
S1E21 - Geographic Arbitrage w/ TheFrugalExpat
On today's episode, I connect with Steve aka @thefrugalexpat1 on his journey to financial independence. As someone that was raised in the United States originally, Steve now lives in Taipei, Taiwan teaching English and continuing his life of frugality. We talk through:
- His background and early parts of saving and investing
- The love of travel that him and his wife share
- How living in America compares to living overseas in Taipei
Really appreciate him coming on and sharing his journey so far. Feel free to check out his blog and connect with him on Twitter.
Twitter: @thefrugalexpat1
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Road to Wealth Social
Twitter: @roadtowealthpod
Instagram: @roadtowealthpodcast
Feel free to subscribe, rate, and review the podcast!
S1E20 - Overcoming Setbacks w/ Rybo
On today's episode, I connect with Rybo up in Vancouver, Canada. He shares his past and what he did to change his money situation and overall mindset. He talks through his 8 forms of success and wealth:
- Inner
- Physical
- Family
- Career
- Economic
- Community
- Adventure
- Impact
I want to thank Rybo for coming on and sharing his story. Please go give him a follow:
Instagram: @investwithrybo
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Road to Wealth Podcast Social
Twitter: @roadtowealthpod
Instagram: @roadtowealthpodcast
S1E19 - Mindset and Motivation w/ Tyler Wright from Defining Wealth
On today’s episode, I have the opportunity to talk to Tyler Wright from Defining Wealth. He has reached well over $1M through a variety of investments all at the age of 27. Today’s episode highlights Mindset and Motivation. We talk through Tyler’s principles in how to continue to push for wealth both monetarily and in life. Enjoy!
Tyler Wright / Defining Wealth Social
@defining.wealth (Instagram)
@DefiningWealth (Twitter)
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Road To Wealth Social
@roadtowealthpodcast (Instagram)
@roadtowealthpod (Twitter)
Thank you for tuning in to the Road to Wealth podcast, feel free to leave a rating and review!
S1E18 - Does Money Buy Happiness? w/ Travis Shelton
On today's episode, I have the honor to talk with Travis Shelton from Meaning Over Money. In a past life, Travis was very successful in a commercial real estate career and paid off over $200,000 in debt. He has left that life and started new work teaching people to find a deeper purpose with their money and in life. This episode was a follow up conversation of his podcast episode, "Money & Happiness: It's Not What You Think".
Travis and I talk through the behavioral science of money, the hedonic treadmill, and ultimately answer the question; "Does Money Buy Happiness"?
Please go subscribe to his Podcast and YouTube Channel as well as follow him on Social:
Twitter: @travis_shelton_
Instagram: @travis_shelton_ and @meaning_over_money
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Road to Wealth Social
Twitter: @roadtowealthpod
Instagram: @roadtowealthpodcast
Please feel free to subscribe, rate, and review the podcast, Thanks!
S1E17 - A Purple Life
On today's episode, I talk to Purple from A Purple Life Blog. She is a longtime blogger that recently hit her financial independence number and retired in 2020 at the young age of 30. We talk about her journey, "global nomad" strategy, and life post retirement. I can't thank her enough for coming on the podcast to share her journey and hope it provides inspiration to those seeking financial independence.
Go check out her blog and keep up with her adventures over social.
Twitter: @apurplelifeblog
Instagram: @apurplelife
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Road to Wealth Social
Twitter: @roadtowealthpod
Instagram: @roadtowealthpodcast
Please rate and review the podcast on your platform and feel free to share!
S1E16 - Children of Immigrants
On today's episode, we have a Happy Hour format featuring three great personal finance personalities. We have Cassandra, Gina, and Cyril talking about our relationship with money growing up in immigrant households. We explore the topics of our parent's upbringing, talking about money in the home, what's defined as "success", and opportunities of the American Dream.
I can't thank them enough for this conversation and I hope it resonates with you all on how we are striving to build a better financial future for ourselves. Please go and subscribe to their respective social accounts and appreciate you listening to the Road to Wealth podcast.
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Cassandra i.e. @brieonabudget
Website: brieonabudget.com
Instagram: @brieonabudget
Gina i.e. @inanewyorkbudget
Instagram: @inanewyorkbudget
Twitter: @inanewyorkbudgt
Cyril i.e. @trainyourdollar
Instagram: @trainyourdollar
Twitter: @trainyourdollar
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Road to Wealth Social
Twitter: @roadtowealthpod
Instagram: @roadtowealthpodcast
Please rate and review the podcast on your platform and feel free to share!