2022 In Review With The Financial Gym Team - Part 2

On this episode of Financially Naked: Stories from The Financial Gym, Rachel, Head of HR at The Financial Gym, is chatting with the team! We wanted to reflect on 2022 and set some intentions for 2023. We’ll hear from the team about what went well, what they learned, how they grew, and some financial whoopsies from 2022. This is part two, and you can catch up with part one here! 

Podcast Notes

Mike Poulin- Level 2 Trainer & Head of Warm-Up Call Team 

  • Happiest Memory: He and his husband went on their honeymoon after being married for five years. 

  • Biggest Purchase: All the renovations they made to their home. 

  • Simple Pleasure: Waking up early and enjoying a cup of coffee in the quiet morning. 

Rebekkah Holleman- Client Experience Manager 

  • Best work moment: The Financial Gym live event in Portland. She got to see Shannon and give her a huge hug. 

  • Best Purchase: Finishing her bookshelves and library. 

  • Goals reached: Read 150 books and purchased a home. 

  • Discovery you made: Legos. 

Sara Belhouari- Level 2 Trainer & Trainer Management Lead 

  • Happiest moment: Traveling to Greece with her mom. 

  • Financial Whoopsie: Under preparing for all of the weddings she went to this year.

  • New habit or routine: Going to therapy.

Sara Willi- Level 2 Trainer 

  • Best Purchase: Lizzo Tickets.

  • 2023 goals/manifestations: 23 items for 2023 in different areas, like self-development, finances, and trying new things. 

  • Something you tried that moved your thinking forward: Tried a new recipe each week.

Sydney Kobell- Level 2 Trainer 

  • Biggest accomplishment: Buying a home with her partner. 

  • Opportunity: Saving for retirement 

  • Discovery you made this year: The show Veep & Selena Gomez’s cooking show

  • A Skill you became more confident in: Resilience.

  • A Tip for the listener: Try to give yourself grace and time; take things one day at a time.

Tina Hang- Level 2 Trainer 

  • New Hobby: Credit card hacking. 

  • Best Purchase: A local weekly flower subscription she picks up weekly. 

  • Goals completed: Spend more time with family and friends. Her daily streak on Peloton.

Catriona Williams- Level 2 Trainer & Podcast Producer 

  • Best Purchase: New car

  • New routines created this year: Getting monthly massages

  • Resolutions from last year checked off the list: Catriona didn’t set goals last year because it was a chaotic time, but plans to for 2023.

Rachel - HR Extraordinaire 

  • Manifestations realized: Rachel moved to Texas, purchased a home, and got a new job, which were all goals for 2022! 

  • New discovery: So many accounts on TikTok and a love of furniture flipping

  • Challenged you faced head-on: Working on her finances intentionally with a Trainer.  

The beginning of the year is an amazing time to think about your finances. If you want to work with any of the amazing team members you heard in today’s episode, or part 1, book a 20 minute warm-up call today to learn more. 

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Budgeting with Jazmin & Jaliyah

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2022 In Review With The Financial Gym Team - Part 1