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016: Question Everything About Your Money and Lifestyle with Millennial Money Expert Stefanie O’Connell

Philip Taylor, CPAByPhilip Taylor, CPA

Stefanie OConnell Broke and Beautiful LifeStefanie O’Connell is a millennial money expert, speaker, and author of the book, The Broke and Beautiful Life. Her work has been featured in The Wall Street Journal, Forbes, SUCCESS, The Dr. Oz Show, Fox News, and ABC World News.

You may have read about Stefanie on PTMoney.com. She was kind enough to share her story of surviving and thriving financially on an actress’s salary living in NYC. It’s a great read.

In this episode, you’ll learn the importance of questioning everything about your money, the things Stefanie did to make it in NYC on a low salary, how she has kept debt out of her life, how she invests, grows her business, and more. It’s a very inspiring episode.

Listen to This Episode with Stefanie O’Connell

I hope you enjoyed that. A big thank you to Stefanie for giving us the gold today.

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Show Notes

0:00 – How Stefanie questions everything about her money.
5:45 – How she went from “just getting by” to getting ahead.
9:15 – Stefanie’s first big goal.
11:30 – The financial thing that she still struggles with.
14:45 – The investing approach Stefanie took early on.
17:45 – Making the transition from multiple jobs to a self-employed freelance writer.
22:30 – Stefanie’s future financial goals.
23:45 – Her business portfolio.
25:15 – Her choices for health insurance and saving for retirement as a business owner.
28:00 – The tools and services Stefanie uses.
30:30 – Looking back on the journey.

Show Sponsor

This episode was sponsored by our guide to figuring out where to get your taxes done. In a recent article, I outline this decision, including the different prices for each service. Head to ptmoney.com/where-to-get-taxes-done/ to check it out.

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What’s Next?

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Thanks for listening to this episode. If you like what you hear, please subscribe to the show on iTunes. I want to improve the show, so please leave a rating and review. Tell me what you like and how I could improve.

This show is part of the FinCon Podcast Network and was produced by Steve Stewart.

Philip Taylor, CPA

Philip Taylor is a CPA, writer, podcaster, entrepreneur, and founder of FinCon. He also owns TravelCon and runs The Creator CPA, a CPA firm specializing in accounting services for content creators.

Philip has been quoted and featured in multiple media outlets, including The New York Times, The Washington Post, Forbes, Fox Business, and more.. Connect with him on Twitter or LinkedIn.

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2 Comments

  1. It’s awe-inspiring if you thrive on a low-pay job and yet manage to steer clear of debt. Residing in NYC and saving a portion of your income may seem quite an uphill task. People like Stefanie O’Connell are a real source of inspiration for those who’re residing in debt-stricken countries.

    1. Philip Taylor Philip Taylor says:

      Oh, I totally agree. I couldn’t believe that when I heard it. No debt!

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