The Personal Finance Show

The Personal Finance Show is a place for people to tell their personal finance stories. Everyone has a personal finance story.

Episode 5 with Planswell

June 8th, 2017
00:0000:00

When I first heard about Planswell, I joined their waiting list immediately.

Planswell is giving free financial plans to all Canadians.

This is what I’ve been looking for. Free budgeting and tracking from mint.com and now free financial plans. As I was doing research for the podcast interview and as I got to know the team better, I realized that Planswell is more than just a quick free financial plan.

It is definitely quick and free, but that first 4 minutes where you type in your info and a plan comes out - that’s just the beginning. Just like me with my personal finance coach clients, Planswell wants to help you over the long run.

The first plan is just the first plan. Every 6 months after that, you’re going to update that plan. Every 6 months for the next 40 or 50 years.

Planswell is not just about investing your money. The results of the plan depend on your personal financial situation. If you come to Planswell and you are in debt, the plan is going to have a debt repayment part to it. The plan may even tell you to put all of your available funds towards the debt and help you figure out how to do that. Planswell is not going to just take your money and invest it without knowing everything else about you.

This is called holistic financial planning.

This is what I want for everyone.

I was so impressed by the people and the concept of Planswell that I became an official Client Advocate!

If you want your free holistic financial plan and you want to bypass the waiting list, you can use my Client Advocate link: http://teamplanswell.com/beau

THE INTERVIEW

I had this idea to bring my mobile podcast studio to the new Planswell HQ and interview the whole team all at once.

I wasn’t sure if they would go for it but they did and I’m really happy with the results.

Having the whole team as part of the interview meant that it wasn’t just one person answering questions, but that anyone could grab the mic if they had something to say.

Most importantly, I got to try my segment “Questions from the Internet” with a large group of people and it was really fun. You can find the start of that segment around the 35 minute mark.

Overall I had the best time chatting with Planswell and I hope you enjoy the podcast!

Episode 4 with Jessica Moorhouse

June 1st, 2017
00:0000:00

Jessica Moorhouse is a millennial personal finance expert, award-winning blogger, host of the Mo’ Money Podcast and founder of the Millennial Money Meetup. Last year, after I met Jessica and told her my story about being addicted to gambling for 20 years and crawling my way out of debt and addiction, she immediately booked me on her podcast. So it just seemed right that Jessica would be one of my first guests on The Personal Finance Show. Jessica is currently on episode 109 of the Mo’ Money Podcast, and there are more on the way every week. In this interview we talk about how Jessica has embraced change in her life and how she has found success and happiness by doing so. We also talk about mindfulness, travel, food, money personalities, and a million other things! Most recently Jessica and her business partner Jaclyn Phillips have developed the Rich & Fit Bootcamp where you can learn to master your money and fitness! Check it out here: https://jessicamoorhouse.com/rich-fit-bootcamp-registration-now-open/ I had a great time chatting with Jessica and I’m very excited that she agreed to participate in my first “Questions from the Internet” segment, which was so much fun.