The introduction of mutual funds was a game-changer for the average American, allowing them to gain access to financial markets once only the wealthy had access to. Then ETFs came along and helped with diversification and potential tax efficiencies with intraday trading.  What’s next?

Rich Compson, Head of Wealth Management at Fidelity Investments joins us on the Journey To Launch podcast to discuss how “direct indexing” is the next evolution of market access for Americans. We also talk about general investing topics and why investing is important to building wealth. 

In this episode, you’ll learn more about:

• Definitions and basic concepts of investing 
• The order of operations for successful (and financially responsible) investing
• Why technology and social media has made investing more affordable + accessible
• What Direct indexing is, the benefits of tax loss harvesting, how you can start direct indexing today + more

For more check out Direct Indexing Overview by Fidelity here.

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Andy Hill, host of the podcast, Marriage Kids And Money, joins the Journey to Launch podcast to discuss his most recent financial decision: taking $50,000 out of his taxable brokerage account to purchase a new car. 

We dive into the importance of making financial decisions based on personal values and life goals instead of following what everyone else is doing. Andy also shares his practical tips on car buying and the power of F-U money. 

In this episode, you’ll learn more about:

• Why Andy decided to liquidate a taxable brokerage account for a depreciating asset (i.e. his new car)
• Reasons why you should enjoy your money now and use it to elevate your life experiences
• The power of f-u money, operating from abundance instead of fear, and always learning new things
• Reducing financial anxiety, how long a financial freedom journey can take, + more

Watch the video to this episode at YouTube.com/journeytolaunch

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Allison Baggerly, author, podcaster, and founder of Inspired Budget, joins the Journey to Launch podcast to discuss her personal finance evolution as a former teacher in debt to successful entrepreneur and author.

Allison and her husband paid off over $100k of debt while growing their family. During the process, she learned how to take back control of her money, stay consistent with paying off debt, and stop emotional spending once and for all. Now, she runs Inspired Budget full-time, is a nationally recognized money coach, and is releasing her first book, Money Made Easy.

We chat about how you can balance your financial future while living spontaneously, the power of keeping your money simple, how Allison made the move to full-time entrepreneurship and more.

In this episode, you’ll learn more about:

• How to reimagine your skill set in another profession or career
• Why having a plan of action with your money reduces guilt around spending 
• The importance of communication and transparency in your relationship when it comes to finances and entrepreneurship
• What types of control budgeting allows you to have + permission to let go of budgeting later on in your financial freedom journey 
• Tips on how you can plan for your financial future and goals while enjoying living your life now + more

Check out the video of this episode on YouTube, here! 

You can enter for a chance to win a free copy of Allison's book, Money Made Easy by going to journeytolaunch.com/win.

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Kim Rittberg, former media executive at Netflix and People Magazine, joins the podcast to discuss how she was able to pivot from corporate America to her own business helping independent professionals and brands be better on camera and make unforgettable video and podcast content to grow their business. 

Kim is an award-winning video and content expert working across social media, television, digital videos, and podcasts. She spent 15 years as a media executive and launched the first ever video unit for Us Weekly. She also hosts the Mom's Exit Interview podcast, which was spurred by her decision to quit corporate and launch her own business. 

We chat about not being defined by our loses or wins, why it’s okay for you to pivot if your life changes direction.

In this episode, you’ll learn more about:

• • Why Kim quit corporate America even though she loved her job
  • Deciding to bet on yourself and go for what you want despite fear and doubt
  • How to gain confidence on camera starting with working on confidence within yourself
  • What the PATCH framework & the three E’s are + more

Check out the video of this episode on YouTube, here!

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• Get The Free Jumpstart Guide

Myra Strober, labor economist and Professor Emerita at Stanford University and Abby Davisson, social innovation leader and career development expert, join the Journey to Launch podcast to discuss how to make conscious decisions about money with love as the primary framework.

We chat about the intellectual roadmap for life’s biggest decisions, why we need to have difficult conversations before we’re ready and how love and money are intertwined in all of life’s challenges and phases.

In this episode, you’ll learn more about:

• Making decisions about money with love at the forefront of consideration
• What the 5 C framework is and how you can implement them in your life right now 
• Why you should be having conversations about personal topics alongside the professional ones
• How to be an agent of change within the institutions you participate in 
• The importance of checking in with those you admire and trying to anticipate the consequences of life’s choices + more

You can enter for a chance to win one a free copy of Myra's and Abby's book, Money and Love, by going to journeytolaunch.com/win.

Check out the video of this episode on YouTube, here!

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Jessamyn Stanley, internationally-acclaimed voice in the wellness industry and author, joins the Journey To Launch podcast to discuss how yoga has the power to change lives, why creatives have an obligation to make money for the betterment of their communities and the importance of promoting equity in the health industry.

We chat about showing up authentically on social media overcoming fear and more.

In this episode, you’ll learn more about:

• Jessamyn’s accidental path to becoming a wellness industry thought leader
• Why self-care and spending are integral to showing up as the best version of yourself
• What you can do today to let go of fear and move toward your goals
• How creatives can and have an obligation to reframe how to ethically make money 
• The importance of letting go of money + more 

Check out the video of this episode on YouTube, here!

• Instagram: @Journeytolaunch
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Toni Okamoto, founder of Plant Based On A Budget and podcast host, joins the Journey To Launch podcast to talk about her new book, “Plant-Based on a Budget Quick & Easy: 100 Fast, Healthy, Meal-Prep, Freezer-Friendly, and One-Pot Vegan Recipes,” and how she “fell” into entrepreneurship. 

Plant Based On A Budget began in 2012 as a passion project, but swiftly turned into an online empire with over 1M followers across social media. Toni went full-time in 2016 and hasn’t looked back. Since then, she secured a Netflix documentary feature on “What The Health,” and successfully leads a team of 6, spreading the word of accessible and affordable plant based meal options globally.

We chat about expectations you can have as a business owner in the online space, why she views Plant Based On A Budget as a form of activism and how you can save money on groceries.

In this episode, you’ll learn more about:

• • How long it actually took Toni to make a profit with her passion project, Plant Based On A Budget + why you should adjust your expectations if you want to start an online brand
  • Why staying open and curious is a key skill in entrepreneurship and can lead to massive opportunities
  • What you can do right now to save money on healthy meals you will enjoy that will actually leave you and your family feeling satisfied 
  • Tip and tricks to get your kids into veggies + more 

Check out the video of this episode on YouTube, here!

• Instagram: @Journeytolaunch
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Nicole Stanley joins the Journey To Launch podcast to talk about all things financial diet culture and enjoying your financial journey and life.

After battling crippling financial anxiety in her early 20s, Nicole decided that enough was enough. She went from $30,000 in debt to building her family’s net worth to over a quarter million dollars by age 27. Through her debt free journey, she realized she wasn't alone in experiencing money stress. She began coaching to help others change their money and mental health story. 

We dive into the need for more nuance surrounding money, how frugality can actually hinder your financial success, making enjoyment a priority no matter what your money situation is and more.

In this episode, you’ll learn more about:

• The difference between black and white thinking vs. nuance in the personal finance space
• Why you need to stop equating your goodness with how you spend (or don’t spend) money
• What financial anxiety looks like and how can you identify it
• ​​How to invite a good relationship with money into your life right now instead of when you complete a goal + more 

Check out the video of this episode on YouTube, here!

Other Links Mentioned in episode:

• Listen to episode 262: Die With Zero & Get All You Can From Your Money And Your Life W/ Bill Perkins
• Check out my new personal website here.
• Join The Weekly Newsletter List
• Leave me a voicemail– Leave me a question on the Journey To Launch voicemail and have it answered on the podcast!
• Watch me on News12  Watch my latest segments on News12
• YNAB –  Start managing your money and budgeting so that you can reach your financial dreams. Sign up for a free 34 days trial of YNAB, my go-to budgeting app by using my referral link.
• What stage of the financial journey are you on? Are you working on financial stability or work flexibility? Find out with this free assessment and get a curated list of the 10 next best episodes for you to listen to depending on your stage. Check it out here!

Connect with Nicole:

• Website
• Instagram:@Arise.Financial.Coaching
• Facebook: Arise.Financial.Coaching

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• Get The Free Jumpstart Guide

Jill Schlesinger, money and media legend, joins the Journey To Launch podcast to discuss how you can reset your life, her new book, “The Great Money Reset,” and how to use her Fab Five framework to discover where you really want to be on your journey to financial freedom.

We discuss events that shaped Jill’s impressive career, why everyone should have a pink notebook and how life is about so much more than money.

Jill is a CFP and Emmy and Gracie award-winning business analyst for CBS News. Her career is focused on translating complicated finance into understandable, relatable topics for everyday viewers and listeners. She covers the economy, markets, investing and anything else with the dollar sign. Jill also has her podcast, “Jill On The Money,” which won a Gracie for best national talk show.

In this episode, you’ll learn more about:

• What the “Fab Five” questions are and why you need to implement them in your life
• Why people are afraid of change and how to move past your fears to reset your life
• Actionable advice on how to advance your career and “keep the faith” + more

Check out the video of this episode on YouTube, here!

• Instagram: @Journeytolaunch
• Twitter: @JourneyToLaunch
• Facebook: @Journey To Launch
• Join the Private Facebook Group
• Join the Waitlist for My FI Course
• Get The Free Jumpstart Guide

• Instagram: @Journeytolaunch
• Twitter: @JourneyToLaunch
• Facebook: @Journey To Launch
• Join the Private Facebook Group
• Join the Waitlist for My FI Course
• Get The Free Jumpstart Guide