102. Buying Freedom with Frugality

money mindsets, Podcast

Vicki Robin is a social innovator, writer and speaker. She is coauthor of the international best-seller, Your Money or Your Life: Transforming Your Relationship With Money and Achieving Financial Independence. It was an instant NY Times best seller in 1992 and steadily appeared on the Business Week Best Seller list from 1992-1997. The New York Times called her the “prophet of consumption down-sizers.” Vicki has lectured widely and appeared on hundreds of radio and television shows, including The Oprah Winfrey Show, Good Morning America, NPR’s “Weekend Edition” and “Morning Edition” and now The 411k!

Vicki joins Katie and Katherine to share timeless money lessons! This episode covers the importance of values-based living and how building connections within your community is a money lesson worth investing in.

101. Housing Market Check In

Podcast, real estate

Dori Brewster is a Realtor at Lamacchia Realty. She helps those of us in Massachusetts navigate the real estate market.

Being a life-long resident of Somerville, MA, Dori observed how rapidly the city was changing and it sparked her interest in the real estate industry.

Dori has over 20 years of sales and customer service experience. In that time, she developed the ability to build rapport with ease while making it a point to truly understand the client’s needs in order to best serve them. Her main focus has always been the people, not the pay, which is what makes real estate the best career for her.

As a real estate agent, Dori’s goal is to be known as the agent who not only sells the most homes but as the agent who cares most about her client’s needs. She will help her clients reach their goals by educating them on both the conditions of the current market and how these conditions can help them to achieve their desired outcomes. Whether it be advising a seller on how to price their home competitively or offering tips to buyers on how to be flexible enough in their terms to stay competitive, Dori aims to be the most informative, compassionate, and determined resource possible!

100. Reclaiming Confidence with Nicole Kalil

career development, Podcast

Nicole Kalil is a confidence sherpa, an in-demand speaker, leadership strategist, respected coach, and host of the “This Is Woman’s Work” Podcast. A fugitive of the C-suite at a Fortune 100 company, she has coached hundreds of women in business, which has given her insight as to what – structurally, systemically and socially – is and isn’t serving women and leaders within an organization.

Nicole joins The 411k to discuss her new book “Validation is for Parking” which is all about confidence! We really enjoyed this shame-free discussion about confidence – what it is, what it isn’t, and how to build it – and we hope you will to.

099. A Year in Review

Podcast

Another one bites the dust! Katie and Katherine discuss the life events and big financial moves that we’ve made over the last year. As a reminder, we are not know-it-all experts. We are living and learning as we go. In this episode, we share some successes, some strange turns, and a few mistakes that got us through this year.

098. Off-Market Home Offers

Podcast, real estate

Chris Mackey, CEO of Bluebid, joins The 411k to talk about his newest venture. Bluebid enables homebuyers to privately communicate interest in off-market properties to approachable homeowners. The site allows buyers to send offers directly to the sellers of off-market properties to see if the right number would inspire a sale. Katherine and Katie talk with Chris about the benefits of buying and selling a home off-market and how this fits into the standard process.

097. Transgender Emergency Fund

Changing the System, Podcast

Trans Awareness Week (November 13 – 19) is a time for transgender and gender nonconforming individuals and their allies to take action by advocacting around the issues of prejudice, discrimination, and violence that transgender individuals face. Transgender Day of Remembrance occurs November 20, when trans advocates raise awareness of the transgender community through education and advocacy activities.

Since 2008, the Transgender Emergency Fund (TEF) of Massachusetts has been providing critical assistance to low-income transgender people in MA. Once a beneficiary, Chastity Bowick now serves as the Director of the TEF.

Chastity joins Katherine and Katie to share her story and teaches us how to be better allies to the LGBTQ+ community.

096. Changing Money Mindsets

money mindsets, Podcast

Paco de Leon, founder of the Hell Yeah Group, joins The 411k to talk about her new book Finance for the People. In this episode, we talk with Paco about what it means to have financial dignity and also how to shift our money mindsets. Paco describes her continuous process of “falling down the stairs,” or surrendering to herself, in order to overcome a scarcity mindset and feel safe in the world today.

095. Like Mother, Like Daughter

Podcast

Rachel and Rebecca Pino are a mother and daughter duo providing women with sound financial advice. Rachel (the mom of the duo) runs her family’s financial firm as CFO. Raising Rebecca, she instilled financial advice in her daughter. In between sharing family money stories, Rebecca and Rachel teach us how to shop for a financial planner and what mistakes to avoid when it comes to retirement planning.

For more information about financial planning for retirement, check out our blog with Money Her Way.

094. Sinking Funds

Podcast, WTF is

Millennial money coach, Farrah Turcotte, joins The 411k to talk sinking funds. She shared her strategies for keeping her budgets in check while still offering herself the grace to make mistakes. From every day spending to big life event type expenses, Farrah teaches us how planning ahead and using sinking funds can help us take control of our finances.

093. Strategic Inaction

career development, Podcast

Hustle culture… Gig economy… Quiet quitting… the Great Resignation… Burnout… These are phrases we are seeing more and more in the news so we brought in an expert to talk through what this really means. Jinny Uppal has 20+ years of experience driving transformational growth by challenging existing norms in business. She joins The 411k to talk about how to manage the professional world without compromising your wellness. Specifically, Jinny teaches us about strategic inaction.

092. First Hustle Then Brunch

Entrepreneurship, Podcast

Jazzy Thatch, founder of First Hustle Then Brunch, joins The 411k to talk about side hustles. We have a lot of questions about hustle culture including where to start and how to balance it all. Jazzy has tried a lot of different jobs so she shares from personal experience what works and what doesn’t.

091. Smart Money Mamas

Podcast

Chelsea Brennan, the founder of Smart Money Mamas, is an ex-hedge fund manager turned financial educator. She joins The 411k to talk about money – specifically how to talk about money with kids.

Kids are always watching! Even without talking about money, they pick up money habits from those around them – especially parents. Chelsea and Katherine share how their money mindset changed when they had children and how their perspectives have shifted as their families has grown.

Whether you are a mom or hope to one day start a family, you won’t want to miss out on these healthy money habits!

090. Money & Happiness

money mindsets, Podcast

We talk a lot on the show about how emotional money can be and we hear a lot about money shame, guilt, and grief. But today we want to talk about happiness! Melissa Leong, author of Happy Go Money, joins The 411k to talk about how happiness and money are intertwined.

Melissa challenges Katie, Katherine and the audience to answer two questions…

(1) On a scale of 1 to 10, how happy are you right now? (10 being the happiest)

(2) How much money would you need to become a 10?

Tune in to hear what research shows about these questions!

089. Retirement Planning 101

Podcast, WTF is

Manisha Thakor, founder of MoneyZen, joins The 411k to change your financial life – because that’s what happens when you prioritize retirement planning in your twenties and thirties!

For those of us in our twenties and thirties now, we are the first generation that statistically speaking will likely spend more years in retirement than we did in the workforce. So it’s time we start preparing for our Golden Years! Manisha walks us through the retirement basics and encourages all of us to take control of the one thing we can control – when we start investing! How about now?

088. Talking Money with Jason Tartick

Podcast

Jason Tartick joins The 411k to share some money stories that are featured in his new book, The Restart Roadmap. You may know Jason from his time on The Bachelorette, but he also has a successful career starting in corporate banking and building as an entreprenuer. Now is a good time to reset, restart and talk money!

Interested in more from Jason? Check out our 411k bookclub for more information on his book, The Restart Roadmap.

087. Building Budgets

Podcast, WTF is

Allison Baggerly, founder of Inspired Budget, joins The 411k to share her money story. After an unexpected pregnancy, Allison and her husband decided it was time to get their finances in order. They learned how to budget and came up with a plan to become debt-free. Now, Allison helps women get their finances in order with classes and printables through Inspired Budget. She will help you make a budget that fits your lifestyle.

086. Cryptocurrencies & NFTs

Podcast, WTF is

We really enjoyed this conversation with Kristina Tubera, founder of Femme Finance NYC, about the volatile world of cryptocurrencies and NFTs. Kristina teaches Katie and Katherine about blockchain and how these investments can open doors for the every day investor.

085. Hitting the Financial Gym

Podcast, WTF is

REPLAY! Check out one of The 411k original interviews! In this episode, we talk with our favorite accountability coach, Shannon McLay, founder of The Financial Gym. She shares her money story and how she started helping clients get “financially fit.” The Financial Gym pairs you with a Financial Trainer to help create a financial plan and hold you accountable to your goals. Are you ready to get financially naked?

084. Financial Healing with Bari Tessler

money mindsets, Podcast

REPLAY! This is one of the original 411k interviews and it is still one of our favorites. Bari Tessler Linden, M.A., is a Financial Therapist, Mentor Coach, Mama-preneur, and the Founder of The Art of Money. Her methodology weaves together personal, couple, and creative entrepreneurial money teachings into one complete tapestry. The Art of Money integrates Money Healing, Money Practices and Money Maps.

“Money shame is an equal opportunity affliction, and it does not discriminate based on who you are, where you are from, how much you earn, what percentage you save, whether you pay your taxes on time, or what your credit score is.” – Bari Tessler, The Art of Money

083. Social Finances

Podcast

Aleksandra Medina and Katrin Kaurov join The 411k to talk about their startup, FRICH, and how they are making money social! These Gen-Z co-founders created an app so that friends can be accountability partners for one-another. Katie and Katherine ask them all about why being transparent and social about money is important to them as well as what it’s like to be young, female entreprenuers getting funded in the male dominated venture capital space.