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The Struggle to Find Happiness: Shannon’s Story

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The Struggle to Find Happiness: Shannon’s Story to Building the Financial Gym

Today’s Martinis and Your Money episode is a super special one for me to share with you. As some of you may or may not know – I have been building my business, the Financial Gym, for the last four years. We just finished a fundraising round where we’ve raised over $1.5 million to grow the gym and make sure there are Financial Gyms across the country. As a result of this, I am going to be doing a lot of PR and sharing my story. Before I go on a bigger PR-blitz, I wanted to share my full story with you!

It has been a wild and rewarding ride these last four years – and I am going to share it ALL with you – the good, the bad, the ugly and the truly miraculous! My great friend, Melanie Lockert, is joining me today to drink and share my story. I hope you enjoy hearing about my journey and that it inspires you to take your own big leaps of faith as well. Cheers!

What are we drinking?

Melanie — a Malbec

Shannon — Chai Martini

  • 2 oz of Vodka (I prefer vanilla vodka for this recipe)
  • 2 oz of Chai Tea Mix
  • 1 oz of Almond Milk

Podcast Notes

  • Shannon’s story begins halfway through her 30th year of life.
  • When she turned 30, Shannon felt great about herself – she was married, and she had a child, a great home and a great job.
  • Halfway through 30, she started to wonder what the fuck happened.
  • She was miserable and living a life she didn’t want to live.
  • At the time, she was working for a hedge fund in New York and was put on a project in California working with a Buddhist/life coach attorney.
  • They became great friends and he ultimately became Shannon’s life coach and introduced her to the book that changed her life – Happiness: A Guide to Developing Life’s Most Important Skill by Matthieu Ricard.
  • The core of the book says “to really achieve ongoing happiness is to help other people and to help other people without expecting anything in return.”
  • Melanie says changing your life to focus on helping others is a huge mindset shift.
  • A few weeks later, Shannon received a call asking her to come back to work for Bank of America.
  • She initially said no, but after thinking and praying about it, she realized this might be her opportunity to help people and lead her to her purpose so she took the job.
  • She began working with Merrill Lynch financial advisors and learned the ins and outs of the financial advising world.
  • Shannon shares how her separation and home life affected her work-life and career path.
  • Shannon thinks that if you feel something strongly, there is a reason, and that you should trust yourself and follow your dreams.
  • Shannon believes to follow your dream you must first show people that it can work and then gather support, but keep your ideas close to the chest until they have blossomed.
  • Shannon believes that one of the most important things is networking because you never know when they will help you.
  • Sometimes you have to go to bat for yourself and tell people what you want and what you need because people aren’t mind readers and a closed mouth doesn’t get fed.
  • One of Shannon’s favorite quotes is “you miss 100% of the shots you don’t take,” by Wayne Gretzky.
  • Shannon believes the true core of an entrepreneur is faith even when you cannot see.
  • She wants all her listeners that are on a hard road to know that if you keep pushing on and keep believing you will get there.
  • In every moment that you feel like giving up you must recommit, and if you do that you will be rewarded.
  • Shannon wants all her listeners that are on a hard road to know that when you recommit and eventually get to where you want to go it will make the journey worth it.
  • TAKEAWAY: Listen to your gut and your instincts about where life is supposed to lead you – personally and professionally.

Random Three Questions

  1. What “Sex in the City” character would you be?
  2. When you’re stressed at do you get a massage or go to the hot tub?
  3. If you were on Death Row what would you have for your last meal?

To everyone who has supported me on this journey thus far – THANK YOU! – for your words of support and encouragement, your prayers, your kind thoughts, your hard-earned money, your hugs and your humor. I also want to thank my team at the gym. I am so fortunate to work with six badass, compassionate and hard-working women who work non-stop to make sure that they’re easing others financial suffering. You inspire me everyday, and I am so thankful to have you on this ride with me.

If you are a badass, compassionate and hard-working person who wants to join our team, we are currently hiring in New York City! Email your information to my teammate Kim at kim@fingyms.com and let her know all about you! If you live in another city, send her your information as well because we will be opening gyms across the country before we know it!

If you still want to know more about the Financial Gym, I encourage you to schedule a free call here to find out more. No matter where you are in your financial journey, my financial trainers can get you where you want to go. Head over or send friends to financialgym.com/friends to sign up today!

 

Don’t Let Physical Fitness Get in the Way of Your Financial Fitness with Shawn Stevenson

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Don’t Let Physical Fitness Get in the Way of Your Financial Fitness with Shawn Stevenson

As you can imagine, we see a number of people at the Financial Gym who are interested in overall wellness and typically belong to gyms, eat healthy and have other coaches in their lives. We applaud them for taking care of themselves; however, it often comes at the price of their financial wellness. When your financial wellness suffers, your mental health suffers, and all the work you’ve done is destroyed by the stress in your mind.

On this episode of Martinis and Your Money, I am talking to Shawn Stevenson, host of The Model Health Show – currently the #1 Fitness & Nutrition podcast in the U.S. on iTunes – and author of the best-selling book, Sleep Smarter – 21 Essential Strategies to Sleep Your Way to A Better Body, Better Health, and Bigger Success. Shawn shares so many great resources and strategies to maintain overall wellness while not forsaking financial wellness. We want you to be healthy AND wealthy! Cheers!

What are we drinking?

Shawn — Spring water

Shannon — Schweppes Black Cherry Seltzer

Podcast Notes

  • Shawn started college as a pre-med major but changed to business during his freshman year because of the Eddie Murphy movie, Boomerang.
  • His world changed during college after his doctor told him he had the spine of an 80-year-old person when he was only 20-years-old.
  • He was diagnosed with an “incurable” spinal condition called degenerative disc disease.
  • Shawn discusses the placebo effect and mentions the book Mind Over Medicine by Dr. Lissa Rankin.
  • Two years after his diagnosis and gaining a lot of weight, he decided he was going to get well.
  • He put a plan together for his recovery that involved three things:
    1. Nutrition
    2. Movement
    3. Recovery
  • After 6 weeks of working towards recovery, Shawn had lost 28 pounds and significantly reduced his pain.
  • Shannon and Shawn agree that it is all about your mindset.
  • Shannon asks Shawn for his advice if people want to get physically healthy while staying financially healthy.
  • He mentions the podcast episode where he interviews Dr. Michael Roizen about financial fitness.
  • For the nutrition portion of his recovery, Shawn continued to eat the food he had always eaten, but he upgraded the quality by purchasing his food from farmer’s markets (which also saved him a lot of money).
  • There are several cheap or free alternatives to an expensive gym membership.
  • For the movement component of his plan, he exercised for free by walking.
  • Shannon mentions her friend who suffers from MS and stopped needing her medication over 15 years ago once she changed her diet and figured out exactly what her body needed.
  • Thrive Market is a resource that sells healthy food and products to its members at wholesale prices!
  • Shawn says all you need is 5 minutes of exercise a day.
  • He discusses the effects of stress on physical health and decision-making.
  • His podcast episode, Emotional Intelligence and Developing Altered Traits with Dr. Daniel Goleman, explains a child-study on delayed gratification.
  • Researchers found, years later, that the children from the study with the ability to delay gratification tended to do better in school, maintain solid relationships & employment and make more money.
  • Shawn’s personal example of delayed gratification is going to sleep instead of watching the newest episode of Game of Thrones.
  • Lack of sleep affects all aspects of your life.
  • Shannon says people don’t think about sleep as part of their overall wellness.
  • Shawn discusses how people mistake being busy for being effective.
  • To truly be financially fit, you need to be sharp which you can’t be when you are sleep-deprived.
  • One study from the University of Chicago found people lose 55% more body fat when they are well-rested compared to when they are sleep-deprived.
  • Shannon asks Shawn for the key to sleeping better.
  • His advice for getting better sleep is:
    1. Know the value of sleep
    2. Get 10 to 20 minutes of adequate sun exposure during the day
    3. Get “good sleep” nutrients
  • The things you do during the day help you to sleep better at night!
  • Shannon discusses how the stress from her divorce affected her wellness.
  • Shawn highlights the best ways to combat stress.
  • TAKEAWAY: It’s so easy to spend money on health fads and ineffective solutions but sometimes all you need are the basics to protect your health! 

    If you need or want someone to help you manage to afford the wellness options that are critical to you, I hope you’ll reach out to my team at the Financial Gym. We are helping clients every day become the best physical and financial versions of themselves. You can schedule a free call here to find out more. No matter where you are in your financial journey, my financial trainers can help you get where you want to go. Head over or send friends to financialgym.com/friends to sign up today!

    Random Three Questions

    1. What is a book that changed your life?
    2. If you could travel anywhere in the world, where would you go?
    3. If you were to win $1 million dollars, what would you do with it?

    Connect with Shawn:

    Website

    The Model Health Show podcast

    Sleep Smarter

    Facebook

Disaster Preparedness with the Happy Hour Ladies

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martinis and your money

Happy Hour 33—Disaster Preparedness

Today is the last Friday of the month and in case you are new to this blog or my podcast, on the last Friday of the month, I host a happy hour on my podcast where the happy hour ladies and I talk about various money topics while drinking cheap drinks! Today’s episode is unfortunately inspired by the recent weather events in Texas, Florida and the Caribbean. We are talking about disaster preparedness – how we prepare for it or don’t prepare for it, best practices and how you can be prepared for anything life or Mother Nature throws your way. Cheers!

What are we drinking?

Melanie from Dear Debt — Cabernet Sauvignon from Trader Joe’s

Tonya from Budget and the Beach — Meridian White Wine – Chardonnay

Mrs. Frugalwoods from Frugalwoods.com — Hot Chocolate because she’s pregnant!

Shannon — Deep Eddy’s Grapefruit Vodka with club soda

Podcast Notes

  • Shannon starts the episode by throwing Tonya under the bus and asks her if she thinks about earthquake preparedness.
  • Tonya has a Red Cross backpack which is a 3-day survival backpack pre-made by the Red Cross.
  • In February 2001, Tonya experienced the magnitude 6.8 Nisqually Earthquake in Seattle.
  • She was alone on the 4th floor of a 5-story building editing a video game trailer when the earthquake hit.
  • Two years later Tonya moved to Los Angeles and experienced another earthquake which caused her to purchase the Red Cross backpack.
  • Tonya advises keeping a small amount of cash in a hidden place and putting together a backpack with a change of clothes just incase you have to grab something quick.
  • Tonya and Melanie agree that they don’t normally worry about other natural disasters besides earthquakes.
  • Melanie has earthquake coverage as part of her renter’s insurance – which typically doesn’t cover natural disasters.
  • Melanie grew up in Los Angeles and remembers the 1994 Northridge Earthquake very clearly as well as other smaller ones.
  • Shannon lived in Florida for 5 years and says there were so many hurricanes and tropical storms during that time.
  • During that time Shannon says her disaster preparedness consisted of a lot of alcohol.
  • After moving to New York she experienced Hurricane Sandy.
  • Liz says she and Mr. Frugalwoods deal with natural disasters like hurricanes and blizzards in Vermont.
  • The Frugalwoods have snowshoes and a sled for their daughter(s) to help them when dealing with snow storms.
  • For the most part they are self-sufficient and are prepared if they aren’t able to leave the property for a few days.
  • They have 50 cans of food preserved in their basement at this time.
  • Shannon says the more self-sufficient you can be, the more prepared you already are for a natural disaster.
  • She added flood insurance for peace of mind after Hurricane Sandy happened.
  • Shannon says the best way to prepare for the unexpected is to prioritize saving into your emergency fund and making sure that money stays there.
  • It makes a stressful situation even more stressful if you don’t have the money to deal with it.
  • Shannon asks if any of the ladies have experience any other natural disasters.
  • Mrs. Frugalwoods lived in the Midwest when she was young where she experienced tornadoes.
  • She says the scariest thing about tornadoes is that they hop around and move quickly from one place to another.
  • The ladies debate if there are any parts of the U.S. that are natural disaster-free.
  • They all agree that Step #1 for disaster preparedness is to determine what your disaster is (natural or not) and start preparing for it by funding your emergency fund.
  • Tonya says there is a new fantastic documentary on Netflix called Fire Chasers that is about firefighters and others affected by wild fires.
  • If you or someone you know has been affected by the recent natural disasters – please let us know how we can help by posting in the Facebook group or by emailing Shannon@finblonde.com.

TAKEAWAY

Shit is likely to happen, and when shit hits the fan, cash helps you clean it up much faster and with a lot less stress!

Resources

Red Cross Emergency Kits

Bug Out Bag

Wise Food 5-Day Survival Backpack

I want to hear more from you and what you love about the show as well as how I can continue to make it awesome. I hope you’ll take a few minutes to fill out my survey at financialgym.com/martinis and let me know more!

Raising Money for Your Dream with Concetta Rand

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Raising Money for Your Dream with Concetta Rand

On this episode of Martinis and Your Money, I am talking to Concetta Rand, Chief Revenue Officer of the new crowdfunding startup for women-led startups and small businesses, iFundWomen. As an entrepreneur, I understand the importance of raising money for your dream to become a reality, and I also understand the struggles of doing it. iFundWomen is making it easier for other women’s dreams to come true – so you know that’s something I want everyone to know about! Listen and enjoy. Cheers!

If you would like to have more of a say in the direction of this show, I encourage you to fill out my survey and let me know. Find the survey at financialgym.com/martinis and let me know how I can continue to make this an educational, informative and fun show for you to listen to!

What are we drinking?

Concetta — her second cup of coffee

Shannon — her first cup of coffee

Podcast Notes

  • Shannon found iFundWomen through the group, Dreamers and Doers.
  • Shannon shares that she is in the process of raising money for her company and that the fundraising process is the absolute worst.
  • iFundWomen was started in November 2016 and will have helped the businesses on their platform raise over $1,000,000.00 by the end of this year.
  • Shannon and Concetta discuss the statistics of female-led venture funding compared to male-led venture funding.
  • iFundWomen is a rewards-based platform – no equity is sold so instead companies offer perks, rewards, incentives or products in exchange for monetary contributions.
  • It follows a pay-it-forward model where iFundWomen directly reinvests 20% of its standard fees into live campaigns on the site!
  • Dedicated crowdfunding and business coaching is provided to everyone on the platform.
  • Over 1,000 businesses have applied for funding at iFundWomen and over 150 campaigns have run and been successful.
  • Shannon asks Concetta what the process is like to get on the platform as a female entrepreneur.
  • Looking through iFundWomen’s campaign guide is the first step.
  • Shannon shares the advice she received when she first started raising money for the Financial Gym.
  • Crowdfunding isn’t about begging for money – it is about putting your plan into action and asking your community for support.
  • Concetta explains reward planning and provides examples of successful rewards.
  • Some businesses that have had successful iFundWomen campaigns include:
  • Shannon talks about the angel investor that invested her company, the Financial Gym.
  • Crowdfunding forces you to prioritize talking about your business and broaden your network.
  • You can’t be afraid to ask the first time and you can’t be afraid to ask multiple times!
  • Shannon discusses the Financial Gym’s “Hey Neighbor” campaign.
  • Three things female entrepreneurs need to thrive in the startup world are:
    • Access to capital
    • Access to coaches and mentors
    • Access to success stories
  • TAKEAWAY: If you have an idea or a vision, put it out there. There are plenty of people who want to make that a reality for you – you just have to give them a way to do it.

Random Three Questions

  1. What do you think is one of the most successful women-founded businesses that other women should look to for inspiration?
  2. What is a book or movie that has changed your life?
  3. If you were to win a million dollars, what would you do with it?

Connect with Concetta:

Website

Facebook

Instagram

Twitter

If you need or want someone to help you figure out the financial plan to make your dream a reality, I hope you’ll reach out to my team at the Financial Gym. You can schedule a free call to find out more here. No matter where you are in your financial journey, my financial trainers can help you get where you want to go. Head over to financialgym.com/friends to sign up today!

The Joys and Pains of Single Parenthood with Sarah Bettencourt

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martinis and your money

The Joys and Pains of Single Parenthood with Sarah Bettencourt

On this episode of Martinis and Your Money, I am talking to Sarah Bettencourt, Chief Blonde Officer of The Blonde Spot and host of the Monday Morning Mimosas podcast! As many of you know, I’m an entrepreneur and founder of the company the Financial Gym – but my highest priority job is as the single mom of my 11-year-old son Will. I salute and applaud all of the single parents out there working so hard to create and/or sustain a better life for you and your children. It is not an easy task! During this episode, Sarah and I discuss the amazing career she has built while raising her son and dealing with the joys and pains of single-parenthood. Her strength, perseverance and work ethic are an inspiration for anyone – whether you are raising kids or not! Cheers!

What are we drinking?

Sarah — a classic mimosa & a cup of coffee

Shannon — Deep Eddy’s grapefruit vodka with club soda

Podcast Notes

  • Sarah is a 28-years-old social media entrepreneur and mom to son Fox.
  • Her story begins when she became pregnant at 24, left her ex-husband after being married for 9 months and needed to make money fast to support herself and Fox.
  • Her micro-marketing firm, The Blonde Spot, is on track to bring in $25,000/month starting in January 2018.
  • Her core industries include spas, attorneys & finance.
  • She has been in business for herself full-time for two years and and part-time for seven years.
  • Shannon asks Sarah how she built her career and business while being a single mom.
  • She says her number one priority is being a good mom to her son.
  • She discusses the sacrifices she has to make – going out on less dates, hanging out with friends less, spending less on clothes each year, etc. – to ensure Fox is fed, clothed and happy.
  • Sarah offers insight into how she manages her time while working from home so she can spend as much time with her son as possible.
  • Sarah and Shannon agree it is necessary that kids – especially boys – see the modern woman as someone with goals and ambitions.
  • Shannon says it’s so important to live a life your kids can be proud of.
  • Sarah discusses dating as a single mom and Shannon talks about her experience using the dating app Bumble.
  • Sarah advises single parents to let out any negative energy so you can move on and do what you need to do to provide for your kids.
  • Do not be afraid to devote time and energy to your career or other interests.
  • TAKEAWAY: As a parent – single or not – it is easy to prioritize our kids’ lives over our own, but creating a life through work or other activities that you are proud of first is the best thing for you and for your kids!

Random Three Questions

  1. If you could build any other business or work in any other area, what would you do and why?
  2. What is a show you love to binge-watch?
  3. If you were to win a million dollars, what would you do with it?

Connect with Sarah:

Twitter

Instagram

Facebook

Email

Podcast

LinkedIn

If you need or want someone to help you with your money – especially if you are a single parent – reach out to my team at the Financial Gym! No matter where you are in your financial journey, our financial trainers can help you get where you want to go. Head over to financialgym.com/friends to sign up today!

Getting Unstuck with Jen Hemphill

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martinis and your money

Getting Unstuck with Jen Hemphill

On this episode of Martinis and Your Money, I am talking to Jennifer Hemphill, Money Confidence Coach and host of the Her Money Matters podcast: Money Talk For Women. Jen’s philosophy is money should enrich your life, not stress you out. She believes that “your money mindset is the foundation to success with money, and your money skills – like budgeting and saving – are the bricks that go on top of that foundation to build a strong financial home.” Jen shares her story about feeling trapped and frustrated because of money. From there we discuss the four important money lessons she learned while trying to get unstuck from her money behaviors.

As a side note: I have to apologize for the sound quality on this episode. I recorded the first half of the show before I realized my mic was not turned on. I never like to redo a show because I love the organic flow of my conversations! The good news is that Jen sounded great. I want to publicly apologize to my podcast editor, Steve, who had to cringe through most of this, and I promise to all of you that I will do better next time! Cheers!

What are we drinking?

Jen — Coffee

Shannon — Schweppes Black Cherry Seltzer Water

Podcast Notes

  • Shannon was a guest on Jen’s podcast last December.
  • Jen is a military spouse and always wanted to do something career-wise that she could take with her every time they moved.
  • She tried real estate for a while and then became a stay-at-home mom.
  • During her time as a real estate agent, she noticed that first-time homebuyers ALWAYS wanted to buy more house than they could afford.
  • That led her to becoming an Accredited Financial Counselor.
  • Throughout that process she reflected on her own financial choices and ended up learning some very valuable lessons:
    • Your upbringing significantly affects how you treat money.
    • Experts don’t always have a solution.
    • Don’t overcomplicate your finances.
    • You don’t have to do it alone!
  • Shannon shares her experiences of how she learned those 4 money lessons for herself.
  • Jen and Shannon each suggest some ways for anyone feeling stuck to change their situation and be more in control of their money.
  • TAKEAWAY: Your personal money journey is unique to you so focus on finding the answer that’s best for you and not on what someone else says is right for you.

Random Three Questions

  1. What is your favorite place you have lived?
  2. What is your favorite show to binge-watch?
  3. What do you do for your downtime?

Connect with Jen:

Website

Her Money Matters Facebook Community

If you need or want someone to help you with your money, I hope you’ll reach out to my team at the Financial Gym. You can schedule a free call to find out more. No matter where you are in your financial journey, my financial trainers can help you get where you want to go. Head over to or send friends to financialgym.com/friends to sign up today!

Cara Thomas from SerenFlipity

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martinis and your money

Stop Existing and Create an Extraordinary Day with Cara Thomas from SerenFlipity

On this episode of Martinis and Your Money, I am talking to Cara Thomas. What if your friends gave you ideas to get you out of your comfort zone? That’s exactly what happened on a trip for Cara Thomas, founder of SerenFlipity.

Before a trip overseas, she collected 90 idea cards written by friends and acquaintances. Each card challenged her to get out of her comfort zone and do something out of the ordinary. What she discovered was something extraordinary: Ways to connect with strangers, explore unfamiliar territories, and discover strengths she didn’t know she had.

Today she shares her adventures and talks about how she created flip cards you can buy online. Cheers!

What are we drinking?

Cara — Sparkling Water with Lime and Ginger

Shannon — Black Cherry Seltzer Water

Podcast Notes

  • Cara took a 90-day sabbatical from her job and traveled to East Asia, and on her trip she asked her Facebook friends to compile a list of 90 adventures for her to embark on each day.
  • Cara’s favorite adventure was getting a mantra from Stephen Tyler, and Cara’s least favorite adventure was going a day without technology.
  • The mantra that Stephen Tyler gave Cara was: “you can’t reach the other shore until you lose sight of the shore you are on.”
  • Cara’s final challenge was from a woman she met in Bali and it was for her to change her challenge of having 90 days of adventure into a product and SerenFlipity was born.
  • SerenFlipity is a game that gets people out of their comfort zone and brings more adventure into their life, whether it be their love life, family, or work life, it brings more adventure into life.
  • It began with a deck of cards with adventures on them, much the same as Cara’s personal adventure began.
  • It now is morphing into events hosted by SerenFlipity that send strangers on adventures out into the world with the goal of returning with artifacts that represent a pre-specified emotion.
  • SerenFlipity currently has 30 different adventures that are divided into three categories of adventures: (1) adventures to explore new places; (2) adventures to connect with people; (3) adventures to spark new ideas to match the adventures to each person’s goals.
  • The adventures can be a one-time adventure or they can be a new way to live one’s life.
  • The card may force you to give something away to a stranger one time or to try to give something to a stranger everyday.
  • Cara wants to grow SerenFlipity into a part of each user’s everyday routine, whether its through products, technology, or events.
  • Shannon likens SerenFlipity to a life coach in a deck of cards, a card to help you challenge yourself.
  • TAKEAWAY: Embrace the serendipity of life and look for ways to get yourself unstuck.

Random Three Questions

  1. What is your favorite thing to do with your downtime?
  2. What is a show you like to binge-watch?
  3. If you could travel anywhere in the world where would you go and why?

Connect with Cara:

Instagram

Facebook

Email

Happy Hour Live from the Lola Retreat

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martinis and your money

Happy Hour Live from the Lola Retreat

Today is the last Friday of the month, and in case you are new to this blog or my podcast, on the last Friday of the month, I host a happy hour on my podcast where the happy hour ladies and I talk about various money topics while drinking cheap drinks! This month’s Happy Hour is super special because the four of us recorded this live from the Lola Women’s Money Retreat. I have to warn you that if you’re listening to this episode and you’re a Martinis & Your Money fan, you may have serious FOMO. I think the best thing I can say is that you may have missed this Lola retreat, but there will be more, and I can guarantee you that I will be there for them! Me and the ladies talk about our experience of attending this event, and I loved all of the listener/attendee anecdotes we got along the way. To say that the Lola experience changed my life would be an understatement – I hope you enjoy hearing more about it!

Don’t forget to check out The Financial Gym and its tools and resources to help you break free from your financial challenges and live a financially healthier life!

What are we drinking?

Melanie from Dear Debt — Champagne & grapefruit (a Lolamosa)

Tonya from Budget and the Beach — Also drinking a Lolamosa

Mrs. Frugalwoods from Frugalwoods.com — A sparkling grapefruit beverage because there is another Babywoods on the way!!

Shannon — A Lolamosa

Podcast Notes

  • Shannon asks Melanie to talk about her experience of making her dream a reality over the last year.
  • Melanie thanks the Happy Hour ladies for being the Lola Retreat’s first supporters.
  • Shannon discusses Mrs. Frugalwoods’ reluctance to spend money frivolously and asks her why she decided to spend the money and attend the retreat (besides to support Melanie).
  • The whole point of Mrs. Frugalwoods’ frugality is to spend money on the things that matter to her and to focus her resources on her values.
  • She thinks it is so important for women to come together on a topic that is traditionally seen as male and to have meaningful, transformational conversations.
  • No matter what you do in life, money is going to sustain it – it’s part of your life!
  • The ladies discuss what they learned from the sessions of this retreat.
  • Shannon adds that “even if you become expert-status on a subject, you can still continuously learn and get better!”
  • Some of the ladies’ favorite session topics included:
    • What’s Love Got to Do With It? Money and Relationships – Mrs. Frugalwoods
    • Money 101: Spend Less, Save More and Get Your Life Together – Tonya
  • Shannon throws Tonya under the bus for not attending some of the sessions including the money and relationships session.
  • Tonya highlights her favorite aspects of the Lola Retreat like its intimate environment, the interactivity, the end-of-the-day conversation over wine and cheese and the financially diverse group of women.
  • Shannon asks the crowd why they decided to spend the money and attend the retreat.
  • Shannon praises listener and podcast guest – Jennifer Dane – for paying for three scholarships to the Lola Retreat so three lucky women could attend!
  • Jennifer gives a shout out to the Financial Gym and announces it is looking for investors!
  • Melanie and her partner Emma have set a goal to not necessarily make Lola bigger but to make it more frequent.
  • To find out about future Lola events, visit the Lola Retreat website and check social media – tweet using #lolaretreat to join in on the conversation!
  • TAKEAWAY: When women get together, magic happens!

For all of the women who were there when we recorded live – I hope you know that I love and appreciate you from the bottom of my heart. Your support, stories and amazing spirits made for one of the best weekends of my life. I loved being a part of this magic!