Something On My Mind | Personal Finance, Budgeting, Investing


Manage series 2787861
By David Mulonas. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.
Husband and wife financial gurus David and Cindy provide a refreshing view on personal finance with a side of humor. They also share offbeat current events and real-life experiences. The two hosts crack jokes while also diving into financial literacy and success. This podcast finds the perfect balance between having a laugh and getting down to business. Cindy has been a leader in the financial industry for the last 27 years. She is a registered professional and COO for a nationally recognized wealth management firm. She has a background in a variety of areas of wealth management, including 401(k) analysis and education, branch management and client service. Her passion is helping others understand the value of planning and achieving their long term financial goals. David is a published author and accomplished corporate project manager in the IT field. His book I'm Not Flipping Burgers When I'm 70! explores personal finance, budgeting, home ownership and investing for the future. David also launched a project called the Personal Finance Squad in which he offers guidance on all areas of budgeting and achieving financial freedom. You can find more information here: Social Media:

84 episodes