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.

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.

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.

082. Wallet Activism with Tanja Hester

Podcast, WTF is

Tanja Hester joins The 411k to discuss her new book Wallet Activism which teaches all of us how to be more intentional with our money. Wallet Activism, sometimes referred to as “vote with your dollars,” touches on all the different ways that we can align our money with our values – how to identify the Good Guys vs. the Bad Guys when it comes to spending. But also how we donate our money and even where we invest or bank it.

079. Tax Season with Atiya Brown

Podcast, WTF is
Atiya S. Brown, aka The Savvy Accountant, is a CPA in Canada and a Certified Financial Educator Instructor. She joins Katie and Katherine to answer questions about tax planning and tax preparation. Tax season can cause many people anxiety. What’s the difference between a tax credit and a tax deduction? What is a standard deduction? How can I get a bigger tax refund? Why do I owe money? In this episode, Atiya makes these confusing concepts approachable and easy to understand.

078. Ready for a Raise

career development, Podcast

Chris DiOrio, Chief Procurement Officer for Staples and Professor at Boston College, joins The 411k to share his salary negotiation tools. Chris shares his experience and even helps us practice ‘the’ conversation with a boss.

077. Divorce Funding

Podcast, Relationships

Nicole Noonan, CEO of New Chapter Capital Inc., joins The 411k to discuss divorce funding. Nicole is a nationally recognized divorce expert and shares her experience helping families solve financial disputes.

In the United States, we hear that more than half of all marriages end in divorce. With second marriages in the U.S., the divorce rate rises to 65% and for third marriages, the divorce rate climbs to 75%.

Many people save for a wedding but they rarely save for a divorce. Instead they can turn to credit cards, friends, family gifts or divorce funding to help them afford a divorce.

076. Finding Purpose with Miracle Olatunji

money mindsets, Podcast

Miracle Olatunji is a public speaker, content creator, entrepreneur, and author of Purpose: How To Live and Lead With Impact. She is the founder of OpportuniMe, a mission-driven company which helps people and organizations to realize and reach their full potential. She is also building Her Wallet Media, an inclusive and shame-free coaching and financial education platform to help women build their net worth, network, and self-worth. Miracle joins The 411k to share her personal money story and inspire her Gen Z peers to find their purpose!

074. Next Generation Investor

Podcast
Kelly Lannan, Vice President of Personal Investing at Fidelity Investments, join The 411k to discuss the next generation of investors. Millennials and Gen Z are doing things differently than those generations before them – getting married later, renting longer, having families later, etc. These generations do not subscribe do the same timeline as their parents or grandparents. However, it’s critical to not put off investing! Kelly Lannan is responsible for educating and inspiring young adults to get more engaged with their finances.

073. Scrappy Investing with Amanda Holden

Podcast, WTF is

Amanda Holden, aka Dumpster Doggy, joins The 411k to get real about investing. Starting at 21, everyone is telling you to start putting money into a retirement account. Yes, we know that we are in a retirement crisis but there is so much more that we can learn about how to make our investments work for us. Amanda makes money fun and relatable so tune in to learn more about how to better understand how investing works.

072. Modern Frugal Living

Podcast

Jen Smith, creator of ModernFrugality.com, joins The 411k to talk about what it means to live a frugal life in the modern world. Yes, being frugal can mean saving $5 at the grocery store by shopping sale item but this conversation centers around the big frugal moves like moving to a more affordable city, buying a more modest house on one income, saving an old kitchen table instead of buying a new one. Big frugal moves can save you hundreds or even thousands of dollars. You won’t want to miss this conversation on the benefits of a frugal life.

070. Get Funded with Ashley Yesayan

Podcast

Ashley Yesayan joins The 411k to talk venture capital! She’s been on both sides of the money. Ashley spent 15 years building and scaling high-growth venture backed technology companies and now, she is the entrepreneur getting funded! Today, Ashley is the founder and CEO of OneVillage, a marketplace connecting cancer patients and their supporters with the content, tools, products, and services they need to make life easier before, during, and after treatment. In this episode, she shares how she started her company and what it takes to get venture capital money needed to scale her business.