Sowtastic

Insurance Basics & Avoiding Mistakes (Pt 1 of 2) with Vincent Spinosa and Pritesh Patel

In this podcast, Vince Spinosa and Pritesh Patel engage in a lively panel and setup objective, in-depth assessment of what #LifeInsurance is, #KeyConcepts to understand, differences, and #InsuranceFAQ that people continue to have. Additionally, their shrewd insight on how Insurance and #SmartFinancialManagement play a critical role in #FinancialLiteracy is a must listen! With a combined 30+ years of experience in finance & insurance industry as wealth management advisors at Spinosa Financial Group, Vince and Pritesh provide great understanding through easy-to-absorb examples.

 

Check out Part 2 (coming next week) of this pod where we tackle topics like Insurance Needs of Kids & Age Consideration, Mistakes/Pitfalls to Avoid, and other deep-dives!

Pushing Back on Financial Illiteracy with Trey Markel

In this podcast, Trey Markel - founder and CEO of both Centrex Software, a finance dedicated CRM and mobile app software company, and iBank, a personal money management platform designed for #millennials - talks in great detail on why it's critical to attack financial illiteracy for youth and adults and tips to start attacking it head on!  From insights into how time plays a huge factor, to teaching through engaging content, to using mentors effectively, to feeling helpless (and even exploited) due to lack of proper knowledge.  Trey's engaging examples and captivating tips are sure to provide meaningful, helpful content!

Costs of Medical School - US vs Abroad with Dr. Deepak Patel

In this podcast, Dr. Deepak Patel provides multitudes of insight into both benefits and challenges of US-based vs. International School in the medical field, including differences in tuition, financial options, teaching methods, medical practice philosophies and other factors to consider in decision-making towards college readiness!  Dr. Patel gives personal examples, thought process, and retrospective in his outstanding career as a board-certified doctor in family medicine and primary care sports medicine, Director of Sports Medicine, Assistant Professor, author, and frequent lecturer on sports medicine topics at local, regional, and national CME events!

Emotions & Habits in Learning Finances with Dr. Dianne Fabii

In this podcast, Dr. Diane Fabii covers multitudes of tips, advice, and personable examples on effective financial learning through habits and lasting emotional maturity! Dr. Fabii gives perceptive wisdom on financial self-efficacy through how-to's for Parents modeling behavior for kids, insights for why Financial Learning is critical, and guidance on nurturing and teaching regulation of expressed feelings in kids towards solving a problem. And all this from her expert perspective as a well-accomplished professional in Career Development, Counseling, Coaching, and Educational Consulting with a Ph.D. focused in interdisciplinary Childhood Studies!

Success with Passive Real Estate with Micy Liu

In this podcast, Micy Liu (founder of Life Mission Capital - www.lifemissioncapital.com), discusses topics like benefits of passive income through real-estate, House hacking, and her journey going from international student from China and financially supported by her parents, to working professionally in Supply Chain to how she continues to build expert knowledge in Real Estate, and even starting a real-estate interest group within Walmart Corporate that's grown to >300 members!

Ministering Financial Literacy with Edvard Janvier

In this podcast, Edvard Janvier, shares insights on how he went from lack of financial know-how to getting himself financially literate to now ministering knowledge to others!  Edvard uses insightful analogies to talk about how to make the most of discussing finances with peers, taking actionable steps in knowledge-gathering (i.e. in taxes, 529, investing, etc.), and helping others overcome financial gaps!

Raising a Future Entrepreneur with Nancy Griffin

In this podcast, Nancy Griffin, a single mother raising a daughter and owning multiple businesses including AdvisHer - focusing on helping entrepreneurs understand financial literacy - shares details of teaching her daughter entrepreneurship.  Nancy dives deep into topics like financial mistakes she overcame, struggling and growing through teaching her daughter business concepts, correcting what environment tries to teach kids and finding a right balance in teaching vs "pushing" their kids.

Modeling Finances To Twins with Ruchita Patel

In this podcast, Ruchita Patel shares how as a single mom, she's modeling finances to her 9-yr-old twin daughters - teaching them banking, investing, entrepreneurship, and value of money.  Her thoughtful perspectives on topics like addressing comparison shopping, encouraging good choices kids make, and teaching finances cooperatively with an ex-spouse are a must-listen!

Winning At Investing: 18 To 20 with Sam Virzi

In this podcast, 20-Yr-Old Sam Virzi shares how (with zero investment background at 18) he started investing with $100 birthday stocks and has now grown it to a $25,000+ portfolio in 2 years, surrounding himself with knowledge and a mentor!  Sharing general tips, strategies, and more importantly, mindset, Sam provides good framework for new investors in their teens.

Effective Budgeting & Allowance with Quantaze Watts

In this podcast, Quantaze Watts shares how/what/why to set up effective budgeting and allowance with 13+ Yr Olds. Additionally Quantaze covers deep insights on a range of related topics from why financial literacy teaching is a must, combatting "keeping up with the Joneses" for kids, to using "performance-based" allowance in building strong character traits.