Broke to Woke

Episode Description:

In this special year-end episode of Broke to Woke, Jamie takes us through a remarkable 2024 filled with personal milestones, professional growth, and deep connections. From marrying her best friend and blending families to expanding her business and team, Jamie opens up about the whirlwind experiences that shaped her year. She also shares her journey in building a supportive space for LGBTQ+ clients and managin...

In this episode of Broke to Woke, we sit down with Aaron Brinks, President of Financial Architects, to explore what it takes to thrive in the world of financial advising. Aaron shares his journey, his perspective on what makes a great advisor, and how Financial Architects is more than just a company – it’s a community. Join us as we dive into Aaron's insights on the three pillars of a rewarding career: income, independence, and imp...

In this special holiday season series of Broke to Woke, Jamie shares practical, stress-free advice on spending, saving, and intentional gift-giving. From avoiding holiday debt to setting up smart savings strategies for next year, Jamie covers how to enjoy a more meaningful season focused on memories over materialism. Tune in for tips on balancing short-term holiday costs with long-term financial goals, ensuring a festive season wit...

In this heartfelt episode of Broke to Woke, Jamie Langbein sits down with Amanda Nuzum, Vice President of Development and Marketing at Mid-Iowa Council, Scouting America, to dive deep into the world of tax and legacy planning. Amanda shares her personal journey from growing up as an advocate for her brother with Down syndrome to becoming a leader in nonprofit fundraising. Together, Jamie and Amanda explore the importance of charita...

Financial advisor Jamie Langbein joins Ann Marlan to discuss the challenges and opportunities that come with career changes, whether by choice or due to unexpected circumstances. Jamie shares practical advice on how to prepare financially for a career shift, how to navigate severance packages, and what to consider when making the leap to a new job or even starting your own business. Whether you're facing a layoff or planning a care...

From the charm of Christmas tree farms in central Iowa to the not-so-dreamy world of health insurance, Jamie Laingbein sits down with Aaron Peterson from AKP Health Insurance to break down the complexities of health coverage. Whether you're transitioning from corporate life to entrepreneurship or planning for early retirement, Aaron shares invaluable insights to help you navigate the often confusing landscape of health insurance.

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In this episode of Broke to Woke, host Ann Marlan teams up with financial advisor Jamie Laingbein to uncover the most dangerous financial product most of us use daily: the checking account. With Jamie’s insightful guidance, they dive deep into cash flow and spending habits, revealing how effortless spending can derail even the best financial intentions. Jamie shares practical strategies to flip the script—making saving effortless a...

In this episode of Broke to Woke, Jamie and Austin Kelderman from Absolute Insurance dive deep into the world of property and casualty insurance. Covering everything from home and auto policies to the often-overlooked importance of umbrella coverage, Austin brings his decade of expertise to the table. Together, they explore how the right insurance strategy can protect your assets and help you avoid financial pitfalls in the event o...

In this episode of Broke to Woke, we're diving into everyone's favorite topic: taxes! Joined by Drake Vant Hul, founder of Performance Financial, we explore how tax planning isn't just about paperwork — it's about strategy. Drake shares insights on how taxes impact business growth, the importance of proactive planning, and why understanding your financial future matters. Whether you're a business owner or simply curious about tax ...

In this episode, Jamie welcomes Kate Anderson from Legacy Realty, a seasoned real estate professional with over a decade of experience. Kate shares her unique journey from the world of shoe wholesaling to finding her true passion in real estate. She talks about her love for houses and why she’s dedicated to helping first-time homebuyers navigate the often overwhelming purchasing process.

Together, Jamie and Kate discuss the importa...

In this exciting episode, Jamie introduces a new addition to the Financial Architects team, Jenni Fulton! Jenni shares the serendipitous story of how her path crossed with Jamie during Capital City Pride, thanks to a Plinko game and her son’s curiosity. Their instant connection and shared values led to Jenni joining the team. Jenni talks about her passion for serving marginalized communities, especially women, people of color, and ...

In this episode, Jamie shares some things to consider for your next conversation with your tax advisor. In particular, by thinking about impacts today and into the future when it comes to putting in and pulling retirement account funds. Tune in to learn why it’s crucial to think about your financial decisions today and how they will impact your life in the future, whether you’re a corporate employee or a small business owner. Jamie...

Confused by the differences in life insurance policies? You’re not alone! Jamie breaks down the key distinctions between term and permanent insurance, including whole life and universal life policies. Learn about the pros and cons of each type, how they align with your financial goals, and how to evaluate which option makes the most depending on your stage of life. Whether you're starting your financial journey or planning your...

 In this episode of Broke to Woke, host Ann Marlan is joined by financial advisor Jamie Laingbein for a deep dive into the often misunderstood world of life insurance. As we recognize Life Insurance Awareness Month, Jamie breaks down the emotional and financial complexities surrounding life insurance, debunking myths and providing clarity on its value—both in life and after. Whether you’re looking to protect your loved ones, leave ...

In this episode of "Broke to Woke," host Ann Marlan sits down with financial advisor Jamie Langbein to discuss the impact of election years on investment strategies. Jamie shares her insights on how the market historically reacts during election cycles and why emotions can drive financial decisions during uncertain times. Whether you're concerned about the upcoming election or just looking to make informed decisions w...

Welcome back to another Broke to Woke! In this episode, we discuss mortgages and the uncertainty in the current market and help you look at the personal decision process.  Jamie offers practical advice on approaching mortgage with a perspective that will click into place when you hear it!  Whether you're a first-time homebuyer or just looking to better understand your options, this episode provides valuable insights to help you...

In this episode of "Broke to Woke," host Ann Marlan and financial advisor Jamie Langbein explore the unique financial challenges and opportunities that arise in your 30s. From the complexities of balancing new family responsibilities to navigating pay increases and tax implications, Jamie shares her expertise on how to organize your financial world during this transformative decade. Learn why it's crucial to start pla...

This episode is for young adults in their 20s who are interested in learning more about financial planning.

Financial planner Jamie debunks the myth that you need to be older to benefit from financial planning services. She talks about the importance of starting financial planning early to maximize the benefit of compound interest. Jamie even shares the story of her youngest client, a nine-year-old nicknamed G-Money, who is alrea...