Investor Mama Podcast
Money Conversations with a Mom's Touch
Welcome to the Investor Mama Podcast, money conversations with a mom's touch. This podcast aims to educate, inspire, and motivate moms and aspiring moms on their wealth-building journey. Let's create a tribe of moms who want to get out of debt, get their financial house in order, and create a legacy for the next generation. This is a safe space for you to share your money story, ask questions, and figure out ways to gain more money and time freedom.
Check out each episode every week where I interview amazing guests that have a heart for helping others create more wealth. They will educate you on making better financial decisions, inspire you to take action, and motivate you to stay on your money path. You can hear their money stories and how they got to where they are today. You will learn about a range of topics including investing in real estate, how to start a business or side hustle, optimizing your taxes, navigating the financial costs of being a caregiver, getting out of debt, and so much more! But, they are all geared towards moms.
Sit back, relax, and enjoy the episodes.
Meet The Host
Hello beautiful mama! My name is Jen, and I am the host of the Investor Mama Podcast. I am a wife, mom, daughter, granddaughter, real estate investor, business owner, and project manager. I am an adamant reader and a consumer of content geared towards helping individuals reach financial independence.
After years of learning, I thought it was about time I started producing and share my obsession with others. However, after being part of the financial independence movement for the past few years, I realized there was a gap in resources around personal finances geared towards moms. Trying to get ahead with money is one thing, trying to get ahead as a mom is whole other ball game.
I started talking about money more and more with my mom friends and noticed a trend in the questions I was being asked. I didn't have all the answers but knew there were others out there who did and other successful super moms setting the example with their money.
I thought to myself and said why not find them, interview them, and share their knowledge with other moms also trying to get financially ahead for their family. And so, Investor Mama was born!
I believe anyone can achieve financial freedom and peace of mind by getting educated and changing their habits. I hope this podcast will be a resource and an inspiration to help you with your own money journey.
Disclaimer: I am not a financial adviser, CPA, attorney, or any other professional that gives financial advice. The content on this website and in the Investor Mama podcast is for informational purposes only and does not constitute financial advice. Please seek professional counsel before making any financial or legal decisions.
I am just obsessed with the concept of financial freedom, love learning about the topic, and connecting with others on their own path. I only share my opinions, journey, and the journey of others for those who are interested.
New episodes released every Thursday.
Every week tune in to hear my amazing guests share their money stories and provide you with tips on reaching your financial goals. Topics include real estate strategies, owning businesses, money tips, frugal hacks, and many more to help educate, inspire, and motivate you on your own financial journey.
Mom on the go?
Want great content but don't have a ton of time? I will be releasing short 10-15 minute episodes sporadically for those of you who don't have time for a full interview. These episodes focus on work-life balance, being present with your family, and ideas for engaging your kids around financial education.
Want to be a guest?
Come on the show
Want to have a huge impact? Have an awesome money story to share? Want to help others and their families reach their financial goals? Like to have laid back conversations? Then click here to sign up to be on the Investor Mama Podcast. I promise, you won't regret it!
Subscribe & Leave a Review!
Check out the Investor Mama Podcast on all major podcast stations! Subscribe, leave a review (only good ones...j/k), and share with others who would benefit from listening. I hope you are inspired to take action and get your own financial house in order. If it is already in order, stay the course, you can do it! Don't forget there is a community of others that are here to help you carve your own financial freedom path.
Start at the Beginning!
Episode 1: The Intro
Season 1, Episode 1 | 16 min 50 seconds
Episode #117: Estate Planning 202 Understanding Trusts and Other More Complex Estate Strategies with Ali Swart, CFP
In this episode, Ali Swart from Waldron Private Wealth comes back to talk about revocable trusts and irrevocable trusts. She talks about the differences between the two, who should consider having one, and how these can be used to your benefit. This is a more in-depth show on estate planning. For the basics check out last week’s episode.
Episode #116: Legacy Blueprint – Estate Planning 101 with Ali Swart, CFP
In this episode, Ali Swart, CFP from Waldron Private Wealth dives deep into the importance of estate planning for parents, shedding light on why they need specific documents and what those documents entail. Ali clarifies the responsibility of different roles such as executor, power of attorney, and trustees. She also emphasizes the importance for parents to consider life insurance beyond their employer coverage to make sure you cover your DIMEs. Tune in to gain expert advice on estate planning essentials and ensure a solid foundation for your family’s future.
Stay Connected to Get The Latest Community Alerts
We respect your privacy. Unsubscribe at any time.
See what our community is saying…
Investor Mama is a breath of fresh air, from Episode 1 Jen is supportive, vulnerable, and simultaneously uplifting. Her mission to help Moms with all things finance is a wonderful one. I’m excited to see where it’s headed!
Investor Mama is a great resource for financial information in a way that is engaging and non-intimidating. I enjoy the casual interview format and the variety of guests she brings on the show. Can’t wait for more episodes!
Jen’s podcast format is awesome. She is so engaging with those she’s interviewing. She asks great questions and lets the interviewee fully answer. She knows how to pull out the information people want (and need) to hear. Great podcast!
I mean, who’s got time to listen? Well, I make time for this… it’s a recharge to hear Jen and her guests’ stories. I love the practical content that you can take away from the show and take action. I also appreciate the two show lengths for us busy Momma’s. We need this, keep up the awesome!