Today on the show the guys talk with Shannon McLay, a financial planner, author, blogger, and podcaster.
She left her traditional financial services job to start her own company, The Financial Gym in NYC – a fun, judgment-free space where you can talk freely about your finances, get the help you need and have a glass of wine while doing it.
Shannon left her corporate job because she felt that the financial firms only provided the tools and resources to help those who had high net worth.
She started doing a lot of pro bono work on the side for people who were earning a lower salary and soon realized that helping those people was much more fulfilling. That’s when she decided to start her own business doing just that.
She understands that the road to financial fitness is different for everyone, so she offers multiple solutions to help people get and stay financially fit. Shannon is committed to making financial fitness fun, easy and accessible for others. She’s like the Jillian Michaels of personal finance.
If you want to hear more from Shannon, check out her podcast, Martinis and Your Money, where she share’s a martini with friends and experts while discussing money and career topics.
She has interviewed many influential people in the personal finance space. She also has a monthly group Happy Hour Ladies, where they chat about the financial challenges and some other fun topics.