Uncovering the Fun in Finance with Jacquelin Porter, Certified Financial Planner
About this episode:
I'm so excited to have Jacquelin Porter, a Certified Financial Planner who owns her own business, on the show today. Jackie found confidence at a young age and has been passionate about helping women find independence since then. In our conversation, you'll hear how Jackie helps her clients release shame and financial trauma to truly build wealth and confidence. This is an episode that everyone, especially women, needs to hear!
Topics Discussed:
Jackie's story of losing her mom at a young age and being on her own since she was 16 and how this gave her confidence
How Jackie and her team help their clients take actionable steps forward with financial planning
Why you have to feel open and comfortable with your financial planner to heal your financial trauma
Jackie's top tips to feeling prepared around your own financial planning
How Jackie's team helps their clients build wealth
About Jackie:
Jackie Porter is an award-winning financial planner who has been in the financial industry for the past 22 years serving thousands of families, established businesses, and professionals in the Greater Toronto Area. Her practice focuses on cash flow management and tax planning strategies.
Resources:
Click here to read a raw, unedited transcript of this episode:
Melanie Barr [00:04:21] OK, thank you so much for joining us today, Jacqui.
Jackie Porter [00:04:26] [00:04:26]I am so thrilled to be here, thank you so much for inviting me. [2.6s]
Melanie Barr [00:04:30] Please share with us who you are and what gave you the passion and the courage to launch and grow your business.
Jackie Porter [00:04:38] [00:04:38]Well, I would say, first and foremost, [2.9s] I'm a child of a very strong, fierce single mom who had a larger than life, sometimes overbearing presence in my life. But if anyone is responsible for me being fearless and willing to take risks and confident. [00:05:00]And [0.0s] it's really her. [00:05:02]And you know, [0.6s] unfortunately, I lost her really young. But 00:05:06 the silver lining, [2.2s] if there is a silver lining in that, is that she equipped me with so much confidence that I didn't realize how hard it was going to be. And sometimes it's easier when you don't realize how hard it's going to be. So I think that all of those reasons of being someone who has been on my own, I get on my own since I was 16 and mother passed away of cancer and sorry. [00:05:34]Yeah, [0.0s] yeah. It's just that's my story. And really, at that point, I was making a lot of adult decisions around where to live. I just happened to have a really good friend that I met in high school who she was from an unstable scenario. So we ended up living together. And, [00:05:52]you know, [0.2s] we just figured out how to pay the bills.
Melanie Barr [00:05:56] [00:05:56]Great. That's so great that you had all [2.5s]
Jackie Porter [00:05:59] [00:05:59]of those decisions, right? That [1.9s] but my mother again was the kind of person from the time when I was really young was always drilling into my head. I'm sure you have listeners who had a mom like this. She was always saying, echoed in my head, Never rely on a man. I always have your own money. Yes. Yes. And she was a serious saver. [00:06:18]And you know, again, [1.1s] these are the things that you love and hate about a person to grow, right? But she really taught me the value of the dollar, and she really taught me hard work. [00:06:28]So, you know, really, [1.1s] most of my teens and 20s were working two or three jobs to pay for either high school bells university. But it really made me become a really conscious saver and is when you realize you have no one to rely on, there's no Plan B. You really make sure you figure out how Plan A can work. It's just the way it's so true. [00:06:51]And really what what that's [1.8s] all of these lessons have taught me [00:06:55]was, you know, first of all, [2.6s] that independence is something that I embraced because I have no choice. [00:07:04]And really, [1.0s] it's [00:07:05]kind of [0.2s] led me on a path where I've been inspiring and encouraging others to become confident around being independent. Well, even if you're in a relationship, it's about mentally and emotionally and financially knowing you're going to be OK, no matter what happens in the future. [00:07:23]You're so that you're something that [2.5s] because of [00:07:27]like [0.0s] my history, [00:07:29]that [0.0s] it was a path that got for a short [00:07:32]period. I mean, and then I started to follow [1.6s] and then I realized how much I inspired other people who never had that kind of an exposure. And I could say, You know what? It's OK, I'm not special. I just kind of been doing it longer. And really all that it comes down to is you being willing to to forge that path ahead, even when you don't know for sure how much?
Melanie Barr [00:07:57] I love that and I can relate. I moved to L.A. at 19 and I'm an only child and my parents said, if you call home for money once you're moving home and I was, so I was a little confused because I knew that they [00:08:10]could [0.0s] had the ability to help me. But looking back, I'm so grateful for it because it taught me independence, and I know everyone has different fears and different thoughts around money.
Jackie Porter [00:08:23] Totally. But [00:08:24]you know, [0.2s] the only way you learn and it's just kind of like that not to promote Nike in years past, but it's just do it right. There's no shortcut for just practicing something you don't feel confident. So if you don't feel confident that you can make five good financial decisions on your own, just start with one small step. Make one small step toward that. Whether it's, [00:08:50]you know, [0.1s] fighting about finding out about something in the money world that you don't know it just make a practice every week, just like when you go to the gym and you're, you know, making a practice of going regularly [00:09:02]to lose. [0.2s] I'm talking now about me. These are all my issues, but I'm going through to lose those extra pounds
Melanie Barr [00:09:08] [00:09:08]and we're [0.2s] we're working with you. [00:09:11]We're all trying to do the same thing. [1.1s]
Jackie Porter [00:09:13] And it's the same thing with money. You take, you take these little small steps and then the next thing you know, you start to get results. Mm-Hmm.
Melanie Barr [00:09:21] You mentioned that clients can be intimidated by the technical aspect of financial planning. How do you and your team help clients work through those feelings and take actionable steps forward?
Jackie Porter [00:09:33] Now, I think when it comes to the technicality, [00:09:35]our industry. But I feel and and [3.4s] I think that's one of the reasons they get so excited to talk to women. And I do a lot of work even in the female advisor space, in recruiting advisers to the industry because [00:09:48]I think [0.1s] my industry is fairly male dominated. And [00:09:52]I think that [0.5s] there's a lot of male presence in how things have been structured, [00:09:57]right? [0.0s] So the language, [00:09:59]it's very technical. It's it doesn't [1.6s] it's not necessarily intuitive. And [00:10:02]there there's [0.1s] there's a lot about finance that we don't have to make that way. And that's my passion is to [00:10:09]kind of [0.3s] uncover the fun in finance, make it relatable, make it something everybody can use. I know personally, for me, 00:10:19 I'm all about solving problems. And you know, prior to this life of being in finance is to be a therapist. And so I thought that's what I was going to be doing with my life was therapy. And I realized [13.2s] that [00:10:34]I'm too practical a gal to do therapy. I really like solving problems. And so when I realized that finance could be around practical things like solving a problem that excited me. And I think that's very true for people who come in to [16.3s] see a plan or [00:10:51]see it, see an advisor. They're trying to solve a problem. They don't necessarily need to go into the weeds. They just need to understand how the weeds relate to they're not going to grow back again. [10.1s] So if I do this, does that mean the winds are going to grow back again? Right? [00:11:05]And you know what? Give me the big picture and then give me how it relates to my situation and how it's going to solve my problem. That's what people get excited. They just want to understand, like [9.9s] people come in and they they feel a lot of shame. That's that's something that if you're speaking to someone where they don't feel relatable, they don't feel approachable. They don't feel like someone you can have a real conversation with. And that's one of the reasons I call myself a confidant, because that's the beginning, right? That's where we need to start is you need to feel like I'm someone or someone that you're sitting with who's going to talk to you about finance. If you have all these fears and intimidation and we think I is technical, what are the odds? You're going to have a real conversation about a problem you're trying to solve?
Melanie Barr [00:11:51] [00:11:51]You're not. And [2.5s] it's so great that you can [00:11:55]kind of [0.1s] marry those two because with your background and therapy, you can work with all of those feelings around money and figure out what they are that someone has because [00:12:05]that's [0.0s] money has driven [00:12:06]a lot [0.1s] by our feelings at times.
Jackie Porter [00:12:09] No, it's 100 percent about that, right? Like, people need to feel like confident is really two things. People need to feel they can trust you. They can talk to you. They can tell you because there's so much in our society that's rooted in money and even in therapy. When I was doing therapy, I realized so much of what someone might be going through on the emotional side might already be tied to money like their family history, how they grew up, financial traumas that they might have had. [00:12:41]I mean, [0.1s] I I know that, [00:12:43]you know, [0.1s] some of the reasons that I'm really good at what I do is I'm a worrier by nature, so I have to solve problems that I'm really good at seeing 00:12:51 [0.0s] the risk in somebody's situation because I've had to see the risk in mine. [00:12:56]So that's me working at my own financial trauma. [2.0s] But people don't necessarily recognize what their financial traumas are. [00:13:02]So you're talking to somebody about their finances and you're talking about it really on a surface level, so you're not really helping them solve problems. They're not going home with any financial peace of mind, really. And so really, when we're talking to people today and [15.6s] and probably cope, it has opened the floodgates of people needing to solve problems because it's bigger than, [00:13:25]you know, [0.2s] what are you going to retire? And it's bigger than, [00:13:28]you know, [0.1s] how much life insurance do you need? [00:13:31]People have real issues. They're, you know, they're dealing with potentially divorce and trying to figure out how they're going to rebuild their life. They're in a scenario where they might have lost a job and they're trying to figure out how they're going to pay their bills and if they'll ever be in a position to, even if we're not calling it retirement, but being able to slow down knowing they're going to be financially OK. You know, people are challenged by an illness and then they are challenged by illness, and they're thinking about potentially there in a second marriage situation that they're trying to figure out if they're going to be OK financially, like people are having real issues. [35.8s] So I think if anything, the pandemic has illuminated the importance of having those real conversations that people potentially never thought they could have with an advisor before. And then [00:14:20]they [0.0s] they can really see the value. [00:14:21]It's not. [0.2s] It's not so commodity.
Melanie Barr [00:14:24] And a lot of women have left the workforce, too. I mean, if you were an assistant to all of a sudden I was a first grade teacher to two six year olds. And I can't imagine I mean, I work from home, thankfully, but the people that had to go out and work. [00:14:37]I mean, [0.0s] that's a real challenge. So I'm sure that I mean, in addition to the two divorce and people losing jobs, [00:14:42]I mean, [0.1s] it's great that you are there to help people through some of these things. And I've been thinking a lot about money. And I think if we believe in abundance, there is an abundance. And if we believe that it's scarce, it is scarce.
Jackie Porter [00:14:54] [00:14:54]So [0.0s] it goes back to that whole financial trauma, right? Because, [00:14:58]you know, [0.1s] I'll talk to these, [00:15:01]these [0.0s] people who, [00:15:02]you know, [0.2s] have dealt with some kind of trauma. [00:15:06]And [0.0s] so they worry about being bad ladies, but they are really worriers and they're amazing savers. So they have all this money that they have saved sitting in a savings account, and [00:15:18]they're just kind of like they're [1.4s] they're moving the for. I don't know what to do. [00:15:22]I'm going to be a bag lady and [1.2s] all my buddies to the cash. [00:15:26]And [0.0s] but I'm worried [00:15:29]and I'm just like, So my mindset, [1.4s] that's my mindset. So, you know, you kind of have to uncover like, what is this right? [00:15:36]What makes you think you're going to be back? [1.2s] And the great thing about finance and why it Mary so well with, [00:15:42]you know, [0.1s] mindset is you can show people you don't just have to tell them [00:15:46]like [0.0s] the numbers don't lie. [00:15:47]Let's look at the numbers. Let's have a debate. [2.6s] Let's look at what the numbers say and how they relate to your circumstances. Let's look year-by-year your lifestyle, and let's look at how much cash you have coming in taxes. You can actually [00:16:02]like, [0.0s] plan it out and use really low returns. And are you OK? Yes or no? And if not, why? And what can we do about it? And that's what gives people peace of mind. [00:16:15]Like, [0.0s] I love it. I love telling people the numbers tell the story.
Melanie Barr [00:16:19] What are two or three initial steps or tips that you think are the most important that you can share with us about financial planning?
Jackie Porter [00:16:28] [00:16:28]What are the three most important, I think [1.7s] the first one is 00:16:32 just [1.5s] being prepared to be on a journey when it comes to your finances, so you don't have to solve every single problem. [00:16:42]It's kind of like, you know, [1.6s] again, going back to my own journey and I talk about weight loss, like you don't go to the gym one day [00:16:50]and you know, [0.8s] you can spend five hours there, what? You're not going to lose all the weight if [00:16:55]it's this, [0.3s] it's this practice, right? So I think if we start with that mindset of some, it's something I got like, I've got this, I'm going to figure this out. I've got this and whatever I can't figure out, I'll seek help where I need it, and I'm I'm going to just keep working at it. So just come in to looking at your finances the way you look at it and anything that you you really want to achieve or overcoming might change your mind about the fact that it's [00:17:24]something that's [0.3s] not something that you can do because women tend to get intimidated. They're not confident. They feel like it's something that they can't do. So first [00:17:32]and foremost, [0.1s] change your mind about that. And then the second is, [00:17:36]you know, [0.1s] practice. So take those little baby steps, [00:17:41]you know, [0.2s] look at your finances and think, What do I need to learn about [00:17:45]with [0.0s] what's the thing that's burning in my mind? Is it about investing? Is about learning about the markets? There's so many different ways, if that's what you want, that you can get help around. There's so many online resources. I had a ton of resources on my website. [00:18:01]There's a ton of resources out there. [1.5s] You want to learn about the stock market or you are someone who just wants to get out of debt. That's a big issue as well for people. 00:18:12 [0.0s] And so I think just figuring out what's going on in your finances right now, just based on, [00:18:17]you know, [0.1s] your life and prioritize the things you want to deal with in the next 30 days, in the next year, in the next three years and in the next five years, set some goals for yourself around what you want to see happen around your finances. [00:18:34]You know, [0.1s] identify as well where things might not be going as well. So it just means that you [00:18:41]kind of [0.3s] have to just be honest with yourself and think, Gee, you know, maybe, [00:18:46]maybe [0.0s] I want to learn about investments and I got all my money in a savings account. I really want to put that to work. But on the other side, maybe I've got some credit card debt that I'm not sure what to do with and staring me in the face. And maybe I open up my credit card statement sometimes. But other times I don't know. So just think about what's going well in your circumstances. What are some things you'd like to do to change? [00:19:09]You know, [0.1s] maybe there are dangers in your scenarios that you need to really look at? Or maybe I don't have an emergency fund. I [00:19:14]need to get back. [0.4s] So think about all of that. And [00:19:17]then [0.0s] also think about what you're doing well, then pat yourself on the back because everybody is doing well in something, [00:19:25]you know. [0.2s] So just think about it. Some people tell me, [00:19:27]you know, [0.1s] I'm not really great with money, but I'm a really good income. Mm-Hmm. Or I'm a really good saver, but I don't know what to do with the like. So just [00:19:34]kind of [0.3s] go through your circumstances, just think through for women out there who may or may not be because, [00:19:41]you know, [0.1s] families are busy if you're not involved with the family's finances. Now's the time to start having those crucial conversations with your partner, figuring out where stuff is located first and foremost, right? You know where all the accounts are, you know how they're be managed. I would highly recommend for females and males who may not know about finance to do a financial date night, once a year where you kind of just put everything out in the open. You have all the statements out. [00:20:17]You get the statements, [0.6s] look at where you are. You look at the household expenses. Put the budget out there. You look at it. You talk about what goals you want to accomplish. If you're in a relationship and then you have a nice meal, but you commit to doing that at least once a year, so you're on top of what's going on. The worst thing I see happen is to two scenarios that that make me sad. One is women who are going through a divorce have no idea where anything is. And so they're in these crappy situations where they're settling in a settlement scenario because they don't really know what's going on. They know nothing about finance. They don't actually even know for sure. Whatever they're being offered is going to be enough to carry them, especially if they were not the primary breadwinner. Maybe they work part time because they had kids at home. So now's the time to empower yourself, empower your relationship. By having those conversations, you may have a spouse who wants to get you involved, but they don't know how right? So, oh, really important thing. And then the other thing I see that is just widows losing a spouse, right? And again, not knowing. Where anything is located, so my biggest message to all of you is get involved, get involved in your finances, take charge of your finances and get that mindset. And this is something that you can do. You have got this. It's exciting.
Melanie Barr [00:21:45] Such good advice, and I love how you bring the confidence and the grace. You know, it might not be perfect in some areas, but that's OK. [00:21:52]You know, [0.1s] we can work to get you [00:21:54]to the good, [0.3s] to the place where you want to be.
Jackie Porter [00:21:57] Absolutely. I mean, so and then the last thing is to seek help, like get help where you think you need it. There are people like myself that can help you always figure out who you can work with that you can trust. Always go with your gut if you sit down with someone [00:22:12]like myself [0.2s] and you get an icky feeling. Chances are you're not going to have those conversations. You need to have it. I these days, people are going into second or third marriages and you need you need real talk. You need real advice [00:22:27]to how to figure out [0.9s] how to manage your finances. How to make sure everybody's needs are being met, especially the people who you're bringing into that relationship. There's a lot of conversations [00:22:37]that [0.0s] that need to be had. Another thing I see is women are getting married later, having kids later, and they're coming into relationships with money. So ladies love is not enough. Right? Let me tell you right now, love does not control. It just does. I wish I could say it does. I used to be a therapist, so I'm saying this a therapist and a planner. Right? It's just not enough. So if you're coming into a relationship with money and you're older and keep in mind that women live longer than men, they take off more time for caregiving. And they're there in this scenario, where the big pension benefits, the benefits that they have access to in retirement don't tend to be as much. So if you come into a relationship and for whatever reason, it doesn't work and you have to give away 50 percent of that, what's that going to do to your financial independence and your ability to take care of yourself down the road? So get a prenup or at least have those kinds of conversations? And the reality is, if you're with a partner who you can't have these kinds of conversations where that might be a red flag right there.
Melanie Barr [00:23:46] So true and such good advice. Your team helps to build wealth by looking at a 360 degree snapshot of your client's current and future financials. How does your team help someone do this?
Jackie Porter [00:24:00] What we give like a 30 minute complimentary assessment. So if if you've got people out there who are thinking, you know, I really there's a lot that's happened in the last two years, my goodness, the pandemic. I've lost track of time. Things have gone faster times and slower times. And [00:24:16]I think [0.1s] a lot of us realized that maybe we didn't plan enough for a big what if like this? [00:24:24]Like, [0.0s] who knew it was going to happen? Did you have enough in your emergency fund? And maybe now you're thinking, I don't want to be in the situation. Something like this happens in the future. I want to be prepared. Here's your opportunity to take advantage of our [00:24:37]30 minute [0.4s] complimentary assessment. What we do is we give you that 360 degree look. So we look at how much debt you're carrying. [00:24:46]How to, you know, pay off your debt sooner rather than later. Like, [3.0s] what are the what are the dangers in the circumstances that we were talking about? What is what are you doing? Well, how can we help you emphasize the positive? What are the opportunities that you're missing out on? [00:25:01]We'll give you that 30 minute session. [2.7s] We'll give you that blueprint and then you can decide from there how you want to proceed. If you want to do, if you want to move forward and do a full financial plan, if you want to use this to start thinking through what you're going to do next. We really want to empower as many women as possible over the next decade to embrace their financial future.
Melanie Barr [00:25:24] So great, and it's so needed. What is your strategy for management, for staying on task to accomplish what you set out to do, as well as motivating your teams and the people around you?
Jackie Porter [00:25:35] [00:25:35]You know, [0.1s] I'm actually wearing my sweatshirt tonight. You might see it. It says cheerleader. I love it. I love I love cheerleading on my clients. You know, I actually joke all the time with my clients that you know, the first thing we do when we start working together is we make some commitments to the things that we want to accomplish, right? So my job as an advisor is no different than what a coach would do with keeping you honest. So I call myself a professional mag to my clients. You told me these are the things you want to accomplish. You've given me a timeline. We do it on a regular basis to check in, to make sure that that's the direction you're going. And if know things fall apart, things happen. You know, my job is to reach out to you to make sure the things that you told me you wanted to see happen. Keeping them honest, we're going to do everything we can to get you there. So I'm going to cheerlead you to that. And I love cheerleading. [00:26:29]You know [0.1s] my clients to help them get to their goals. [00:26:31]I love cheerleading [0.4s] my team members to help them see how we can make an impact and show them the possibilities of what we can do as a team to really help the next, [00:26:43]you know, [0.1s] help the next generation of women over the next decade. You know what I mean? So that's really and really my industry. I'm a cheerleader in my industry on what's possible when we can. We can actually shift the narrative on what financial empowerment can look like. It doesn't have to be technical. It doesn't have to be cold. It could be relationship based. It can be fun and it can be approachable. And those are all the things I love talking about in my industry.
Melanie Barr [00:27:12] [00:27:12]I love that, and I love your mission to help women. [2.0s]
Jackie Porter [00:27:15] [00:27:15]To help him improvise just in case people don't on a female audience, I'm slightly biased. [5.7s]
Melanie Barr [00:27:21] [00:27:21]Yeah, me too. I'm with you. [2.3s] Magic happens when we focus on the part of ourselves and our business that brings us joy. What is one tip that you can leave with us today about how you find and live your joy?
Jackie Porter [00:27:36] [00:27:36]You know, [0.1s] I love laughing, and I love bringing the fun to everything that I do. So, you know, I think if I I think the two things that I try to do in my practice with clients, with my team is use humor. [00:27:53]So I take, [0.8s] I take, but I do very, very seriously. But I don't take myself seriously. And I think that's the levity we all need when it comes to our finances is what can we bring the fun? You know, so when clients are mentally stressed out, cracking a joke, poking fun at the situation, you know, making things so that they don't feel insurmountable. I had a conversation the other day, [00:28:16]so I was dealing [0.7s] with the divorce rate and we were talking about, you know, she was married to a very wealthy individual. And, you know, just this transition to a divorce, they being single was going to be, you know, her financial circumstances were going to change quite a bit. So we were talking about her downsizing and moving into this house and she was going to need furniture and she was telling me how she was going to have to spend all this money on restoration hardware, furniture. And I'm like, really restoration like, this is what your kids need. Are you sure about that, right? I'm like, Do you think that your kid knows if they're sitting on restoration hardware or just furniture with mom and dad? Like, let's just figure this out, and we just had a nice little laugh about it, and it was just really a nice way to say, You know what? It's that's not the stuff that your kid cares about, right? If they care, just that you're going to be in their lives and that you are like their North Star. That's really it. That's all the kids care about. And so it's just [00:29:17]kind of [0.3s] reminding people they don't have to take the circumstances seriously. They don't take themselves seriously. Let's just deal with how we can make the circumstances better. Let's use humor, let's use levity and just let's have fun as much as we can. Life's short. And at the end of the day, 00:29:34 [0.0s] the more fun you can inject in someone's day to make them feel good, the more you can motivate them 00:29:41 [0.0s] and make them see possibility. If I can do those things and leave this Earth like I've lived my my best life.
Melanie Barr [00:29:47] So true, I love it. Because when you think of financial planning, you don't necessarily think of fun, but who doesn't want to have fun when they do anything?
Jackie Porter [00:29:55] Totally. Absolutely. [00:29:57]You know, [0.1s] I think most people think I'm going to see a financial planner like going to see a dentist and folks, it doesn't have to be that way. It just added real world finance and real talk around finance is changing, and you just have to demand more and expect that you deserve better. So seek it out. Seek out someone you can have fun with because if they're going to be in your life, you're going to have a relationship with them. [00:30:23]You know, [0.2s] the circumstances around life, life can be really challenging. [00:30:28]And, you know, [0.6s] so having someone that you can have a little bit of levity with while you deal with your life just makes life that much easier. So you could have.
Melanie Barr [00:30:38] Jackie, this has been such a fun and informative conversation. Thank you so much for joining me and joining us today. Can you please tell our listeners how and where they can find you?
Jackie Porter [00:30:49] Yes. [00:30:49]Yes, they can find me. We have a website. It's [4.0s] our contact information is ask Jackie Dot. So ask J.K. Dot. And speaking of fun, we have a fun little quiz. We have going right now. I don't know if you got a chance to check it out or try it yet, Melanie. It's called What Sex and the City lady are you from a financial perspective? If you want to know. Check out our quiz. It's right on when you go on our website and just I. I am Samantha. From a financial
Melanie Barr [00:31:24] perspective, I think my friends would say, I'm Samantha too, [00:31:30]and [0.0s] and I have something I have to admit. I can't believe I'm going to admit this, but when I was 21 or 22, I had just moved to L.A. I had graduated college from Leela Marymount with my business degree, and I was a dancer [00:31:45]and I performed in front a thousand [1.0s] ballet and from when I was little and formed in front of thousands of people. But wow, I wasn't confident speaking in front of people, so I decided to go into acting and try to get my SAG card and get into acting classes because it would force me to get up and speak in front of people and get me out of my comfort zone. So one of the things I didn't have a speaking role, but one of the things that they booked me on I had to be 21 was the Sex and the City episode when they when I can't believe I'm admitting this when the girls came to L.A. and did the episode in L.A. and when they're at Saddle Ranch, I'm standing right behind Sarah Jessica Parker.
Jackie Porter [00:32:25] No way I'm naked and
Melanie Barr [00:32:28] I have my your website and I thought, Oh, I can see myself. I think I'm going to have to tell this story,
Jackie Porter [00:32:37] but is amazing. Well, you know, I'm a huge fan of the show and I know it's coming back and we're seeing some version of it. And [00:32:46]I just, you know, [0.5s] when I was watching the show again, my background therapy. So I'm like, these ladies aren't just personalities, they all have financial personalities that I think would be really interesting and would resonate with people to figure out who they were from a financial perspective. So, ladies and gentlemen, if you want to find out [00:33:04]what kind of financial, [1.5s] what type of personality you are, financial personality you are as they relate to the Sex and the City ladies, because that was a pretty comprehensive group of ladies from that perspective. So check it out. 00:33:17 [0.0s] We have had a lot of fun doing this, so we'd love your feedback on it as well.
Melanie Barr [00:33:21] And when I looked at your website, I thought, Oh, how fun? And now that I've met you and we've had our conversation, I can [00:33:27]totally [0.0s] see where it resonates from.
Jackie Porter [00:33:30] And a fan, so thank you so much, Don. This is amazing.
Melanie Barr [00:33:34] [00:33:34]Yes. Thank you for joining me. [1.5s]
Jackie Porter [00:33:37] [00:33:37]Thank you. I'll see you again on policing. [1.5s]
Melanie Barr [00:33:41] [00:33:41]So hang on, I'm going to stop recording.