Drew and Dan co-founders of Weekly, a budgeting app, talk about fun topics in personal finance while also delving into the art and science of budgeting.
You can find Weekly at
Weekly budgeting.
Today Dan, Drew, and Jessica are joined by Ilona from the podcast, Money Memories. In the first half of the episode, Dan, Drew, and Jessica talk about their Thanksgiving celebrations for 2020 and how thankfulness affects finances. In the second half of the episode, Dan and Drew talk with Ilona from The Bear and the Bull blog and the Money Memories podcast. They talk about everything from travel memories and Ilona’s earliest money memory to capitalism, marginalism, and racism in financial institutions.
Ilona has worked in finance on Wall Street and Silicon Valley. She received her bachelor’s degree from the Wharton School at the University of Pennsylvania, and MBA from the Kellogg School of Management at Northwestern University. Born in Havana, Cuba, she immigrated with her parents to the United States at the age of 5, and grew up in Louisville, KY. She is fluent in Spanish, Russian, and German, and as an avid world traveler – her current tally for countries visited stands at over 60.
If you would like to give us your input, have any comments, or questions, email us at support@weeklybudgeting.com.
Talking Points:
Thanksgiving
Turkey versus Chicken
Dan’s special Jell-O and Drew’s spinach madeline
COVID Thanksgiving plans
The effect of gratitude on people’s spending behaviors
Having a sense of gratitude for your life
Things to be thankful for in 2020
Back to the basics
We survived this very long year
Being an introvert during the pandemic
Different household dynamics
Ilona and Money Memories
The history behind The Bear and The Bull & Money Memories
Travel and money
Most memorable guest stories
Ilona’s earliest money memory
Educating and helping first generation in personal finance
Capitalism and marginalism
Systemic racism in lending practices
Ilona’s favorites:
Advice for personal finance
Articles and series she has written for Forbes
Money Memories, NPR, and Ilona’s white whale
Ilona plays “Why’d You Buy It”
Resources/Links:
Website: The Bear and the Bull
Podcast: Money Memories
Instagram: @bear.andbull
Instagram: @money_memories
Twitter: @bearandbull1
Money Memories Episode: “Demystifying the Unicorn” with BuBu
The Steele Maiden Blog
Weekly Budgeting App
12 Nov 2020
Singles Day and Values-based spending with the Money Script
On today’s episode Dan, Drew, and Jessica are joined by Yohance Harrison from Money Script Wealth. Yohance began his financial services career over twenty years ago and now finds himself living his passion as the founder and CEO of Money Script Wealth Management, PLLC. Today he’s here to talk to us about behavioral financial planning as well as his goal of increasing financial awareness, intelligence, and literacy in the black, brown, and indigeonous communities. He also plays Why’d You Buy that, and gives us one of the healthiest responses we’ve heard yet.
We also go over what Singles Day is and compare the differences in online shopping services as well as digital flash sales. Are these examples of how digital marketing and sales will go in the future? What are the odds that we’ll see a house for sale on Amazon soon?
If you would like to give us your input, have any comments, or questions, email us at support@weeklybudgeting.com.
Talking Points:
“Shopping” Holidays
The history of Singles Day (November 11th)
Alibaba (the Chinese equivalent of Amazon)
Streamed live events
Singles Day versus Cyber Monday, Black Friday, Prime Day, and... Pi Day
Yohance Harrison from Money Script Wealth
What is behavioral financial planning?
Yohance’s background and journey to being an independent
Strategies for how to change your financial habits
Steps and plans he makes with his clients
Working with couples with different values
Our views and first impressions of money
What is a “money script?”
Increasing financial awareness, intelligence, and literacy in minorities
The role of money in the Black Lives Matter movement
The Money Script podcast
Why’d You Buy That:
Resources/Links:
Money Script Wealth
Instagram: @themoneyscript
Twitter: @themoneyscript
Twitter: @yo_harrison
4 Nov 2020
Doom-Scrolling, Cereal in Bulk and Shoes of NY with Lexi Cross
On this episode Dan, Drew, and Jess are joined by Lexi Cross, the cofounder of ShoesOf, a website dedicated to footwear, fashion, and the stories behind the shoes of New York. In the first section of today’s podcast, Dan, Drew, and Jess discuss "doom-scrolling" and social media as it affects the youth of America as well as our spending habits. In the second portion of the episode, they're joined by Lexi Cross to talk about how she founded Shoes Of, her favorite street style moments and the issue of sustainability in the fashion industry. Then Dan, Drew, and Jessica close out the episode with a round of Why’d You Buy That. This week’s purchases include a breakfast essential as well as two forms of fall fun.
If you would like to give us your input, have any comments, or questions, email us at support@weeklybudgeting.com.
Talking Points:
Doom-scrolling and social media
Dan, Jess, and Drew’s thoughts on The Social Dilemma
Purchasing phones for middle school age kids
The purpose of apps and what they want of you
The responsibility that come with smartphones, social media, and plastic
Advertising and being targeted by ads
Cancel Culture
Lexi Cross of ShoesOf
Stories and anecdotes since Lexi started ShoesOf
Plastic, sustainability and fast fashion
The Desert Island Question
Why’d You Buy That?
Dan’s serial cereal habits
Jess' fall foliage foray
Drew’s price-gouged gourds
Resources/Links:
The Steele Maiden Blog
Shoesof.com
Weekly Budgeting App
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8 ratings
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