The Wander Wealthy Podcast | Build and Grow Your Money Coaching Business

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These are the 5 things that I truly did to take an amazing 12-day dream vacation this summer, and I'm sharing all of the details and stories behind the what, why and how I did it. Also, I share where Words and Money is going as we've already had 30 episodes in the books. Shifting to focus more on exploring a world of what wealth means to us (which can be very subjective so we'll dive into it all: health, fitness, travel, business, spirituality, etc.) but we'll still hold tight to our money roots and have open and casual conversations about money. Link Love from this episode: Episode 26: Control Your Spending and Live on Less with Cait Flanders Episode 21: Saying "Yes" To Savings with Laura Yamin Blog Post: Why I Have 7 Savings Accounts Digit.co Tip Yourself Blog: Travel Hacking 101 - How To Find Cheap Airline Tickets MillionMileSecrets.com ThePointsGuy.com
This week I'm sitting down with Katie Waters, Certified Financial Planner, Advisor, and Owner of Stable Waters Financial, a comprehensive financial planning firm. Katie is passionate about helping individuals with cash flow issues. That's the basics of their budgets, making sure they have enough money to pay off their debt, pay for their day-to-day life, and save for their goals. Then she dives into insurance and investments. This week, I leverage Katie's expertise to help us understand what insurance is appropriate to have at this time in our lives. With Katie's expertise, I created a cheat sheet you can refer to and modify for your life-stage scenario. See the button, below. Katie offers great insight into our insurance coverage and specific tips for some of our policies. Covered in the interview: What is Stable Waters Financial Financial Planning and Cash Flow Management (a comparison) Getting people un-stuck with cash flow management Insurance for millennial-aged women (get the checklist!) An easy calculation to make sure we're properly covered with insurance How Katie got interested in finance plus her first money memory Katie’s “I made it”/Avocado moment Quick and Dirty Q&A Katie’s tips for saving up for big goals (like travel) Read more here
Show Notes This is the second half of the Words and Money interview with Jen Turrell, a personal finance trainer helping women business owners gain control of their finances. In this episode we talk about what you need to know when going into business for yourself, the profit and operating expenses of our personal lives (get your Profit First for your Personal Life handout), and everything from paying off debt, paying taxes and interest, and of course, kinky handcuffs. We chat about: What you need to think about when starting on your entrepreneurial journey Taxes for self-employed and small businesses and finding someone to talk to (CPA) The Profit First Formula: Sales – Profit = Expenses (get the download) The profit and operating expenses of our lives Sustain Goals – Maintain Goals – Next Level Goals – Dream Goals Jen answers my Quick and Dirty Q&A We get a little sidetracked talking about taxes, interest, and debt… oh, and kinky handcuffs. Then we close out with a fun fact: “This past summer, for the first time ever in history in the United States, the majority of wealth tipped over to being in the hands of women.”  Resources: Danethadoe.com – free resources for picking accounting software for self employed/online entrepreneur’s and small business owners – talk to a CPA about your taxes Books:    Profit First – Mike Michalowicz The Toilet Paper Entrepreneur – Mike Michalowicz I Will Teach You To Be Rich – Ramit Sethi Organizations:    Global Autism Project Kiva Autism Society of America Autism Speaks DailyWorth.com – Amanda Steinberg Ready For Zero – Debt repayment app Mastering Money Matters – Jen’s Group Financial Fluency Podcast – Subscribe to listen to Jen’s episodes and interviews!
This week we're talking about the basics you need to know regarding your 401(k). I'm trying my best to get through the 4-Part 401(k) series published over on the blog, and explaining everything down to, "what is an asset allocation?" and "should I put money towards retirement or debt?" We're nailing all of that down here in this #soloshow on the pod. (Go here for the cheatsheet) WHAT WE TALK ABOUT: Follow along with the 4-part blog posts Part 1: What is a 401(k) and How do you know if you have one? Part 2: Are you leaving money on the table and how much to contribute? Part 3: Tax Advantages and Disadvantages of Pulling Out Part 4: What should you invest in and debt vs. retirement? RESOURCES: Aon Hewitt Study The Swensen Model Bonus: What 23 Financial Experts wish they knew about Investing in their 20s(many have to do with their 401k)
Over the next couple weeks, the video series will be focusing on how to conquer your money goals, including short-, medium-, and long-term goals. In this episode, we dive into the short-term goals. What vehicle to use to save for those money goals, how to avoid large and unnecessary taxes by choosing the proper vehicle, and how to set up your number one most important money goal, the emergency savings account. Check out the video here.
Welcome to The Words + Money Podcast! I'm so excited about this new venture and can't wait to bring something great to you, each week from here on out. Episode number one is a mini episode and features me, your host! HERE'S WHAT YOU'LL LEARN: Why I've created The Words + Money Podcast (and blog) What you can expect from The Words + Money Podcast Setting intentions for the New Year Why you should set intentions and practice visualization How you can steal my intention for 2016: Action Is The Answer How taking action can lead to your financial clarity and control Where you can get the Financial Clarity - Taking Inventory worksheet, which is HERE!
Natalie Bacon is a personal finance blogger and writes over at Financegirl where she, of course, shares insights on money, but also intentional living, goal setting, being a young professional woman, and blogging. Natalie graduated law school with over $200,000 in student loans, worked in a job that didn’t fulfill her, and chose to change up her career for a more fulfilling and satisfying life. Now, Natalie works in personal finance during the day and hustles with her wildly successful blog Financegirl, on the side. In this episode Natalie shares her story with us and I dig in on her insight and advice on student loan debt and repayment. We discuss the difference between consolidating and refinancing and she shares why she won’t refinance her own student loan debt. Get more here...
Today on the show I’m sitting down with Daniela Corrente, the CEO and CoFounder of Reeelit (get $10 towards your next purchase with code: PODCAST), an online platform that helps individuals save money when shopping for items on their wish list and simultaneously keeps them out of debt because they never have to swipe a credit card. In this episode we chat about why now is the time to start a business if you’re feeling curious and motivated, why it’s okay to have expensive taste and how it’s totally possible to afford some of the finer things in life, and why it usually is better to go after those quality items and how you can do it without going into debt. Check out the show notes to learn more. Today's show is sponsored by DesignCrowd. Use offer code "MONEY" for a special VIP discount towards your next design project.
Laura Yamin is a podcaster over at the Say Yes Podcast where she delivers bite-sized 10 minute interviews of people sharing their stories of things they have done in their lives that they said "Yes" to. In this episode, Laura shares how she said yes to setting up an automatic savings plan to save for her goals, how she made it feel like a game and ho it's so easy, you can set one up for yourself in just 15 minutes. Read more...
Today I'm joined by Holly Johnson, money and travel writer and one-half of the persons behind the well known money and travel blog, Club Thrifty. Holly is sharing her top money-saving travel tips with us today. Plus, some great advice for every day life when it comes to money and living! Show Notes: https://www.wanderwealthypodcast.com/podcast/episode69 Join The Wealthy Wanderers: https://www.wanderwealthy.com/FB Apply for Financial Coaching: https://www.wanderwealthy.com/apply Don't forget to SUBSCRIBE and leave a review on iTunes. (It helps me out a lot!) Tess Wicks is a financial coach for high-performance women in their 20s and 30s. She works with them to help make smart and savvy financial decisions through one-on-one coaching or through her online program - The Money Program.
Amanda Boleyn is the founder and host of She Did It Her Way. She coaches and educates women to help them make the leap from corporate America to entrepreneurship. In this interview she shares her top productivity hacks and we dive deep into talking about money, fluctuating incomes, money mindset, and Amanda shares her best money tips. Show Notes: https://www.wanderwealthypodcast.com/podcast/episode65 Join The Wealthy Wanderers: https://www.wanderwealthy.com/FB Apply for Financial Coaching: https://www.wanderwealthy.com/apply Don't forget to SUBSCRIBE and leave a review on iTunes. (It helps me out a lot!) Tess Wicks is a financial coach for high-performance women in their 20s and 30s. She works with them to help make smart and savvy financial decisions through one-on-one coaching or through her online program - The Money Program.
Amy Hubble is the Founder and Principal Advisor at Radix Financial, a fee-only fiduciary portfolio management firm located in Oklahoma City, OK but servicing the entire United States. In this episode we cover so much, from what you miss out on if you don't take advantage of investing in your 20s (comparing an example of Taylor Swift and Adele), to how much you will need in retirement, to prioritizing paying off student loan debt and investing in your future. It's a jam-packed episode with really solid advice from Amy. Check out the show notes. This episode is sponsored by DesignCrowd.
Today I'm joined by Stefanie O'Connell, millennial money expert, author, public speaker, and a dear friend of the pod. I ask Stefanie to share all her knowledge on how you can successfully negotiate your salary. We also chat about the backward nature of why people want to buy homes, and Stefanie spills the tea on her bicep-building non-negotiable money indulgence, plus so much more! Show Notes: https://www.wanderwealthypodcast.com/podcast/episode67 Join The Wealthy Wanderers: https://www.wanderwealthy.com/FB Apply for Financial Coaching: https://www.wanderwealthy.com/apply Don't forget to SUBSCRIBE and leave a review on iTunes. (It helps me out a lot!) Tess Wicks is a financial coach for high-performance women in their 20s and 30s. She works with them to help make smart and savvy financial decisions through one-on-one coaching or through her online program - The Money Program.
Hilary Hendershott is a Certified Financial Planner focused on financial coaching, money mindset tools, and wealth management for women. She is also the host of the new podcast, Profit Boss Radio, a show highlighting inspiring women who have created success in their financial and professional lives.  What we talk about: How Hilary got interested in Finance and helping women with finance in particular Hilary’s biggest influence of money growing up Understanding your core beliefs around money – Listen to Hilary’s TedXTalk The importance of retirement – Why should we be thinking about retirement and saving for it now? If you build a good investment portfolio, it doubles about every 8 years. Hilary breaks down the Numbers! Retirement plan options. 401(k) – Tax deferred. Grows tax-free. Pay tax on the way out. IRA – Tax deferred. Grows tax-free. Pay tax on the way out. Roth IRA – Pay tax now. Grows tax-free. Pull it out tax-free. Explanation of the different accounts – The rock analogy Retirement accounts – Pushing your rock downhill Brokerage Accounts – Pushing your rock on a flat surface Savings Account – Pushing your rock uphill (unless it’s for your “curveball account”) Hilary helps us feel better about investing and our options to get started Hire an advisor Get a robo-advisor investment option (WorthFM or Betterment) Read more
Kate Holmes, CFP is the founder of Belmore Financial, a location independent financial advising practice. Kate launched Belmore Financial to help people with their particular financial questions, not to push asset management or sell products–she doesn't even do that. Her goal with Belmore was to ensure there were no conflicts-of-interest so she can focus on providing top quality advice and education. In this episode, we go through the financial end-of-year checklist that Kate takes her clients through in preparing for the new year. From updating beneficiaries to making sure your credit is in check, it's all in this episode. Get the checklist in the show notes.
It's the first Thursday of the month which means we have another soloshow! I'm sharing a big question and big decision I had to make recently with Wander Wealthy and posing the question to you: What are the BIG questions your not asking yourselves? What could you be asking yourself to make those bigger money moves happen? Show Notes: https://www.wanderwealthypodcast.com/podcast/episode66 Join The Wealthy Wanderers: https://www.wanderwealthy.com/FB Apply for Financial Coaching: https://www.wanderwealthy.com/apply Don't forget to SUBSCRIBE and leave a review on iTunes. (It helps a lot!) Tess Wicks is a financial coach for high-performance women in their 20s and 30s through 1-on-1 money coaching or through her online programs in order to help them make savvy financial decisions to achieve their personal, professional, and money goals.  
Jocelyn Paonita Pearson is the founder of The Scholarship System, an online platform that helps students graduate college debt-free. Through her own journey of getting her entire college tuition paid for (and then some) Jocelyn was able to create more money-making opportunities to create passive income post-college. In this episode we chat about making money through rental properties, writing and self-publishing a book, and getting started down the path of creating an online business. Check out all the details in the show notes.
I often feel that retirement is a taboo subject in the world of entrepreneurship. Like, why would you ever want to retire from this dream job that you're creating for yourself?! The truth is, I can't wait for retirement. The reality is, life is unpredictable, so it's not very prudent to rely on your business and good-health-so-far as your retirement plan. In this episode, I share why oh why retirement is SO important, ESPECIALLY for us small business owners, and I walk you through the top 4 highly recommended retirement accounts available to us entrepreneur folk (and what to do after you pick one!). Show Notes: https://www.wanderwealthypodcast.com/podcast/episode113 Ready to create your personalized investing strategy? Get inside The Invested Program! Get inside The Wealthy Entrepreneur Facebook Group. Don't forget to SUBSCRIBE and leave a review on iTunes. (It helps a lot!) Tess is the founder of Wander Wealthy and the lead Wealth and Mindset Coach for Online Coaches. She works one-on-one with her clients to help them find ease in their personal and business finances. She is also the host of The Wander Wealthy Podcast and excited to bring you new ideas, tips, and tactics through soloshows and exclusive interviews with other smart and savvy entrepreneurs.
Kara Perez is the owner of Bravely, a financial education company that hosts pop-up events around the U.S. and provides one-on-one money coaching. Kara and I chat about how to get out of situations where you feel stuck and underwater by making some big changes and even finding alternative streams of income to supercharge your progress. She shares her tips on side-hustling and how to establish your side business or full-time business for the first time. Show Notes: https://www.wanderwealthypodcast.com/podcast/episode91 Investment Bootcamp: https://www.wanderwealthy.com/invest Get on The Invested Program Waitlist: https://www.wanderwealthy.com/invested Join The Wealthy Wanderers: https://www.wanderwealthy.com/FB Apply for Financial Coaching: https://www.wanderwealthy.com/apply Check out The Money Program: https://www.wanderwealthy.com/TMP Don't forget to SUBSCRIBE and leave a review on iTunes. (It helps a lot!) Tess Wicks is a financial coach for high-performance women in their 20s and 30s through 1-on-1 money coaching or through her online programs in order to help them make savvy financial decisions to achieve their personal, professional, and money goals.
Studies show: Women investing in the stock market outperform men. Today I'm sharing why and how I think this is done, plus some important reasons why women, especially, need to start investing ASAP. Show Notes: https://www.wanderwealthypodcast.com/podcast/episode78 Investment Bootcamp: https://www.wanderwealthy.com/invest Join The Wealthy Wanderers: https://www.wanderwealthy.com/FB Apply for Financial Coaching: https://www.wanderwealthy.com/apply Check out The Money Program: https://www.wanderwealthy.com/TMP Don't forget to SUBSCRIBE and leave a review on iTunes. (It helps a lot!) Tess Wicks is a financial coach for high-performance women in their 20s and 30s through 1-on-1 money coaching or through her online programs in order to help them make savvy financial decisions to achieve their personal, professional, and money goals.
Natalie Bacon is a success coach and online entrepreneur with a focus on helping creative, ambitious women master their mindset and make money online doing what they love. She's also a dear friend of mine so I'm so excited to chat with her in this interview! We talk about her top tips to help you design your dream life, how she got to where she is today (living her dream life) from being heartbroken just one year ago, and we also discuss her philosophy and mindset towards money. Show Notes: https://www.wanderwealthypodcast.com/podcast/episode77 Get The Design Your Dream Life Academy: https://www.wanderwealthy.com/dreamlife Join The Wealthy Wanderers: https://www.wanderwealthy.com/FB Apply for Financial Coaching: https://www.wanderwealthy.com/apply Check out The Money Program: https://www.wanderwealthy.com/TMP Don't forget to SUBSCRIBE and leave a review on iTunes. (It helps a lot!) Tess Wicks is a financial coach for high-performance women in their 20s and 30s through 1-on-1 money coaching or through her online programs in order to help them make savvy financial decisions to achieve their personal, professional, and money goals.
Building and scaling a coaching business that is actually sustainable is a big concern for a lot of coaches. Even if you know your audience and the content you want to serve them with, how do you actually find the time to do it all without burning out in your business? In this episode, I want to share how I organize and plan out my week in a way that allows me to manage a full-time coaching roster of clients and still love the work that I do. It’s absolutely possible to create a sustainable business but you have to have a plan in place, and this episode will teach you how to create one. Show Notes: https://www.wanderwealthypodcast.com/podcast/episode170 Feel frustrated with pricing your services? Grab the Online Coach’s Pricing Workbook to help you start charging the right price! Ready to create profit, effortlessly, in your business? Download The 5-Step Easy Profit Roadmap. Get on the Guest List for the Payday Party Workshop. Ready to work with me? Apply Here. Don't forget to SUBSCRIBE and leave a review on iTunes. (It helps a lot!) Tess is the founder of Wander Wealthy and the lead Wealth and Mindset Coach for Online Coaches. She works one-on-one with her clients to help them find ease in their personal and business finances. She is also the host of The Wander Wealthy Podcast and excited to bring you new ideas, tips, and tactics through soloshows and exclusive interviews with other smart and savvy entrepreneurs.
Did you know you can use your cycle can influence and elevate your business? It can if you know enough about it! In this episode, business coach and menstrual cycle alignment expert Vianney Leigh is explaining tons of information you wish you already knew about your cycle and how you can actually use it as a tool in your business to help you grow and succeed. Show Notes: https://www.wanderwealthypodcast.com/podcast/episode165 Feel frustrated with pricing your services? Grab the Online Coach’s Pricing Workbook to help you start charging the right price! Ready to create profit, effortlessly, in your business? Download The 5-Step Easy Profit Roadmap. Get on the Guest List for the Payday Party Workshop. Ready to work with me? Apply Here. Don't forget to SUBSCRIBE and leave a review on iTunes. (It helps a lot!) Tess is the founder of Wander Wealthy and the lead Wealth and Mindset Coach for Online Coaches. She works one-on-one with her clients to help them find ease in their personal and business finances. She is also the host of The Wander Wealthy Podcast and excited to bring you new ideas, tips, and tactics through solo shows and exclusive interviews with other smart and savvy entrepreneurs.
When you think of money mindset, it's hard not to think about scarcity and abundance mindset. Today, we're exploring the difference between these two mindsets, how they can both be helpful and both have their flaws (in a unique way). You're going to love this episode! Download the Series Checklist to keep track of your progress AND sign up for our free live training on How To Solve The 5 Biggest Money Problems, For Free here: www.wanderwealthy.com/webinar Show Notes: https://www.wanderwealthypodcast.com/podcast/episode139 Ready to create profit, effortlessly, in your business? Download The 5-Step Easy Profit Roadmap. Get on the Guest List for the Payday Party Workshop (next one takes place the 1st week of January 2020!) Don't forget to SUBSCRIBE and leave a review on iTunes. (It helps a lot!) Tess is the founder of Wander Wealthy and the lead Wealth and Mindset Coach for Online Coaches. She works one-on-one with her clients to help them find ease in their personal and business finances. She is also the host of The Wander Wealthy Podcast and excited to bring you new ideas, tips, and tactics through soloshows and exclusive interviews with other smart and savvy entrepreneurs.
Do you want to create more consistency in your business, find the focus you need to get things done, and start actually seeing progress happen? Shunta Grant, founder of Peace, Pace, Progress and Because of Zoe, had to perfect these qualities quickly after leaving the legal world she was familiar with. She's sharing about her journey into entrepreneurship and how you can get focused on your goals while creating the consistency and progress you're looking for. Show Notes: https://www.wanderwealthypodcast.com/podcast/episode133 Ready for a FLASH SALE?! Next week we're doing a Pre-Black Friday 40% sale on The Invested Program! Use code BLACKFRIDAY19 between November 21st and November 25th. Ready to create profit, effortlessly, in your business? Download The 5-Step Easy Profit Roadmap. Ready to work with me? I have 3 open spots for Business Owners: Apply Here.  Don't forget to SUBSCRIBE and leave a review on iTunes. (It helps a lot!) Tess is the founder of Wander Wealthy and the lead Wealth and Mindset Coach for Online Coaches. She works one-on-one with her clients to help them find ease in their personal and business finances. She is also the host of The Wander Wealthy Podcast and excited to bring you new ideas, tips, and tactics through soloshows and exclusive interviews with other smart and savvy entrepreneurs.
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Podcast Details

Started
Jan 3rd, 2016
Latest Episode
Mar 26th, 2020
Release Period
Weekly
No. of Episodes
161
Avg. Episode Length
35 minutes
Explicit
No
Order
Episodic

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