Belinda Rosenblum is a CPA, a certified coach and her clients include Harvard Business School, Harvard University and the SEC. She’s worked for Arthur Andersen and L3 Enterprises. She’s got money all figured out, right?
Well, she does now…
On today’s episode, Belinda shares her biggest money mistake - ignoring a giant pile of mail as she cared for her recove ... Show More
Jul 21
Yes, the Trump Account Belongs in your Financial Order of Operations. Here’s Where.
Trump Accounts are one of the newest tax-advantaged investment accounts for children, but where do they fit in your financial plan? In this episode of the BiggerPockets Money podcast, Jeremy Schneider of Personal Finance Club explains how Trump Accounts work, who should open one, ... Show More
36m 36s
Jul 17
The Money Guys Gave Us Advice… Here’s What We’re Changing
What did Mindy and Carl Jensen learn from The Money Guys after they reviewed their portfolio? In this recap episode, Mindy and Carl share their biggest takeaways on retirement planning, cash reserves, Roth conversions, tax strategy, and portfolio diversification. They discuss wha ... Show More
32m 22s
Aug 2025
Wealth Redefined: The Power of Being a Stay at Home Wife with Jasleen Chawla
This week, Sim chats with Jasleen about her journey from corporate life at Deloitte and Goldman Sachs to choosing the stay-at-home wife path and building her own platform on TikTok. They dive into money anxiety, navigating financial conversations in marriage, and why creating pur ... Show More
50m 18s
Oct 2025
How She Built Wealth With a 9 to 5 Job | Shilpa Maniar
This week, Sim chats with Shilpa Maniar, a former Google executive who built her wealth and career over 15 years in a traditional nine-to-five, proving you don’t have to start a business to achieve financial freedom. They dive into the money lessons Shilpa learned growing up in a ... Show More
38m 26s
Nov 2025
How She Built $380k by 38 (Without a Six-Figure Job) | Making a Millionaire
Rachel, a single mom and tech writer from Colorado, joins us to ask the question so many of us wrestle with, "Am I doing enough? " Together, we unpack her incredible financial progress, explore smart saving vs. over-saving, and discuss the balance between future security and pres ... Show More
38m 43s
Aug 2025
Money Diaries, Career Breaks, and Owning Your Financial Story with Lindsey Stanberry
This week, Sim sits down with Lindsey, the creator of the cult-favorite Money Diaries, to uncover the fascinating truths behind how women really spend and talk about money. They explore why financial transparency is still taboo, how values shape spending, and what it takes to con ... Show More
35m 18s
Sep 2023
MI Rewind: Investing Is Your Superpower w/ Shinobu Hindert
Robert Leonard talks with Shinobu Hindert about her book, Investing is Your Superpower, the relationship between money and women, and much more! Shinobu Hindert is a Certified Financial Planner, money expert, and creator of Empowered Planning, LLC. As a financial advisor, she cre ... Show More
39m 4s