Mar 2, 2022
These past few years have been challenging for many families. Today, we chat with the steward Isaacs about how they've worked to pivot and thrive!
Family Finances During the Pandemic
Everyone I personally know has been impacted these last two years, financial or otherwise. We’ve had to adapt, pivot, or in some cases push through some challenging times.
If you’ve spent any time in our thriving Families facebook group, you can see we’re supporting one another as we work with what we have and towards our family and financial goals.
Today I want to highlight the Stewart-Issacs, a local family here in the Triangle area (who during a conversation we had are also Coastal CU members).
Michael and Shemekka have had some pretty big shifts to deal with since 2020.
They were featured in the NY Times last year in their money diaries series and shared their numbers as they navigated through life changes such as having a baby, job switch, remote learning for their kids, oh and buying a house.
In this episode, we get into:
- Balancing work from home while having kids doing remote learning
- Buying a house in the middle of a pandemic
- Teaching their kids to be financially savvy and thoughtful
We have a lot to cover, so let’s get started!
Resources to Stay on Top of Your Money
- Best Budget and Money Apps: Personal Capital, Tiller, Mint
- Grab Your Copy: Jumpstart Your Marriage and Your Money
- Our Financial System That Help Us Hit CoastFI
- I Am Brillant
If you want to chat some more about creating better money habits, questions, or share your own tips please join us over at Thriving Families on Facebook.
Thank You to Our Sponsor Coastal!
Support for this podcast comes from Coastal Credit Union! If you’re living in the Raleigh Durham area and looking to bank better, come check out Coastal today.
As a credit union, Coastal serves its members first including an annual loyalty bonus. We've been members for years and love their service and competitive rates on checking and savings accounts!
Rollover Your 401(k) Easily with Capitalize
We’re grateful for wonderful partners like Capitalize. Not only do they support the podcast, but they help make managing your money so much easier.
Did you know that it’s estimated that there are currently over 24 million “forgotten” 401(k) accounts? In fact, the average American changes jobs every 4 years.
And because of the Great Resignation, you or someone you know might be changing jobs even more
It’s an extreme case of out of sight and out of mind. Is your old 401(k) in there somewhere, left behind at a job you're no longer with?
One huge benefit with an IRA is you get to choose how your money is invested, not your old employer.
If you want to consolidate your old 401(k) and have more options with how you invest, it may be time to roll them over into an IRA.
With Capitalize, they handle the process from start-to-finish – for FREE. They handle the process from start-to-finish, and yes that includes calling the 401(k) provider on your behalf.
Find out how and get started today!
Support the Podcast!
Thank you so much for listening to the podcast! If you enjoyed this episode and found it helpful, here are some ways to support it.
- Spread the word! If you enjoyed this episode and think it can help a buddy get on the path to dumping debt and become financially free, please share.
- Leave a review. Honest feedback and reviews make a big difference and gets the word out about the podcast. Leave your review on Apple or Stitcher.
- Grab a copy of Jumpstart Your Marriage and Your Money.