I am so excited that I was able to connect with Tiffany Yu, and talk about financial literacy on a new podcast that she was producing called “If Your Wallet Could Talk”. Tiffany Yu and I met through Dreamers and Doers, a fantastic network for entrepreneurial women. Tiffany is an advocate for intersectional disability representation and is actively involved in creating content that promotes compassion and change around people with disabilities.
To hear my podcast episode, please visit this link. You can see the time-stamps and key messages below, and on the podcast link, there is also an auto-generated transcript. Please keep in mind that for topics that focus on retirement, my audience is primarily the U.S.
4:30 Brief intro to my background
5:40 How I became frugal and learned about FI/RE
7:05 Why side hustles / multiple streams of income is important
8:08 How I started on Instagram and the goal of my online presence
9:32 How it’s important to unlearn habits from our past in order to better align ourselves with our goals
11:33 The FI/RE community and becoming work optional – regrets, how to spend less on travel, and what “self care” really means
16:13 What account do I open? IRAs and the hierarchy of investment accounts
23:54 Why should we even invest in retirement accounts if we can’t withdraw until 59 ½?
27:48 What 3 tips would I give to mellow out our “wallet voices”
29:15 What my wallet voice is saying to me
30:38 Advice for upcoming college graduates
31:33 Self employed? Here are some investment options
32:38 Faith and Finances
Additional links of interest
Would you like to go even more in depth on these topics and much more, join the waitlist for the Save My Retirement Masterclass – this is a crash course on how to save and invest a retirement for Americans, and classes are opened once every few months.
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