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About Wilson Liang

Wilson Liang is physician assistant, professor, and financial coach.

He helps high-income healthcare professionals crush their student loans, build wealth, and unlock semi-retirement in 10 years or less.

What You’ll Learn

In this episode we talk about: 

• How much his PA schooling cost
• Avoiding lifestyle creep as a high income earner
• Powerful question to ask your partner to get aligned with money
• Incorporating Profit first in your finances
• Liabilities in the Healthcare Industry 
• Wilson’s perspective on index fund investing vs real estate investing
• Leveraging Assets for Real Estate Investment 

Resources

Check out Wilson’s website

Follow Wilson’s IG 

Say hi to Whitney on IG

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About Tess Waresmith

Tess is a financial coach and the founder of Money Confident, a small group financial education program and community that helps women in their 30’s and 40’s, learn how to grow their money using simple investing strategies so that they can retire comfortably and chase whatever dreams are for them.

After losing $80k in bad investments in her twenties, Tess learned everything she could about wealth building and built her net worth to $1 million as a single 35 year old woman.

Now she’s helped thousands of women learn how to grow their money using simple investing strategies anyone can do (even if you’re short-on-time or a total newbie investor). Thousands of women have attended her free investing workshops, hundreds of women have joined her small group coaching programs, and she regularly shares simple money tips on instagram at @wealthwithtess.

What You’ll Learn

In this episode we talk about:

• Taking the Leap into Running Her Business Full-Time
• Breaking Up With a Financial Advisor
• Investing Basics and Tax Advantages
• Investing Strategies and Simple Portfolios
• Investing in Stocks, Bonds, Real Estate

Resources

Tess’ IG

Whitney’s IG

www.wealthwithtess.com

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About Shannah Game

Shannah Game is an award-winning Transformational Money Expert, Host of Everyone’s Talkin’ Money podcast, Certified Financial Planner with an MBA, entrepreneur, educator, and Certified Trauma of Money Expert. 

Shannah waved goodbye to the old traditional financial planning model and turned her focus on helping everyone “unf*ck their relationship with money” through her podcast, Everyone’s Talkin’ Money. Everyone’s Talkin’ Money podcast, formerly the Millennial Money podcast, was named a Top 4 Money podcast by the NY Times and has been downloaded 25 million+ times in over 167 countries. The show is personal finance meets money therapy – a healthy place for both your wallet and your mental health. 

Shannah has also spent over 10 years teaching financial literacy at California State University Northridge; she’s spoken on stages to thousands, sharing her money expertise, and sat elbow to elbow with hundreds of individuals, guiding them towards their money goals. She’s a mental health advocate and openly shares her mental health struggles with her listeners. Shannah became permanently deaf in her left ear in 2018 and has navigated the world with one ear ever since.

In her “free” time, Shannah’s been known to make a mean risotto, spends way too much time researching travel destinations, and can be seen all around Asheville, NC with her pup, Winnie. 

What You’ll Learn

In this episode we talk about:

• Becoming a Certified Trauma of Money Expert and what that entails
• What financial trauma is and where it comes from
• 3 step process to helping you heal 

Resources

Listen to Everyone’s Talkin’ Money Podcast

Freebie: 10 Mindful Money Questions

Say hey to Whitney on IG

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Join me in wrapping up the 2023 year with some key questions to conducting a year end review.

Share with me some of your highlights on IG: instagram.com/whitney_hansen_co

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This time of year is very prevalent for fraud. And it’s everywhere! 

About Kathy Stokes

Kathy Stokes is a nationally recognized leader in the consumer fraud arena. As Director of Fraud Prevention Programs with AARP, Kathy leads AARP’s social mission work to educate older adults on the risks that fraud represents to their financial security. Since 2019, she and her team have vastly expanded AARP’s leadership in this space, including the creation of a new victim support program, a multi-year campaign to end the use of gift cards in fraud, and the formation of a national effort to fundamentally transform how our country addresses consumer fraud. 

Kathy currently serves on the advisory council to the Board of the International Association of Financial Crimes Investigators and on the advisory council to the Senior Issues and Diminished Capacity Committee of the North American Securities Administrators Association.

What You’ll Learn

In this episode we talk about:

• How to help others that are experiencing fraud
• Common financial fraud tactics
• Tips for making yourself a harder target
• AI and how that is creating more opportunities for fraud

Resources

• aarp.org/fraudwatchnetwork
• The Perfect Scam podcast

Podcast: Play in new window | Download

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Podcast: Play in new window | Download

Subscribe: Apple Podcasts | Spotify | RSS | More