Disrupt Your Money

Investing 101: A Conversation with Chloé Daniels

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Episode notes

Meg is joined today by Chloé Daniels, money coach and founder of Clo Bare Money Coach and The Lazy Investor’s Course, to talk about how to make your money work for you. Investing is for everyone and Chloé makes it easy. 

Join us as we discuss:

  • The difference between a financial advisor and a fiduciary 

  • How financial advisors make their money (spoiler alert: it’s fees and they might be hidden)

  • Why being debt free at all costs is NOT the answer to building wealth

  • What’s up with IUL and whole life insurance products 

  • Chloe’s Money Right Guide http://moneyrightguide.com/ - her free 30 page guide that will take you from developing your money mindset to budgeting to learning how to invest! Plus, it includes a free resource library, free templates, and more! 

  • Need to get your money stuff set up right? Join the Biz Money Library for Free- https://equitablemoneyproject.com/free 

  • Submit Your Questions - DisruptYourMoney.com

  • Leave A Review- Apple Podcasts or wherever you listen

Chloé Daniels, founder of Clo Bare Money Coach and The Lazy Investor’s Course, is a money coach, focused on helping people learn how to invest and build wealth the lazy way. She’s been featured on CNBC + Acorns, Entrepreneur, Bloomberg, Business Insider, TIME, and more. Her ultimate goal is to provide education in a fun, easy to understand, and accessible way, and is known for her reels and TikToks that showcase her terrible dance moves while also providing finance tips. She can be found on Instagram and TikTok @clobaremoneycoach or at clobare.com.


This podcast is hosted by Meg K. Wheeler, CPA and Biz Money Coach and Founder of the Equitable Money Project. Meg is on a mission to turn online educators, service providers and coaches from Not Numbers People to Badass Money Makers. Are you ready to Disrupt Your Money? Learn more about Meg and the Equitable Money Project here!

This podcast is intended for informational & educational purposes only and is not intended as professional financial advice. 


Connect with Meg across social:


Instagram- Equitable Money Project

Instagram- Meg K. Wheeler


Song Credit: Midnight Specials by Ash Nino