Ladies Talk Investing – Happy Hour 4

martinis and your money

Ladies Talk Investing

It is the last Friday of the month, which means Happy Hour on my podcast! I am excited about this month’s topic because while it’s not as raunchy as last month, it’s equally as entertaining. As a financial advisor, I find that many women are uncomfortable with investing for various reasons, so I wanted to discuss the subject with my happy hour ladies. We all have different backgrounds and approaches to investing, so I think it’s a great conversation to hear.

What We Are Drinking

Melanie of Dear Debt – Water – She had no alcohol and declared she was too cheap to buy more.

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Tonya of Budget and the Beach – Trackers Crossing Shiraz

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Mrs. Frugalwoods of – Homemade Seltzer (link to Frugalwoods post on the seltzer)

frugalwoods seltzer

Shannon – Deep Eddy’s Sweet Tea Vodka and Lemonade

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Podcast Notes

  • Shannon explains why she thinks investing isn’t as important as some people think it should be
  • Melanie describes her investing background and her priorities for building her wealth
  • Tonya shares how she ended up with a financial advisor and her experience of having one
  • Shannon explains her view of advisor neglect versus advisor abuse
  • Mrs. Frugalwoods shares her perspective on how she and her hubby invest their money
  • Shannon shares her thoughts on where people should open their investment accounts
  • Mrs. Frugalwoods shares their “boring” approach to investing
  • Shannon explains how people should be invested and why there were so many issues in 2008/2009
  • Mrs. Frugalwoods shares what she was more concerned over than the 2009 market crash
  • The group talks about a “set it and forget it” investment approach
  • Tonya shares why she is jealous/frustrated with other people’s investment updates
  • Shannon shares what she is doing with her investments and why
  • Mrs. Frugalwoods shares why she and Mr. Frugalwoods don’t plan to work, save and invest like they are currently doing now

Are you comfortable with investing? What are some investing tips you have?

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Shannon is a financial planner who left a “traditional” financial services firm to start her own company, The Financial Gym, because she felt traditional financial services firms did not have the tools or resources to help people in their 20s and 30s who are starting out and trying to build assets while also managing debt. She realized that the key to long-term personal financial success is a commitment to financial fitness and making smart financial choices. Through her blog, Financially Blonde, her book, Train Your Way To Financial Fitness, her podcast, Martinis and Your Money and The Financial Gym, Shannon is committed to making financial fitness fun, easy and accessible for everyone.


  1. I haven’t told you how much I love this podcast in a while!!!

    LOVE the happy hours! Everyone brings a really unique perspective to the table.

    The Paula Pant episode was amazing!

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