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Kerri is part of the founding team at Cinch and currently leads business development and growth efforts. Her background is in financial services where she has spent time working directly with individuals and their money as a financial advisor and also working for a consulting group that helped large organizations create and offer financial products for their customers. Outside the world of a personal finance tech startup, she has an interest in style and fashion and regularly pulls inspiration from innovation in retail and e-commerce into her work at Cinch.

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Mindy Jensen is our first 2x repeat guest for the podcast! We had so much fun chatting I had to bring her on again to talk about her husband’s retirement and all things real estate investing.

In this episode we talk about what is PITI when it comes to mortgage, how to avoid paying taxes when you sell your house, tips for positioning yourself to invest in real estate, things to think about when buying your first piece of real estate,

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David Rubenstein is an attorney and owner of CreditForums.com and CreditShout.com. These sites save people time by doing the fine print research for you and recommending cards that make sense for your life while maximizing the rewards earned. He knows the ins and outs of credit cards, rewards, which cards are worth the efforts and loves traveling, but not necessarily points cards.

In this episode we talk about why he chooses cash back cards over travel points,

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Mary Beth Storjohann, CFP® and Founder of Workable Wealth is not your typical financial planner. With over 12 years of experience in the financial services industry she works as an author, speaker, and financial coach to apply a fun, albeit no-nonsense approach in working with individuals and couples in their 20s – 40s across the country, helping them make smart, educated choices with their money.

Her recent accolades include the “Top 40 Under 40” by Investment News,

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Whether you are a Millennial, know a Millennial or have no clue what a Millennial is… we are all surrounded by this generation.

But what they believe and think is not what you might expect. This episode talks about their values, financial outlook, and even how this all directly affects our economy.

Let me know what you think of the solo episode too!

 

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Have you ever wondered what it takes to create a movie or what life in Hollywood might be like? If so, you’re going to love today’s episode.

Katherine Botts graduated with a screenwriting degree from Chapman University and has since worked on many sets. Most recently, she was co-producer on the award-winning indie feature “I Am Still Here.”

David Willis is a writer for network TV shows like “Cybill” and “Caroline in the City,”

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Angie Gross is a Certified Life and Weight Loss Coach. She focuses on building the right mindset that will help women be successful in their journey. The cool thing about Angie is she is well educated (has 5 associates, 2 bachelors and a master’s degree in IT management) and has a military background. She was even deployed with her husband where she started to realize her passion for fitness. Oh and not to mention she paid off $31,000 in 5 months!

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Psychotherapist Lisa Ferentz emphasizes that, while most people expend tremendous amounts of energy wondering and worrying about what others think or say about them, the most powerful messages are the ones that come from yourself about yourself.

Through her over 30 years of private practice and as the founder of The Ferentz Institute, she empowers those struggling with personal and professional obstacles with the strategies they need to grow and thrive,

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Michael Bruemmer is VP of the Experian® Data Breach Resolution group and VP of Consumer Protection at Experian Consumer Services, the leading provider of online consumer credit reports, credit scores, credit monitoring, other credit-related information, and protection products.

With more than 25 years in the industry, Michael brings a wealth of knowledge related to business operations and development in the identity theft and fraud resolution space where he has educated businesses of all sizes and sectors through pre-breach and breach response planning and delivery,

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Mike Brown has been around the financial industry and higher education for quite some time. He was a mathematics professor at Penn State for a while and now works as Managing Director of Nitro. Nitro’s goal is to help people spend as little as possible for college while minimizing the amount of student loans taken out.  

In this episode we talk about a three step process for approaching college, FAFSA form and why this is so critical,

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