The Road to Financial Wellness

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martinis and your money

The Road to Financial Wellness

Last year, my friend, Jason Vitug from the blog, Phroogal, had this crazy idea to visit 30 cities in 30 days to promote financial wellness. It was an amazing fete that taught Jason and his team a number of lessons and this summer he is going to top that trip with the Road to Financial Wellness event that will consist of 50 events in 50 states over the summer. In addition to this next big trip, Jason also wrote a new book, You Only Live Once: The Roadmap to Financial Wellness and a Purposeful Life; and we discuss his motivation for the book and overall life philosophy about financial health and well-being.

What are we drinking?

Jason — Coconut-based vodka rum infused with melon over ice

Shannon — Signature Martinis and Your Money Martini – equal parts Deep Eddy’s

lemon vodka & cranberry vodka

Podcast Notes

  • In 2011, Jason left his job as VP of Marketing & Business Development for a credit union out of Silicone Valley and backpacked around the world.
  • He knew he had a passion for personal finance and a passion for helping people, but he just wasn’t sure how to put those two things together.
  • In 2013, he set out on a mission to create his purpose and started blogging.
  • Jason’s idea for The Road to Financial Wellness road trip came from his love of travel and his interest of personal finance and passion for helping people.
  • He wanted to connect with people besides online.
  • The Road to Financial Wellness Road Trip 1.0 consisted of 37 events in 30 days.
  • 2016’s The Road to Financial Wellness Road Trip 2.0 goal is to do one event in each state throughout the summer (107 days total).
  • It begins June 7th, 2016 in Elizabeth, NY and ends September 21st, 2016 in San Diego, CA.
  • Jason’s book, You Only Live Once: The Roadmap to Financial Wellness and a Purposeful Life, is about how to set off on your own road to financial wellness while creating a life of purpose.
  • His book challenges its readers to really question the financial decisions they make.
  • When you increase your awareness about the financial decisions you make, you are able to achieve more of the things that align to your values.

Random Three Questions

  1. What is one of your favorite books to read?
  2. Would you rather cook at home or eat out?
  3. What was your favorite stop on last year’s road trip?

Connect with Jason:

Phroogal

The Road Trip

What’s your plan for the summer? How are you improving your financial health this summer?

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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.

6 COMMENTS

  1. We love the road to financial wellness and Jason!! He has some great financial knowledge, and we enjoyed hearing it! We agree, the more you are conscious and know about your finances, the better off you will be. Thanks for sharing!

  2. My kids are gonna spend their savings on a vacation this summer, and they’re so excited about it. I think it’s one way to encourage them to save and make it a habit.

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