In this episode of Financially Naked: Stories from The Financial Gym, our hosts are Rachel Adaline and Genar Mendez. Today's conversation is centered around focusing on your wellness and mindset for 2024. Since the holidays can often lead to financial stress, we'll discuss how you can prioritize your financial and general well-being this year.  For more details check out our show notes here! If you want to work with a Certified Financial Trainer to help navigate your finances, schedule a free warm-up call today! If you have any ideas or questions for the show, send an email to [email protected]. Resources Calm App Headspace App Boho Beautiful on Youtube  Body Shaking  Meet The Trainers  Meet Genar Mendez, Level 2 Certified Financial Trainer Rachel Adaline, HR Manager at The Financial Gym   

On this episode of Financially Naked: Stories from The Financial Gym, our hosts are Gina, a Certified Financial Trainer, and Alicia, COO of The Financial Gym. Today, they explore the essential aspects of coupling and uncoupling finances. As they discuss why it's necessary on both ends, they stress the importance of having an organized financial plan. Every couple is unique, and strategies for managing finances may require some trial and error. This episode delves into practical tips on staying organized, initiating the coupling process, and navigating the uncoupling journey to ensure financial security at any stage of your relationship.  For more details check out our show notes here! If you want to work with a Certified Financial Trainer to help navigate your finances, schedule a free warm-up call today! If you have any ideas or questions for the show, send an email to [email protected]. Resources How Working with a Financial Trainer will Improve Your Relationship Meet The Trainers Gina Funaro, Certified Financial Trainer Alicia Lazarto, Chief Operations Officer

On this episode of Financially Naked: Stories from The Financial Gym, our hosts are Kadri and Juan, two Certified Financial Trainers at The Financial Gym. January is traditionally a time when people set new goals and intentions for the year, and being better with money is one that's usually at the top of the list. That's why today's episode is all about financial fitness! What is financial fitness? How do you figure out if you are financially fit? Kadri and Juan discuss how you can discover where you are on the financial fitness scale, make a plan, and measure progress along the way.   For more details check out our show notes here! If you want to work with a Certified Financial Trainer to help navigate your finances, schedule a free warm-up call today! If you have any ideas or questions for the show, send an email to [email protected].   Resources BFF HYSA Accounts  BFF Building Credit  Building Credit with Juan and Garrett   

Welcome to another episode of Financially Naked: Stories from The Financial Gym. Our hosts, Tina and Sam, started as clients at The Financial Gym before becoming Trainers. In today’s episode they delve into the transformative power of accountability partners and discuss why having an accountability partner, like we do at The Financial Gym, is a game-changer in achieving financial success. As we kick off the new year, setting goals is on everyone's mind. At The Financial Gym, we know the significance of having someone by your side to keep you on track. In this episode, Tina and Sam share their experiences as clients turned trainers, exploring the unique perspective an accountability buddy brings to your financial journey. So, whether you're a resolution enthusiast or simply looking for a monthly reset, discover how a Certified Financial Trainer can be the perfect accountability partner for your financial goals. For more details check out our show notes here! If you want to work with a Certified Financial Trainer to help navigate your finances, schedule a free warm-up call today! If you have any ideas or questions for the show, send an email to [email protected].    

Welcome to the first episode of 2024 for Financially Naked: Stories from The Financial Gym of 2024! Today's hosts are Joy and Genar, two Certified Financial Trainers at The Financial Gym. They're here to kick off the new year with a topic that's not only timeless but takes center stage as we usher in a new year—goal setting. At The Financial Gym, helping clients set and achieve their financial goals is at the core of what we do. Whether you're a first-timer setting financial goals or eager to try something new, today's episode is for you. Genar and Joy share quick and actionable tips to empower you in establishing and pursuing your goals.  For more details check out our show notes here! If you want to work with a Certified Financial Trainer to help navigate your finances, schedule a free warm-up call today! If you have any ideas or questions for the show, send an email to [email protected].    

Welcome to another episode of Financially Naked: Stories from the Financial Gym! Today, Shannon, the Founder and CEO, joins Rachel for the last DEIB episode of 2023. As we reflect on our DEIB series for the year, Rachel and Shannon open up about the rewards and challenges of building a diverse team and why it is especially important for them as leaders at The Financial Gym.  Join us as we discuss the intricacies of fostering an inclusive environment and how to support employees once they're on your team. They talk about the unique perspectives diversity brings and the complexities of creating an inclusive space. Get ready for an honest and insightful conversation that explores the essential role of DEIB in learning how to shape an inclusive and safe workspace for everyone. For more details check out our show notes here! If you want to work with a Certified Financial Trainer to help navigate your finances, schedule a free warm-up call today! If you have any ideas or questions for the show, send an email to [email protected]. Resources Pride Month with The Debt Free Guys  Career Opportunities  Meet The Leadership Team  Meet Rachel Adaline, HR Manager & DEIB Team Lead Meet Shannon, Founder & CEO of The Financial Gym   

Welcome to another episode of Financially Naked: Stories from the Financial Gym. As we approach the end of 2024, hosts Kylie and Sam invite you to join them on a reflective personal finance exercise. Discover the potential of aligning your financial goals with your values and gain insights on staying accountable as you embark on a financial wellness journey.  In this episode, Kylie and Sam discuss the power of looking back on your financial progress and sharing insights on how this practice can serve as a catalyst for setting meaningful goals for the upcoming year. They'll provide tips and tricks for financial self-discovery, offering strategies to help you achieve your biggest goals.  For more details check out our show notes here! If you want to work with a Certified Financial Trainer to help navigate your finances, schedule a free warm-up call today! If you have any ideas or questions for the show, send an email to [email protected].    

Welcome to Financially Naked: Stories from the Financial Gym! In this episode, Certified Financial Trainers Joy and Sara W discuss the process of rolling over employer-sponsored retirement accounts to other investment accounts. From discussing the why's and how's of rollovers to highlighting the advantages of individual retirement accounts (IRAs), they guide listeners through the process of gaining more control and flexibility over their investments. Joy and Sara W also delve into the nuances of the rollover process, offering insights into services like Capitalize and empower everyone to take charge on their own. Whether you're considering a DIY approach, exploring Robo advisors, or seeking guidance from a financial advisor, Joy and Sara W provide valuable perspectives to make informed decisions.  For more details check out our show notes here! If you want to work with a Certified Financial Trainer to help navigate your finances, schedule a free warm-up call today! If you have any ideas or questions for the show, send an email to [email protected].

Get ready for an exciting episode of Financially Naked: Stories from the Financial Gym. Today, Kadri sits with the one and only Shannon McLay, the founder and CEO of The Financial Gym. We’re talking about the exciting news: FG Advisory Services LLC is set to launch in 2024! This is the next giant leap for The Gym, and we’ve got all the details straight from the source. In this chat, Shannon discusses why The Financial Gym is taking the leap into investment services. It’s a groundbreaking move that will allow The Gym to invest clients’ money for the first time, unlocking new possibilities for their financial health. Wondering what to expect? Shannon breaks down everything – from the reasons behind this decision to what clients can anticipate and, most importantly, how you can be a part of it.  Spoiler alert: It’s super easy to switch advisors, and Shannon’s got the insider scoop on why you should consider joining the FG Advisory Services LLC revolution. For more details check out our show notes here! If you want to work with a Certified Financial Trainer to help navigate your finances, schedule a free warm-up call today! If you have any ideas or questions for the show, send an email to [email protected]. Resources If you want to learn more about FG Advisory Services LLC, email [email protected].  Meet The Trainers Meet Shannon McLay, Founder & CEO Meet Kadri Augustin, Level 3 Certified Financial Trainer  

Welcome back to another episode of Financially Naked: Stories from The Financial Gym. For this month’s DEIB episode, we’re spotlighting Veterans and their rights, and who better to guide us through this conversation than the incredible Jenn Dane? Jenn Dane is a powerhouse, passionate about making veterans’ rights accessible to all who deserve them. As an Air Force Veteran, she’s not just about advocating; she’s about ensuring everyone knows the resources available and encourages them to seize every opportunity. Jenn Dane is a true DEIB advocate and our guide today through the world of veterans’ rights. For more details check out our show notes here! If you want to work with a Certified Financial Trainer to help navigate your finances, schedule a free warm-up call today! If you have any ideas or questions for the show, send an email to [email protected]. Resources www.NRD.gov - a database of validated resources that supports recovery, rehabilitation, and reintegration for service members, veterans, family members, and caregivers. VA Program for Veterans Experiencing Homelessness  Wounded Warrior Project Veterans Benefits Center | The American Legion  https://vva.org/  Connect with Jenn Dane  Website: Only Human - Jenn’s Apparel Company with a Cause  Martinis and Your Money Episode: Happy Hour with Jenn Dane  Meet The Team Meet Rachel Adaline, HR Manager at The Financial Gym