Connect with me:


biz money library

Set up your money stuff the right way!


looking for something?

Podcast: Investing 101 – A Conversation with Chloé Daniels


Meg is joined by Chloé Daniels, a 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. Moreover, Chloé believes that investing is for everyone, and she has the expertise to make it easy for you. During this episode, they will share valuable insights and tips to help you take control of your financial future.

Join us as we discuss investing 101:

  • 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 – 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- 
  • Submit Your Questions –
  • Leave A Review- Apple Podcasts or wherever you listen

About Our Guest

Chloé Daniels, the founder of Clo Bare Money Coach and The Lazy Investor’s Course, operates as a money coach, concentrating on assisting people in mastering the art of investing and wealth-building the lazy way. She has appeared on CNBC + Acorns, Entrepreneur, Bloomberg, Business Insider, TIME, as well as in other prominent platforms. She aims to offer education in a fun, easy-to-understand, and overall in an accessible manner. Chloé has gained renown for creating reels and TikToks that not only provide finance tips, but also showcase her terrible dance moves. You can find her on Instagram and TikTok @clobaremoneycoach or at


Meg K. Wheeler, CPA, and Biz Money Coach, hosts this podcast. She is also the Founder of the Equitable Money Project. With a strong mission to turn online educators, service providers, and coaches from Not Numbers People to Badass Money Makers, Meg invites you to Disrupt Your Money. Are you curious and interested in learning more about Meg and the Equitable Money Project? Then find out all the details here!

This podcast is intended for informational & educational purposes only, and is therefore 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