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Life and Money Show

Julie Lam, Annie Dickerson, Susan Elliott

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Are you ready to build true wealth for your family? Ready to put your money to work for you so that you can live life exactly as you've always wanted? Join Annie Dickerson, Susan Elliott, and Julie Lam – busy moms, passive income enthusiasts, and real estate investors – as they talk about everything from investing to financial freedom to parenting, traveling, creating a life by design, and everything in between. If you want to stop trading your time for money and focus on what really matters ...
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Rethinking Your Goals [00:08:50] “But I've realized that if I'm willing to ask, the worst that could happen is someone could say no and that's okay. A low-risk experiment is maybe I'm out a little bit of money, a little bit of time, maybe my ego’s hurt a little bit, but if it works it could be incredible. And I've just been amazed, as I've asked, d…
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Values-Aligned Work [00:11:25] “Our work is so deeply therapeutic in real estate sales and helping people transition between different parts of their lives, a lot of times people are moving from one identity to another identity. It could be a divorce, it could be the loss of a parent, it could be a job change, but there's a lot of roiling transitio…
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Connecting Mind and Body [00:12:20] “So often we’ll have a breakdown that happens in our life or we'll have an injury, or we'll have something that comes along, pain that comes along and interrupts the life we're living. And it's one of our most frustrating experiences as human beings, like, oh, I wish I could get rid of this or fix this or this ha…
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Transforming Your Financial Journey [00:09:01] “That was when I realized, wow, I have just been following someone else's recipe for success and it does not feel like that for me. I did what I suspect a lot of people would do once they figure out that they are in a massive amount of debt. I googled how to get out of debt and how to get out of debt f…
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The Path to Authenticity [00:26:18] “And then the next eight hours we had to spend on that horse was going through the canyons, so hundreds of feet up. It was terrifying. And that's where I learned I have to trust the horse. I don't know what I'm doing, but the horse does, and I don't want to fall, and neither does this horse.” [00:29:30] “It's cha…
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Harnessing Inner Balance [00:28:07] “That's a big part of this process…to have courage to undo old beliefs or realize where you've abandoned yourself also requires building a new relationship with yourself where you can trust yourself to step into what is more true, what is more you and you.” [00:36:59] “The feminine's biggest wound is that she'll …
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Raising Your Frequency Resonance [00:17:05] “Then the truck will come by and smack you fully where it kind of looks more like a crisis…so for some of us, it's a health crisis. For some of us, it's a relationship crisis. For some of us, it's a death. For some of us, it's a money crisis…a lot of people have to get to the point sometimes for the crisi…
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Leveraging the Power of Syndications [00:02:20] "I remember when I realized that I was the kind of person that could invest in syndications. It was as if a huge weight was taken off my shoulders because I had found real estate investing as sort of an idea of how can I put some hustle energy in some sweat equity…to be able to fast track and build up…
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Creating Wealth in Real Estate Investing [00:18:33] I wouldn't even know that this is possible unless I saw somebody else doing it, and for me it started when I was playing Monopoly as a kid…this is the life lesson. You start with land, you build houses, collect rent and then you go to hotels and you just keep getting there and it was fun. The firs…
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The Life & Money Show Financial Wellness Blueprint 1. Define what financial wellness means to you. 2. Figure out the big rocks in your way. 3. Get familiar with your money. 4. Create short-term and long-term goals. 5. Give yourself permission to do something with your money that feels good. Holistic Approach to Financial Wellness [00:09:50] Wellnes…
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Integrating Intellect and Intuition [00:13:51] I really believe the things that come into our life, you could look at it like your life movie, are there to help provoke you to grow, to change, to shift, maybe to bring something forward that you need to see, that you wouldn't otherwise experience if you didn't let yourself just be in it. [00:19:41] …
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Creating a Meaningful Business [00:18:35] I do believe that it starts with that intention, like I mentioned the five years prior of knowing this is my path, but releasing the how of getting there.” [00:34:01] I had to figure out and think about how am I defining my worth, and how am I making money? What are my streams of income? How am I managing m…
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Three Key Actions for Financial Freedom: 1. Clarify Your Vision: Define what financial freedom and a life by design mean to you. 2. Daily Check-In: Ask yourself if you're closer to your vision today than you were yesterday. 3. One Action a Day: Identify one thing you can do each day to move closer to your vision. The Art of Simplifying [00:02:48] W…
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Three-Part Exercise for Managing Financial Anxiety 1. Fears: List all your fears related to a financial decision. 2. Opportunities: Write down all the positive possibilities that could result from the decision. 3. Strengths: List your strengths and why you are capable of making this decision. Building Confidence in Financial Decisions [00:20:54] Bu…
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Advice for Aspiring Investors Seek out a community that provides support, shared knowledge, and confidence to help you navigate real estate investing. Take the time to understand each investment and ensure it aligns with your financial goals and risk tolerance. Remember real estate investing is a long-term journey with a goal of achieving financial…
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Mindset and Long-term Impact A positive mindset is crucial for overcoming challenges and achieving long-term success. Keep moving forward even when feeling afraid. One more phone call could lead to the opportunity you’ve been waiting for. Make a conscious effort to integrate healthy habits now so you don’t have to pay for it later. Investing in the…
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Career Trajectory and Personal Goals Early career guidance from mentors can significantly shape professional growth and approach to challenges. Asking direct, ambitious questions can set a strong foundation for career advancement. Understanding financial tools is key to creating generational wealth and having a broader community impact. Continuousl…
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Roots and Rewards of Starting Your Own Side Project You must have clarity of purpose to face the inevitable challenges of side hustling. The opportunity to learn new skills and turn them into side hustles is more accessible than ever. Surrounding yourself with a network of peers can accelerate learning and open doors to monetization opportunities. …
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Imagine the impact just 10K additional per year could make on your lifetime financial plan Treating your side hustle as a business because it is one Be a fly on the wall at a Goodegg Popover (online event) With a little self-awareness and strategy, the best fit side hustle will surface Lessons learned from rental properties and an Etsy shop Thanks …
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Perks of starting in real estate with a strong family background Strategies for managing properties remotely to maintain a flexible lifestyle Insights into house hacking and leveraging small multifamily properties Advice on dealing with property management and the transition to using third-party services Tips for international investors looking to …
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Differences in generational views on the income and net worth needed for happiness The impact of sudden income changes on life's satisfaction and the pitfalls of equating wealth with happiness Hedonic treadmill: What it is and its implications on our pursuit of happiness Understanding the balance between setting financial goals and finding joy in t…
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The power of seizing opportunities when venturing into entrepreneurship How to leverage house hacking and real estate investments to build wealth Benefits of passive investing through real estate syndications, Why it’s vital to instill financial literacy into your children The Life & Money Show Spotlight: Your Life & Money: What is one thing you’re…
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Key differences between a financial advisor and a financial coach Psychological barriers people face in wealth management and tips to address them Tips for managing finances as a couple Misconceptions about working with a financial coaches The Life & Money Show Spotlight: Your Life & Money: What is one thing you’re doing to live a meaningful and in…
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Signs you’re burned out Applicable techniques to deal with burnout Why prioritize organizing work and life over pursuing a work-life balance Strategies for navigating the challenges of managing burnout The importance of prioritizing your well-being The Life & Money Show Spotlight: Your Life & Money: What is one thing you’re doing to live a meaningf…
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The Goodegg story: How it started and why Key lessons learned in the world of real estate investing Powerful investment advice about life and money newbies should follow The impact of real estate investing in the lives of working moms Vision for the next 200 episodes of Life and Money Show Podcast The Life & Money Show Spotlight: Your Life & Money:…
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Tips for parents juggling work and family How motherhood as an identity reshapes your other identities Dr. Stephanie’s proudest moment as a mother What you’ll learn during therapy sessions from patients Core lessons and values from Dr. Stephanie’s book The Life & Money Show Spotlight: Your Life & Money: What is one thing you’re doing to live a mean…
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Lesley’s journey to real estate investing Fundamentals about money and investing The importance of learning to talk about money Wealth gap: What it is, how it impacts women, and steps to overcome it Compelling reasons to join Lesley’s SHIFT Money Mentoring Club The Life & Money Show Spotlight: Your Life & Money: What is one thing you’re doing to li…
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How to use The Dickens Process to create lasting change The power of embracing vulnerability Why practice fear-setting before setting your goals An alternative to New Year’s Resolutions What it means to begin with the end in mind RESOURCES/LINKS MENTIONED Self-Care Practices to Nurture Your Wealth and Wellness YouTube Daring Greatly by Brené Brown …
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The importance of self-care and why you need to make time for it What is financial self-care? Simple habits to incorporate into your daily life How does your morning routine affect your well-being? A valuable accelerator in achieving financial independence RESOURCES/LINKS MENTIONED New to passive real estate investing? Sign up for Passive Real Inve…
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How your upbringing around money impact your financial success The significance of discussing money within the family context An inspiring story behind the creation of Rapunzl Why it’s crucial to start financial literacy at an early age Various ways to nurture financial literacy in children The Life & Money Show Spotlight: Your Life & Money: What i…
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How to calculate your FI number The power of finding a good investor community Essential tips for starting your FI journey Important insights to start financial independence journey Key number to achieve the FI goal The Life & Money Show Spotlight: Your Life & Money: What is one thing you’re doing to live a meaningful and intentional life by design…
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FIRE Movement: What it is and its different types The significance of finding your why A simple exercise for discovering the deepest meaning of your why The evolution of your why RESOURCES/LINKS MENTIONED The Master Plan for Crafting a Life By Design - Part 2 Goodegg Live: How $10k/yr Investments Can Get You To Financial Freedom Are you looking to …
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The FLOW state of mind: What it is and its benefits The concept of the design thinking process and its importance 5 steps of the design thinking process Tips for generating and testing ideas in design thinking Examples of using design thinking to create a happier life for yourself RESOURCES/LINKS MENTIONED The Master Plan for Crafting a Life By Des…
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FIRE movement: What it is and how to achieve it Different types of FIRE movement How to calculate your target FIRE number Reasons why you should passively invest in real estate and strategies to get started Advantages of building your passive income early RESOURCES/LINKS MENTIONED The Master Plan for Crafting a Life By Design - Part 1 3 NEW ways to…
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What is the concept of a life by design, and how it differs from a life by default A step-by-step guide to creating monumental shifts in your lifestyle Daily exercises and habits you can do to help you thrive 5 kinds of freedom that will lead to a meaningful life The power of consistent, small steps to achieve your goal RESOURCES/LINKS MENTIONED De…
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The mindset needed to overcome fear in the face of adversity Why courage is critical to transforming our lives Stories that will inspire you to face your calls to courage An exercise that can help you confront your fears and discover opportunities How to take action and build a proof of concept for your dreams The Life & Money Show Spotlight: Your …
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A journey into real estate investing as a couple The role of partnership dynamics in achieving financial and personal goals Why it’s important to have a long-term shared vision with your partner How to talk about money and investing with your family An approach for encouraging financial conversations in everyday life The Life & Money Show Spotlight…
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Why preferred equity for commercial deals is strategic today How preferred equity works in real estate investing Preferred equity vs. traditional debt investments Pros and cons of investing in preferred equity projects Real estate cycles and the opportunities they present The Life & Money Show Spotlight: Your Life & Money: What is one thing you're …
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How to use your home to help you reach your investment threshold Useful tips when you’re renting out your primary residence Home Exchanges: How it works, its benefits, and common tenant inquiries Creative ways to leverage your assets for additional income The Life & Money Show Spotlight: Your Life & Money: What is one thing you're doing to live a m…
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Challenges in finding the right property manager Simple ways to get started with passive real estate syndications SparkRental: What it does and how it allows passive investors to take part in property deals The value of vetting passive syndication deals as an investor community Housing hacks and their transformative impact on personal finances The …
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Secret shopping: What it is and how it helps in evaluating real estate properties The importance of understanding the tenant's perspective before investing Innovative strategies for effective asset management and property evaluation Significant effects of making small changes in managing your property Ultimate benefits of using real estate comparab…
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Ikigai: What it is, its components, and how it contributes to a purposeful life The versatile perspective of the Ikigai framework for self-reflection A comprehensive guide to the Ikigai framework you can apply in your life Practical application of Ikigai in your business to aid your decision-making process The Life & Money Show Spotlight: Your Life…
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Crowdfunding: What is it, how it works, and its tax benefits on investors Differences between crowdfunding for accredited and non-accredited investors Why it’s essential to know the crowdfunding team to work with Important things to consider in real estate crowdfunding The Role of due diligence and potential risks associated with Crowdfunding The L…
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Mobile home parks: Advantages, risks, and where to find deals Key factors to consider when investing in mobile home parks The importance of efficient property management Why it’s essential to instill an investor mindset in your kids How real estate investing helps in achieving a work-life balance The Life & Money Show Spotlight: Your Life & Money: …
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Updates on the current state of the banking industry and investment opportunities Occupancy rates and demands in the multifamily market Underwriting and acquisition tips in a shifting real estate market Multifamily investment opportunities in Goodegg Investments Strategies for protecting, keeping, and growing your portfolio The Life & Money Show Sp…
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Challenges you might encounter in your journey as an entrepreneur The importance of education in starting a business How artificial intelligence is revolutionizing the business landscape Embracing the power of AI and how it can benefit your investments Reasons to adapt to the technological changes happening in the world The Life & Money Show Spotli…
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Annual Percentage Yield: What it is and how it impacts your savings account Pros and cons of having a savings account for your business and personal needs Projected returns of holding funds in your savings account vs. investing in multiple real estate syndications How inflation silently kills the value of your money Crucial reasons to consider putt…
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A quick preview of Annie’s REWBCon speech The truth behind the Silicon Valley Bank collapse Why you should diversify your income sources Importance of having liquidity and access to capital Valuable tips and insights for those looking to invest in real estate The Life & Money Show Spotlight: Your Life & Money: What is one thing you're doing to live…
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Mindsets and how it can impact your ability to take action Significance of being in your peak state and how to achieve it How to leverage your peak state and overcome fear for massive success Why you should visualize your success in uncertain times The immense value of making your move in developing healthy habits The Life & Money Show Spotlight: Y…
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The need for due diligence before putting money into investment opportunities What made Silicon Valley Bank collapse quickly? Predictions about the impact of SVB’s collapse on other banks in the US 5 important takeaways about investment protection from SVB’s demise Why you shouldn’t let fear stop you from investing The Life & Money Show Spotlight: …
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