March 11, 2025 • 43 mins
On this episode of The Get Ready Money Podcast, I was joined by Joe Saul-Sehy, Katherine Pomerantz and Rhianna Basore to talk about applying the principles of improv to money by saying yes, and to money.
Here’s what we each think we know and then discussed:
- Life is improv.
- Find your voice.
- Everyone wants you to win.
- Leaning into play and joy will always make it better - Rhianna
- Trust ourselves with our money, - Katherine
- Feel the fear and do it anyway - Joe
Joe Saul-Sehy is the creator and co-host of the Stacking Benjamins show and the author of Stacked: Your Super Serious Guide to Modern Money Management. Stacked was called the #1 book on personal finance by CNN for 2023. Stacking Benjamins has been called the top personal finance podcast by Kiplinger and Bankrate, and FastCompany calls the show the "perfect blend of finance and humor." Joe lives in Texarkana, Texas with his spouse Cheryl and cat Cooper.
Katherine Pomerantz is the Founder of The Bookkeeping Artist. Katherine is an actress turned accountant, has capitalized on her artistic background to create the Money Storyteller MethodTM - a mindset and accounting framework that helps business owners master the creative language of money to map out and easily achieve ambitious goals. She believes every idea has the ability to change the world if given the right financial support. She leads an accounting firm & financial education company, and her expertise has been featured by VICE Media, Discover Card, The Penny Hoarder, and the Stacking Benjamins Podcast. She loves yoga, walking dogs, and throwing rad birthday parties.
Rhianna Basore is the innovative founder and CEO of Self Trust Fund, a pioneering platform dedicated to empowering high-achieving women to build confidence and achieve financial success. With a background in both business and creative psychology, Rhianna integrates these disciplines to offer a comprehensive approach to personal and financial development.
At Self Trust Fund, Rhianna combines her expertise in financial planning with a deep understanding of self-trust principles. Her work focuses on helping clients align their financial decisions with their personal values, fostering a sense of self-efficacy and long-term prosperity. Rhianna’s methodology emphasizes the importance of self-awareness and strategic financial management, guiding individuals towards a more empowered and fulfilling financial future. Rhianna is recognized for her ability to simplify complex financial concepts and make them accessible to a broad audience. Her professional credentials include being an award-winning director, international actor and professional writer with over twenty years of experience on stage and screen.
Connect with Joe Saul-Sehy:
Connect with Katherine Pomerantz:
Connect with Rhianna Basore:
The Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily r
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Episode Transcript
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Speaker 1 (00:04):
Are you looking to get ready, be prepared and
transform your financial future?
Then you've come to the rightplace.
This is the Get Ready MoneyPodcast with Tony Stewart, where
Tony has insightfulconversations with financial
experts who are changing the waywe think about money.
Catch up on the latestfinancial trends and hear
(00:27):
practical advice from Tony andhis expert guests so you can
build healthy habits that work,Be empowered with tips for
implementing small changes thatcan have a big impact on your
financial future.
So sit back and get ready tohear from today's guest.
Speaker 2 (00:51):
Welcome to the Get Ready Money podcast, changing
the way we think about money.
I'm pleased to be joined todayby Katherine Pomerantz, rihanna
Besor and Joe Saul Saul Sihai.
In this special episode, we'llbe discussing saying yes and to
money and the intersection ofimprov and money.
Welcome everyone to the GetReady Money podcast.
(01:13):
Thanks for being here today.
Speaker 3 (01:15):
Thank you, Tony.
Speaker 4 (01:16):
Thanks a ton man, this is going to be fun.
Speaker 2 (01:19):
This is great.
I'm looking forward to thisconversation.
Before we really jump in, let'sdo a quick round of
introductions a little bit aboutyourself, a quick origin story
and why you're passionate abouthelping people change the way we
think about money.
Rianna, you want to kick off?
Speaker 3 (01:36):
Sure.
Hi everyone.
I'm Rianna Basore.
I'm a money mindset coach forhigh-achieving creative women.
I started out as a professionalcreative since God was a child
and I found even at the heightof my career, I still didn't
have the money and portfoliothat I wanted to feel that I was
at the top of my industry.
So I had one of those breakdown, breakthrough moments,
(01:59):
discovered what I didn't know,which turned out to be money and
finance knowledge, and havesince then completely lived
debt-free, have invested in myfirst property in Southern
California and have built athriving coaching business
around really becoming atranslator of these money
business concepts into practical, applicable stories which I
(02:22):
know Catherine also works in andmetaphors that allow more
creative, heart-focusedindividuals to really live the
best principles.
So I'm so glad to be in thisspace.
Thank you, tony.
Speaker 2 (02:34):
Oh, awesome that you're here today.
Joe, you want to go next?
Speaker 4 (02:39):
Sure, I'm Joe Salcihai.
I'm the co-host and creator ofa podcast called the Stacking
Benjamin Show, which we call thegreatest money show on earth,
cause it truly is meant to be acircus a circus of you can do it
ideas and a show with a lot ofcomedy.
You know, I think there'senough people have enough shame,
uh, in this space they feel badabout stuff that they've done
(03:01):
with money.
When I was a financial plannermy early days, I was one of the
top financial advisors.
American Express had anadvisory division and that later
on was called AmeripriseFinancial.
But in the early days, when itwas American Express, I was a PR
spokesman for the company.
I was on television for themand I was a money disaster
because while I was tellingeverybody else all these genius
(03:24):
things to do and it was workingI didn't think the laws of the
universe applied to me.
So I was living two lies.
Number one was that you don'thave to surround yourself with
smart people and a team of greatadvisors, whether that's
financial advisors or anythingelse in your life.
Surround yourself with smartpeople.
I had to learn that.
And number two was it doesn'tmatter how much money you make.
(03:44):
If you have horrible moneyskills, you can still outspend
it Like.
At the time, my first year as afinancial planner, I made almost
$90,000, which in today'sdollars it was 1993.
So in today's dollars it'd belike making $200,000.
I could have made $250,000.
I would have spent more.
I would have spent 280.
If I made 280, I would havespent 310.
(04:05):
I was always just doing back ofthe envelope math.
So I created Stacking Benjaminsafter selling my business when
I turned 40 and really haveenjoyed the past 12 years of
episodes.
We're on episode 1602, 1,602 aswe record this.
Speaker 2 (04:24):
That's amazing 1602.
I think this is like episode150 for me.
So I've only got you knowthousand 500 to go.
Speaker 4 (04:34):
That's a long time though, tony.
You know the average.
The average length of a podcastis seven episodes, so if you
make it past seven, so to makeit past a hundred is just
absolutely amazing, tony.
Speaker 2 (04:43):
Well, make it past a thousand.
Very few people have made itpast a thousand, so that's.
That's awesome, and I seeyou've got a guest in the back
too.
Speaker 4 (04:53):
Yeah, that's my buddy Cooper.
He's always my companion herein mom's basement.
Speaker 2 (04:58):
Awesome, awesome and Catherine.
Speaker 5 (05:01):
Hello, I'm excited to be back.
I am Catherine Pomerantz.
I am also an actress turnedaccountant and money coach.
I focus specifically on smallbusiness owners.
So I really want to helpentrepreneurs and experts master
the creative language of moneybecause, as we all share this
(05:21):
viewpoint, money is actuallyreally playful and can be really
fun and can really help usunderstand and make sense of all
of our chaos.
So I help people have thatperspective so that they can
easily map out and then measureand then actually achieve their
most ambitious business goals.
So I use the story, my moneystoryteller method.
Building on that artisticbackground helps people use
(05:43):
storytelling tools like thehero's journey, like improv, any
of these playful things, sothat money can be a teammate on
this journey.
And so, instead of working sohard for money, we're going to
put money to work for you.
It's going to work hard on yourbehalf and that's kind of our
inroad.
I know everyone on this calland Tony and I when we did our
last interview if anyoneremembers that we kind of had
(06:06):
this wild talk around like, wow,isn't this great?
And I was like I know otherimprov people who should come
talk about this with us.
So I'm personally just reallydelighted that we're all in this
room.
This was a little pet idea ofmine and Tony's, and so thanks
guys for coming.
Speaker 3 (06:23):
Thanks for the invite to the money party.
Speaker 2 (06:32):
Yeah, thanks for being here.
And yeah, you know, catherine,as you mentioned, is during our
conversation.
That's where the inspirationfor this episode came from,
because improv really is at theheart of money is you have to be
able to adapt, and for me,that's a spirit of improv.
Anybody want to just do a quickdefinition of what improv is
for our audience?
Speaker 4 (06:53):
I think there's one part of it that is super
important I don't know that Ican do the full definition, but
I think the key to good improv,because you think that improv is
just talking extemporaneously.
But there truly are some rules,and I think the rules, though,
are situational.
You get into a certainsituation and you always go with
(07:15):
this way of advancing itforward and I'm sure we'll dive
into this more of advancingthings forward.
And for me, as an example Italked about my bad money habits
I need to develop a set of onthe fly rules, because life is
improv.
I'm at the grocery store, mydebit card's not working because
I have no cash.
What am I going to do next?
(07:35):
So, in improv, you're with agroup of people, you're in a
situation and you have theserules to help you determine, on
the fly, what the best thing isto do next.
Speaker 5 (07:46):
Yeah, and I really like building off of that is not
just to do next, like you havean end goal which is one of your
favorite quotes, joe's likebegin with the end in mind.
It's like we need a scene tohappen.
We need a good, positive,interesting outcome.
So, on the fly, I can followthese rules, but I know I'm
pushing towards a better.
I'm pushing towards somewheredifferent, hopefully somewhere
(08:08):
better, but I'm pushing forsomewhere different.
I don't want to be in thissituation.
I want to go to this othersituation.
I want something new to happen.
Right, it's storytelling on thefly.
I think we're titling thisepisode yes, and which is like
the core improv idea is thatwhatever somebody throws at you,
you say yes and you're going toadd to it.
And I think that that's justsuch a great attitude with money
(08:29):
is that you cannot controlwhat's going to happen, but you
know something will happen.
So, rather than be panicked andlike scarcity and oh my God, I
got to save, I got to save, Igot to save, like there's always
a new emergency coming, it'slike no, let's like yes, this is
happening and here's what we'regoing to do next.
Here's what's going to happennext.
Speaker 3 (08:48):
I think it's a great attitude to approach money
management, which is why Ithought this idea would be so
much fun to talk about ofdriving what you're after, right
, because you're also notleading scenes, you're in a team
place, you're responding towhat you're being given, and
(09:08):
that's so much like money andlife as well, which is, you know
, we have an intention, we havesome rules, as Joe talked about,
but we really respond to whatwe're thrown, given where we are
in the moment, and so we'restaying loose, we're staying
open, we're listening reallyactively.
We moment, and so we're stayingloose, we're staying open,
we're listening really actively,we're taking in a lot of
information and then respondingfrom there, and that openness
(09:29):
allows us to see newpossibilities where maybe we
might've felt stuck or corneredor pigeonholed.
And so the improv approach tomoney really just lets us stay
in that place of possibility,which invites more ways to allow
money to flow freely in ourlife.
So it's such a, it's so held inbalance, beautifully said.
Speaker 2 (09:50):
Yeah, I love that and I think that listening really
actively and you know I've had alot of guests on the show talk
about listening as a superpowerand as a skill and improv forces
you to listen, because if youdon't listen you're gonna kill
the scene and to me a big partof improv is, I sort of think it
(10:11):
like, you know, volleyball,when you're kind of just keeping
the ball going in the air, andthat's really what improv is and
I think sometimes we forgetthat with money is that, you,
it's about just keeping the ballforward and keeping everything
moving and cooperating, you know.
So you know, let's talk aboutsome of the principles We've
already gone into yes, and andyou know we've started that
(10:34):
conversation.
It's like why is yes and sopowerful to the money
conversation?
Speaker 3 (10:40):
Yeah, I think that oh .
Joe go ahead, rhea I was justgoing to say that I think we
brushed on it a little bit,which is so often when we come
to money, we focus on lack whatwe don't have, the limitations.
But yes, and requires us toaccept and receive what is,
(11:00):
whatever that $1 situation isthat we are currently in, and to
look for something bigger, toexpand beyond ourself, to
embrace new relationships, newavenues, new thoughts, new
mindsets, in order to becomethat more expanded version of
ourselves.
So often when it comes to money, I think it's really our mind
(11:21):
that limits us.
The knowledge is out there, theadvice, the coaches they're all
out there, they're on this callthe podcasts, but it's
embodying the person who canhave that more improved
relationship with money.
That requires you to expandinto that and space and not see
(11:42):
yourself as stuck where you areyourself as stuck where you are.
Speaker 5 (11:48):
That reflects Joe's story, right, he was in the room
with all the smart people, butlook at what it was actually
happening behind the scenes.
Speaker 4 (11:53):
So you had a thought too about yes and yeah, I really
think that yes and is importantin so many ways, but I think
specifically on somebody juststarting off with their money
worries about, there's all thesethings that I have to know.
I have to know all of thesethings and I see people freak
(12:14):
out and they end up doingnothing.
What's the right investment tobuy?
Which is why I think JL Collinsbook is so important the simple
path to wealth.
Because he says, I think, toyoung investors he wrote the
book specifically for hisdaughter just buy the whole
market, don't worry about it,get rid of that.
But you get to a certain pointand you go yes.
(12:35):
And because it's the simple pathto wealth not the optimal path
to wealth, not the perfect pathto wealth and once you get your
feet wet as an investor, now youcan yes and onto what's more.
I also think it's importantwhen it comes to making money,
which is a big part of thefactor that I think people don't
explore.
I found that for me, I thoughtmaking money was everything and
(12:58):
I didn't need to do the otherhalf.
Most money nerds, as you guysknow, the people that are
probably going to watch this arepeople that focus on the great
money management half, but theydon't think about the income
piece enough which so often thatwas me.
Speaker 5 (13:12):
That was me.
I starved being artists overhere for a long time.
I could budget like crazy.
Can I make a dollar?
Speaker 4 (13:21):
No, and so often as you are proof of.
Well, actually it's funny,catherine.
Let's use you as an example.
Let's say that you, out of highschool, are somebody that just
loves math, right.
So you have the skill to maybework to be a math teacher, which
is a great profession, to have,not a high paying profession.
(13:43):
But let's say, maybe you wantto make more money.
So you learn how to also be abookkeeper on the side.
So you take your math and you goyes, and I will be a bookkeeper
.
Then you decide to become a CPAyou yes, and to get your CPA.
Then you become the chieffinancial officer of a company.
Next thing you know you'reworking in mergers and
(14:04):
acquisitions.
Next thing you know you'reCatherine Pomerantz.
So you go up and up and up andup.
But as you keep saying yes tothis unique talent that you have
, this thing that you love, youfind your income possibilities
can get bigger and bigger andbigger just by saying I don't
have to do 50 different things.
I can take this one skill Ilove and chain even more skills
(14:25):
on top of it and blossom thisjoy to maybe a bigger paycheck.
Speaker 3 (14:29):
And I think that's a powerful word joy, because we're
also blossoming relationships.
What you're talking about isexpanding your network of
connections, and that's a keypart of money as well, because
the people we spend time with,the people we listen to, the
people whose habits we model,become our own.
So, as baby Catherine is goingon her money journey, she is
(14:51):
building more informed, morepeople who are bringing more to
the table with their money,knowledge, and that's allowing
her to build in thoserelationships and in that
modeling, to make that web, tobuild that well, that wellbeing
right, like whatever we'vebrought to.
Naturally, we need that villagementality to hold space for us
(15:14):
as we build those skills.
Speaker 4 (15:16):
Absolutely love that Cause we get power through that.
One of my favorite books is abook by a guy named Austin Kleon
.
It's called steel like anartist.
What I love for anybody thathasn't read Steel Like an Artist
.
It's about take the thingsaround you that you love, add
those to your game.
Don't rip people off, but payhomage to them.
(15:37):
Riff on it to make it your own.
Our podcast, stacking Benjamins, is a complete riff on all my
favorite podcasts.
I just took all my favoriteparts, put it together into this
weird amalgamation.
That really is me, but heck,I'm always happy to tell people
exactly where the inspirationcame from and all the people I
collaborated with to make it.
So Ria and I think thatcommunity piece really is a hit.
Speaker 5 (15:59):
So I want to hijack the conversation a little bit.
If we're picking on babyCatherine, something Tony said
really stuck out with me that Ithink might be another valuable
inroad is about that activelistening.
And this is something thatcomes up in my work because I
talk about money as ourteammates.
So I literally was like it's aperson, let's go talk to our
(16:20):
money, let's go communicate withour money.
So I would love to hear fromyou guys.
We talked about being an activelistener, we talked about being
in the moment, okay, but whatdoes that actually look like?
If I'm dealing with likedollars and cents and
spreadsheets, how do I go listenor talk to my money?
Speaker 3 (16:37):
Well, I think listening always starts in
conversation, right Like in mywork.
I have something I've developedcalled the money monsters,
which are the voices in our headthat tell us we don't deserve
the money that we're seeking.
You'll never make money at that.
This is something thatCatherine and I are well used to
in our starving artistbackground and it really
transcends industry in myexperience.
(16:58):
But I believe that by tappinginto what the money monsters are
telling us to stay away from,we can rework that into good
advice.
It is good advice not to spendall your money on fancy shoes,
like I used to do.
It's a really good idea to likesock that away in another
account instead.
So when I go into conversationwith my money, I have to welcome
(17:23):
my money monster to the table,who may be a naysayer, may have
a little bit more of a negativetone than a yes and tone, but is
keeping me in integrity for myoverall best interest.
Speaker 5 (17:35):
Well that's fine, there's a, it's not just also
yes, and isn't there a?
But also, isn't there a flipside to that?
In um improv x circles, I think, like I.
I, I, it's been a while.
I've been an accountant longerthan I've been an actress.
Speaker 3 (17:51):
Now y'all, I'm sorry it's not, you invented it here.
Speaker 2 (17:54):
Katherine improv principal of katherine pomeroy
well, I, I think there is thatflip side that you can't deny
someone else's reality.
Uh, you know that you don't saybut that, but is the quickest
way?
Attend a scene.
You know, like if joe came inand joe said you know, hey, I'm
(18:15):
the mayor of the city and I wanteverybody to wear pink every
day, keep going, I like thisthat's a dumb idea we're done.
Speaker 4 (18:25):
That's the end of the scene.
Yeah, yeah so.
Speaker 3 (18:28):
Well, and Tony, to jump back into that because I
want to set up something that'sreally different than
traditional Western storytelling, which is based in conflict.
Improv is based in agreementand so when you come to the
table agreeing with your moneyinstead of fighting with your
money, that's a transformativerelationship.
You are coming, as Catherinesays, as a teammate.
(18:53):
Maybe you see it as a partner.
Sometimes I think of money asbeing a romantic relationship.
We need to romance in our life.
When we come with that positive, open energy, we can transform
the conversation the same way wecan interpersonally.
And having that improv approachis leading with the positive
intrinsically, as opposed to the.
I want this, you want thatconflict of other styles of
(19:14):
Western drama.
Speaker 5 (19:16):
And I think it's interesting to think of that in
a money context, because whenyou're in agreement in an improv
scene, there's still conflictin the scene, right, like
there's still external thingshappening, but you and the
people that you're doing thescene with are in agreement with
each other.
So, you know, I'm having thisbeautiful image of us and, like
you know, the the rehearsalspace, like it's me, it's my
(19:38):
money, it's all of us here, likewe all work together, we're on
the same team, like we're goingto support each other and, yeah,
there's conflicts, but that'sjust making the scene
interesting for everybodywatching and making interesting
for us.
And what are we going torespond to next and how are we
going to do this next thing?
Um, I it's very.
Again, play is a big, big wordfor me, uh, right now, and so
(19:59):
it's like this is very playful,right, you talked about joy, uh,
rihanna, and so I think that,yeah, that image, I think, is
just such a useful reframe and Inot to give credit to everyone
in this room I'm, like you know,I don't talk, I don't hear a
lot of like personal financepeople nailing that element very
well, as how do we make thismore fun, right?
Speaker 2 (20:19):
Yeah, oh sorry, joe go for it.
Speaker 4 (20:23):
No, which I mean.
You know she's singing off mysong.
She, obviously that is.
That is.
That is the number one thing.
The temperature is already highenough and if we can lower that
temperature and you know if Ican profile people that have
climbed the second highest peakson every continent in the world
(20:43):
you can open a Roth IRA.
You know, my goal is to takethese things.
We're trying to achieve thesemoney monsters, like Rihanna
calls them.
My goal is to take these things.
We're trying to achieve thesemoney monsters, like Rihanna
calls them I love that name andgive them a face and go oh, it's
not this huge demon that Ithought it was.
In fact, it's funny, rihanna.
As you were talking, I wasthinking back to when I was a
financial planner, and often thething that I would hear people
say is you know, I just don'tlike to look at it.
I don't like to look at it.
(21:13):
I don't like to look at mymoney.
And I remember those days whereI thought, if I don't look at
my debt and this bad spendingpattern I have, it'll magically
get better, which we know.
That just makes the monsterworse, and the longer you don't
look at it, what's powerful istruly to me the same thing
that's powerful when I see greatimprov.
These people's ability toseemingly think on their feet is
really a product of and this iswhat fascinates me your brain
coming up a solution.
(21:34):
Just because you ask it in themoment to come up with something
out of air, literally in thetime you can go three, two, one.
The brain comes up with a yesand and an answer that if
somebody is really good atimprov, just flows and you know
if it's really great.
You're like how did they comeup with that just then?
But I found that you know justby laying it out in front of you
(21:55):
.
Rihanna, to your point, if youjust lay out the money monster
in front of you, whatever theissue is that you're dealing
with, it is amazing how powerfulyour brain is at coming up with
these instantaneous.
Well, maybe I should try this,maybe I should look at this and
that was just categorizing yourexpenses and looking through
(22:15):
your budget can be such apowerful thing only because
you're giving yourself theopportunity to improv off of
what's this stuff in front of meand not hiding from what
Catherine's talked about, thechallenge of the given moment,
right, like I think.
Speaker 3 (22:32):
To go back to your point, catherine, I think it's
less conflict and improv.
It's more like what is therules of the game, what is the
activity we're engaged in?
And if I'm engaged in anactivity like Joe's talking
about, like looking at my profitand loss, I'm looking at my
metrics for last quarter orwhatever it is, these things
that are very confronting itbecomes an activity rather than
(22:54):
a battle.
And when we engage in a sharedactivity through play exactly
right, catherine, yes, I lovethat.
It allows us to transcend whatwe've done before and to
discover new paths.
And in discovering new paths,we see new patterns, we see new
relationships, we see newpossibilities, and that's how we
(23:17):
can move into the next placewith our money.
And that sense of play aroundgiven circumstance is exactly
what kids do.
I want to have a blanket fort,but there needs to be a record
player and we need soup andmaybe let's also watch cartoons
under it.
We're just solving problems ina yes and way that's making it
(23:37):
better, and we can do that withour money as well.
Speaker 4 (23:40):
So we have to have money.
It's always better with soupand a record player, by the way,
I mean life is.
Speaker 5 (23:45):
So we've got to have conversations with ourselves,
those money monsters which shoutout to Rihanna and her money
monster work.
I, just as a money story person, I'm like oh, she's so good.
But then I guess to Joe's point, like then just look at the
money to have a to talk to ourmoney.
It's as simple as just justlook at it, right.
And I think that that's ahundred percent right.
Cause I think that that's 100percent right because I see that
in my work.
I mean that's the number onething I'm helping people
(24:08):
overcome is stop being soavoidant around it.
But, tony, we haven't heardfrom you in ages Like what are
your takeaways, dude?
Speaker 2 (24:17):
Oh, I just turned off the podcast.
You know it made me think of acouple of different scenes, but
it's really a commitment to whatyou're doing.
It makes me think of StephenColbert.
I don't know if everybody herehas watched his monologues, but
you can tell he's done improvbecause when he does something
(24:37):
and he has an object, he puts itoff to the side.
He doesn't just drop it.
He's really committed to, ifhe's got a glass of water, to
having that glass of water andthen putting it down.
Speaker 1 (24:51):
And.
Speaker 2 (24:51):
I think sometimes in our financial lives we don't
really have that full commitmentwhen we look at something, and
so that always strikes me asreally powerful is that a lot of
people will talk about thingswith their money, but they're
not really committed to thescene, and improv, to me, always
(25:15):
requires full commitment,otherwise the audience doesn't
buy into it if you're not buyinginto it, and I think that's
sometimes something that'slacking for people is they don't
buy into what they're doing.
They're doing it because theyhear other people talking about
it.
Like crypto might be a goodexample.
Hear other people talking aboutit, you know, like crypto might
be a good example.
You know other people arebuying crypto.
Why are you buying crypto?
Speaker 1 (25:32):
Oh, I have no idea, but you know, everybody else is
buying it.
Speaker 2 (25:36):
So for me, I think commitment is a big part of it.
Speaker 3 (25:42):
Yeah, I think it's so true.
I think it's hard to stay openwhen we're triggered.
There's a real vulnerabilitythat makes that play makes safer
than it otherwise would.
And I think the rules or thegiven circumstances of play and
improv allow us to be vulnerableto the moment in ways that, as
(26:02):
adults navigating our life,we're not, that as adults
navigating our life we're not.
I'm flashing back on a veryearly client, a beloved,
longtime friend, and she neededto open a business account
because she had all of her moneyin one account and I did the
research, I sent her the link.
I was like it takes threeminutes, click on the link and
she never could.
It was too vulnerable to stepinto someone who had that level
(26:26):
of control over their businessfinances.
And I think about that level ofchildlike fear all the time,
because we do need to be braverthan we think we're capable of
to make a new choice.
And the play of improv gives usthat superhero mask and cape
and really lets us lean into thepossibilities of those brave
(26:49):
moments.
Speaker 5 (26:51):
I think it's also fun because it's pretend, right,
improv, it's all pretend and atthe end of the day it just drops
.
And I have actually given thatadvice to my clients.
I'm like I'm going to make you,I'm going to map out like we're
going to forecast everythingyou want for 2025.
Right, that's literally whatI'm doing all day, every day
right now with my businessowners, but I always tell them
like this is not a goal, I'm not, you're not committing to this,
we're not.
I'm not saying you're going togo do this, let's just it looks
(27:14):
like when we build it out, let'sjust like throw some things
around, let's like be a littlecreative here, and then you're
just giving me feedback aboutwhat it looks like at the end.
See what happens, right.
So like I literally give peoplepermission to be like you're
(27:35):
not committing to this, justjust go play with it and see how
it goes.
And it goes really fast.
They often get a lot of whatthey want really fast because I
give them permission to be likeyou just pretend, just just make
it up, it's fine, like you'llbe fine and that's an improv to
technique as if act as if itwere true.
Speaker 4 (27:59):
Yeah, I'm thinking about the value of this in in in
so many parts of of my life.
I remember early on when I wason television, I was scared to
death.
I was absolutely afraid, andthen somebody told me to use
these neuro-linguisticprogramming techniques, which
really are improv techniques.
As I'm listening to Catherine,you know, talk about the, just
(28:22):
the playfulness.
I just got on and I pretended Iwas one of my favorite TV
commentators.
It was a local commentator inDetroit.
I pretended I was him theentire segment and before I knew
it it was over and it wasreally fun and I liked it and
then I grew into it and kind ofgrew into my own voice at the
same time.
It was the same with thepodcast.
(28:43):
We pretended that we were theseother shows that I liked and so
through pretending, we wereable to create this thing that
ended up becoming our voice.
And certainly at the beginningwe didn't find our voice.
But I feel like people like thatwith with their money, when
they're you know, when they'reso afraid to open the Roth IRA
or or look at their savingsaccount or, heck, even open up
(29:06):
the credit card statement, likeif you, if you're, pretend
you're someone who's braveenough to do that.
That's a.
That's a great place to to, Ithink, begin to get ourselves
that right mindset you know thething about mindset?
I don't like as much as I likeplay and pretend.
I like that way better.
Mindset sounds hard.
You know what I mean.
It sounds like this bigchallenge and if I think, oh, I
(29:28):
just got to pretend I'm somebodythat would open this, okay,
I'll open it.
Speaker 5 (29:31):
That makes me think of exactly what you said about,
like the book, the Simple Planto Wealth no-transcript, the
(29:56):
upper level strategies and allof the things about investing
and taxes and all that stuff.
You just have to know.
But that stuff can come becauseyou're already in the game,
right Like you're.
You're learning about it andlearning how it applies to you,
but you're already committed, asTony had talked about.
So I think that that was such agood.
That was a great way to bringit home, Joe.
Speaker 4 (30:18):
Well, but and your point, Catherine, you know, not
only is that all makes it easierfor you, I think.
I think, then, you want to justtrust yourself to do one thing.
You know, if you're going tojust make the investment to buy
the entire stock market, all Igot to do is put this in this
(30:39):
account.
I just got to do one thing.
It's you know, in improv what'sinteresting is, once you're in
the scene, what happens?
Your brain just goes.
Every time I've done improv,you just go and sometimes it
doesn't go that great.
You're like, yeah, but thatthat makes it funnier.
And then everybody startslaughing because you kind of
messed up the scene and noweverybody's got a zig and zag to
make up for the thing that you,the wrench you threw in the
(31:02):
scene.
And so, because it's play andyou're not that worried about it
, just trusting myself to get inthe scene to begin is really
the only piece of courage youend up needing.
If you treat it like play,that's really cool.
Speaker 5 (31:18):
Can I throw one more question?
Get started, yeah, just getstarted.
But based on what you said, doI want to throw one more
question to Rihanna about like,okay, so I believe you, I'm
going to jump into the scene,I'm going to start playing with
my money, but money is a lotmore charged than a lot of other
things.
So while I can go and play withit, when I get that wrench
thrown in and I now have to zigand zag, what?
(31:41):
if I just freeze instead.
Right Like?
I know I have some answers, butI'd love to hear.
I think that would be a reallygreat takeaway too.
It's like, okay, we're in it,we're playing, we're yes-anding,
but things are going to gowrong.
How do we?
What do we do that?
Speaker 3 (31:57):
yeah, it's so good because it's interesting.
When joe was talking, I thinkan extension of improv is
clowning and it's coming up forme a lot in what joe just said.
Which is clown is aboutinteracting with the audience
through making mistakes.
And so when you lean into whatyou want in a way of like, is
(32:18):
this what you want?
No, do you want this?
If I do more, if I do it faster, if I do it on my head, do you
have what you want?
And that's about being inrelationship with the feedback
you're getting from what'saround you, from your advisors,
from the market, from your bankaccount, from your client base,
whatever it is.
And so, rather than receivingjudgment and shame because of
(32:40):
that feedback, you're leaninginto the feedback as positive
and good.
And so when you're stuck, youcan turn to what we call the
scene partner, the audience, andsay, hey, friend, I'm thinking
this, does this work for you?
And whatever they give you ispositive because you're, yes,
anding their feedback.
And so I think there's a reallyfabulous way of embracing the
(33:02):
fail in order to get to thetransformation.
Speaker 4 (33:06):
I have a story of.
I have a story actually of thishappening to me.
So I'm a stutterer and when Iget really tired I stutter a lot
.
Usually.
Now when I stutter, I just havethese kind of unnatural pauses
for a little bit, because I doit in my head and not out loud.
But there was one morning Ihadn't gotten much sleep.
(33:27):
I was worried about a familysituation.
I roll in at the TV station formy segment, I'm on camera and
it's my turn to talk and I gethalfway through a sentence and,
mariana, to your point, I I justshut down, I can't stop
stuttering and I can't remember.
Then I start freaking out sobad that I have maybe 300,
(33:47):
400,000 people that are watchingme and I am unable to complete
a sentence.
And then I'm freaking out sobad I can't even remember what I
was going to say.
And then the coolest thinghappened, which is everybody
wants you to win.
Everybody wants you to win, andthis is the case, I think, with
your money.
(34:07):
The people around you want youto win.
Not only did I find out laterfrom people that watch this
segment.
It's like were you okay?
That just looked like it was.
I felt so horrible for you.
You know that you were in thatsituation.
But what was really neat, theanchor even said Joe, I think
what you're trying to say isthis, and once she got me
started up, then my engine wasrunning again and I was back out
(34:28):
.
But the anchor wanted me to win, the people watching wanted me
to win, and when you think aboutit, that it's not conflict, and
I love.
Going back to the monsters.
The monsters just disappeared.
I thought the monster in myhead was getting bigger and
bigger and bigger, as I couldn'tmake a sentence.
Man, when you've got your scene, partners, they all want you to
win an improv.
Speaker 3 (34:47):
That's right.
And oh, Catherine, please go.
Speaker 5 (34:50):
Oh, I was going to say like that reminded me of the
, the, the biggest and only likestanding ovation I ever got in
my career.
I was is the so far so far, sofar.
Speaker 1 (34:59):
Well, I'm not on stage as much.
Speaker 3 (35:00):
There's an improv thing.
Speaker 5 (35:03):
I actually do get standing ovations talking about
money, so I will say that.
But when I was doing, when Iwas doing uh, you know my
performing full time I was, Iwas.
I was in a dance role and I hada brief solo.
It was a very fun show.
I fell flat on my butt.
I biffed it hard.
That's the only time and I was.
I was a minor role, so it'sjust a little solo.
It was fine, like someone else.
(35:24):
That's the only time the entireaudience sort of ensured me,
because I fell down and I got upand I kept going and I was so
shocked I was like thanks, guys,I needed that today.
Oh, that one hurt.
I remember that so vividly.
So, yeah, you're totally right,joe was like the best feedback
I ever got from an audience.
At the time I completely wipedout, like wow.
Completely, completely lost it.
(35:45):
Yeah.
Speaker 4 (35:46):
Cause you got back up .
Speaker 3 (35:47):
Yeah, well, it is, and it's also because of empathy
.
We are social creatures and sowhen we see someone doing their
best and struggling, our heartgoes out to them.
We want to help them.
I do some nonprofit developmentwork and they always say if you
want money, ask for advice.
Failure, whatever it is, is agreat example of them coming to
(36:18):
your rescue and really helpingyou find the better solution.
I actually had a actor nightmaredream last night.
Catherine, and for those whodon't know, that's where you
dream you're in a play and youdon't know your lines.
In this case, I didn't evenknow what play it was.
So you spend the whole dreamimprov-ing a play.
You don't even know what it is.
Yeah, the level of off thecharts.
But when you talk to audienceslater, it's their favorite shows
(36:42):
because you're so alive, you'reso present, you're so human and
available to them.
And that's true out in themoney landscape for your
relationships, for your clients,for your advisors.
All of that clients for youradvisors all of that when we let
ourself be seen in thatunprotected but still strong way
.
It allows them to see how theycan help, and that always makes
(37:06):
us better when we accept helpwhen we need it.
Speaker 2 (37:09):
Yeah, and people are always eager to help out and the
simplest way to get help isjust eager to help out, and the
simplest way to get help is justa task for help.
So I hate to do this, but wehave to get ready to close and
wrap up.
So you know, just to close outreal quick, can everybody just
share a quick summary of whatyour number one takeaway or tip
is for the people watching andlistening today?
Speaker 3 (37:36):
It's so hard to say Tony, because this is a group of
brilliant humans and I have afeeling we could fill several
hours with this conversation,but I think my biggest takeaway
is that leaning into play andjoy will always make it better,
Whether it's this conversationor money conversations or
anything else that's stuck in mylife.
(37:57):
When I tap into that glee, itreally allows what feels stuck
to become much looser and morefilled with fluidity.
Speaker 5 (38:09):
Yeah, trust will be my takeaway.
When Joe said that, I just hadthis whole heart moment, I'm
like, yep, that's what it is.
It's trust ourselves, but thatmoney monster, that's positive
feedback.
Let's reframe that feedback assomething we do need and it's
not shameful.
Trust our money, trust theadvice we've been given, trust
when we go out and ask how doesthis apply to me?
And trust yourself.
(38:29):
I think that that was thethrough line of this
conversation for me.
We can be playful when we havethat trust.
That was the through line ofthis conversation for me.
Speaker 4 (38:36):
We can be playful when we have that trust.
Mine is.
I have a mantra that I have hadto tell myself a lot, which is
because I feel a lot of fear allthe time, and it's this great
mantra that Nike had before JustDo it.
It was feel the fear, but do itanyway, and I can see why they
went with.
just do it because it's cleaneroff the tongue, but feel the
(39:00):
fear.
But do it anyways.
Better for me, and the coolthing about viewing your life
through play and improv is, theonly thing you have to fear is
that first action.
And if you get in that firstaction and realize that
everybody wants you to win andthat the rest of it, your brain,
is going to help take care ofthe rest of it and just trust
yourself to go down that path,it's a lot more fun once you
(39:22):
break through that littlemonster.
Speaker 2 (39:27):
Yeah, I love it.
For me, it's really that it'sbased on agreement and listening
and really trying to supporteach other.
And I think that's reallyimportant is you know that
you're not on this journey aloneand that there are people who
want to help you.
So this has been an amazingconversation.
(39:50):
You know, let's go around realquick, find out where people can
connect with you, learn moreabout what you're up to.
Rihanna, you want to kick thatoff.
Speaker 3 (40:00):
Sure, the best hub for my financial coaching work
is at my website,selftrustfundcom, because we
have to build the self-trust tocreate the trust fund that will
allow us to earn our financialfreedom.
You can also follow me onInstagram at
howtomakemoneyyourfriend.
It's a great place for ourlittle reels and podcast
(40:21):
snippets, as well as any contentI'm working on.
I'm really leaning into more ofa content creation thought
leadership space, and that's agreat place to find that.
Speaker 5 (40:29):
First, you should your background you're very good
at it, just fyi katherine whereare you?
Speaker 3 (40:38):
where yeah?
Speaker 5 (40:39):
same thing.
You can find me on my website,katherinepomerantzcom.
Katherine with a k, pomerantzwith a z.
Uh, I'm also on linkedin underthe same name.
Speaker 4 (40:47):
That's where I hang out, mostly cool, and joe,
you'll find our stackingbenjamin show every monday,
wednesday, friday, whereverfiner podcasts are.
It's the greatest money show onearth.
It's live from mom'shalf-finished basement.
We're always having fun we.
We write our scripts with a lotof comedy.
We actually have a professionalcomedian who helps us write our
(41:09):
shows.
Uh, she's written for comedycentral, and so we.
Our goal is to lower thetemperature.
The big thing for us, though,is we've created our first
product.
We have and Catherine knowsabout this we have created a
guide to your workplace benefits.
So you know, the average personis going to change jobs every
4.2 years.
That fills you full of fearthat that thing does.
(41:32):
If you don't mess with it, thegovernment will, because you've
seen, since I became employed,there was no such thing as a
Roth 401k.
There was no such thing as anHSA.
There's so many new benefits,and they change them all the
time, and if the governmentdoesn't mess with it and you
don't change jobs, your HRdirector might decide to either
(41:52):
go better, cheaper, whatever itis.
So we've got this.
Read this before you chooseyour benefits guide, and it's at
stackybenjaminscom slashbenefits.
Speaker 2 (42:02):
Fantastic and for everybody watching and listening
.
As always, there will be linksto everyone's websites, the
resources mentioned in the show.
So thanks everyone for joiningtoday on the podcast.
This has been a lot of fun.
Appreciate your time andinsights.
Speaker 3 (42:19):
Thanks.
Speaker 2 (42:20):
Tony.
Speaker 4 (42:20):
Super fabulous, Tony.
Thank you so much.
Speaker 2 (42:23):
Yeah, and thank you everyone, as always, for tuning
into this episode of the GetReady Money podcast.
If you learned something todayto change the way you think
about money, please be sure tosubscribe and tell a friend.
Until next time let's changethe way we think about money.
Please be sure to subscribe andtell a friend.
(42:48):
Until next time let's changethe way we think about money.
Bye.
Are you looking to get ready, be prepared and
transform your financial future?
Then you've come to the rightplace.
This is the Get Ready MoneyPodcast with Tony Stewart, where
Tony has insightfulconversations with financial
experts who are changing the waywe think about money.
Catch up on the latestfinancial trends and hear
(00:27):
practical advice from Tony andhis expert guests so you can
build healthy habits that work,Be empowered with tips for
implementing small changes thatcan have a big impact on your
financial future.
So sit back and get ready tohear from today's guest.
Speaker 2 (00:51):
Welcome to the Get Ready Money podcast, changing
the way we think about money.
I'm pleased to be joined todayby Katherine Pomerantz, rihanna
Besor and Joe Saul Saul Sihai.
In this special episode, we'llbe discussing saying yes and to
money and the intersection ofimprov and money.
Welcome everyone to the GetReady Money podcast.
(01:13):
Thanks for being here today.
Speaker 3 (01:15):
Thank you, Tony.
Speaker 4 (01:16):
Thanks a ton man, this is going to be fun.
Speaker 2 (01:19):
This is great.
I'm looking forward to thisconversation.
Before we really jump in, let'sdo a quick round of
introductions a little bit aboutyourself, a quick origin story
and why you're passionate abouthelping people change the way we
think about money.
Rianna, you want to kick off?
Speaker 3 (01:36):
Sure.
Hi everyone.
I'm Rianna Basore.
I'm a money mindset coach forhigh-achieving creative women.
I started out as a professionalcreative since God was a child
and I found even at the heightof my career, I still didn't
have the money and portfoliothat I wanted to feel that I was
at the top of my industry.
So I had one of those breakdown, breakthrough moments,
(01:59):
discovered what I didn't know,which turned out to be money and
finance knowledge, and havesince then completely lived
debt-free, have invested in myfirst property in Southern
California and have built athriving coaching business
around really becoming atranslator of these money
business concepts into practical, applicable stories which I
(02:22):
know Catherine also works in andmetaphors that allow more
creative, heart-focusedindividuals to really live the
best principles.
So I'm so glad to be in thisspace.
Thank you, tony.
Speaker 2 (02:34):
Oh, awesome that you're here today.
Joe, you want to go next?
Speaker 4 (02:39):
Sure, I'm Joe Salcihai.
I'm the co-host and creator ofa podcast called the Stacking
Benjamin Show, which we call thegreatest money show on earth,
cause it truly is meant to be acircus a circus of you can do it
ideas and a show with a lot ofcomedy.
You know, I think there'senough people have enough shame,
uh, in this space they feel badabout stuff that they've done
(03:01):
with money.
When I was a financial plannermy early days, I was one of the
top financial advisors.
American Express had anadvisory division and that later
on was called AmeripriseFinancial.
But in the early days, when itwas American Express, I was a PR
spokesman for the company.
I was on television for themand I was a money disaster
because while I was tellingeverybody else all these genius
(03:24):
things to do and it was workingI didn't think the laws of the
universe applied to me.
So I was living two lies.
Number one was that you don'thave to surround yourself with
smart people and a team of greatadvisors, whether that's
financial advisors or anythingelse in your life.
Surround yourself with smartpeople.
I had to learn that.
And number two was it doesn'tmatter how much money you make.
(03:44):
If you have horrible moneyskills, you can still outspend
it Like.
At the time, my first year as afinancial planner, I made almost
$90,000, which in today'sdollars it was 1993.
So in today's dollars it'd belike making $200,000.
I could have made $250,000.
I would have spent more.
I would have spent 280.
If I made 280, I would havespent 310.
(04:05):
I was always just doing back ofthe envelope math.
So I created Stacking Benjaminsafter selling my business when
I turned 40 and really haveenjoyed the past 12 years of
episodes.
We're on episode 1602, 1,602 aswe record this.
Speaker 2 (04:24):
That's amazing 1602.
I think this is like episode150 for me.
So I've only got you knowthousand 500 to go.
Speaker 4 (04:34):
That's a long time though, tony.
You know the average.
The average length of a podcastis seven episodes, so if you
make it past seven, so to makeit past a hundred is just
absolutely amazing, tony.
Speaker 2 (04:43):
Well, make it past a thousand.
Very few people have made itpast a thousand, so that's.
That's awesome, and I seeyou've got a guest in the back
too.
Speaker 4 (04:53):
Yeah, that's my buddy Cooper.
He's always my companion herein mom's basement.
Speaker 2 (04:58):
Awesome, awesome and Catherine.
Speaker 5 (05:01):
Hello, I'm excited to be back.
I am Catherine Pomerantz.
I am also an actress turnedaccountant and money coach.
I focus specifically on smallbusiness owners.
So I really want to helpentrepreneurs and experts master
the creative language of moneybecause, as we all share this
(05:21):
viewpoint, money is actuallyreally playful and can be really
fun and can really help usunderstand and make sense of all
of our chaos.
So I help people have thatperspective so that they can
easily map out and then measureand then actually achieve their
most ambitious business goals.
So I use the story, my moneystoryteller method.
Building on that artisticbackground helps people use
(05:43):
storytelling tools like thehero's journey, like improv, any
of these playful things, sothat money can be a teammate on
this journey.
And so, instead of working sohard for money, we're going to
put money to work for you.
It's going to work hard on yourbehalf and that's kind of our
inroad.
I know everyone on this calland Tony and I when we did our
last interview if anyoneremembers that we kind of had
(06:06):
this wild talk around like, wow,isn't this great?
And I was like I know otherimprov people who should come
talk about this with us.
So I'm personally just reallydelighted that we're all in this
room.
This was a little pet idea ofmine and Tony's, and so thanks
guys for coming.
Speaker 3 (06:23):
Thanks for the invite to the money party.
Speaker 2 (06:32):
Yeah, thanks for being here.
And yeah, you know, catherine,as you mentioned, is during our
conversation.
That's where the inspirationfor this episode came from,
because improv really is at theheart of money is you have to be
able to adapt, and for me,that's a spirit of improv.
Anybody want to just do a quickdefinition of what improv is
for our audience?
Speaker 4 (06:53):
I think there's one part of it that is super
important I don't know that Ican do the full definition, but
I think the key to good improv,because you think that improv is
just talking extemporaneously.
But there truly are some rules,and I think the rules, though,
are situational.
You get into a certainsituation and you always go with
(07:15):
this way of advancing itforward and I'm sure we'll dive
into this more of advancingthings forward.
And for me, as an example Italked about my bad money habits
I need to develop a set of onthe fly rules, because life is
improv.
I'm at the grocery store, mydebit card's not working because
I have no cash.
What am I going to do next?
(07:35):
So, in improv, you're with agroup of people, you're in a
situation and you have theserules to help you determine, on
the fly, what the best thing isto do next.
Speaker 5 (07:46):
Yeah, and I really like building off of that is not
just to do next, like you havean end goal which is one of your
favorite quotes, joe's likebegin with the end in mind.
It's like we need a scene tohappen.
We need a good, positive,interesting outcome.
So, on the fly, I can followthese rules, but I know I'm
pushing towards a better.
I'm pushing towards somewheredifferent, hopefully somewhere
(08:08):
better, but I'm pushing forsomewhere different.
I don't want to be in thissituation.
I want to go to this othersituation.
I want something new to happen.
Right, it's storytelling on thefly.
I think we're titling thisepisode yes, and which is like
the core improv idea is thatwhatever somebody throws at you,
you say yes and you're going toadd to it.
And I think that that's justsuch a great attitude with money
(08:29):
is that you cannot controlwhat's going to happen, but you
know something will happen.
So, rather than be panicked andlike scarcity and oh my God, I
got to save, I got to save, Igot to save, like there's always
a new emergency coming, it'slike no, let's like yes, this is
happening and here's what we'regoing to do next.
Here's what's going to happennext.
Speaker 3 (08:48):
I think it's a great attitude to approach money
management, which is why Ithought this idea would be so
much fun to talk about ofdriving what you're after, right
, because you're also notleading scenes, you're in a team
place, you're responding towhat you're being given, and
(09:08):
that's so much like money andlife as well, which is, you know
, we have an intention, we havesome rules, as Joe talked about,
but we really respond to whatwe're thrown, given where we are
in the moment, and so we'restaying loose, we're staying
open, we're listening reallyactively.
We moment, and so we're stayingloose, we're staying open,
we're listening really actively,we're taking in a lot of
information and then respondingfrom there, and that openness
(09:29):
allows us to see newpossibilities where maybe we
might've felt stuck or corneredor pigeonholed.
And so the improv approach tomoney really just lets us stay
in that place of possibility,which invites more ways to allow
money to flow freely in ourlife.
So it's such a, it's so held inbalance, beautifully said.
Speaker 2 (09:50):
Yeah, I love that and I think that listening really
actively and you know I've had alot of guests on the show talk
about listening as a superpowerand as a skill and improv forces
you to listen, because if youdon't listen you're gonna kill
the scene and to me a big partof improv is, I sort of think it
(10:11):
like, you know, volleyball,when you're kind of just keeping
the ball going in the air, andthat's really what improv is and
I think sometimes we forgetthat with money is that, you,
it's about just keeping the ballforward and keeping everything
moving and cooperating, you know.
So you know, let's talk aboutsome of the principles We've
already gone into yes, and andyou know we've started that
(10:34):
conversation.
It's like why is yes and sopowerful to the money
conversation?
Speaker 3 (10:40):
Yeah, I think that oh .
Joe go ahead, rhea I was justgoing to say that I think we
brushed on it a little bit,which is so often when we come
to money, we focus on lack whatwe don't have, the limitations.
But yes, and requires us toaccept and receive what is,
(11:00):
whatever that $1 situation isthat we are currently in, and to
look for something bigger, toexpand beyond ourself, to
embrace new relationships, newavenues, new thoughts, new
mindsets, in order to becomethat more expanded version of
ourselves.
So often when it comes to money, I think it's really our mind
(11:21):
that limits us.
The knowledge is out there, theadvice, the coaches they're all
out there, they're on this callthe podcasts, but it's
embodying the person who canhave that more improved
relationship with money.
That requires you to expandinto that and space and not see
(11:42):
yourself as stuck where you areyourself as stuck where you are.
Speaker 5 (11:48):
That reflects Joe's story, right, he was in the room
with all the smart people, butlook at what it was actually
happening behind the scenes.
Speaker 4 (11:53):
So you had a thought too about yes and yeah, I really
think that yes and is importantin so many ways, but I think
specifically on somebody juststarting off with their money
worries about, there's all thesethings that I have to know.
I have to know all of thesethings and I see people freak
(12:14):
out and they end up doingnothing.
What's the right investment tobuy?
Which is why I think JL Collinsbook is so important the simple
path to wealth.
Because he says, I think, toyoung investors he wrote the
book specifically for hisdaughter just buy the whole
market, don't worry about it,get rid of that.
But you get to a certain pointand you go yes.
(12:35):
And because it's the simple pathto wealth not the optimal path
to wealth, not the perfect pathto wealth and once you get your
feet wet as an investor, now youcan yes and onto what's more.
I also think it's importantwhen it comes to making money,
which is a big part of thefactor that I think people don't
explore.
I found that for me, I thoughtmaking money was everything and
(12:58):
I didn't need to do the otherhalf.
Most money nerds, as you guysknow, the people that are
probably going to watch this arepeople that focus on the great
money management half, but theydon't think about the income
piece enough which so often thatwas me.
Speaker 5 (13:12):
That was me.
I starved being artists overhere for a long time.
I could budget like crazy.
Can I make a dollar?
Speaker 4 (13:21):
No, and so often as you are proof of.
Well, actually it's funny,catherine.
Let's use you as an example.
Let's say that you, out of highschool, are somebody that just
loves math, right.
So you have the skill to maybework to be a math teacher, which
is a great profession, to have,not a high paying profession.
(13:43):
But let's say, maybe you wantto make more money.
So you learn how to also be abookkeeper on the side.
So you take your math and you goyes, and I will be a bookkeeper
.
Then you decide to become a CPAyou yes, and to get your CPA.
Then you become the chieffinancial officer of a company.
Next thing you know you'reworking in mergers and
(14:04):
acquisitions.
Next thing you know you'reCatherine Pomerantz.
So you go up and up and up andup.
But as you keep saying yes tothis unique talent that you have
, this thing that you love, youfind your income possibilities
can get bigger and bigger andbigger just by saying I don't
have to do 50 different things.
I can take this one skill Ilove and chain even more skills
(14:25):
on top of it and blossom thisjoy to maybe a bigger paycheck.
Speaker 3 (14:29):
And I think that's a powerful word joy, because we're
also blossoming relationships.
What you're talking about isexpanding your network of
connections, and that's a keypart of money as well, because
the people we spend time with,the people we listen to, the
people whose habits we model,become our own.
So, as baby Catherine is goingon her money journey, she is
(14:51):
building more informed, morepeople who are bringing more to
the table with their money,knowledge, and that's allowing
her to build in thoserelationships and in that
modeling, to make that web, tobuild that well, that wellbeing
right, like whatever we'vebrought to.
Naturally, we need that villagementality to hold space for us
(15:14):
as we build those skills.
Speaker 4 (15:16):
Absolutely love that Cause we get power through that.
One of my favorite books is abook by a guy named Austin Kleon
.
It's called steel like anartist.
What I love for anybody thathasn't read Steel Like an Artist
.
It's about take the thingsaround you that you love, add
those to your game.
Don't rip people off, but payhomage to them.
(15:37):
Riff on it to make it your own.
Our podcast, stacking Benjamins, is a complete riff on all my
favorite podcasts.
I just took all my favoriteparts, put it together into this
weird amalgamation.
That really is me, but heck,I'm always happy to tell people
exactly where the inspirationcame from and all the people I
collaborated with to make it.
So Ria and I think thatcommunity piece really is a hit.
Speaker 5 (15:59):
So I want to hijack the conversation a little bit.
If we're picking on babyCatherine, something Tony said
really stuck out with me that Ithink might be another valuable
inroad is about that activelistening.
And this is something thatcomes up in my work because I
talk about money as ourteammates.
So I literally was like it's aperson, let's go talk to our
(16:20):
money, let's go communicate withour money.
So I would love to hear fromyou guys.
We talked about being an activelistener, we talked about being
in the moment, okay, but whatdoes that actually look like?
If I'm dealing with likedollars and cents and
spreadsheets, how do I go listenor talk to my money?
Speaker 3 (16:37):
Well, I think listening always starts in
conversation, right Like in mywork.
I have something I've developedcalled the money monsters,
which are the voices in our headthat tell us we don't deserve
the money that we're seeking.
You'll never make money at that.
This is something thatCatherine and I are well used to
in our starving artistbackground and it really
transcends industry in myexperience.
(16:58):
But I believe that by tappinginto what the money monsters are
telling us to stay away from,we can rework that into good
advice.
It is good advice not to spendall your money on fancy shoes,
like I used to do.
It's a really good idea to likesock that away in another
account instead.
So when I go into conversationwith my money, I have to welcome
(17:23):
my money monster to the table,who may be a naysayer, may have
a little bit more of a negativetone than a yes and tone, but is
keeping me in integrity for myoverall best interest.
Speaker 5 (17:35):
Well that's fine, there's a, it's not just also
yes, and isn't there a?
But also, isn't there a flipside to that?
In um improv x circles, I think, like I.
I, I, it's been a while.
I've been an accountant longerthan I've been an actress.
Speaker 3 (17:51):
Now y'all, I'm sorry it's not, you invented it here.
Speaker 2 (17:54):
Katherine improv principal of katherine pomeroy
well, I, I think there is thatflip side that you can't deny
someone else's reality.
Uh, you know that you don't saybut that, but is the quickest
way?
Attend a scene.
You know, like if joe came inand joe said you know, hey, I'm
(18:15):
the mayor of the city and I wanteverybody to wear pink every
day, keep going, I like thisthat's a dumb idea we're done.
Speaker 4 (18:25):
That's the end of the scene.
Yeah, yeah so.
Speaker 3 (18:28):
Well, and Tony, to jump back into that because I
want to set up something that'sreally different than
traditional Western storytelling, which is based in conflict.
Improv is based in agreementand so when you come to the
table agreeing with your moneyinstead of fighting with your
money, that's a transformativerelationship.
You are coming, as Catherinesays, as a teammate.
(18:53):
Maybe you see it as a partner.
Sometimes I think of money asbeing a romantic relationship.
We need to romance in our life.
When we come with that positive, open energy, we can transform
the conversation the same way wecan interpersonally.
And having that improv approachis leading with the positive
intrinsically, as opposed to the.
I want this, you want thatconflict of other styles of
(19:14):
Western drama.
Speaker 5 (19:16):
And I think it's interesting to think of that in
a money context, because whenyou're in agreement in an improv
scene, there's still conflictin the scene, right, like
there's still external thingshappening, but you and the
people that you're doing thescene with are in agreement with
each other.
So, you know, I'm having thisbeautiful image of us and, like
you know, the the rehearsalspace, like it's me, it's my
(19:38):
money, it's all of us here, likewe all work together, we're on
the same team, like we're goingto support each other and, yeah,
there's conflicts, but that'sjust making the scene
interesting for everybodywatching and making interesting
for us.
And what are we going torespond to next and how are we
going to do this next thing?
Um, I it's very.
Again, play is a big, big wordfor me, uh, right now, and so
(19:59):
it's like this is very playful,right, you talked about joy, uh,
rihanna, and so I think that,yeah, that image, I think, is
just such a useful reframe and Inot to give credit to everyone
in this room I'm, like you know,I don't talk, I don't hear a
lot of like personal financepeople nailing that element very
well, as how do we make thismore fun, right?
Speaker 2 (20:19):
Yeah, oh sorry, joe go for it.
Speaker 4 (20:23):
No, which I mean.
You know she's singing off mysong.
She, obviously that is.
That is.
That is the number one thing.
The temperature is already highenough and if we can lower that
temperature and you know if Ican profile people that have
climbed the second highest peakson every continent in the world
(20:43):
you can open a Roth IRA.
You know, my goal is to takethese things.
We're trying to achieve thesemoney monsters, like Rihanna
calls them.
My goal is to take these things.
We're trying to achieve thesemoney monsters, like Rihanna
calls them I love that name andgive them a face and go oh, it's
not this huge demon that Ithought it was.
In fact, it's funny, rihanna.
As you were talking, I wasthinking back to when I was a
financial planner, and often thething that I would hear people
say is you know, I just don'tlike to look at it.
I don't like to look at it.
(21:13):
I don't like to look at mymoney.
And I remember those days whereI thought, if I don't look at
my debt and this bad spendingpattern I have, it'll magically
get better, which we know.
That just makes the monsterworse, and the longer you don't
look at it, what's powerful istruly to me the same thing
that's powerful when I see greatimprov.
These people's ability toseemingly think on their feet is
really a product of and this iswhat fascinates me your brain
coming up a solution.
(21:34):
Just because you ask it in themoment to come up with something
out of air, literally in thetime you can go three, two, one.
The brain comes up with a yesand and an answer that if
somebody is really good atimprov, just flows and you know
if it's really great.
You're like how did they comeup with that just then?
But I found that you know justby laying it out in front of you
(21:55):
.
Rihanna, to your point, if youjust lay out the money monster
in front of you, whatever theissue is that you're dealing
with, it is amazing how powerfulyour brain is at coming up with
these instantaneous.
Well, maybe I should try this,maybe I should look at this and
that was just categorizing yourexpenses and looking through
(22:15):
your budget can be such apowerful thing only because
you're giving yourself theopportunity to improv off of
what's this stuff in front of meand not hiding from what
Catherine's talked about, thechallenge of the given moment,
right, like I think.
Speaker 3 (22:32):
To go back to your point, catherine, I think it's
less conflict and improv.
It's more like what is therules of the game, what is the
activity we're engaged in?
And if I'm engaged in anactivity like Joe's talking
about, like looking at my profitand loss, I'm looking at my
metrics for last quarter orwhatever it is, these things
that are very confronting itbecomes an activity rather than
(22:54):
a battle.
And when we engage in a sharedactivity through play exactly
right, catherine, yes, I lovethat.
It allows us to transcend whatwe've done before and to
discover new paths.
And in discovering new paths,we see new patterns, we see new
relationships, we see newpossibilities, and that's how we
(23:17):
can move into the next placewith our money.
And that sense of play aroundgiven circumstance is exactly
what kids do.
I want to have a blanket fort,but there needs to be a record
player and we need soup andmaybe let's also watch cartoons
under it.
We're just solving problems ina yes and way that's making it
(23:37):
better, and we can do that withour money as well.
Speaker 4 (23:40):
So we have to have money.
It's always better with soupand a record player, by the way,
I mean life is.
Speaker 5 (23:45):
So we've got to have conversations with ourselves,
those money monsters which shoutout to Rihanna and her money
monster work.
I, just as a money story person, I'm like oh, she's so good.
But then I guess to Joe's point, like then just look at the
money to have a to talk to ourmoney.
It's as simple as just justlook at it, right.
And I think that that's ahundred percent right.
Cause I think that that's 100percent right because I see that
in my work.
I mean that's the number onething I'm helping people
(24:08):
overcome is stop being soavoidant around it.
But, tony, we haven't heardfrom you in ages Like what are
your takeaways, dude?
Speaker 2 (24:17):
Oh, I just turned off the podcast.
You know it made me think of acouple of different scenes, but
it's really a commitment to whatyou're doing.
It makes me think of StephenColbert.
I don't know if everybody herehas watched his monologues, but
you can tell he's done improvbecause when he does something
(24:37):
and he has an object, he puts itoff to the side.
He doesn't just drop it.
He's really committed to, ifhe's got a glass of water, to
having that glass of water andthen putting it down.
Speaker 1 (24:51):
And.
Speaker 2 (24:51):
I think sometimes in our financial lives we don't
really have that full commitmentwhen we look at something, and
so that always strikes me asreally powerful is that a lot of
people will talk about thingswith their money, but they're
not really committed to thescene, and improv, to me, always
(25:15):
requires full commitment,otherwise the audience doesn't
buy into it if you're not buyinginto it, and I think that's
sometimes something that'slacking for people is they don't
buy into what they're doing.
They're doing it because theyhear other people talking about
it.
Like crypto might be a goodexample.
Hear other people talking aboutit, you know, like crypto might
be a good example.
You know other people arebuying crypto.
Why are you buying crypto?
Speaker 1 (25:32):
Oh, I have no idea, but you know, everybody else is
buying it.
Speaker 2 (25:36):
So for me, I think commitment is a big part of it.
Speaker 3 (25:42):
Yeah, I think it's so true.
I think it's hard to stay openwhen we're triggered.
There's a real vulnerabilitythat makes that play makes safer
than it otherwise would.
And I think the rules or thegiven circumstances of play and
improv allow us to be vulnerableto the moment in ways that, as
(26:02):
adults navigating our life,we're not, that as adults
navigating our life we're not.
I'm flashing back on a veryearly client, a beloved,
longtime friend, and she neededto open a business account
because she had all of her moneyin one account and I did the
research, I sent her the link.
I was like it takes threeminutes, click on the link and
she never could.
It was too vulnerable to stepinto someone who had that level
(26:26):
of control over their businessfinances.
And I think about that level ofchildlike fear all the time,
because we do need to be braverthan we think we're capable of
to make a new choice.
And the play of improv gives usthat superhero mask and cape
and really lets us lean into thepossibilities of those brave
(26:49):
moments.
Speaker 5 (26:51):
I think it's also fun because it's pretend, right,
improv, it's all pretend and atthe end of the day it just drops
.
And I have actually given thatadvice to my clients.
I'm like I'm going to make you,I'm going to map out like we're
going to forecast everythingyou want for 2025.
Right, that's literally whatI'm doing all day, every day
right now with my businessowners, but I always tell them
like this is not a goal, I'm not, you're not committing to this,
we're not.
I'm not saying you're going togo do this, let's just it looks
(27:14):
like when we build it out, let'sjust like throw some things
around, let's like be a littlecreative here, and then you're
just giving me feedback aboutwhat it looks like at the end.
See what happens, right.
So like I literally give peoplepermission to be like you're
(27:35):
not committing to this, justjust go play with it and see how
it goes.
And it goes really fast.
They often get a lot of whatthey want really fast because I
give them permission to be likeyou just pretend, just just make
it up, it's fine, like you'llbe fine and that's an improv to
technique as if act as if itwere true.
Speaker 4 (27:59):
Yeah, I'm thinking about the value of this in in in
so many parts of of my life.
I remember early on when I wason television, I was scared to
death.
I was absolutely afraid, andthen somebody told me to use
these neuro-linguisticprogramming techniques, which
really are improv techniques.
As I'm listening to Catherine,you know, talk about the, just
(28:22):
the playfulness.
I just got on and I pretended Iwas one of my favorite TV
commentators.
It was a local commentator inDetroit.
I pretended I was him theentire segment and before I knew
it it was over and it wasreally fun and I liked it and
then I grew into it and kind ofgrew into my own voice at the
same time.
It was the same with thepodcast.
(28:43):
We pretended that we were theseother shows that I liked and so
through pretending, we wereable to create this thing that
ended up becoming our voice.
And certainly at the beginningwe didn't find our voice.
But I feel like people like thatwith with their money, when
they're you know, when they'reso afraid to open the Roth IRA
or or look at their savingsaccount or, heck, even open up
(29:06):
the credit card statement, likeif you, if you're, pretend
you're someone who's braveenough to do that.
That's a.
That's a great place to to, Ithink, begin to get ourselves
that right mindset you know thething about mindset?
I don't like as much as I likeplay and pretend.
I like that way better.
Mindset sounds hard.
You know what I mean.
It sounds like this bigchallenge and if I think, oh, I
(29:28):
just got to pretend I'm somebodythat would open this, okay,
I'll open it.
Speaker 5 (29:31):
That makes me think of exactly what you said about,
like the book, the Simple Planto Wealth no-transcript, the
(29:56):
upper level strategies and allof the things about investing
and taxes and all that stuff.
You just have to know.
But that stuff can come becauseyou're already in the game,
right Like you're.
You're learning about it andlearning how it applies to you,
but you're already committed, asTony had talked about.
So I think that that was such agood.
That was a great way to bringit home, Joe.
Speaker 4 (30:18):
Well, but and your point, Catherine, you know, not
only is that all makes it easierfor you, I think.
I think, then, you want to justtrust yourself to do one thing.
You know, if you're going tojust make the investment to buy
the entire stock market, all Igot to do is put this in this
(30:39):
account.
I just got to do one thing.
It's you know, in improv what'sinteresting is, once you're in
the scene, what happens?
Your brain just goes.
Every time I've done improv,you just go and sometimes it
doesn't go that great.
You're like, yeah, but thatthat makes it funnier.
And then everybody startslaughing because you kind of
messed up the scene and noweverybody's got a zig and zag to
make up for the thing that you,the wrench you threw in the
(31:02):
scene.
And so, because it's play andyou're not that worried about it
, just trusting myself to get inthe scene to begin is really
the only piece of courage youend up needing.
If you treat it like play,that's really cool.
Speaker 5 (31:18):
Can I throw one more question?
Get started, yeah, just getstarted.
But based on what you said, doI want to throw one more
question to Rihanna about like,okay, so I believe you, I'm
going to jump into the scene,I'm going to start playing with
my money, but money is a lotmore charged than a lot of other
things.
So while I can go and play withit, when I get that wrench
thrown in and I now have to zigand zag, what?
(31:41):
if I just freeze instead.
Right Like?
I know I have some answers, butI'd love to hear.
I think that would be a reallygreat takeaway too.
It's like, okay, we're in it,we're playing, we're yes-anding,
but things are going to gowrong.
How do we?
What do we do that?
Speaker 3 (31:57):
yeah, it's so good because it's interesting.
When joe was talking, I thinkan extension of improv is
clowning and it's coming up forme a lot in what joe just said.
Which is clown is aboutinteracting with the audience
through making mistakes.
And so when you lean into whatyou want in a way of like, is
(32:18):
this what you want?
No, do you want this?
If I do more, if I do it faster, if I do it on my head, do you
have what you want?
And that's about being inrelationship with the feedback
you're getting from what'saround you, from your advisors,
from the market, from your bankaccount, from your client base,
whatever it is.
And so, rather than receivingjudgment and shame because of
(32:40):
that feedback, you're leaninginto the feedback as positive
and good.
And so when you're stuck, youcan turn to what we call the
scene partner, the audience, andsay, hey, friend, I'm thinking
this, does this work for you?
And whatever they give you ispositive because you're, yes,
anding their feedback.
And so I think there's a reallyfabulous way of embracing the
(33:02):
fail in order to get to thetransformation.
Speaker 4 (33:06):
I have a story of.
I have a story actually of thishappening to me.
So I'm a stutterer and when Iget really tired I stutter a lot
.
Usually.
Now when I stutter, I just havethese kind of unnatural pauses
for a little bit, because I doit in my head and not out loud.
But there was one morning Ihadn't gotten much sleep.
(33:27):
I was worried about a familysituation.
I roll in at the TV station formy segment, I'm on camera and
it's my turn to talk and I gethalfway through a sentence and,
mariana, to your point, I I justshut down, I can't stop
stuttering and I can't remember.
Then I start freaking out sobad that I have maybe 300,
(33:47):
400,000 people that are watchingme and I am unable to complete
a sentence.
And then I'm freaking out sobad I can't even remember what I
was going to say.
And then the coolest thinghappened, which is everybody
wants you to win.
Everybody wants you to win, andthis is the case, I think, with
your money.
(34:07):
The people around you want youto win.
Not only did I find out laterfrom people that watch this
segment.
It's like were you okay?
That just looked like it was.
I felt so horrible for you.
You know that you were in thatsituation.
But what was really neat, theanchor even said Joe, I think
what you're trying to say isthis, and once she got me
started up, then my engine wasrunning again and I was back out
(34:28):
.
But the anchor wanted me to win, the people watching wanted me
to win, and when you think aboutit, that it's not conflict, and
I love.
Going back to the monsters.
The monsters just disappeared.
I thought the monster in myhead was getting bigger and
bigger and bigger, as I couldn'tmake a sentence.
Man, when you've got your scene, partners, they all want you to
win an improv.
Speaker 3 (34:47):
That's right.
And oh, Catherine, please go.
Speaker 5 (34:50):
Oh, I was going to say like that reminded me of the
, the, the biggest and only likestanding ovation I ever got in
my career.
I was is the so far so far, sofar.
Speaker 1 (34:59):
Well, I'm not on stage as much.
Speaker 3 (35:00):
There's an improv thing.
Speaker 5 (35:03):
I actually do get standing ovations talking about
money, so I will say that.
But when I was doing, when Iwas doing uh, you know my
performing full time I was, Iwas.
I was in a dance role and I hada brief solo.
It was a very fun show.
I fell flat on my butt.
I biffed it hard.
That's the only time and I was.
I was a minor role, so it'sjust a little solo.
It was fine, like someone else.
(35:24):
That's the only time the entireaudience sort of ensured me,
because I fell down and I got upand I kept going and I was so
shocked I was like thanks, guys,I needed that today.
Oh, that one hurt.
I remember that so vividly.
So, yeah, you're totally right,joe was like the best feedback
I ever got from an audience.
At the time I completely wipedout, like wow.
Completely, completely lost it.
(35:45):
Yeah.
Speaker 4 (35:46):
Cause you got back up .
Speaker 3 (35:47):
Yeah, well, it is, and it's also because of empathy
.
We are social creatures and sowhen we see someone doing their
best and struggling, our heartgoes out to them.
We want to help them.
I do some nonprofit developmentwork and they always say if you
want money, ask for advice.
Failure, whatever it is, is agreat example of them coming to
(36:18):
your rescue and really helpingyou find the better solution.
I actually had a actor nightmaredream last night.
Catherine, and for those whodon't know, that's where you
dream you're in a play and youdon't know your lines.
In this case, I didn't evenknow what play it was.
So you spend the whole dreamimprov-ing a play.
You don't even know what it is.
Yeah, the level of off thecharts.
But when you talk to audienceslater, it's their favorite shows
(36:42):
because you're so alive, you'reso present, you're so human and
available to them.
And that's true out in themoney landscape for your
relationships, for your clients,for your advisors.
All of that clients for youradvisors all of that when we let
ourself be seen in thatunprotected but still strong way
.
It allows them to see how theycan help, and that always makes
(37:06):
us better when we accept helpwhen we need it.
Speaker 2 (37:09):
Yeah, and people are always eager to help out and the
simplest way to get help isjust eager to help out, and the
simplest way to get help is justa task for help.
So I hate to do this, but wehave to get ready to close and
wrap up.
So you know, just to close outreal quick, can everybody just
share a quick summary of whatyour number one takeaway or tip
is for the people watching andlistening today?
Speaker 3 (37:36):
It's so hard to say Tony, because this is a group of
brilliant humans and I have afeeling we could fill several
hours with this conversation,but I think my biggest takeaway
is that leaning into play andjoy will always make it better,
Whether it's this conversationor money conversations or
anything else that's stuck in mylife.
(37:57):
When I tap into that glee, itreally allows what feels stuck
to become much looser and morefilled with fluidity.
Speaker 5 (38:09):
Yeah, trust will be my takeaway.
When Joe said that, I just hadthis whole heart moment, I'm
like, yep, that's what it is.
It's trust ourselves, but thatmoney monster, that's positive
feedback.
Let's reframe that feedback assomething we do need and it's
not shameful.
Trust our money, trust theadvice we've been given, trust
when we go out and ask how doesthis apply to me?
And trust yourself.
(38:29):
I think that that was thethrough line of this
conversation for me.
We can be playful when we havethat trust.
That was the through line ofthis conversation for me.
Speaker 4 (38:36):
We can be playful when we have that trust.
Mine is.
I have a mantra that I have hadto tell myself a lot, which is
because I feel a lot of fear allthe time, and it's this great
mantra that Nike had before JustDo it.
It was feel the fear, but do itanyway, and I can see why they
went with.
just do it because it's cleaneroff the tongue, but feel the
(39:00):
fear.
But do it anyways.
Better for me, and the coolthing about viewing your life
through play and improv is, theonly thing you have to fear is
that first action.
And if you get in that firstaction and realize that
everybody wants you to win andthat the rest of it, your brain,
is going to help take care ofthe rest of it and just trust
yourself to go down that path,it's a lot more fun once you
(39:22):
break through that littlemonster.
Speaker 2 (39:27):
Yeah, I love it.
For me, it's really that it'sbased on agreement and listening
and really trying to supporteach other.
And I think that's reallyimportant is you know that
you're not on this journey aloneand that there are people who
want to help you.
So this has been an amazingconversation.
(39:50):
You know, let's go around realquick, find out where people can
connect with you, learn moreabout what you're up to.
Rihanna, you want to kick thatoff.
Speaker 3 (40:00):
Sure, the best hub for my financial coaching work
is at my website,selftrustfundcom, because we
have to build the self-trust tocreate the trust fund that will
allow us to earn our financialfreedom.
You can also follow me onInstagram at
howtomakemoneyyourfriend.
It's a great place for ourlittle reels and podcast
(40:21):
snippets, as well as any contentI'm working on.
I'm really leaning into more ofa content creation thought
leadership space, and that's agreat place to find that.
Speaker 5 (40:29):
First, you should your background you're very good
at it, just fyi katherine whereare you?
Speaker 3 (40:38):
where yeah?
Speaker 5 (40:39):
same thing.
You can find me on my website,katherinepomerantzcom.
Katherine with a k, pomerantzwith a z.
Uh, I'm also on linkedin underthe same name.
Speaker 4 (40:47):
That's where I hang out, mostly cool, and joe,
you'll find our stackingbenjamin show every monday,
wednesday, friday, whereverfiner podcasts are.
It's the greatest money show onearth.
It's live from mom'shalf-finished basement.
We're always having fun we.
We write our scripts with a lotof comedy.
We actually have a professionalcomedian who helps us write our
(41:09):
shows.
Uh, she's written for comedycentral, and so we.
Our goal is to lower thetemperature.
The big thing for us, though,is we've created our first
product.
We have and Catherine knowsabout this we have created a
guide to your workplace benefits.
So you know, the average personis going to change jobs every
4.2 years.
That fills you full of fearthat that thing does.
(41:32):
If you don't mess with it, thegovernment will, because you've
seen, since I became employed,there was no such thing as a
Roth 401k.
There was no such thing as anHSA.
There's so many new benefits,and they change them all the
time, and if the governmentdoesn't mess with it and you
don't change jobs, your HRdirector might decide to either
(41:52):
go better, cheaper, whatever itis.
So we've got this.
Read this before you chooseyour benefits guide, and it's at
stackybenjaminscom slashbenefits.
Speaker 2 (42:02):
Fantastic and for everybody watching and listening
.
As always, there will be linksto everyone's websites, the
resources mentioned in the show.
So thanks everyone for joiningtoday on the podcast.
This has been a lot of fun.
Appreciate your time andinsights.
Speaker 3 (42:19):
Thanks.
Speaker 2 (42:20):
Tony.
Speaker 4 (42:20):
Super fabulous, Tony.
Thank you so much.
Speaker 2 (42:23):
Yeah, and thank you everyone, as always, for tuning
into this episode of the GetReady Money podcast.
If you learned something todayto change the way you think
about money, please be sure tosubscribe and tell a friend.
Until next time let's changethe way we think about money.
Please be sure to subscribe andtell a friend.
(42:48):
Until next time let's changethe way we think about money.
Bye.
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