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In this episode, I talk with Andy Ellwood, the founder of Stretch Groceries, an app that helps you compare prices at stores near you before you shop. Groceries are taking up more and more of our money, and I know so many of us are tired of guessing how much things will cost when we get to the store. Andy shares how becoming a dad helped him see just how wild grocery prices can be, why families need more help saving money, and how AI can make grocery shopping easier. We also talk about building businesses, learning from failure, and why every dollar you save on food can help you build a better financial future.

About our guest:
Andy Ellwood is the founder of Stretch, a new AI platform reimagining how families navigate the grocery aisle. A serial entrepreneur behind companies acquired by Facebook and Google, Andy has built everything from global learning communities to purpose-driven tech startups. His philosophy—Make Room For Many—guides his work as he uses technology to create more access, clarity, and opportunity for everyday consumers.

Stretch Groceries website: https://stretchgroceries.com/

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Today's episode is such a treat because I’m sitting down with my friend Cody Berman, who became financially independent in his 20s and just released his book Retire by 30. Cody shares how he left corporate America, built side hustles, kept his expenses low, invested the gap, and created a life where work is now a choice. We talk about FIRE, digital products, real estate, house hacking, lifestyle creep, money with your partner, and why you do not have to do everything at once to change your life.

About our guest:
Cody Berman is an entrepreneur, real estate investor, personal finance educator, and author of Retire by 30. He reached financial independence at 25 through online business, strategic investing, and intentional living, and now helps others achieve freedom on their own terms. He’s the creator of an award-winning personal finance podcast and has built multiple seven-figure businesses.

https://codydberman.com/kit
https://retireby30book.com
Socials: @codydberman

Digital Products Course: https://naseema--gold-city-ventures.thrivecart.com/etsy-printables/

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In this classic episode, I had a conversation with Chris Miles, who went from being a traditional financial advisor to retiring in his twenties by creating passive income streams. Chris shares his incredible story of discovering that the old-school methods of saving and investing weren’t enough for the kind of freedom he wanted. He walks us through the ups and downs of his financial journey, how he bounced back after losing it all, and what he did to rebuild through real estate, cash flow strategies, and other income-producing investments.

About our guest:
Chris Miles, the Cash Flow Expert and Anti-Financial Advisor, is a leading authority teaching entrepreneurs and professionals how to get their money working for them today. Chris has used his knowledge, not once, but twice, to become financially independent where his passive income exceeded his expenses, not to mention paid off his $1 Million in debt after the last recession without filing bankruptcy. He’s an author and host of the Money Ripples Podcast, and has been featured in US News, CNN Money, Entrepreneurs on Fire, BiggerPockets, and Bankrate.com. He has a proven reputation with his company, Money Ripples, getting his clients fast financial results. In fact, his personal clients have increased their cash flow by over $300 Million in the last 15 years.

Money Ripples - https://moneyripples.com/

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In today's episode of Financially Intentional, I sit down with Cimone Casson, a powerful entrepreneur who built a multimillion dollar insurance and tech company starting with just $400. Cimone shares how she went from a nontraditional path to creating real wealth, owning the room, and helping athletes, business owners, and high earners protect their money before things go wrong. We talk about NIL deals, athlete insurance, AI, contracts, building a business without a college degree, and why chasing the wrong bag can cost you the real money.

About our guest:
Cimone Casson is the Founder and CEO of Cannas Capital, a global insurtech agency specializing in protecting high-growth and emerging industries like cannabis, craft beverage, and professional athletes. She is also the creator of EquiRate AI, a patent-pending underwriting platform helping expand access to responsible capital through standardized inclusive lending frameworks.

Known for her street-to-boardroom perspective, Cimone works at the intersection of insurance, capital access, and economic empowerment, helping entrepreneurs move from visibility to ownership and build real wealth in the new economy.

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Grab your spot in my free Financial CPR class and learn the simple steps I used to go from paycheck to paycheck to my first million.

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In today's classic episode, I sit down with Kelly Ann Winget, an incredible expert in the world of private equity, to talk about how she broke into a male-dominated field and built her own path to wealth. Kelly shares the lessons she learned from her parents about money, how to build generational wealth, and why it’s so important to include women in investment conversations. We also discuss practical tips for making smart financial decisions, teaching your kids about money, and the importance of finding the right people to help manage your wealth.

About our guest:
Kelly Ann Winget is an accomplished alternative investments expert and founder of Alternative Wealth Partners (AWP), the first private equity firm founded by a millennial, openly LGBTQ+ woman. She has raised nearly $1 billion in capital across startups, energy, manufacturing, real estate, and emerging markets, including Opportunity Zone Funds. A recognized trailblazer, Kelly Ann has been featured in major media outlets like The New York Times and Forbes. She is the author of Pitch the Bitch: Grab Your Financial Future by the Bags and a sought-after speaker at events like the Women’s Venture Summit. Kelly Ann also partners with the WOMO Foundation and Diversity Crew to build a more inclusive tomorrow. Passionate about philanthropy, she supports causes like Wipe Out Kids’ Cancer. In her downtime, Kelly Ann enjoys traveling with her wife, spending time with family, and cuddling her three big dogs.

• Alternative Wealth Partners
• Pitch the Bitch: Grab Your Financial Future by the Bags

Some updates since the episode release:
This conversation originally aired in Q4 2024. For 2026, the standard employee 401(k) contribution limit is $24,500, with higher catch-up limits for older workers. Tax strategies involving oil and gas, private equity, trusts, or alternative investments are complex and may not apply to everyone, so please consult a qualified tax, legal, or financial professional before making decisions.

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Grab your spot in my free Financial CPR class and learn the simple steps I used to go from paycheck to paycheck to my first million.

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In today's episode, I sat down with David Delisle, creator of The Golden Quest, a graphic novel that helps kids learn about money in a simple and meaningful way. David shares how he started investing at age 11, how that shaped his view of money, and why financial literacy matters for both kids and adults. We talk about making smart money decisions, building healthy money habits, and why it’s never too late to start learning how to use money more intentionally.

About our guest:
David Delisle is the founder of The Awesome Stuff™, a TEDx speaker, TV personality, bestselling author, and most importantly, Dad. He began investing at age 11 and created The Awesome Stuff™ to help families rewrite the way they talk about money. His book, The Golden Quest, is a graphic novel that makes financial literacy fun, meaningful, and memorable, helping kids and parents focus less on always chasing more and more on what truly matters. Through his work, David is on a mission to help families build a healthier relationship with money and create more freedom for their own Awesome Stuff™. He has been seen on TEDx, CTV, Fox, Global, and The Social.

• The Awesome Stuff Website
• The Awesome Stuff in Instagram
• The Golden Quest: Your Journey to a Rich Life in Amazon

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Grab your spot in my free Financial CPR class and learn the simple steps I used to go from paycheck to paycheck to my first million.

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In today's episode, I sit down with Jack Howard from Ally to talk about the real cost of being single and why so many people still feel stress and shame around money. We talk about Ally’s study on singledom, why many women are choosing peace and freedom even when money feels harder on one income, and why being single does not mean you should avoid working on your finances. We also get into how money stories, fear, and past experiences can shape the way we spend, save, and talk about money in relationships. Jack shares how Ally’s free Money Roots program helps people understand their habits, values, and emotions around money so they can start making better choices without shame.

About our guest:

Jack Howard is the Head of Money Wellness at Ally, where she leads program strategy and execution for Money Roots, a free financial wellness program that helps people uncover how their money mindset impacts their spending, saving and investing decisions. Recognized as a change-maker and advocate for financial social inclusion, Jack has been featured in prominent media outlets such as CNBC, Yahoo Finance, Essence Magazine, Forbes and USA Today. Most recently she served as a Money Wellness coach on Side Hustlers, a reality series on the Roku Channel.

Jack earned a bachelor’s degree from Michigan State University and a Master’s in Communications Management from Syracuse University. She has a Financial Health and Wellness Graduate Certificate from Texas Tech University and holds a designation as an Accredited Financial Counselor (AFC). Jack serves on the national board of directors for the American Bankers Association Foundation, Society for Financial Education and Professional Development and the Boys and Girls Club of SE Michigan.

• Learn more about Ally here
• Learn more about Ally Money Roots here
• The Cost of Singledom: New Ally Bank Survey Reveals Singles Embracing Financial Independence

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Grab your spot in my free Financial CPR class and learn the simple steps I used to go from paycheck to paycheck to my first million.

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In this classic episode, I chatted with Joseph Reinke, founder of FitBUX, about the money habits that can shape your financial future for years to come. Joseph shares what young professionals need to know about student loans, mortgages, financial planning, and avoiding lifestyle creep as income grows. We also talk about why financial education matters so much, how simple consistent steps can help you build wealth over time, and the way he started teaching his daughter about earning, saving, and business at a young age.

About our guest:

Joseph Reinke is a Chartered Financial Analyst (CFA) and founder of FitBUX which has helped young professionals manage over $2.7 billion in assets and debts on their journey to financial freedom. Joseph has been personally investing since he was 12 years old. In addition, he has experience in student loans, mortgages, wealth management, investment banking, valuation, stock trading, and option trading. He has been on 100s of podcast and has been invited to 100s of universities to discuss financial planning with their soon to be graduates.

https://www.fitbux.com
https://www.youtube.com/@fitbux

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Grab your spot in my free Financial CPR class and learn the simple steps I used to go from paycheck to paycheck to my first million.

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Money is not just numbers, and in today's episode, I’m talking with Tari Vickery about the emotional side of money and how money trauma, fear, and scarcity can shape the way we spend, save, and build wealth. Tari shares how her family history affected her money story and why having more money does not always bring peace or financial wellness. We talk about how old money beliefs can follow you into adulthood, why some people still feel anxious even when they have enough, and how healing your relationship with money can help you make better choices.

About our guest:

Tari K. Vickery is an author, Stanford-trained sociologist, entrepreneur, and financial wellness coach. With roots in a three-generation family of small-business owners, she helped build the operational foundations of several early stage companies in Silicon Valley before founding Life Matters Financial Group, where for more than twenty-five years, she has managed the financial lives of individuals and families. Tari lives in Princeville, on the Hawaiian island of Kaua‘i, where she continues to serve clients and write, drawing inspiration from the island’s natural beauty.

Connect to Tari here
Preorder Tari's latest book here

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Grab your spot in my free Financial CPR class and learn the simple steps I used to go from paycheck to paycheck to my first million.

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In today's episode, I’m talking with Sahirenys about how a simple money system can help you stop feeling behind and start feeling more in control. She shares how watching her family lose everything in the 2008 recession changed her life, and how that led her to create the High Five Banking Method, a simple way to use five bank accounts for bills, spending, emergencies, and goals. We also talk about why making more money is not enough if you do not have a plan, how to get ahead of your bills, how to stop leaning on credit cards, and why checking in on your money every month matters so much. This is a real and honest conversation about building a strong financial foundation, even when life feels hard or messy.

About our guest:

Sahirenys Pierce is the founder of Poised Finance & Lifestyle and creator of the High 5 Banking Method. She’s a millennial Latina mom and financial wellness educator with a background in finance and financial planning. She has held roles at Merrill Lynch, MetLife, and Ameriprise. Sahirenys is known for her practical money systems and has helped thousands of people get organized, build financial confidence, and stay intentional with their spending and financial goals. Her work has been featured in outlets like Forbes Women, CNBC, and CNET.

The Poised Lifestyle
The High 5 Banking Method book

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Grab your spot in my free Financial CPR class and learn the simple steps I used to go from paycheck to paycheck to my first million.

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In today's episode, I sit down with Shellee Howard to talk about how parents can help their kids go to college without taking on huge debt. We get into college planning, scholarships, FAFSA mistakes, and why the right school is not always the most expensive or most famous one. Shellee shares how her son went to Harvard debt free, why families need to start planning early, and how to think about college costs, return on investment, and real options before it is too late.

About our guest:

Shellee Howard is the Founder and CEO of College Ready and CR Tutoring & Test Strategies, a Certified Independent College Strategist, two time best selling author, international speaker, and trusted consultant who helps families navigate college admissions and financial planning. A mother of four, Shellee turned her own family’s success into a mission after helping each of her children pursue college with thoughtful planning and graduate debt free, including her oldest son, who graduated from Harvard debt free, completed medical school at UC San Diego, and is now finishing an Orthopedic Surgery residency at UCLA.

That personal experience led Shellee to found College Ready so other families could build a smart college plan without overwhelming debt or financial stress. She has been featured on FOX, CBS, NBC, and other major platforms, and is widely recognized for helping families improve admissions outcomes while keeping college affordable. Shellee’s work is rooted in the belief that every student needs a personalized strategy built around fit, finances, and long term purpose, not just prestige.

Grab your free workbook here

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Grab your spot in my free Financial CPR class and learn the simple steps I used to go from paycheck to paycheck to my first million.

Please join me here, and follow me on social media, Instagram, and Facebook.

Need help getting started on your path to financial freedom? Start Here

Join the Financially Intentional Community 

Oh and please subscribe and leave a review on whatever app you're using to stream this podcast. 

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