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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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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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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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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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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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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

Support the show

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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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Want to feel calm about money and start to build wealth? In today's episode, I sit down with Bola Sokunbi, the founder of Clever Girl Finance and the author of Clever Girl Millionaire. Bola shares how she learned the money rules as a first generation immigrant, the mistakes she made, and the simple steps that helped her save, invest, and become a millionaire. We talk about building wealth with a real budget, starting small with investing, and changing your circle of influence so better money habits feel normal. She also shares how she talks to her kids about money and why women deserve financial freedom.

About our guest:

Bola Sokunbi is a Certified Financial Education Instructor (CFEI), finance expert, speaker, and 6× bestselling author, including her latest book Clever Girl Millionaire. She is the founder and CEO of Clever Girl Finance, one of the largest personal finance education platforms for women in the U.S., and a recipient of the 2021 Financial Education Instructor of the Year (FEIY) Award from the National Council of Financial Educators.

Clever Girl Finance has earned the Distinguished Personal Finance Content designation from the National Financial Educators Council (NFEC) affirming its commitment and competency in providing high quality financial education that aligns with industry best practices and research-based education principles. Bola and Clever Girl Finance have been featured by several media outlets including Time.com, Money Magazine, CNBC, Forbes, Fast Company, Essence, Black Enterprise, Cheddar TV, ABC News, Good Morning America, BBC, Fox Business, and The Chicago Tribune as well as on several finance websites and podcasts.

Clever Girl Finance
Bola Sokunbi Books

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In today’s episode, I’m talking with Uma Viswanathan, cofounder of True Worth, about your money story and how it shapes the way you spend, save, and build wealth, especially if you’re a first generation wealth builder. We dig into how family, culture, and stress can create money habits that don’t match the life you want, and how shame can keep you stuck even when you’re doing “all the right things.” Uma shares a simple tool she calls the power of the pause so you can notice your triggers before you buy, people please, or say yes out of guilt, and then choose a move that fits your real values.

About our guest:
Uma Viswanathan is the co-founder of TruWorth, where she helps people, especially women and first-generation wealth builders, rewrite the money stories that no longer serve them. Her work sits at the intersection of identity, culture, and finance, shaped by her own experience navigating those tensions.

Before launching TruWorth, Uma led more than $200 million in mission-driven investments through major foundations and collaboratives focused on racial equity, healing, and systems change. She brings two decades of experience in psychology, philanthropy, and narrative strategy to help people move out of shame and into clarity, so they can build a life that feels aligned and abundant.

https://www.truworthshift.com/

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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 talk with Bri Franklin, a money coach who helps people pick a smart path after high school. We talk about college costs and student loans, and what to ask before you sign for debt. Bri shares ways to cut student loan debt, like help money, scholarships, a lower cost school, job skills, or a trade. We also talk about loan offers that sound good but can hurt you later. If you or your kid is thinking about college and student loans, this talk will help.

About our guest:
Bri is a financial wellness expert and socioeconomic justice crusader redefining wealth building for the next generation.

Having spent over 10 years personally experiencing the challenges of severe debt constraint, her leadership is rooted in advocacy and empowerment for those currently suffering and who stand to in the future.

Known for her bold voice and countercultural approaches initially demonstrated through her time as Co-Founder, President & CEO of nationally-acclaimed nonprofit, The Prosp(a)rity Project (2020-2024), Bri is continuing her service through financial wellness education enterprise, UnDEBTfeated.

Her accolades include membership in Debra Lee’s Leading Women Defined (LWD) organization and Chime’s 2024 Changemakers cohort, earning SXSW’s 2023 Innovation Award for Social Impact and being named the Visionary Women Foundation’s 2023 Rising Visionary.

UnDEBTfeated Site

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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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