Beyond The Dollar - Deep and Honest Conversations About How Money Affects Our Well-Being HomepageBeyond The Dollar - Deep and Honest Conversations About How Money Affects Our Well-Being

Deep and Honest Conversations About How Money Affects Our Well-Being

Beyond The Dollar

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How To Use Money as the Final Filter

This episode dives deeper into the phrase “use money as the final filter”  and how last week’s guest, Jason Vitug uses this to make his money decisions. A lesson learned where he regretted not so was pushing off a flight to save money, only to not be able to see his late 97-year old grandmother before she passed. You’ll learn questions you can think about on how to move beyond the question of survival once you have the financial means to do so. 

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What You Hear in This Episode:

  • What using the final filter really means
  • Examples of how to successfully use money as the final filter
  • Why it’s important to take care of money basics first before thinking beyond the numbers
  • Four questions you can ask to start shifting away from thinking about money purely from a numbers standpoint

Resources:

*theme music by Donovan Dorrance

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Using Money as the Final Filter with Jason Vitug

Jason decided to save a few hundred dollars (even though he could more than afford it) back at the end of 2019 on flights to the Philippines to see his 97 year old grandmother and pushed the trip to the spring of 2020. Well, we all know what happened, a global pandemic and Jason never got to see his grandmother before she passed.

He comes on the show to talk about the regret and raw emotions he feels about the financial decision he made that led to him not seeing his grandmother before her passing, why we need to use money as the final filter since so many of us default to savings, and how we can move beyond the question of survival once we have the financial means to do so.
 

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What You Hear in This Episode:

  • The real reason Jason and his mother decided to save money on their flight
  • What regrets and emotions he’s still dealing with from this one seemingly small decision
  • How we can start to spend money with purpose
  • What it means to talk about money beyond mere survival and the numbers
  • How using money as the filter helps to break the taboo about money

Resources:

*theme music by Donovan Dorrance

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Giving Up Alcohol With J.D., Katie, Marcus, and Scott

This season finale looks at how alcohol affects your financial life (it’s not what you think) and how giving up our vices offers us one of the biggest opportunities to learn about who we are and what we need to thrive. This episode features four people who come from seemingly different walks of life – J.D. Roth, Katie Holte, Marcus Garrett and Scott Maderer. While on the surface it seemed like the journey all four of them went on felt like worlds apart, the humanity they discovered in themselves, the lessons learned, and what it meant in their financial lives and beyond wasn’t all that different.
 

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What You Hear in This Episode:

  • When all four noticed their relationship with alcohol wasn’t healthy
  • How these four folks decided to give up alcohol
  • How much all four saved after not buyng alcohol
  • What the biggest lessons learned were
  • What your vices teach you about your financial life and beyond

Resources:

*theme music by Donovan Dorrance

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*This page may contain affiliate links. We may receive commissions for purchases made through links. Check our legal page for more details. *

Recovering from Addiction Within a Relationship With Brianne Davis-Gantt And Mark Gantt

Brianne is a recovering love addict, and one of her beliefs was that her prince will come and take care of her – to the point where she would hoard her money instead of spending it. Mark, well he happily took on this role, even in the midst of his spending addiction. They both come on the show to talk about their individual addictions, how it affected their finances and what it really took for them to turn it around. Plus, the conversations they have now that their son is in the picture.
 

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What You Hear in This Episode:

  • When both Brianne and Mark started treating their individual addictions
  • How both their addictions got themselves into a financial hot mess
  • How Brianne and Mark were able to get on the same page financially and the types of conversations they had to get there
  • What the biggest lesson they’ve learned since becoming parents
  • How they learned to help each other out despite battling their individual addictions

Resources:

*theme music by Donovan Dorrance

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Managing Finances as an Orphaned Teen With Carter Colfield

Doing internet searches can literally save your financial life. That’s what happened to Carter. At 16, he was more concerned about where he was going to live, how to pay for college with no financial help from his parents, and the biggest one of all, grieving his parents who died within two years of each other. He talks about how his experience  growing up in a dangerous neighborhood -South side of Chicago to be exact – plus his parents’ deaths lit a fire under him to to get a better handle on his money and ultimately his life.
 

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What You Hear in This Episode:

  • How Carter grew up and who he looked up to as a positive role model
  • Why Carter moved in with father after his parents separated
  • What happened the moment he found out his father died within two years of his mom
  • Why he’s grateful for internet searches
  • What he hopes other learns about money and mindset

Resources:

*theme music by Donovan Dorrance

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Don’t Be a Burden On Your Kids With Rosemary Bointon

Rosemary is a UK citizen who has lived in over 13 countries and retired in Portugal. She’s very well aware that there are lots of issues to worry about, like healthcare and contingency plans if something were to happen to her, and her children had to take care of her. She chats about talking about navigating estate planning challenges because her children are in one country and she’s in another. You’ll also learn how you can prepare your finances so you’re not a burden on your loved ones.
 

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What You Hear in This Episode:

  • Why Rosemary’s unique lifestyle may pose challenges in her estate planning
  • Why looking at currency and political fluctuations is important when retiring abroad
  • Why your legacy could mean someone giving up part of their financial life
  • How Rosemary intends on supporting her and her husband without relying on her children
  • What Rosemary wants people to know about the types of considerations to think about as you’re aging

Resources:

Music by Donovan Dorrance

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Releasing Your Inferiority Complex with Eugenie George

Learning how an  inferiority complex manifests itself into some negative behaviors when it comes to money.  Eugenie George, author of Our Money Stories: A Six Week No B.S. Holistic Financial Wellness Plan comes on the show to talk about the time she ended up losing her job, her business and admitting the past trauma and cultural conditioning that got to where she was. She dives into what an inferiority complex really means, how she learned to trust herself, and values are so important when it comes to breaking the cycle.

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What You Hear in This Episode:

  • Why Eugenie stopped certain business mentors online
  • What inferiority complex means and how it can manifest into your financial life
  • What happened when Eugenie ignored her feelings (hint: her body shut down)
  • Why people don’t need to hit rock bottom to break the cycle
  • What Eugenie believes is necessary is order to break the cycle

Resources:

Music by Donovan Dorrance

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Moving Out of a Gang Infested Neighborhood with Hazel Ortega

Hazel comes on the show to talk about how she grew up in poverty in a gang infested neighborhood in LA. Yet despite experiencing trauma like seeing her best friend being killed at a bus stop, she went on to graduate high school (yes, even if it was at 30 years old) and becoming a multi-million dollar business owner. Plus, she reveals the people and miracles in her life which led to her graduating college, growing a widely successful business and so much more.

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What You Hear in This Episode:

  • What her mom and dad taugth Hazel that was positive in her life
  • Why Hazel thought it was normal to ditch school
  • What Hazel’s mom taught her about being “safe” in her old neighborhood
  • How mentors helped Hazel graduate high school and secure a job
  • Why Hazel started her own business and what she wishes others know about achieving goals and dreams

Resources:

Music by Donovan Dorrance

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*This page may contain affiliate links. We may receive commissions for purchases made through links. Check our legal page for more details. *

How You Can Break The Cycle in Your Financial Life

Breaking the cycle in your life isn’t supposed to be easy or fun all of the time. So let’s take a short break from the stories and do a recap – what does breaking the cycle mean? What are some ways to recognize your life isn’t working? What are some myths when it comes to breaking the cycle in your own life? And perhaps most importantly, what role does money play in all this?

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What You Hear in This Episode:

  • What exactly does the term breaking the cycle means
  • Why it’s ok to make changes even when things seem fine in your life
  • Myths around the concept of breaking the cycle
  • Why money is so important to helping make changes in your life
  • How you can start making much needed changes in your financial life
  • Why starting with the basics is key

Resources:

Music by Donovan Dorrance

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*This page may contain affiliate links. We may receive commissions for purchases made through links. Check our legal page for more details. *

Recovering From a Major House Fire with Jackie Lambert

One night, Jackie’s house burnt down through a freak accident. Jackie and her husband had nowhere to go — thank goodness the firefighter staff called the Red Cross for them, got a few hundred dollars so they could go stay a hotel. She comes on the show to talk about the time her house burnt down and had to fight with the insurance company for eight months to pay her the full amount in her policy. She goes into detail who she hired, what she regrets not doing before buying a home insurance policy and what she’s most thankful for through this entire ordeal.

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What You Hear in This Episode:

  • What exactly happened to Jackie and her husband on the night of the house fire
  • What incidents led to Jackie realizing her home insurance company wasn’t on her side
  • Why she had to hire an third-party insurance professional to help her fight for her claim
  • How long it took for Jackie to get what she was owed
  • What Jackie’s biggest learned was when it comes to choosing a homeowners insurance policy

Resources:

Music by Donovan Dorrance