Mommy Money Matters

Jul 23 2024 65 ep. 19 mins 6

Mommy Money Matters Podcast artwork

Mommy Money Matters is for all the mommas out there making it happen with what they've got! Money is like oxygen, we need it to survive. I'll be open and transparent as I share my personal life as a momma of five. The ups and downs we went through because I didn't clearly understand that money matters!! I'll dive into the "if I knew then, what I know now" topic. I'm hoping to inspire new moms and all moms out there on the do's and don'ts when it comes to money. Support this podcast: https://podcasters.spotify.com/pod/show/mommymoneymatters/support

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Inspect What You Expect

Jul 23 2024 14 mins

Are you the type of person who puts something in place and then forgets about it? For example, you opened an IRA at the bank and haven’t bothered to check on it or its performance? Do you even open your statements? This is where I recommend for you to inspect what you expect! We get busy with life and then you have an emergency situation that leads you to needing money and that�

PSA: Fraud Alert!!! Stay vigilant

May 16 2024 12 mins

This episode is mainly to inform you, the consumer, to be very cautious when disclosing personal information over the phone. Not only are we dealing with identity fraud, credit card fraud, bank account fraud, but NOW retirement account fraud. This episode is short, sweet and to the point. Here are the do’s and don’ts when it comes to you handling your personal financial account

Don’t Go By Hearsay: Educate Yourself!

Mar 15 2024 19 mins

The way SM is right now, anyone can get on and say ANYTHING they want!! As consumers of this content we tend to believe these individuals. It doesn’t matter whether it’s factual or not, we believe it to be true. If you’ve been on SM you know what I’m talking about. Here’s the thing, not all of is factual. In fact most of it is other people’s opinions. Living in this cou

College Drop Out: Not By Choice

Mar 07 2024 23 mins

This episode is a bit different but all about weighing your options and doing your due diligence. As I meet with my clients, the young ones come to me for my personal recommendations regarding their future and their potential careers. I have had a lot of experience in that area personally but I always focus on them. I always tell them to find a career that not only is fulfilling bu

Don’t Let It Be Too Late: It Matters!

Feb 22 2024 19 mins

Join me on this episode, as I share some stories of old and new clients regarding life insurance for their children. Coming from a mother of five and a grandmother as well, for me personally, it is highly imperative that we protect our children with life insurance. Why is that? Because we are protecting their future insurability . We don’t know what life is going to throw our way

Back To Basics- Learning The Differences

Feb 05 2024 17 mins

This episode is focused on going back and re-learning the difference between life insurance products and finding out which one is better suited for your family’s needs. Very often I get asked, “Why should I have more than one product in place?” My response, “That’s a great question.” Because it is!! As a licensed professional it is my duty to explain the differences and

It’s Hard To Say Goodbye

Jan 26 2024 18 mins

Having a loved pass is one of the toughest experiences of life we have to deal with. Let alone needing to find the place to handle all the burial services and with this comes the expenses. How many know the costs involved? Have you done your research? Here, in the state of California on average it can be anywhere between $10k to $25 depending on what the family wants. How about cre

A Simple Term Will Do

Jan 15 2024 20 mins

Are you one of those individuals who say new year new goals? If so, where are you as of right now when it comes to those goals? If you decided that you were going to handle your finances a little bit differently this year then you’re in the right place. There’s quite a lot to do when it comes to financial planning, and what I do when I sit down across the kitchen table with a p

Happy 2024 Mommas!!! Don’t want a repeat of 2023? Listen to this!!

Jan 04 2024 19 mins

How did 2023 turn out for you? Was it what you expected or could you have done better? In this episode we talk about how we can change 2024 if 2023 was not what you had expected. Of course the number one point and key in every episode is to discuss money matters. My focus this year is to bring real life stories from clients, of course with their permission to share. I will be discu

How do we talk to our children about a loved one passing?

Nov 21 2023 16 mins

Losing a loved one is never easy, and it can be especially difficult to talk to children about death. However, it's important to have an open and honest conversation with your kids about someone passing away. Personally speaking, this subject was taboo in our home. As children we don’t know nor comprehend all the emotions we’re feeling. Being honest and answering all the childr