The only money podcast where we spell it out for you!
F is for Finance is your go-to podcast for fun, relatable, and easy-to-understand money conversations. Join financial educators and longtime friends Genevieve Anderson and Tess Waresmith as they break down the complex world of finance into plain English. Whether you're looking to build wealth, understand investments, or simply improve your financial confidence, you'll learn something new in each episode. With expert guests, practical tips, and a heavy dose of laughter, Gen and Tess keep it real as they discuss money, simplify financial jargon, and share their own experiences. Tune in for candid conversations that make money feel approachable, enjoyable, and empowering!
2 financial educators and coaches who DON'T love budgeting?? It's true.
Listen to learn step by step how you too can ditch your budget and build wealth on auto-pilot!
Find your missing 401(k) - Registry of Unclaimed Benefits
Book a call HERE with Genevieve @holistic.personal.finance
Book a call HERE with Tess @wealthwithtess
🤓 Be a smarter investor in 5 minutes (promise)! Enhance your investing knowledge by understanding 26 most common & confusing financial terms in plain English HERE!
Follow Tess and Gen (https://www.instagram.com/holistic.personal.finance/) on Instagram & DM us any questions you have!
Leave us a 5⭐️ Review & share this episode with a friend!
All recommendations and conversations presented in this podcast episode are meant to be used as a guide for general use and educational purposes only. Information is not meant to be taken as explicit financial advice.
18 Feb 2025
Is my debt "okay"?
Ever wondered if you're debt is too much? If that new car or home makes sense financially? Or if you have enough saved for emeregencies?
If so, we have 4 super-easy-to-calculate-rule-of-thumb metrics to share! Listen to the episode to get the specifics on each one.
Consumer Debt Ratio (aim to be under 15%)
Calculation: Non-housing debt / Gross income (annual or monthly- just make sure they match)
Front-end Housing Ratio (aim to be under 28%)
Calculation: Housing debt (PITI & HOA)/ Gross incom
Back-end Ratio/ Traditional DTI (aim to be under 36%)
Calculation: All debt / Gross income
Liquidity Ratio (aim to have 3-6 months)
Calculation: Liquid assets / monthly expenses
🤓 Be a smarter investor in 5 minutes (promise)! Enhance your investing knowledge by understanding 26 most common & confusing financial terms in plain English HERE!
Follow Tess and Gen (https://www.instagram.com/holistic.personal.finance/) on Instagram & DM us any questions you have!
Leave us a 5⭐️ Review & share this episode with a friend!
All recommendations and conversations presented in this podcast episode are meant to be used as a guide for general use and educational purposes only. Information is not meant to be taken as explicit financial advice.
11 Feb 2025
How you can STILL save on 2024 taxes!
If tax day is looming large in your calendar, listen to today's episode to learn 3 key tasks to check off before April 15th.
IRS FREE FILE LINK
Enhance your investing knowledge in 5 minutes (promise!) by understanding 26 most common & confusing financial terms in plain English HERE!
Follow Tess and Gen (https://www.instagram.com/holistic.personal.finance/) on Instagram!
Leave us a 5⭐️ Review to spread the word!
All recommendations and conversations presented in this podcast episode are meant to be used as a guide for general use and educational purposes only. Information is not meant to be taken as explicit financial advice.
4 Feb 2025
🚨 Emergency Podcast Alert: Is the Market About to Tank? 🚨
Deep breaths. In this episode, we break down:
✔️ Why the stock market has mood swings (but always recovers)
✔️ The actual control presidents have over the economy (hint: not as much as the news makes you think)
✔️ The one rule of investing that protects you from uncertainty (diversification, baby!)
✔️ When it does make sense to save more and invest less (hot take alert!)
We had a few other episodes planned for our 2025 comeback, but we pushed this one up to the list becuase of the feedback we got from students, clients & friends. We hope this helps you hit pause on the panic button, and if not, please reach out.
We're here for you fam!
Becoming a more educated investor, can help you become a calm investor ➡️ Increase your investing knowledge in 5 minutes (promise!) by understanding 26 most common & confusing financial terms in plain English HERE!
Follow Tess and Gen (https://www.instagram.com/holistic.personal.finance/) on Instagram & DM us any questions you have!
Leave us a 5⭐️ Review & share this episode with a friend!
All recommendations and conversations presented in this podcast episode are meant to be used as a guide for general use and educational purposes only. Information is not meant to be taken as explicit financial advice.
19 Nov 2024
3 Ways the Trump Presidency Could Impact Your Financial Plan
Enhance your investing knowledge in 5 minutes (promise!) by understanding 26 most common & confusing financial terms in plain English HERE!
Follow Tess and Gen (https://www.instagram.com/holistic.personal.finance/) on Instagram & DM us any questions you have!
Leave us a 5⭐️ Review & share this episode with a friend!
Now that the dust has settled from election week, it's time to dive in. Listen to learn about 3 policies the Trump Administration is proposing and how these changes could that impact your financial plan.We're talking about all the money moves you should start, stop and keep doing over the next 4 years.
All recommendations and conversations presented in this podcast episode are meant to be used as a guide for general use and educational purposes only. Information is not meant to be taken as explicit financial advice.
5 Nov 2024
Make the most of your 401k with this checklist
Enhance your investing knowledge in 5 minutes (promise!) by understanding 26 most common & confusing financial terms in plain English HERE!
Follow Tess and Gen (https://www.instagram.com/holistic.personal.finance/) on Instagram!
Leave us a 5⭐️ Review to spread the word!
If you havent looked at your 401k account since you started your job.. this episode is for YOU! Learn why this is a great time to review your 401k, along with common mistakes we see clinets make in their 401k that are holding them back!
All recommendations and conversations presented in this podcast episode are meant to be used as a guide for general use and educational purposes only. Information is not meant to be taken as explicit financial advice.
29 Oct 2024
Make Annual Enrollment your Favorite Season of the Year!
Do you scroll through your annual enrollment in 5 minutes, randomly choose your options, or wait until the last minute because its just too overwhelming?
Check out this episode to understand:
what options may best fit your needs
discover an account with TRIPLE tax benefits
get ready to squeeze every last penny from your annual enrollment during the most wonderful time of the year (to some).
learn about benefits you never knew existed
Find Qualified Medical Expenses for your HSA HERE.
Enhance your investing knowledge in 5 minutes by understanding 26 most common (and confusing) financial terms HERE!
Follow Tess and Gen (https://www.instagram.com/holistic.personal.finance/) on Instagram!
Leave us a 5⭐️ Review to spread the word!
All recommendations and conversations presented in this podcast episode are meant to be used as a guide for general use and educational purposes only. Information is not meant to be taken as explicit financial advice.
22 Oct 2024
THE Bonus Episode
Literally, this episode is all about year end bonuses!
Learn all about:
what Clark Griswold can teach us about bonuses
why we DON'T want you to only do the "boring" things with your bonus
why your bonus may be taxed more what happens if you don't plan it
examples of how to pre-plan to make get the most impact... and joy from your bonus!
Enhance your investing knowledge in 5 minutes by understanding 26 most common (and confusing) financial terms HERE!
Follow Tess and Gen (https://www.instagram.com/holistic.personal.finance/) on Instagram!
Leave us a 5⭐️ Review to spread the word!
All recommendations and conversations presented in this podcast episode are meant to be used as a guide for general use and educational purposes only. Information is not meant to be taken as explicit financial advice.
15 Oct 2024
Boundaries and Budgets for the Holidays
It's coming up whether we're prepared for it or not!
The last few months can be some of the busiest of the year and Tess & Gen want to set you up for success so you can roll into 2025 feeling financially confident!
During this episode discover what questions you need to start asking yourself before the holidays, tips on getting the dreaded gift giving conversation started with friends and family, and creating buffers for your budget.
🎄Grab the new holiday budget template HERE!
Follow Tess and Gen (https://www.instagram.com/holistic.personal.finance/) on Instagram!
Leave us a 5⭐️ Review to spread the word!
All recommendations and conversations presented in this podcast episode are meant to be used as a guide for general use and educational purposes only. Information is not meant to be taken as explicit financial advice.
10 Oct 2024
The ultimate showdown: Roth VS Traditional
If you're not quite sure whether to choose Roth or Traditional during your retirement account opening-- or what the difference is-- this episode is for you!
Listen as Gen & Tess discuss the pros and cons of each account and give you practical, easy to understand guidence on picking the best retirement tax designation.
Enhance your investing knowledge in 5 minutes by understanding 26 most common (and confusing) financial terms HERE!
Follow Tess and Gen (https://www.instagram.com/holistic.personal.finance/) on Instagram!
Leave us a 5⭐️ Review to spread the word!
All recommendations and conversations presented in this podcast episode are meant to be used as a guide for general use and educational purposes only. Information is not meant to be taken as explicit financial advice.
1 Oct 2024
What does it mean to "be a millionaire"?
Tess & Gen discuss what it means to be a millioniare. Is a big deal in today's economy? Is it a goal you can achieve? Is it worth chassing? How long did it take us to reach this milestone?
Enhance your investing knowledge in 5 minutes by understanding 26 most common (and confusing) financial terms HERE!
Follow Tess and Gen on Instagram!
Leave us a 5⭐️ Review to spread the word!
All recommendations and conversations presented in this podcast episode are meant to be used as a guide for general use and educational purposes only. Information is not meant to be taken as explicit financial advice.
1 Oct 2024
The real deal about Real Estate with Dan McDonald
Dan McDonald, a House Hacking Coach and Real Estate Agent joins Tess and Gen to give us the scoop on the realities of being a Real Estate Investor.
Learn why we love investing in real estate (disite the hassel), practical tips for getting started, how to overcome common challenges and a few funny stories along the way!
Enhance your investing knowledge in 5 minutes by understanding 26 most common (and confusing) financial terms HERE!
Follow Tess and Gen on Instagram!
Leave us a 5⭐️ Review to spread the word!
All recommendations and conversations presented in this podcast episode are meant to be used as a guide for general use and educational purposes only. Information is not meant to be taken as explicit financial advice.
1 Oct 2024
So... what do I invest in?
The stock market is up 16%+ in 2024 and we know you want IN!
In this episode we answer one of our most frequently asked questions. Find out what we recommend investing in, what are index funds and ETFs, what does it mean to be 'low cost' and how you can get started investing QUICKLY!
Enhance your investing knowledge in 5 minutes by understanding 26 most common (and confusing) financial terms HERE!
Follow Tess and Gen on Instagram!
Leave us a 5⭐️ Review to spread the word!
All recommendations and conversations presented in this podcast episode are meant to be used as a guide for general use and educational purposes only. Information is not meant to be taken as explicit financial advice.
1 Oct 2024
From thousands in money mistakes to a million dollar net worth at 35: Tess's expensive money mistakes.
Tess shares her most expensive mistake. Learn about financial advisors fees, expense ratio fees, platform fees, what an annuity is and how a lack of an investing education can impact you and your financial future.
Just because you've made some big financial mistakes- doesnt mean your wealth building journey is over. Learn what we would have done differently and where we're at today!
Thinking about hiring an FA? Check out THIS post first!
Enhance your investing knowledge in 5 minutes by understanding 26 most common (and confusing) financial terms HERE!
Follow Tess and Gen on Instagram!
Leave us a 5⭐️ Review to spread the word!
All recommendations and conversations presented in this podcast episode are meant to be used as a guide for general use and educational purposes only. Information is not meant to be taken as explicit financial advice.
1 Oct 2024
Genevieve's $35k mistake and how you can avoid it.
Welcome to F is for Finance- a fun and relatable money podcast where we spell it all out for you!
In this podcast debut- Gen dives into her most expensive money mistakes. Learn about pre-nups, find out if you are in a community property state and understand the real cost of a divorce.
Come back for Part 2 to see what Tess's biggest money mistake is and how much it cost her!
Enhance your investing knowledge in 5 minutes by understanding 26 most common (and confusing) financial terms HERE!
Follow Tess and Gen on Instagram!
Leave us a 5⭐️ Review to spread the word!
All recommendations and conversations presented in this podcast episode are meant to be used as a guide for general use and educational purposes only. Information is not meant to be taken as explicit financial advice.
Reach and audience
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Apple Podcasts (US)
5.0 / 5
15 ratings
Podcast Authority Score: 58 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
76
Social presence
97
YouTube
0
Engagement
51
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