Between Two Advisors: A Conversation with Jay Zigmont

On this episode of The Money Script podcast, we're joined by Marvinia, an accomplished physician with a fascinating journey to share. We dive into the realm of  finance, discussing high-yield savings, CDs, and treasury bills, before delving into  Marvinia's personal journey. From her earliest aspirations to become a physician to navigating college funding and choosing medical schools, Marvinia shares insights into her path. We explore her transition from Haiti to New York, her shift from pediatrics to emergency medicine, and the significance of the matching experience in residency. Marvinia also reflects on career progression post-residency and offers valuable advice to listeners. Tune in to hear her first memory of money and gain valuable insights from her experiences.

0:45 Welcome Marvinia
1:30 Exploring Financial Strategies
7:15 – The Genesis of a Dream
8:30 – Embarking on the Journey
10:00 Funding Education
12:30 Deciding on Medical Schools
13:45 Cultural Adaptation
14:45 Transitioning Specialties
16:15 Understanding the Match
19:15 Planning Beyond Residency
22:45 Charting Career Trajectories
28:30 Insights and Guidance
31:45 First Memory of Money

https://nmadfw.org/
Treasury.gov
Want to spend 15 minutes with one of our advisors?  Please visit moneyscript.com to book a session.

In this episode of The Money Script Podcast, Jay, a seasoned financial planning expert, provides invaluable insights into achieving financial success. Jay begins by highlighting the significance of long-term care insurance in securing one's financial future. He then shares his remarkable journey of making his first million by the age of 21, detailing the strategies and mindset that propelled him to success. Reflecting on his past, Jay also discusses his earliest memories of money and how they influenced his financial perspective.

1:00 Welcome Jay
3:45 Long Term Care Insurance
26:15 How Dr J made his first million by 21
34:45 What is first memory of money

To learn more about Jay visit Childfreewealth.com
IG @Childfreewealth
books:
Portrait of Child Free Wealth
The Child Free Guide to Life and Money

If you are looking for production or help with your podcast contact @illMassacremusic

In this podcast episode, Colette Hanna, a leader at Lionsgate, shares insights into her journey in leadership and entrepreneurship. She discusses her experiences at Lionsgate, highlighting unique partnerships, and talks about her venture, Coco's Curvy Closet. Colette emphasizes the importance of pursuing one's passion and reflects on her first memory of money, offering valuable insights into her financial mindset. Discover lessons in leadership, entrepreneurship, and personal finance from Colette's experiences and reflections.

2:00 Life Insurance
5:30 Welcoming Colette
9:15 Journey at Lionsgate
14:15 Unique Partnerships
19:45 Coco’s Closet
32:45 First memory of money

You can see Colette’s fashion choices on her Instagram or Twitter accounts.  Or her Lionsgate journey on LinkedIn:

www.amazon.com/shop/cocoscurvycloset
https://www.shopltk.com/explore/cocoscurvycloset
@Amazonfashion

Want to spend 15 minutes with one of our advisors?  Please visit moneyscript.com to book a session.

This podcast episode features Sonya Dreizler discussing various topics including disability insurance, the inception of her venture Choir, its goals, and initiatives. Additionally, the conversation delves into the impact of Diversity, Equity, and Inclusion DEI) roles on Choir's operations and collaborations with other organizations. Sonya also shares her earliest memory related to money, offering insights into her financial perspectives.

1:30 Meet Sonya Drizler
2:30 Exploring Disability Insurance
9:15 The Birth of Choir
16:15 Setting Goals for Choir
26:15 Diversity, Equity and Inclusion in Choir
34:00 First Memory of Money

Listeners are encouraged to explore further through Choir's website and Sonya's social media handles.
@sonyaDreizler

Want to spend 15 minutes with one of our advisors?  Please visit moneyscript.com to book a session.

In this episode of The Money Script Podcast Dr. Nkem, an emergency medicine physician, covers a range of topics. The episode kicks off with tax season tips before welcoming Dr. Nkem to discuss her educational journey from getting her Bachelor's to Medical School and residency. Then Dr. Nkem discusses her real estate investing journey and the reasons behind her interest. The episode concludes with a reflective segment on Dr. Nkem's first memory of money.

1:00 – Tax Prep Tips
11:00-  Welcome Nkem
13:00 – Education Transitions
30:30 – Real Estate Investing
41:30 – First Memory Of Money

Check out more about real estate investing with Nkem here: www.phcinvest.com

Irs.gov
Id.me

Want to spend 15 minutes with one of our advisors?  Please visit moneyscript.com to book a session.

In this episode of "Between Two Advisors," Yohance welcomes financial expert Stuart Schiffman to discuss a range of insightful discussions in the world of financial advising.  Exploring the Backdoor Roth IRA Stuart provides valuable insights into this financial strategy, breaking down its intricacies for the audience.   Stuart sheds light on the changes and implications for individuals navigating the world of retirement savings. The conversation deepens as Stuart explores the nuances associated with the backdoor strategy. Join Yohance and Stuart Schiffman as they navigate through these key topics, providing listeners with valuable insights and actionable advice in the dynamic world of financial planning. Whether you're a seasoned investor or just starting, this episode has something for everyone. 2:45 Welcome Stuart
4:30 – Exploring the Backdoor Roth IRA
14:30 – Unveiling New IRA Limits
16:00 - Nuances with Backdoor Strategy
21:00 – Quality of advice

Learn more from Stuart at : www.compoundwealthadvisors.com. 

Want to spend 15 minutes with one of our advisors?  Please visit moneyscript.com to book a session.

In this podcast episode, Adam Carroll provides insights into the challenges of student loans, potential solutions, and a practical approach to financial well-being.  Adam joins us for a discussion on the hot topic of Student Loans, emphasizing future employability concerns.  He shares the journey behind his documentary, unveiling the three methods of debt and the consequences of spending tomorrow's money today.  Discovering commonalities among students nationwide facing financial challenges, Adam delves into the critical question: Having highlighted the problem, what are the potential solutions? 

1:45 - Welcome Adam
3:00 - Exploring "Broke Busted and Disgusted"
7:30 - Addressing Challenges and Solutions
12:25 - Unveiling the Shred Method
26:45 – First Memory of Money

Learn about the practical Shred Method for effective financial management.
theShredmethod.com

Want to spend 15 minutes with one of our advisors?  Please visit moneyscript.com to book a session.

"Inventing Success: NasaClip - A Conversation with Elizabeth Clayborne"

Dr. Elizabeth Clayborne, an ER physician, entrepreneur, CEO, and inventor, shares her remarkable journey in this engaging podcast episode. She vividly discusses her invention, the Nasaclip, highlighting its genesis and unique features. Liz elaborates on her problem-solving process, transitioning the conversation to the steps she took to bring the Nasaclip to market. Amidst entrepreneurial insights, Liz reflects on her earliest money memory and articulates her vision for a meaningful financial legacy, inspiring listeners to embrace innovation and financial mindfulness in their pursuits.

2:00 - Financial Chronicle: Starting Your Money Journey
7:15 - Welcome Liz
8:25 - Innovation Unveiled: The Nasaclip's Story
15:15 - From Problem to Solution: Creating the Nasaclip
17:00 - Navigating Market Entry: Steps to Shelf Success
25:15 – What is your first memory of money?
26:15 - What do you want your financial legacy to be?

Want to learn more about Nasaclip? Click the link below!

https://nasaclip.com/

Listen to Dr. Clayborne's Ted Talk here

Want to spend 15 minutes with one of our advisors?  Please visit moneyscript.com to book a session.

 In this milestone 100th episode, Alicia Harrison joins Yohance to explore the essence of prioritizing goals, defining values, and living a rich life.  The conversation begins with a nostalgic reflection on the podcast's inception, followed by Alicia's emphasis on establishing a strong foundation rooted in personal values. Through an engaging exercise, she highlights the evolution of values, sharing her own insights.  Listeners are encouraged to reflect on their personal growth and lessons learned. Alicia eloquently defines a "Rich Life," emphasizing fulfillment over material wealth.  Looking ahead to 2024, Alicia and Yohance discuss setting goals aligned with values, emphasizing simple yet consistent actions for positive outcomes.  Their wisdom throughout the episode inspires listeners to prioritize values, set meaningful goals, and strive for a fulfilling life through consistent effort.

 Welcome Alicia
2:00 - Looking Back: Reflections on Our Inaugural Episode
3:30 – Building a Strong Foundation: Emphasizing Values
4:30 – Evolution of Values: Insights from a Values Exercise
6:00 – Harrison’s Core Values Revealed
9:45 – Lessons in Reflection: Understanding Personal Growth
17:00 – Unveiling a "Rich Life": Defining Personal Fulfillment
20:00 – 2024 Vision: Setting Attainable Goals
25:00 – Consistency in Action: Sustaining Progress

https://www.moneyscriptwealth.com/values-exercise

Want to spend 15 minutes with one of our advisors?  Please visit moneyscript.com to book a session.

Anand, the innovator behind Pulse360, joins the podcast to discuss the genesis of his venture and its revolutionary impact on documentation services. He shares insights into the integration of AI in financial services and offers a peek into the future of Pulse360.   Anand sheds light on the intricate process of creating a powerful language model, driving Pulse360's efficiency.

2:00 - Welcoming Anand
3:30 - Entering the Advice Community
4:30 - The Genesis of Pulse 360
7:30 – Exploring AI through Chat GPT
10:25 - AI's Role in Financial Services
18:30 – Anticipating the Future
21:00 - Crafting a Powerful "Language Model"
28:30 – What Is Your First Memory of Money?

Pulse360.com

https://twitter.com/AnandSheth2

https://www.linkedin.com/in/anand951/