Making It Count

It’s not too late to set your financial New Year’s resolutions and boy do we have a great episode to learn how to not only set them, but actually achieve them this year! Featuring two new guests, financial literacy educator David Maurice Sharp and Addition Financial Specialist Chelsea Conner, our hosts take a deep dive into setting SMART goals for every financial goal you’d want to accomplish – from paying down debt and cutting unnecessary expenses, to saving for a down payment and investing in your retirement. Links: –David Maurice Sharp: https://www.davidmauricesharp.com/ – Chelsea Conner: [email protected] – SMART Financial Goal Setting Worksheet: https://hubs.la/Q0131KzT0 – Learn more about Addition Financial: https://hubs.la/H0zbJ0W0

Breakups suck, but at least our Making it Count hosts were brave enough to talk through the financial ramifications of ending a relationship with Samantha Garcia, a Wealth Advisor at Halbert Hargrove. Together they demystify those common questions around finances and divorce and shed light into the best way to protect your assets through the process. Even if you are currently rocking the single life, you’ll want to tune into this episode – promise us, future you will be thankful. Links: –Halbert Hargrove: https://www.halberthargrove.com/ –Samantha Garcia on LinkedIn: https://www.linkedin.com/in/samanthalowery/ –Samantha Garcia’s email address: [email protected] –Money Management Tips & Savings Strategies: https://hubs.la/Q010T0hD0 –Learn more about Addition Financial: https://hubs.la/H0zbJ0W0

Considering lending money to a family member? You’ll want to listen to this episode of Making it Count first! Cristina and Will invite Juan Velasco, a Member Experience and Sales Specialist at Addition Financial and Jennifer Lee, the Founder of Modern Wealth to share their thoughts on mixing money with family. This episode covers the risks and rewards of lending money to a family member, how to talk to your parents about their long-term care plan and how to help your child navigate student loans. Links: –Juan Velasco, 407-896-9411 ext. 3035 –Jennifer Lee, [email protected], https://squeezethejuicebook.com/ –Real Talk: Why You Need an Estate Plan in 2021: https://hubs.la/Q0107ZkR0 –Learn more about Addition Financial: https://hubs.la/H0zbJ0W0

Discussing finances with friends? Talk about awkward… Unless, of course, you use the great tips from this episode of Making it Count! Our hosts Cristina and Will were joined by returning guest Richard Barbari from Addition Financial and new guest Erin Papworth, the Founder and CEO of Nav.it. They covered a whole spectrum of money topics as they relate to friendships – like how to navigate the dreaded bill splitting conversation at the end of dinner or what to do if a friend asks to borrow money. Links: -Rich Barbari: [email protected] or call 407-869-9411 -Erin Papworth: https://navitmoney.com/ -Resource: https://hubs.la/H0_2jcC0 -Learn more about Addition Financial: https://hubs.la/H0zbJ0W0

Sprucing up key areas of your home is a great way to increase your property’s value and attract the right buyers when you’re ready to sell. On this episode of Making it Count we heard from Brad Fletcher, the Owner of Home Staging Pros, and Kathy Michaels, a Home Loan Specialist at Addition Financial, on how to tackle the practical and financial side of prepping your home for sale. From full-scale renovation projects to simple staging best practices, listen along as Cristina and Will learn how to create the best first impression to sell your home quickly and for top dollar. Links: –Kathy Micheals, Home Loan Specialist, Addition Financial: 407-896-9411 –Brad Fletcher, Owner, Home Staging Pros: 866-599-5133 or https://www.homestagingprosfla.com/ –The Step-by-Step Guide to Relocating and Starting a New Job: https://hubs.la/H0ZHpJD0 –Learn more about Addition Financial: https://hubs.la/H0zbJ0W0

Have you ever wondered what it actually means to declare bankruptcy? Find out what bankruptcy entails and the different types of bankruptcy in this episode of Making it Count. With the help of Annette Boyd, the Vice President of Collections at Addition Financial and Juan Velasco, a Member Experience & Sales Specialist at Addition Financial, you’ll learn how the bankruptcy process works and what you can do to start your financial recovery today. Links: –Juan Velasco: 407-896-9411 ext. 3035 –9 Legitimate Strategies to Rebuild Your Credit Score: https://hubs.la/H0YssD80 –Learn more about Addition Financial: https://hubs.la/H0zbJ0W0

Welcome to season three, episode three of Making it Count, where hosts Cristina and Will learn how to spot and stop predatory lending in its tracks. In this episode we hear from Shelby Lord, Addition Financial's AVP Branch Manager at Forest City, and Sarah Paulson, CFP and Owner of Valkyrie Financial as they discuss the key signs of common predatory lending practices, how to recognize sketchy payday loans and what red flags to look out for in real estate lending. Links: –SMART Financial Goal Setting Worksheet: https://hubs.la/H0WplGL0 –Enrich Resources & Tools: https://additionfi.enrich.org –Shelby Lord: https://www.linkedin.com/in/shelbylordmba/ –Sarah Paulson: https://www.linkedin.com/in/sarah-jane-paulson-cfp/ –Valkyrie Financial: https://valkyriefinance.com/ –Learn more about Addition Financial: https://hubs.la/H0zbJ0W0

In this episode of Making it Count we’re tackling money taboos and how to overcome them with the help of our financial experts, Karina Rodriguez, the Youth Ambassador at Addition Financial and Nathan Grant, the Senior Credit Industry Analyst at Credit Card Insider. Listen along to learn where money taboos come from, how they can be detrimental to your finances and ways to break them in your everyday life. Links –Millennial Playbook to Paying Off Debt and Saving for the Future: https://hubs.la/H0VQz7j0 –Online Money Management Tools Comparison Chart: https://hubs.la/H0VQzc70 –Learn more about Addition Financial: https://hubs.la/H0zbJ0W0 –If you are interested in requesting Karina Rodriguez for a financial literacy presentation, you can contact her at [email protected]. –Credit Card Insider: https://www.creditcardinsider.com/

Welcome to the first episode of season three of Making It Count! In this episode, Cristina and Will dive into the world of credit with two special guests, Heidi Pauley, a Certified Credit Counselor and Financial Coach with Addition Financial, and Valerie Moses, a Making it Count alumni and Addition Financial employee. Listen along to find out what goes into calculating your credit score, how to get your credit report and ways to improve your credit score. Links: –Heidi Pauley: [email protected] –Valerie Moses: [email protected] –How to Safeguard Your Credit Score Against Credit Card Debt: https://hubs.la/H0V4qpG0 –Money Myths Buster Quiz: https://hubs.la/H0V4qwz0 –Learn more about Addition Financial: https://hubs.la/H0zbJ0W0

We're back with season three of Making it Count, a podcast that provides practical financial advice for every stage of life – with a twist! Our hosts, Cristina and Will, aren't financial experts. They're just like you – trying not to stumble their way to financial success. So they invite their money smart friends to join them each episode to get the DL on managing their finances. So listen along for a continuation of our Money+ mini series and regularly scheduled episodes in between!