Nourish Your Worth: Recent Episodes
CoLearning Books by Daniele Beasley + Kelli Manthei
A podcast on a mission to help individuals improve their financial well-being. Brought to you by the authors of Financial Wellness and founders of CoLearning Books, Daniele Beasley + Kelli Manthei. Disclaimer: The hosts are the owners and officers of Twenty Concierge Wealth Management, an investment adviser licensed by the California Department of Financial Protection and Innovation. Nothing discussed in the book or on this podcast should be relied upon as investment or tax advice.
What if the key to your future success lies in understanding your future self? Join me, Daniele, and our esteemed guest, Hal Hershfield, as we explore his groundbreaking book, "Your Future Self: How to Make Tomorrow Better Today."
Together, we'll unravel the mysteries of our brain's default network, dive deep into the concept of our future selves, and uncover their profound impact on our decision-making. Throughout this enlightening journey, Hal will share valuable insights and actionable tips to help you nourish your future self.
Discover the power behind Daniele's personal mantra, "the only way out is through," and its profound connection to our most precious commodity: time. Prepare to uncover the intriguing "yes-dam effect" and its role in shaping our choices. We'll also shed light on the fascinating "end of history illusion" and projection bias, unveiling the quirks of our perceptions of time.
But it doesn't end there. We'll equip you with practical strategies to bridge the gap between your present and future selves. From the power of visualization to the transformative practice of writing letters to your future self, we'll provide invaluable tools for self-growth provided in Hal's book that will guide you on your path to success.
Don't miss out on this transformative episode. Tune in and embark on a journey of self-discovery as we unlock the secrets to nurturing your future self. And remember, the key to a fulfilling tomorrow lies in your choices today. Grab a copy of "Your Future Self" and let's make tomorrow better together.
Buy the Book: Your Future Self
Visit Hal Hershfield's Website
Join us for an insightful conversation on sustainable investing with guest expert Alyssa Stankiewicz. In this episode, we explore how to navigate the ever-evolving landscape of sustainable investing and make a positive impact. Discover the power of aligning your investments with your values, learn practical tips for getting started, and gain valuable insights into the impact sustainable investing can have on your financial future and the world around you.
Don't miss out on this empowering discussion that will inspire you to take charge of your investments and make a difference.
In this inspiring episode of Nourish Your Worth, join us as we delve into a powerful conversation with Angel Towler, a mental health professional and financial wellness advocate who is passionate about helping others develop strong relationships with themselves.
Discover how Angel's unique perspective on cultivating self-worth, abundance, and self-compassion can empower you to transform your mindset and achieve a higher level of mental health and financial well-being. From the importance of gratitude and holding space for ourselves to practical tips for creating abundance and adding joy into our lives, Angel's guidance offers valuable insights for those seeking personal growth and self-improvement.
Don't miss this enlightening episode that will leave you feeling inspired and ready to embrace a more abundant, self-aware life.
Connect With Angel on LinkedIn
Visit Soul Care LA
Follow Soul Care LA on Instagram
Are you curious about how to teach your children financial responsibility and help them develop a sense of independence and well-being? In this episode, we sit down with Alec, a dedicated father passionate about nurturing financial wellness in his daughters. He saw a gap and founded an educational platform for parents called Cents of Responsibility.
Tune in as Alec shares his unique approach of engaging in monthly money conversations with his children and offers practical tips for parents on creating experiential learning moments during everyday life activities. We also explore a powerful quote and concept from the book, Psychology of Money, emphasizing the importance of having control over one's life as a predictor of well-being and happiness. This episode is a must-listen for parents seeking inspiration on equipping their children with financial knowledge and empowering them to take control of their lives.
Join us for this empowering conversation and learn how to equip the next generation with the knowledge and confidence to make wise financial choices. Don't miss out on this opportunity to transform your children's financial future and set them on a path toward lasting success!
Visit Cents Of Responsibility
Join us on this episode of Nourish Your Worth as we speak with Leon Mirochnik, a Chartered Financial Analyst, blockchain and crypto expert, entrepreneur, and investor. Leon has had an extensive career building businesses in Asia and the US and today he breaks down the basics of blockchain and Web 3.0 and shares his advice for newcomers to the world of crypto.
Throughout the episode, Leon emphasizes the importance of starting small, diversifying your portfolio, and investing in yourself. He shares his own personal mantras of "small things make big things happen" from John Wooden and "stay hungry, stay foolish" from Steve Jobs, which have helped him stay disciplined and continue to grow both professionally and personally.
Whether you're just starting out in the finance industry or looking to expand your knowledge on the latest technologies, this episode is a must-listen. Join us as we explore how to nourish your net worth and self-worth in today's ever-changing world.
Connect with Leon on LinkedIn
In this heartwarming and engaging episode, join host Daniele Beasley and her daughter, rising real estate star Jaz Beasley, as they discuss the importance of nurturing client relationships and finding the perfect home that aligns with individual lifestyles. Jaz, who works with Berkshire Hathaway in Santa Monica, shares her journey from cultivating a client-centric approach as a celebrity hairstylist to working at a prestigious estate planning law firm in Los Angeles.
With her infectious laugh and a smile that lights up a room, Jaz now brings her combined knowledge of business, customer service, and mindfulness to her real estate career. Additionally, Jaz courageously shares her story of sobriety, highlighting the strength and resilience that have shaped her personal and professional life. Embracing Jaz's powerful mantra, let's remember the importance of showing up for people in our lives, as sometimes just being present and offering support can make a world of difference.
Don't miss this delightful mother-daughter conversation that explores the intersection of finance and real estate while emphasizing the importance of family, values, and personal growth.
Connect with Jaz On Instagram
In this compelling episode of Nourish Your Worth, we sit down with Dr. Mary Bell Carlson, a financial behavior expert and educator at the Financial Behavior Keynote Group. We dive deep into the human-centered approach to managing finances, exploring how personal values, emotions, and cultural influences shape our relationship with money.
Our conversation takes us through various chapters, discussing the foundations of a healthy money relationship, overcoming negative emotions, aligning values and financial habits, and managing financial stress. Dr. Carlson shares valuable insights and practical advice that listeners can apply to their own lives or when working with clients as investment professionals.
Join us as we learn the importance of empathy and understanding in navigating the financial world and discover how to embrace our unique financial journeys while empowering ourselves and others to nourish their worth. Don't miss this enlightening episode that's packed with expert advice on achieving financial wellness and fostering a healthier relationship with money.
Show Notes:
Hear more from Dr. Carlson at Real Money, Real Experts
Learn more at Keynote Financial
Join us for a special episode where we sit down with Mario Gage, a financial literacy ambassador, disc jockey, millennial investor, and classic hip-hop collector from the South Side of Chicago. In this episode, we explore the intersection of old-school hip-hop and financial literacy and learn how Mario has used his love of music to teach financial literacy to everyone he encounters. Mario's interest in financial literacy was initially piqued while attending Ariel Community Academy and being a member of Ujamaa Jr. , a youth investment club, where he started his own personal stock portfolio at the age of 12. In 2004, Mario was named the first Money $mart Kid by the Federal Reserve Bank of Chicago for his essay on "The Three Jar System," a savings method taught to him by his mother. He continued to nurture his passions for investing, financial literacy and music while attending high school at the prestigious University of Chicago Laboratory School and undergrad at the University of Chicago.
Mario shared his unique perspective on how he tracks his "music-related assets" through discogs.com, a platform he uses to organize his collection and keep track of the value of his investment. He stressed the importance of this website if you are a music collector since it can help you keep receipts and reflect an accurate value for your financial selfie. Mario also shared some songs that told the story of hip-hop and success.
With a record collection of over 10,000 vinyl, Mario shares his love for classic hip hop and how he uses music to tell the story of success and financial empowerment. We also dive into Mario's goal digger journey to become a disc jockey for the late-night hip-hop radio show on WHPK of the University of Chicago's radio station and how he has used his platform to inspire others to pursue their goals. Join us as we learn from Mario's unique perspective on financial literacy and how he is making a difference in his community, one beat at a time.
Show Notes:If you want to be one of those who get their money right, through our research for the show notes, we discovered Chicago's Federal Reserve bank would be hosting a free virtual Money Smart Week April 15-21st and have shared a link below in the show notes.
Listen To the Songs Mentioned:
MC Shan—The Bridge
Boogie Down Productions—South Bronx
Common—I Used to Love H.E.R.
Nu Shooz—I Can’t Wait
Poison—Bell Biv DeVoe
Connect With Mario Through Instagram
Learn More About The Ujamaa Jr. Investment Club
Watch Mario Spin At Silk
Subscribe To Trapital
Welcome to our Financial Wellness podcast! In this episode, Kelli and Daniele are excited to introduce a new challenge to help you save money, eat healthier, and practice self-care by cooking at home. We share tips and hacks for making cooking at home more enjoyable and discuss the benefits of eating at home versus dining out. We also debunk the common myth that dining out is cheaper than cooking at home, especially if you are single.
But that's not all! We're inviting you to join us on this challenge as we kick it off the first week of April. We'll provide you with the recipes and everything you need to participate in the challenge, just look out for our upcoming blog post with all the details.
So don't miss out on this opportunity to save money, eat healthier, and practice self-care by cooking at home! Who's ready to join us and start cooking?
Welcome to our podcast! This is Daniele, and today we're excited to talk about the amazing power of AI and technology to break down barriers and create new opportunities for people with disabilities. As some of you may know, I am currently dealing with a temporary paralysis of my left vocal cord, which makes it difficult for me to communicate effectively. But with the help of Descript, we were able to find a solution that allows me to continue communicating with you all and bringing you the content you know and love.
And speaking of breaking down barriers, we want to take a moment to spotlight the amazing performance of Rihanna's sign language interpreter at the Super Bowl, Justina Miles. She showcased the power of inclusivity and accessibility, and it's an inspiration to us all.
By using Descript and other AI technologies, we can create new opportunities and possibilities for people with disabilities to explore and grow in their fields. The power of AI is truly remarkable, and we're excited to showcase some of the ways it can be used to improve people's lives and bring greater accessibility to everyone.
So let's dive into today's episode, where we'll be discussing some fascinating topics and sharing valuable insights on a range of subjects. We hope you'll join us in breaking the internet with this one!
Show Notes:
Descript
Chat GPT
Justina Miles
See The Way I See Clothing
Join us as we take a moonwalk into the world of celebrating female friendships and financial wellness this Galentine's Day. Daniele and Kelli will be sharing their tips and tricks on how to prioritize financial self-care, build financial wellness through the support of your gal pals, and the power of mindful spending to make lasting memories that you and your friends will cherish for a lifetime.
So grab your fedoras and moonwalking shoes and get ready to step into a world of celebration, female empowerment, and financial wellness!
In this podcast episode, we dive into the world of financial wellness technology with Reagan Bonlie, the mastermind behind Nudge - a cutting-edge software platform aimed at improving financial literacy and providing access to financial wellness resources to underserved communities.
Join us as we learn about Reagan's journey in developing Nudge, the process and challenges he faced along the way, and his vision for bringing financial wellness to those who need it the most. Whether you're interested in finance, technology, or simply want to learn more about how to improve your own financial well-being, this podcast episode is for you!
Get ready to be inspired by Reagan's altruistic mission and find out how Nudge is leading the way in bridging the financial wellness gap.
Show Notes:
https://www.nudge.solutions/professional
https://www.nudge.solutions/
It's time to channel your inner Van Gough. Today, Daniele and Kelli will discuss the importance of understanding your money mindset through a creative exercise. The exercise will help you tap into the right side of your brain and reflect on your money mindset aimed to help you identify and improve your relationship with money.
We'll be exploring the concept of creating a visual representation of your money mindset, which includes five layers: Identity, Confidence, Future, Achievement, and Strength. Each of these layers is associated with a specific learning concept, Identity associated with family systems, Confidence with currency, Future with goal setting, Achievement with net worth, and Strength with shame. By understanding each of these layers and how they work together, you can gain a deeper understanding of your money mindset and work towards improving it.
Join us as we explore the five layers of the money mindset and learn how to create a visual representation of your financial goals.
Show Notes:
https://www.colearningbooks.com/news/money-mindset-exercise
Today, we're excited to have Jamie Bosse, a financial advisor and author, as our guest. Jamie is the author of the hit book "Money Boss Mom," which helps young parents "Master What's Next" by creating a financial plan, taking action, and clarifying their goals. Jamie is also the author of two children's books, "Milton Makes Saving A Habit" and "Milton Brings Home The Bacon," which aim to educate children about the importance of saving money and budgeting.
Join us as we dive into the world of adulting with Jamie and learn more about her writing process and some financial tips for young parents.
Show Notes:
https://www.moneybossmom.com/
Listen up, friends! Tired of feeling like a hamster on a wheel when it comes to making a plan for dieting and managing your finances? We hear ya! We've tried every fad diet, and let's just say, not all of them are smooth moves. But, you know what they say, the best road to take is the one that leads down the path of self-discovery.
Join us as we share our hilarious thoughts and ridiculous actions (or misadventures) over the years of dieting. But it wasn't until we went down the road of self-discovery that we finally found the answers we were looking for. We explored our emotions about making plans, which helped us understand our behaviors and change the outcomes.
Who knew the parallels between making a plan for spending your calories and money were so aligned? So, grab a healthy snack to nourish your worth and sit tight, because this is one journey you won't want to miss.
Show Notes:
Navigating the Cycle of Change for Health and Wealth
Open enrollment maybe over, but it's never too late to focus on employee benefits. Our guest today is Daniel Bryant, a thought leader and best-selling author. His book, "The Financial Wellness Mandate" focuses on how to be the employer of choice in a highly competitive job market.
Financial wellness is a term used to describe an employee benefits package that focuses on financial education and empowerment. This type of program is geared toward providing employees with the tools they need to make sound financial decisions and reach their personal financial goals.
What's the old saying? Times change, and people do too. If you're an employer who isn't offering a competitive benefits package that encompasses financial wellness, you run the risk of falling short. On the flip side, if you are an employee and not fully engaged in your company's offering, you run the risk of losing potentially valuable benefits that can help you nourish your worth. Traditional W-2 income is only part of the entire compensation package, and we encourage you to take a deep dive into your company's benefit package—and don't be afraid to ask for newer benefits that are available in the marketplace.
Show Notes:
The Financial Wellness Mandate
The Leader Who Had No Title
Hal Hershfield, Psychologist - UCLA Professor
'Tis the season where everyone gathers with their tribe, creates vision boards, and sets personal goals to become the best version of themselves. Let's explore new ways to make your vision board, memorialize your goals and attach them to outcomes by projecting your financial future selfie.
Get out your poster boards, magazines, and excel spreadsheets, couple them with Kelli's new idea, including push pins and red yarn, and collage yourself all goal'd up.
Show Notes:
2023 Tax Tables + LimitsLord of the Roths
Aoifinn Devitt joins us today to talk about her career and podcast series, Fiftyfaces. Daniele and Kelli received the allyship award from the Investment News Women to Watch Awards last month, so there was no doubt we wanted our first guest to be a fellow ally. On her podcast, Aoifinn focuses on revealing the richness and diversity of the world of investment by focusing on its people and their stories. During the pandemic, she reached across the pond and interviewed Daniele on a series entitled, The Next Chapter. (More content from Aoiffin is available on fiftyfaceshub.com.)
In this episode, Aoifinn breaks down barriers as she looks after her family while climbing the corporate ladder. She truly embodies her personal mantra of "make your life extraordinary."
Join us as we explore the next five of the top ten takeaways from the book. In this episode, we'll discuss the various financial focused themes that can help you treat yourself like a business and how making a plan can help alleviate the stress related to your finances which ultimately helps you nourish your worth.
Join us as we explore the first five of the top ten takeaways from the book. In this episode, we'll discuss the various themes on the softer side of our coverage that can help move your mindset to align your financial goals as you are adulting through life.
In this episode, we explore concepts from the last section of Financial Wellness, Side B, otherwise known as the wellness section of the book. Join us as we explore the importance of incorporating self-care and mindfulness into your daily life, ways to practice gratitude, how to acknowledge and colorfy your feelings, and how creating a vibe can help guide your emotions while focusing on improving your finances.
Links to books and websites mentioned in the podcast:
https://www.thesecret.tv/products/the-magic-book/
https://www.besselvanderkolk.com/resources/the-body-keeps-the-score
https://thenounproject.com/
It's time to stop giving away your money and treat it like a business. Train your inner CEO and level up your money game by creating a robust set of personal financial statements. This includes a cash flow statement and balance sheet (aka financial selfie), and then project it into the future to help you align with your personal goals.
"I'm not a businessman; I'm a business, man." Jay Z
We all want to protect our reputations. Let's focus on building and protecting our financial reputation. This section explores your financial reputation and its impact on your life, actions to earn better cred, and efforts to put respect on your unique digital selfie.
Pull the receipts and create a budget. That's what the cool kids are saying nowadays, right? Uh, yeah. Kinda. But really, it's not that trivial to assemble that magical budget that satisfies your every need and nourishes your worth. Join us as we'll explore the basic concepts for managing your finances and explore how to create a spending plan for your money (aka a budget).
Money is real. And you need it to live your best and most fulfilled life. But getting your finances in order can be tricky, especially when you start digging into your relationship with money (and your family system) — which is a huge part of true financial wellness. Join us as we dive into the first section of Financial Wellness—Know Thyself. Where we'll explore the soft thoughts around managing your personal finances.
Join us as we tell the story of how we met, the humble beginnings of a business idea, and how a financial literacy coloring book featuring musically inspired cats led to creating Nourish Your Worth.