Martinis and Your Money Podcast

Shannon McLay

This award winning best personal finance podcast presents various topics around money and careers in a fun and lighthearted setting. The host, Shannon McLay, is a successful entrepreneur, author, and personal finance expert with a passion for helping people get financially fit. In each episode, Shannon will share a martini (or something similar) with friends and experts while discussing money and career topics.

  • 55 minutes 24 seconds
    Retire Often with Jillian

    This final season of my show is going fast and I only have six full months left to share with you the final topics and guests before we say our final goodbye. I initially intended May to be focused on travel in anticipation for summer. I have been a financial planner now for over 14 years and in all of those years, I think every single one of my clients was always planning for some trip during the summer months and this summer is no different. Whether the trips are for weddings, family reunions, kid’s baseball games, concert events or just because, travel is always something we’re planning with our clients.   Joining me today is Jillian Johnsrud, Progress Coach and founder of the site Retire Often. Full disclosure, we were going to talk about travel more but you’ll see that our conversation took a turn into a subject matter that I think is travel-adjacent and that’s mini-retirements and sabbaticals. I think this is actually the perfect kickoff episode to the month as nothing else could get you motivated to book travel than knowing you don’t have to work for the next month. Curious about why you should plan your mini-retirement, stay tuned.

    For more information, visit the shownotes:

    https://www.martinisandyourmoney.com/show-notes/episode530-retire-often

     

    10 May 2024, 5:30 am
  • 54 minutes 22 seconds
    Credit Card Travel Hacking with Austin Riffe (Replay)

    This final season of my show is going fast and I only have six full months left to share with you the final topics and guests before we say our final goodbye and I have devoted the month of May to discussing travel and all things travel adjacent. I have been a financial planner now for over 14 years and in all of those years, I think every single one of my clients was always planning for some trip during the summer months and this summer is no different. Whether the trips are for weddings, family reunions, kid’s baseball games, concert events or just because, travel is always something we’re planning with our clients. 

    Today’s episode is my first and hopefully last replay for this final season. Due to scheduling challenges and the death of a close friend of mine, Austin and I were not able to get together to record a new episode; however, most of what we shared in this episode is still true and Austin is still continuing to work with and support people looking to travel with rewards points. I just finished working with Vinnie on booking our travel to Ireland in June to celebrate Will’s high school graduation and every time we went to use our points, I kept thinking “I should have turned this over to Austin to begin with.” Earning travel rewards is key, but more so than earning them is also spending them the best way and that’s where resources like Austin can really help you get the most bang for your travel rewards points. 

    For more information, visit the show notes: https://www.martinisandyourmoney.com/show-notes/episode529-travel-af

    3 May 2024, 5:30 am
  • 1 hour 4 minutes
    Frugality & Budgeting with The Happy Hour Crew
    26 April 2024, 5:30 am
  • 1 hour 18 minutes
    Talking with Mom, the Birthday Episode

    If you're listening to this episode on the day it debuted, you're officially listening on my birthday, April 19th. For my final season of the show, I thought I would bring on the woman who was there from the beginning. Not only the woman who gave me life but also my hero, my mother, Jamie. She joins me to share family stories, especially how my grandparents built a church in Queens, NY, and relive some funny stories of my youth and what I was like growing up  (spoiler alert, I've always been a type A overachiever). I hope you enjoy hearing more about the woman who raised me and the family that inspired my journey.  

    For more information, visit the show notes:https://www.martinisandyourmoney.com/show-notes/episode527-shannons-mom

    19 April 2024, 5:30 am
  • 1 hour 16 minutes
    Catching up with Liz Frugalwoods

    We are now in April, and I only have seven more months left of new episodes for Martinis and Your Money. As sad as I am to say goodbye to this podcast, I'm equally excited about the final season of episodes I'm delivering to you every Friday. Each month of this final year is broken down by subjects that are important for anyone's financial health journey, and I'm bringing to you the best guests around each of these subject matters but also sharing with you the best tips and practices I've learned in the last 15+ years.  

    April is a short month as far as Fridays are concerned, and it's also my birthday month, so I decided to talk about a subject that I personally used to hate but now I love, and that's budgeting and frugality. Joining me today is who I consider to be my OG Queen of Frugality, and that is long-time Martinis and Your Money friend, guest, and Happy Hour Co-Host, Liz Thames, aka Mrs. Frugalwoods. Liz joins me today to talk about why we both love the frugal approach and the crazy expensive purchase she recently made, and she shares her best tips and suggestions for someone new to a frugal journey.  

    For more information, visit the show notes:https://www.martinisandyourmoney.com/show-notes/episode526-frugalwoods

    12 April 2024, 5:30 am
  • 1 hour 24 minutes
    Why Budgeting is a Dirty Word with Kim

    I only have seven more months left of new episodes for Martinis and Your Money. As sad as I am to say goodbye to this podcast, I’m equally excited about the final season of episodes I’m delivering to you every Friday. Each month of this finally year is broken down by subjects that are important for anyone’s financial health journey and I’m bringing to you the best guests around these subject matters but also sharing with you the best tips and practices I’ve learned around these areas in the last 15+ years. April is a short month as far as Fridays are concerned and it’s also my birthday month so I decided to talk about a subject that I personally used to hate but now I love and that’s budgeting.

    Joining me today is Kim Bigby, a financial trainer at Financial Gym and longtime budget lover. Kim joins me today to share her thoughts on budgeting and we both share best practices on finding budgets for clients and our secret for success here at Financial Gym.

    For more information, visit the show notes:https://www.martinisandyourmoney.com/show-notes/episode525-budget-dirty-word

    5 April 2024, 5:30 am
  • 57 minutes 48 seconds
    Relationships & Money with the Happy Hour Crew
    29 March 2024, 5:30 am
  • 1 hour 18 minutes
    Starting a Business with Your Romantic Partner with The Debt Free Guys
    22 March 2024, 5:30 am
  • 1 hour 26 seconds
    Financial Honesty and Transparency with Dolores

    2024 will be a big year for me personally and professionally, but unfortunately, it means the end of new content for Martinis and Your Money in October. My plan for this final season is to highlight a new financial topic each month. This month, I'm talking about relationships and money. It's estimated that money problems lead to 20-40% of divorces and from my seat as a financial planner for over the last 12 years, I can tell you that those numbers are accurate.  

    This month, we're going to talk about the pitfalls money can have on relationships and the solutions to building a financially healthy and safe foundation for two people to navigate. Last week, I spoke with Tracy Coenen about financial infidelity, and this week, I'm talking to podcast listener and Financial Gym client Dolores about her personal experience with financial infidelity. Dolores joins me to share how she hid tens of thousands of dollars of debt from her partner and why their relationship is stronger than ever despite the infidelity.     

    For more information, visit the show notes: https://www.martinisandyourmoney.com/show-notes/episode522-financially-naked-dolores

    15 March 2024, 5:30 am
  • 53 minutes 15 seconds
    Financial Infidelity with Tracy Coenen

    2024 is going to be a big year for me personally and professionally but it unfortunately means the end of new content for Martinis and Your Money. It’s been quite the journey and I still have seven more months to go. This month I’m talking about relationships and money. It’s estimated that money problems lead to 20 - 40% of divorces and from my seat as a financial planner for over the last 12 years, I can tell you that those numbers are accurate. This month we’re going to talk about the pitfalls money can have on relationships but also the solutions to building a financially healthy and safe foundation for two people to navigate.This week I’m talking about financial infidelity and joining me to discuss this topic is Tracy Coenen, a forensic accountant and author of the book Find Me the Money. Tracy joins me to share some of the lessons she’s learned about financial infidelity after years of uncovering it as well as what people should know if they suspect it’s happening in their relationship. 

    For more information, visit the show notes: https://www.martinisandyourmoney.com/show-notes/episode521-financial-infidelity

     

    8 March 2024, 6:30 am
  • 1 hour 28 minutes
    Money & Relationships with Shannon & Vinnie

    2024 is going to be a big year for me personally and professionally, but it unfortunately means the end of new content for Martinis and Your Money in October, culminating in 10 years of podcasting. It's been quite the journey, and I still have seven more months to go. My plan for this final season is to be the best of the best, where each month, I highlight a new financial topic. This month, I'm talking about relationships and money. 

    It's estimated that money problems lead to 20-40% of divorces and from my seat as a financial planner for over the last 10 years, I can tell you that those numbers are accurate. This month, we're going to talk about the pitfalls money can have on relationships but also the solutions to building a financially healthy and safe foundation for two people to navigate. Kicking off this month is the guy I'm in a relationship with, my fiancé, Vinnie. Vinnie joins me to talk about how and why he got financially naked with me and how we handle money choices as a couple.

    For more information, visit the show:

    https://www.martinisandyourmoney.com/show-notes/episode520-relationships-and-money

    1 March 2024, 6:30 am
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