Podcasts about financial mindset

The stock market crashes about once every three years—at least a 20% drop. Most investors panic and sell. But if you understood why markets always recover, you'd do the opposite. Brian Feroldi reveals three mechanical forces that guarantee long-term market resilience, transforming market crashes from terrifying events into predictable opportunities. Key Topics Discussed Introduction to Market Resilience (00:00:00) Brad Barrett introduces the concept of understanding market recovery through fundamental mechanics rather than accepting it on faith. Understanding Market Crashes (00:05:00) Brian explains crash frequency: 10% drops every eleven months, 15% every two years, 20% every three years, 30% once a decade, and 40%+ drops two to three times per century. Force #1: Stocks Follow Earnings (00:10:00) The first fundamental force—stock prices track corporate earnings over time. Brian introduces the man-and-dog analogy: the man (profits) walks steadily uphill while the dog (prices) runs wild on an elastic leash. Watch the man, not the dog. Force #2: Earnings Always Recover (00:25:00) Brian breaks down the five-phase economic recovery process: cost-cutting, cleansing, government intervention, innovation, and emergence. The Forest Fire Analogy (00:32:00) Economic downturns function like forest fires—clearing deadwood, eliminating weak competitors, and creating optimal conditions for new growth. The COVID pandemic demonstrated this: remote work jumped from under 10% to over 90% in four months. Force #3: Profits Rise Over Time (00:48:00) Five systematic drivers cause profits to rise: productivity gains, inflation, innovation, geographic expansion, and population growth. These forces ensure long-term upward trajectory despite temporary setbacks. Investor Psychology and Closing Thoughts (00:55:00) Discussion about investor behavior during crashes and the importance of saving this episode for future market downturns when emotional fortitude matters most. Notable Quotes "Stocks follow earnings. As go the earnings of a company or an index, also goes the price or the market value of that same index." — Brian Feroldi "The best time to buy is at the period of maximum pessimism. And the period of maximum pessimism is precisely when you absolutely do not want to buy." — Brian Feroldi "Ninety percent of good investing is how you behave in the 10% of time that things are not going well." — Brian Feroldi "Think of the man walking a dog on an elastic leash. The man represents profits, the dog represents stock prices. Watch the man, not the dog." — Brian Feroldi "Innovation accelerates when times are tough. Necessity is the mother of invention." — Brad Barrett and Brian Feroldi Key Takeaways Google "S&P 500 earnings" and study the 100-year chart showing earnings rather than just stock prices to see the steady upward march of the "man" Save this episode in your investor policy statement to re-listen during the next market crash when you need psychological reinforcement Set up automatic dollar-cost averaging contributions to retirement accounts and commit to never stopping them during downturns Review your asset allocation if you're within 10 years of financial independence to ensure appropriate risk levels and cash cushions Markets typically bottom when news is worst because prices predict earnings recovery 6-9 months ahead Resources and Links Why Does the Stock Market Go Up? by Brian Feroldi The Simple Path to Wealth by JL Collins JL Collins Guided Meditation for Market Drops Afford Anything Podcast with Paula Pant Camp FI Brian Feroldi on YouTube Brian Feroldi on Twitter/X Brian Feroldi on Instagram Brian Feroldi on Threads

Leave an Amazon Rating or Review for my New York Times Bestselling book, Make Money Easy! Check out the full episode: https://greatness.lnk.to/1936DM A Goldman Sachs study found that 40% of people earning over $500,000 are living paycheck to paycheck. That's not an income problem. It's a mindset problem. George Kamel breaks it down as lifestyle creep. The bigger paycheck funds a bigger car payment, a bigger house, a bigger performance of wealth. If every dollar is spent to look rich, you'll never become wealthy. The root cause? Insecurity. The more secure you are, the better you build. The less secure, the more you flex. And if you're eyeing a "can't miss" investment right now, George says the motivation is almost always fear, greed, or pride. He calls them the Three Stooges of wealth building. They feel urgent. They feel smart. They will wipe you out. Sign up for the Greatness newsletter: http://www.greatness.com/newsletter Topics personal finance, wealth building, paycheck to paycheck, lifestyle creep, delayed gratification, financial mindset, money psychology, get-rich-quick, George Kamel, financial freedom Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Retirement doesn’t silence the noise—it just changes it. This episode with Jackie Campbell explores how media headlines, geopolitical concerns, and emotional reactions can derail long-term planning, plus why a structured strategy matters more than ever. The discussion covers investment “buckets,” managing risk in retirement, and avoiding panic-driven decisions. It also highlights real-world scam tactics and how to spot them before they cost you. Plus, reflections from a unique Mar-a-Lago experience and a conversation on work ethic and the American dream add a broader perspective to today’s financial landscape. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com! Follow us on social media: Facebook | YouTube | X | InstagramSee omnystudio.com/listener for privacy information.

Budgeting & Financial Mindset amid Rising Costs - The Return of the Budget BestiesIn this episode, Ella Catherine welcomes back the Budget Besties, Vanessa and Shana, to discuss practical strategies for managing finances during economic uncertainties. They focus on changing the narrative around budgeting, tackling credit card debt, and teaching both adults and children to be financially responsible.Main Topics:How to approach budgeting when costs for gas and groceries are increasingThe importance of setting realistic budgets and automating savingsDemystifying credit scores and minimizing credit card reliancePractical tools: Using your bank's features to organize moneyTeaching children financial responsibility through allowances and accountsThe psychological impact of organized money management on spending habitsResources & Links Join the Budget Besties Debt WorkshopFinancial Coaching for Women Podcast — Over 500 episodes of free financial advice

A dead local meetup group attracted just 5 people to its first gathering at a brewery. Two years later, that same group draws 70+ attendees to structured educational sessions, with newcomers driving across multiple states to participate. The transformation reveals something most personal finance education gets fundamentally wrong. Introduction and St. Louis Group Overview [00:00:00] Jonathan and Brad welcome Kristen Knapp and Allen Hansen to discuss how the St. Louis ChooseFI group became one of the most thriving communities in the country. Rebooting a Dormant Community [00:08:30] Kristen shares how she transformed a dormant St. Louis group after attending Camp FI, starting with brewery meetups and evolving to structured case studies that dramatically increased engagement. The Genesis of FI 101 [00:15:45] The hosts discuss how new members needed basic FI education, leading to the creation of a structured FI 101 program that attracted 70+ attendees and continues to grow. Kristen's Journey to Part-Time Work [00:22:10] Kristen shares her 30-year broadcast meteorology career and how the FI community gave her the confidence to negotiate a part-time arrangement, creating space for her FI Friends Travel venture. Allen's Perspective on Giving Back [00:31:20] Allen discusses his motivation to help others after reaching FI himself, emphasizing that anyone can make mistakes and still succeed on the path to financial independence. Structuring FI 101 Content [00:38:00] The group breaks down the essential components of FI 101: defining financial independence, the shockingly simple math of early retirement, and the financial order of operations. The Importance of Your Why [00:45:30] Jonathan proposes that understanding your personal why for FI should be the foundation of any FI 101 program, making it more compelling than traditional personal finance education. Investment Fees and Opportunity Cost [00:52:15] Brad delivers a detailed breakdown of how investment fees can cost millions over a lifetime, using concrete examples to illustrate the importance of low-cost index funds like VTI. Action Items and Next Steps [01:05:40] Allen outlines the two critical action items for FI 101 attendees: tracking net worth and monitoring spending, while the group discusses cadence for ongoing educational sessions. Preview of FI 201 and Future Plans [01:12:00] The hosts wrap up by discussing plans for a second episode covering FI 201 content and how local groups can iterate and improve their educational programming. Notable Quotes "I created what I wished existed. Nobody else is going to do it. Why not me?" — Kristen Knapp "After fifteen years of marriage, we finally hit broke. I think that resonates with people. We did it all wrong with credit card debt, you name it." — Allen Hansen "You can't save your way to FI. It's just almost impossible. You have to invest those dollars." — Allen Hansen "FI is not this passive endeavor and FI is not just about the nuts and bolts of money. This is about a constantly evolving mental framework." — Brad Barrett "Being around other people on the same path is one hundred percent the reason I've been able to create this life, because I would have never even had the idea or the courage to do any of this." — Kristen Knapp Key Takeaways Your savings rate matters more than your income. Someone earning $50,000 and saving 50% will reach FI faster than someone earning $150,000 but saving only 10%. Investment fees compound negatively. A 1% advisor fee plus 1% fund fees can reduce a potential $7.2 million portfolio to just $3.9 million over 40 years. Your FI number is calculated by multiplying annual expenses by 25, based on the 4% safe withdrawal rule. Understanding your personal "why" for pursuing FI is more compelling than traditional budgeting advice and provides the motivation needed for long-term success. Community makes the difference. Local FI groups provide accountability, education, and the courage to make life-changing decis…

What if planning for memories mattered as much as planning for money? JoePat Roop revisits a powerful conversation with Tim Tebow on intentional living, legacy, and creating experiences with family. Tebow shares how he thinks about finances through the lens of time, purpose, and impact, including setting aside resources specifically for meaningful moments. The discussion offers a different perspective on how values, money, and life goals intersect. For more information or to schedule a consultation call 704-946-7000 or visit BelmontUSA.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Most people don't have a money problem…They have a mindset problem about money.In this episode of Mindset Mastery Moments, Dr. Alisa Whyte sits down with private wealth advisor Richard McWhorter to challenge everything you think you know about success, wealth, and financial security. With over 30 years of experience working with ultra-high-net-worth individuals, professional athletes, and entertainers, Richard breaks down the real reason people build wealth—or lose it.This conversation goes far beyond money.They unpack why high earners still feel stuck, how spending behavior quietly destroys financial futures, and why mindset—not income—is the true driver of wealth.They also dive into:The illusion of “I'll figure it out later”Why athletes and lottery winners lose millionsThe truth about legacy, generational wealth, and responsibilityHow fear of failure keeps people financially stagnantWhy money has no character—but people doIf you've ever felt overwhelmed, behind, or unsure about your financial future, this episode will shift your perspective—and challenge your excuses.

What happens when creativity, money, and purpose all collide? In this episode, Frankie Guida sits down with songwriter and entrepreneur Stokes Nielsen for a wide‑ranging conversation on focus, financial discipline, faith, and life after peak career moments. From lessons learned at the Country Radio Seminar in Nashville to personal stories about family, retirement, and long‑term purpose, Stokes shares how surrounding yourself with the right people and planning ahead shapes both finances and fulfillment. The discussion blends music, money, and mindset into a thoughtful look at preparing for whatever chapter comes next. Schedule a complimentary appointment: A Better Way Financial Learn more about Frank and Frankie's book here! Buy Frank's book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.” Buy Frankie's book! Amazon Best Seller, ""A Better Way to Retire: How a Fiduciary Retirement Planner Can Be the Key to Financial Success" CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops. Follow us on social media: Facebook | LinkedIn | YouTubeSee omnystudio.com/listener for privacy information.

Being debt free is a great goal in retirement. But at what cost? Sometimes paying off that mortgage makes more psychological sense than financial sense. Subscribe or follow so you never miss an episode! Check out Fire Your Financial Advisor on YouTube! Learn more at GoldenReserve.com or follow on social: Facebook & LinkedIn.See omnystudio.com/listener for privacy information.

Retirement doesn’t end investing—it changes how decisions are made amid constant noise. This episode with Jackie Campbell breaks down why long-term thinking still matters after you stop working, and how emotional reactions to headlines can derail smart strategies. The conversation explores bucket-based investing, risk alignment, and the impact of media overload on financial confidence. It’s a practical look at separating signal from distraction while keeping a clear philosophy for retirement years that may last decades. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com! Follow us on social media: Facebook | YouTube | X | InstagramSee omnystudio.com/listener for privacy information.

You think you made it. That's the problem.At some point you crossed a line. You got the promotion. Paid off the debt. Hit a goal you'd been chasing for years. And somewhere in that moment... you told yourself you earned the rest. You earned the exhale. You earned the comfort. And that right there is exactly where most people begin their slow, quiet decline.In this episode of Let's Get Real, Stoy Hall goes straight at the lie that comfort tells you. Not the motivational poster version of this conversation. The real version. The one that names what's actually happening when you stop pushing and start protecting. Your brain doesn't know the difference between safe and stuck. It only knows safe. And the moment life feels settled, it sends you a signal that says everything is fine... even when everything is slipping.This episode covers what comfort actually costs you. Not just money. Not just missed opportunities. Your identity. Your edge. The version of you that had something to prove. Stoy uses real research, real client experience, and real talk to break down why the "I've earned this" feeling is most dangerous before you've actually built anything worth protecting. You laid two bricks. That's not a house.Stoy also draws the line between rest and retreat. Because rest is real and rest is necessary. But retreat is fear in a comfortable outfit. And too many people are calling retreat by the name of self-care and balance and wisdom... when what's actually happening is they are getting out of their own way.This one is a gut check. It's designed to slap you a little bit. Because somebody has to say it and Stoy isn't going to soften it for you. You haven't earned s*** yet. The work isn't done. And you already know it.Watch on YouTube: https://youtu.be/7Px_u14cDiUAs always we ask you to comment, DM, whatever it takes to have a conversation to help you take the next step in your journey, reach out on any platform!Twitter, FaceBook, Instagram, Tiktok, LinkedinDISCLOSURE:  Awards and rankings by third parties are not indicative of future performance or client investment success. Past performance does not guarantee future results. All investment strategies carry profit/loss potential and cannot eliminate investment risks. Information discussed may not reflect current positions/recommendations. While believed accurate, Black Mammoth does not guarantee information accuracy. This broadcast is not a solicitation for securities transactions or personalized investment advice. Tax/estate planning information is general - consult professionals for specific situations. Full disclosures at www.blackmammoth.com.

Retirement feels impossible for millions of Americans—but the math and the mindset tell a different story. On this episode, Steve Hoyl & Derrick Caldwell of the Hoyl Financial Group break down why so many people believe they’ll work forever and how income—not just savings—drives real retirement confidence. From Social Security shortfalls to hidden spending habits, they explore common roadblocks, emotional decision‑making, and the power of intentional planning. The conversation reframes retirement as a series of controllable choices, not an unreachable finish line. Get Your Complimentary Retirement Analysis Social Media: Facebook | X See omnystudio.com/listener for privacy information.

Send a textDarla Bishop likes to talk about a family's relationship with money, like money is a person. The more I listened to her and thought about it, the more I recognized the parallels. A negative relationship with money, like negative interpersonal relationships, creates anxiety and fear, but a positive relationship is associated with health and longevity. In this episode, Darla and I discuss this and her ideas for improving kids' relationships with money. More information about Darla is at talkingaboutkids.com.

What's the best way to design an infinite banking policy? In this video, Brent Kesler, founder of The Money Multiplier, joins Caleb Guilliams to break down whole life insurance designs for infinite banking, specifically comparing 40/60 vs 80/20 policy structures and Nelson Nash's original intentions. The discussion also includes a debate on term riders, when they help, when they hurt, and how they affect infinite banking strategies over time. Watch the First Interview with Brent where he explains how he paid off $1M in debt in 2 years - https://youtu.be/cHTmpSU-nzQ Want a Life Insurance Policy? Go Here: https://bttr.ly/bw-yt-aa-clarity Want Us To Review Your Permanent Life Insurance Policy? Click Here: https://bttr.ly/yt-policy-review 00:00 Introduction 01:50 Infinite Banking and Debt Payoff Strategy 02:07 Changes to Infinite Banking 03:30 The "Nelson Plan" (40/60) 04:12 Policy Design Philosophy: Base, PUA, and Term Riders 05:01 Long-Term Efficiency and Base Premium 05:57 MEC Limit and Term Riders 06:59 Base, PUA, and Term Riders Definitions 12:00 Higher Base vs. More PUA 18:25 Flexibility in PUA Riders 19:19 Starting Additional Policies 20:40 Rule of Maximizing Current Policies 23:07 Adjusting Premiums on Multiple Policies 27:19 Minimum Premium and Income Ratio 28:34 The "10 Times Your Age" Rule 29:27 Tax Liability 35:46 Death Benefit, Rate of Return, and Financial Mindset 38:03 Internal Rate of Return (3.5% to 5%) 39:45 Actual Rate of Return vs. Average Rate of Return 42:28 The Value of Convertible Term Insurance 43:36 Human Life Value vs. Starting Small Whole Life Policy 47:14 Life Insurance as the Only Guaranteed Payout Insurance 48:53 Buying Cars and Using Other People's Money 49:18 Separating Policy Growth 51:54 Using Bank's Money for Investments 54:34 Danger of Using Banks if Undisciplined ______________________________________________ Learn More About BetterWealth: https://betterwealth.com ==================== DISCLAIMER: https://bttr.ly/aapolicy *This video is for entertainment purposes only and is not financial or legal advice. Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

SummaryIn this engaging conversation, Monica Kaufman, a certified financial planner, shares her journey into financial planning and the importance of understanding money scripts. She emphasizes the need for a mindset shift around money, the creation of systems for financial success, and the role of relationships in managing finances. Monica also discusses overcoming the fear of financial numbers, the importance of intentionality in financial giving, and the taboo surrounding discussions about money. Ultimately, she empowers individuals to take control of their financial futures and encourages them to be optimistic about their financial journeys.TakeawaysMonica's journey into financial planning began with a desire to help people solve their financial problems.Understanding money scripts is crucial for changing one's relationship with money.Mindset shifts are necessary for overcoming financial fears and achieving success.Creating systems is more effective than relying on willpower alone.Relationships play a significant role in financial management and communication.It's important to have open discussions about money within families to break the taboo.Intentionality in financial giving can create a positive impact on one's financial mindset.Financial organization is key to managing money effectively and avoiding chaos.Setting realistic financial goals requires understanding one's financial situation and capabilities.Empowering individuals to take control of their finances is essential for long-term success.Chapters00:00 Introduction to Financial Planning Journey03:18 Understanding Money Scripts and Their Impact06:08 Shifting Mindsets Around Money09:21 Practical Steps to Overcome Financial Fear12:25 Building Systems for Financial Success15:10 Navigating Couples' Finances18:22 Creating Trust in Financial Relationships20:59 Building Trust and Financial Goals in Relationships22:32 The Importance of Financial Organization24:31 Intentionality in Financial Giving25:57 Understanding Financial Health and Performance28:51 Setting Realistic Financial Goals31:38 Overcoming the Taboo of Money Conversations37:17 Empowerment Through Financial EducationNewsletter and Blog: https://benjaminlee.blogAll my Podcasts: https://icandopodcast.comBooks: https://benjaminlee.blog/books-2/Apparel: https://benjaminlee.blog/resources/#!/

What happens when you reach retirement with millions saved—but realize you never learned how to enjoy it? Brandon Bowen explores the surprising regrets of over‑savers and why unspent wealth often reflects fear, habit, or lack of planning. Through real client stories—including retirees who waited too long to travel and those finally learning to loosen their grip—he highlights how purpose, memories, and intentional strategy shape a more meaningful financial life. This episode challenges listeners to rethink what their money is truly for. Like what you hear? Get a second opinion today: bowenwealth.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

What if the biggest threat to your retirement isn’t market volatility — but an outdated mindset? In this episode, Abe Abich breaks down why so many retirees worry they’ll run out of money, even when they’ve saved millions. He explores how shifting from pure growth to a balanced income‑focused strategy can create more confidence in retirement. He also discusses real examples, common misconceptions about dipping into principal, and the practical financial instruments that support steady income. A clear, empowering look at what it takes to transition successfully into retirement. Schedule your complimentary appointment today: TheRetirementKey.com Get a free copy of Abe’s book: The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Joyce Marter is an internationally recognized psychotherapist, speaker, and author who helps individuals and organizations elevate mental health, leadership, and financial well-being. With over 25 years of experience, she has partnered with Fortune 500 companies, universities, and global associations. Joyce is the author of The Financial Mindset Fix: A Mental Fitness Program for an Abundant Life and a trusted expert featured in Forbes, Psychology Today, and numerous media outlets. Known as America's Workplace Therapist, Joyce empowers professionals to strengthen emotional resilience, improve financial mindset, and thrive with balance and authenticity.SHOW SUMMARYIn this episode of the Selling from the Heart Podcast, Larry Levine and Darrell Amy are joined by Joyce Marter—psychotherapist, speaker, and bestselling author. Joyce shares powerful insights on the essential connection between mental health and sales performance. She explains how mindfulness, emotional awareness, resilience, and detachment from outcomes can help sales professionals reduce stress and prevent burnout. Joyce also highlights the importance of self-worth, compassion, and developing a healthy financial mindset. This heart-centered conversation offers practical tools for personal well-being, leadership effectiveness, and long-term sales success.KEY TAKEAWAYSMindset is Sales Health: Your mental health is directly linked to your sales performance—prioritizing your mind is prioritizing your results.Cultivate Resilience: Implement mindfulness practices (e.g., meditation, journaling, intentional routines) to systematically build emotional resilience and reduce stress.Practice Detachment: Learn to detach from specific outcomes and financial stress to maintain self-worth and emotional stability, especially during tough cycles.Strength in Seeking Help: Seeking therapy or counseling is a proactive sign of strength, demonstrating a commitment to personal and professional growth.Empathy-Driven Leadership: Sales leaders must prioritize their own self-care and support their teams with empathy, compassion, and a growth mindset.HIGHLIGHT QUOTESSelling from the heart is when we align our unique gifts and talents with a need in the world to the greatest extent possible.If we don't know ourselves, we need to have some of those mindfulness practices to search within.Detachment is a mindfulness practice that allows us to surf the waves of change without gripping. We are observing, not absorbing.It's okay to talk to somebody. This isn't a sign of weakness. It's actually the opposite.

Are you letting “spendophobia” steal your retirement joy? Certified financial planner Mike Douglas shares seven practical steps to overcome the fear of spending, from building a detailed financial plan to understanding the real purpose of money. Explore how mindset, habits, and life experiences shape your approach to retirement, and learn strategies for making the most of your healthiest years. This episode guides listeners through actionable ways to shift from saving to living. Schedule your complimentary appointment today: MichigansRetirementCoach.com Follow us on social media: YouTube | Facebook | Instagram | LinkedInSee omnystudio.com/listener for privacy information.

Join host Kelly Mould and AVP Branch Manager, Brittany Sparks as they discuss building a healthy financial mindset for young professionals. They explore topics like identifying financial priorities, navigating social pressures and creating a sustainable financial future. Tune in for practical advice on developing a mindful approach to money management and achieving long-term financial stability. Submit a question on Your Money. Your Mission.

Emma Edwards (The Broke Generation) explains the psychology behind money such as shame, scarcity, and the beliefs we form as kids. We cover hoarding vs overspending, building self-trust, and aligning money with your values so life feels calm, not chaotic. This episode explores the impact finances have on your mental health with practical tools you can apply today.Timestamps:(00:00) Understanding Money Psychology(00:33) Introduction(02:58) Emma's Journey & Financial Education(06:50) The Emotional Side of Money(19:11) Generational Wealth & Financial Mindset(25:47) Understanding Money Mindset(26:31) Questioning Irrational Money Beliefs(27:36) Balancing Saving and Spending(29:20) Pursuing Financial Security(31:22) Aligning Money with Life Goals(33:47) Navigating Financial Traps(35:13) Final Thoughts and Reflections(42:03) Closing Remarks and ResourcesAccess FREE Move Your Mind training here:https://go.moveyourmind.io/trainingConnect with Nick:Instagram: https://instagram.com/nickbracksWebsite: http://nickbracks.comEmail: contact@nickbracks.com Hosted on Acast. See acast.com/privacy for more information.

So many of us grow up hearing: “Save every penny,” or “Don't waste money.” But what happens when those kinds of money stories start holding us back?In this heartfelt episode of XO Conversations, Dr. Rishma Walji sits down with Cammie Doder and Sandi Bragar, co-hosts of the Money Tales Podcast, to explore the emotional and practical sides of money. ✨ How childhood money stories shape adult decisions

In this empowering and refreshingly honest episode of the Transform My Dance Studio Podcast, Olivia Mode-Cater sits down with Inner Circle mentor Nadine Selinger to talk about a topic many studio owners would rather avoid: their numbers.  Nadine shares her journey from “QuickBooks was like poking me in the eyeballs” to celebrating her Financial Fridays, proving that mastering your finances isn't about being a math person. It's actually about about confidence, systems, and clarity.  Together, Olivia and Nadine unpack how studio owners can move from financial avoidance to financial control, and why profitability doesn't make you less passionate, it makes your purpose sustainable.  Whether you're terrified to open QuickBooks or already tracking every dollar, this conversation will help you face your numbers, strengthen your team, and build a studio that serves you, not the other way around.  You will learn:  Why most studio owners avoid their finances — and how to break the cycle  The four financial habits that shift you from chaos to control  How to make budgeting as creative as choreography  The mindset shift that turns “bad news” into better decisions  How to calculate your profit margins — and what 20% really looks like  Why “it's not personal, it's business” is a form of leadership, not coldness  Practical ideas for getting your team invested in revenue goals  How to gamify finances to motivate staff and celebrate wins  The ultimate reason to get your money right: freedom for your family and your future Whether you're terrified to open QuickBooks or already tracking every dollar, this conversation will help you face your numbers, strengthen your team, and build a studio that serves you, not the other way around.   

About Monica KaufmanMonica Kaufman, CFP®— founder of Harmony Wealth Academy.As a financial planner and behavioral strategist with deep roots in both Wall Street and real-world resilience, Monica believes that true wealth is built at the intersection of mindset, meaning, and money.Monica's work is shaped not just by decades in the industry—but by her personal story as a wife, caregiver, and mother navigating the challenges of severe mental illness in her family. She has learned that clarity isn't a luxury—it's a lifeline.Most people weren't taught how to lead financially. They're overwhelmed, ashamed, or stuck in patterns that no longer serve them. That's why Monica created The Aligned Horizon—a framework for helping people rise above fear, reclaim agency, and build a financial life that reflects who they truly are.Whether she's working with high-income professionals and entrepreneurs, purpose-driven parents, or first-generation wealth builders, her message is this:You are not behind.You are not broken.You're just ready for a new horizon.So the real question is:Are you ready to rise?SummaryIn this engaging conversation, Monica Kaufman, a certified financial planner, shares her journey into financial planning and the importance of understanding money scripts. She emphasizes the need for a mindset shift around money, the creation of systems for financial success, and the role of relationships in managing finances. Monica also discusses overcoming the fear of financial numbers, the importance of intentionality in financial giving, and the taboo surrounding discussions about money. Ultimately, she empowers individuals to take control of their financial futures and encourages them to be optimistic about their financial journeys.TakeawaysMonica's journey into financial planning began with a desire to help people solve their financial problems.Understanding money scripts is crucial for changing one's relationship with money.Mindset shifts are necessary for overcoming financial fears and achieving success.Creating systems is more effective than relying on willpower alone.Relationships play a significant role in financial management and communication.It's important to have open discussions about money within families to break the taboo.Intentionality in financial giving can create a positive impact on one's financial mindset.Financial organization is key to managing money effectively and avoiding chaos.Setting realistic financial goals requires understanding one's financial situation and capabilities.Empowering individuals to take control of their finances is essential for long-term success.Chapters00:00 Introduction to Financial Planning Journey03:18 Understanding Money Scripts and Their Impact06:08 Shifting Mindsets Around Money09:21 Practical Steps to Overcome Financial Fear12:25 Building Systems for Financial Success15:10 Navigating Couples' Finances18:22 Creating Trust in Financial Relationships20:59 Building Trust and Financial Goals in Relationships22:32 The Importance of Financial Organization24:31 Intentionality in Financial Giving25:57 Understanding Financial Health and Performance28:51 Setting Realistic Financial Goals31:38 Overcoming the Taboo of Money Conversations37:17 Empowerment Through Financial EducationPlease take a moment to subscribe to the podcast and to leave me a review! It's how you can invest in the show.Connecting with Monica:https://harmonywealthacademy.com/www.icandopodcast.com

Today's guest is Carl Richards. Carl is a Certified Financial Planner, built and sold an investment firm, and hosts the podcast 50 Fires, which is backed by Chip and Joanna Gaines. He's also the author of The Behavior Gap and The One-Page Financial Plan and his newest book is called Your Money: Reimaging Your Wealth with 101 Simple Sketches. In today's episode, Carl discusses the emotional aspects of money and how our perceptions of wealth can be influenced by societal norms and personal experiences. He introduces concepts like the emotional balance sheet and the overnight test for investment decisions, emphasizing the need to align financial choices with personal goals rather than external pressures. The discussion also touches on the impact of news and social media on financial behavior. (0:00) Starts (1:15) Introduction of Carl Richards (5:32) Emotional aspects of money (12:19) The overnight test (20:26) Focusing on what you can control (24:36) Fundamental investing principles (28:11) Social comparisons and social media effects (32:28) The concept of perceived wealth (37:16) Lifestyle inflation and hedonic adaptation (44:39) Diversification and performance chasing performance (48:22) The impact of news on investments and when to sell (52:13) Scarcity vs abundance mindset (54:51) Celebrating milestones, Carl's future plans, and reader responses ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!  ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Learn more about your ad choices. Visit megaphone.fm/adchoices

Finding a coach or mentor who fluently speaks your spiritual language can completely change your life and business.The presence of the RIGHT mentor can organically elevate your abilities to the next level, allowing you to create more impact on the world around you!I had this thought while recording an episode of Soul Guide Radio with one of my soul clients, EFT practitioner Meike Heitmann. In today's brand new episode of Soul Guide Radio, Meike and I have an incredible conversation about the importance of energetic connection. She reveals the biggest tool in her spiritual toolbox, why she decided to join the latest cohort of Soul Blueprint, and how it feels to be in the presence of your soul mentor!You'll discover:A deep exploration of the EFT modality (and why it's SO effective for releasing trauma) The 3 key purposes of the Soul Blueprint methodology, and how they can amplify your impact in your life and business An invitation that will have you saying a whole-hearted YES to the right mentor - and finding new and expanded ways to heal your energy! Timestamps:00:03 Meet Meike Heitmann00:53 The Impact of Near-Death Experience and Divine Transmission04:07 Deep Dive into EFT and Its Benefits05:03 Meike's Journey and Decision to Join Soul Blueprint08:56 Exploring the Spiritual and Practical Aspects of EFT14:36 EFT for Children and Personal Experiences20:30 The Accessibility and Immediate Benefits of EFT22:01 The Power of EFT: Personal Experiences24:10 Combining Modalities for Enhanced Healing26:34 Integrating Soul Blueprint with Existing Practices28:05 Personal Growth and Healing Through Soul Blueprint32:01 Financial Mindset and Healing38:48 InvitationDid you know that All the ANSWERS about your soul experience are INSIDE OF YOU. If you're ready to claim the key to unlocking them, then join me in SOUL BLUEPRINT - a certification program that reveals how to ACCESS and AMPLIFY your 5 Spiritual Gifts to CLARIFY your soul's unique blueprint, and ALIGN your energy to your soul-guided intentions so that your DREAMS come true.ENROLL NOW at allysonscammell.com/soulblueprint STAY CONNECTED: Soul Guide Circle: JOIN the Soul Guide Circle closed Facebook Group Facebook: FOLLOW on Facebook Instagram: FOLLOW on Instagram YouTube: Follow in YouTube Ready to grow a prosperous soul-guided business? BOOK a free Intuitive Consult Leave a review for Soul Guide Radio (and we'll read it on the air!)

This episode pulls no punches. We're talking about the realities of first-generation wealth building, the systemic oppression that keeps people stuck, and the truth about how legacy gaps can transform into generational growth.I sit down with Dr. LaTanya White—researcher, entrepreneur, and unapologetic truth-teller—to dissect why traditional wealth advice doesn't work for everyone. We break down the weight of starting from scratch, the emotional toll of being the first in your family to build wealth, and why community is the key to not burning out along the way.We cover the myths the media pushes—like “everyone has the same opportunity” or “just invest and wait”—and we shred them with real research and lived experience. From the collapse of the Freedman's Bank to the unseen wealth of America's richest families, we connect the dots on why so many are left behind and how to fight back with knowledge and resilience.Most importantly, Dr. White shares actionable steps: what to read, how to build a vision for wealth, and how to start documenting your family's story today. Because wealth isn't just about money—it's about knowledge, forgiveness, and community.If you're tired of the same recycled advice that ignores your lived reality, this episode will hit you hard. Watch the full video here: https://youtu.be/KeVp7aHgAnkAs always we ask you to comment, DM, whatever it takes to have a conversation to help you take the next step in your journey, reach out on any platform!Twitter, FaceBook, Instagram, Tiktok, LinkedinDISCLOSURE: Awards and rankings by third parties are not indicative of future performance or client investment success. Past performance does not guarantee future results. All investment strategies carry profit/loss potential and cannot eliminate investment risks. Information discussed may not reflect current positions/recommendations. While believed accurate, Black Mammoth does not guarantee information accuracy. This broadcast is not a solicitation for securities transactions or personalized investment advice. Tax/estate planning information is general - consult professionals for specific situations. Full disclosures at www.blackmammoth.com.

Send us a textFinancial expert Paden Squires shares powerful insights on tax planning, wealth building, and entrepreneur mindset strategies to help business owners keep more of what they earn. He explains how proper financial planning goes far beyond basic tax preparation, requiring strategic quarterly meetings and documentation of tax-saving opportunities like the Augusta rule.• Paden's journey from corporate employee to entrepreneur driven by childhood financial anxiety• Most entrepreneurs struggle with financial disorganization and lack clear visibility into margins• Traditional CPAs often only prepare taxes without offering strategic planning or wealth-building advice• The Augusta rule can save entrepreneurs $3-5K annually by renting their home for business meetings• Documentation is crucial for any tax strategy to withstand potential audits• Proper financial mindset requires understanding the balance between delayed gratification and growth• Tracking weekly financial KPIs like margins and cash flow prevents reactive decision-making• Advanced strategies like deferred sales trusts and opportunity zones can significantly reduce capital gains taxes• "With enough time and energy put into something, you can get better at it" - Connect with Paden at squirestaxplanning.com to book a call about your tax situation or find him on social media and his podcast "Behind their Success."Support the showThanks for listening & being part of the Mindset Cafe Community.----------------------------------------------Connect With Devan:https://www.devangonzalez.com/connect----------------------------------------------Follow On Instagram https://www.instagram.com/devan.gonzalez/https://www.instagram.com/mindsetcafepodcastLet me know what topics or questions you want covered so we can help you achieve your goals faster.----------------------------------------------P.S. If you're not already a part of the The Mindset Cafe Community Page I would love to have you be a part of the community, and spread your amazing knowledge. The page is to connect and network with other like minded people networking and furthering each other on our journeys!https://www.facebook.com/groups/themindsetcafe/

In this episode, I, Kat Popova, founder and editor of Create! Magazine and certified master coach, share practical ways for artists and creatives to strengthen their money and success mindset, even during uncertain times. You will learn how to release what is outside your control, rewrite limiting beliefs, focus on your desires and goals, and take small but powerful actions toward the future you want to create. Connect with us: Instagram: @createmagazine Resources: www.createmagazine.co

In this week's episode, we take a decade-by-decade journey through the financial decisions that shape your life. Whether you're just starting out or thinking about legacy, this conversation breaks down the mindsets and strategies that build wealth—and keep it. From building habits in your 20s to making an impact in your 70s, we'll show you how to align your money with your life goals every step of the way. What You'll Learn: Why your 20s are less about getting rich and more about building the right money habits How to avoid lifestyle creep and stay focused in your 30s The make-or-break financial moves of your 40s How to protect your retirement while helping your kids through college What to prioritize in your 50s to set up a strong retirement How to shift from growth to giving in your 60s and 70s --- Reach out at contact@tricordadvisors.com Connect with Jeremiah: LinkedIn: / jeremiahjlee Email: Jeremiah@tricordadvisors.com Connect with Laura: LinkedIn: / laura-lee-59a83610 Email: Laura@tricordadv.com Connect with Randy: LinkedIn: / rkbarkley Email: Randy@tricordadv.com Information and ideas discussed are general comments and cannot be relied upon as pertaining to your specific situation, do not constitute legal/financial advice, and do not create an attorney-client or fiduciary relationship. Examples discussed are fictional. You should consult your own advisor/attorney and do your own diligence prior to making any decisions. Investments involve risk and the possibility of loss, including the loss of principal. All situations are different, and results may vary. Randy Barkley is a life insurance agent CA license # 0518567 and Jeremiah Lee is a California licensed attorney and is responsible for this communication. Advisory services offered through TriCord Advisors, Inc., a Registered Investment Advisory firm.

Snag Our Simplified Budget System!Connect With Us: 1️⃣ Facebook Group – Join the community. Our free group is where the real talk happens. Connect with other women who are learning how to budget, save, and finally feel in control, together. ➡︎ budgetbesties.com/facebook 2️⃣ Automate Your Budget Masterclass – Watch it now, no waiting. This FREE on-demand training shows you how to set up a budget that matches your lifestyle, without tracking every dollar or feeling restricted. ➡︎ budgetbesties.com/automate 3️⃣ Budget – Grab our Simplified Budget System! You don't need another budget, you need a system that does the math, makes the plan, and gives you permission to spend. ➡︎ budgetbesties.com/budget 4️⃣ Private 1-on-1 Coaching – Get a plan and a coach. We'll build your full budget system together, so you always know what to do and feel confident doing it. ➡︎ budgetbesties.com/coaching 5️⃣ Be on the Podcast – Free coaching, real convo. Come chat with us on the show! Get real-time financial coaching and help other women by sharing your story. ➡︎ budgetbesties.com/livecall "I love Shana & Vanessa and this podcast is amazing!"

In this conversation, Kirsten Flory discusses the critical importance of not only earning money, but also keeping it.  She emphasizes the need for careful financial planning, especially when receiving unexpected windfalls.  She advised against impulsive spending on depreciating assets, and encourages listeners to live below their means to build sustainable wealth.  Kirsten highlights the dangers of not planning for future financial stability and the importance of consistent effort in maintaining business momentum. Key Takeaways: How do you keep the money once you've earned it? Don't go out and buy a bunch of dumb stuff If you want to build true wealth, don't blow your money Your lack of planning WILL create emergency situations Plan for the windfall - even before it happens Live below your means - even two levels below The goal is to plan to keep and expand upon the money you earn Kirsten Flory is the President & CEO of Foundations Commercial Real Estate and host of The Small Business Mindset. www.kirstenflory.com 

In this episode of About That Wallet, host Anthony Weaver welcomes Doug Lynam, a former monk turned financial expert, to discuss the profound impact of money traumas and how to overcome them. Doug shares his unique journey from a 20-year monastic life to becoming a money manager, emphasizing the importance of taking responsibility for one's finances. He dives into the psychological aspects of money, exploring how childhood experiences shape our financial behaviors and beliefs.Listeners will learn about the Enneagram personality types and how they relate to money management, including the common pitfalls and strengths of each type. Doug offers practical tips on fostering open conversations about finances with loved ones and instilling financial literacy in children. He also discusses the significance of prioritizing self-care in financial planning, especially for those in the Sandwich Generation.

If you've ever told yourself, “I'm just bad with money,” this episode is for you. In this powerful conversation, TEDx speaker and money mindset coach Dave Won joins host Stephen Courson on the LifeBuilder Podcast to dismantle the limiting beliefs that keep people stuck in financial frustration.Together, they explore the emotional and psychological patterns that shape our relationship with money—often more than logic or math ever could. Dave shares insights from his TEDx Talk and years of coaching, revealing how financial behaviors are driven by unconscious stories we tell ourselves and inherited mindsets we never questioned.Whether you're trying to pay off debt, build wealth, or simply feel more confident in your financial decisions, this episode will challenge the myth that you're "bad with money" and offer a new framework for financial empowerment and emotional awareness.Topics Covered:Why most people aren't actually “bad with money”The role of childhood, trauma, and emotions in financial decision-makingHow to shift your money mindset and create lasting changeCommon self-sabotaging behaviors and how to overcome themWhy understanding behavioral finance is the missing piece to building true wealthPerfect for anyone interested in personal finance, money psychology, and self-improvement, this episode is both practical and empowering.Please Give A Review If you like the show, it'd be awesome if you could take 10 seconds and leave a review on Apple Podcasts (click here to leave a review) Connect With Stephen Visit our website at www.lifebuilder.co Connect with me on LinkedIN Get the show and additional episodes on YouTube About the Podcast If working a 9-5 for 60 years so you can retire with a little money and die a few years later is what you want to do, then this is not the podcast for you. Stephen is an executive coach that works with ambitious people to build the life that they want, personally and professionally.This podcast is about contrarian investment strategies around time, energy and money to build the 4 types of wealth and utilize lifestyle design to create the life we want. The interviews are with hi-earning individuals on how they make money so you can copy us and grow wealth too! Reaching that first $100k milestone is crucial and then the game changes.Learn how the wealthy view time, energy and money so you can apply these proven strategies to your life.

In this brutally honest and empowering episode of the PivotMe podcast, April dismantles the all-too-common fear that many small business owners face—looking at their own finances. April breaks down why we avoid the numbers, how delusion serves us early on but kills us at scale, and the mindset shift required to lead like a true CEO. She delivers real talk on separating self-worth from spreadsheets and how to stop letting shame run your business. Key Takeaways: - Avoidance of finances isn't about capability—it's about emotional fear. - Early-stage business needs delusion; scaling needs discipline. - Your numbers aren't a judgment, they're data. - A weekly “money date” ritual can transform your business outlook. - Facing finances leads to freedom and better decision-making. Actionable Items: - Reframe your mindset around numbers—they're not personal. - Start small: look at one report or even just your bank account. - Schedule a 30-minute weekly “money date” to review finances. Quotes: • “Your numbers are data, not damnation.” • “You are not your gross margin.” • “Avoiding the numbers doesn't stop the bleeding—it makes the wound worse.” Want the 6-step framework to review your finances without spiraling? Email info@theaprilgarcia.com to get the free one-pager that helps you lead like a real CEO. --------- Want to be part of a transformative experience for entrepreneurs and leaders?

Embracing Transformation with Caramie BakerIn this episode of The Samantha Parker Show, Samantha Parker sits down with her long-time friend Caramie Baker, who has been on a transformational journey of self-discovery.They discuss Caramie's work in helping individuals develop a healthy relationship with money, the significance of overcoming mental obstacles, and the importance of staying true to oneself.The conversation also touches on personal stories, family dynamics, and the power of faith and spiritual growth. Caramie shares insights into her event, the Freedom Formula, which aims to inspire and equip individuals with tools to achieve freedom in various aspects of their lives.00:00 Welcome to the Samantha Parker Show00:22 Podcast Beginnings and Upgrades01:40 Introducing Caramie and Her Transformation Journey02:14 Overcoming Doubt and Embracing Change05:22 Spiritual Growth and Trust in God14:30 Financial Mindset and Money Management20:47 Personal Growth and Support Systems24:41 The Turning Point: Making a Life-Changing Decision25:37 Finding Comfort in Small Pleasures25:56 Family Connections and New Beginnings26:37 Embracing Personal Growth and Breakthroughs28:16 The Power of Voice and Expression30:30 Overcoming Mental Struggles39:58 Family Meetings: Celebrating Wins and Failures44:26 Future Plans and Flexibility46:00 Conclusion and Final ThoughtsStep into Your Sober Era! Are you ready to embrace a life of clarity and empowerment? Let's embark on this transformative journey together! [Subscribe Now ➔] Sam's Sober Stack | Samantha Parker | Substack Want to Work with The Samantha Parker for Content Management CLICK HERE Follow me on TikTok https://www.tiktok.com/@samanthaparkershow YouTube https://www.youtube.com/@thesamanthaparker Instagram https://www.instagram.com/thesamanthaparker/

In this riveting episode of Mindset Mastery Moments, Dr. Alisa sits down with Damion Lupo—a serial entrepreneur, financial disruptor, and founder of over 70 companies—for an unfiltered conversation on failure, wealth, and the mindset that separates surviving from thriving.Damion shares his raw journey from losing a $20 million portfolio and facing homelessness to rebuilding a 9-figure empire across real estate, construction, retirement systems, and beyond. With wisdom born from the fire, he breaks down how failure became his greatest teacher and how strategic patience and purpose-driven action now guide every move he makes.From launching his first business at 11 to revolutionizing construction through his company FrameTec, Damion reveals the core mindset shifts that fuel long-term success—including how to avoid costly wealth-building mistakes, why trust is the real currency in leadership, and why choosing progress over perfection can unlock your next level.Whether you're navigating setbacks or scaling new heights, this episode will challenge how you view wealth, leadership, and purpose—and invite you to redefine success on your own terms.Key Takeaways:Why hitting rock bottom was the catalyst for Damion's exponential growthThe 2 biggest mindset mistakes that sabotage wealth (and how to avoid them)How to align business with mission and create value-driven empiresThe real reason trust—not transactions—is the foundation of leadershipHow FrameTec is transforming the construction industry with sustainability and speedWhy active participation in finances, business, and relationships matters more than everDamion's 10-year blueprint for financial freedom (available for free)

What if your biggest financial obstacle isn't your income or expenses, but your mindset? In this re-released episode, we're revisiting one of our most popular conversations. Originally recorded in 2020 as a follow-up to our discussion on having an abundance mentality, this episode explores how your thoughts, beliefs, and emotions around money can directly shape your financial future. Bill and Anastasia break down the subtle (and not-so-subtle) ways negative beliefs about money can hold you back. You'll hear practical strategies for identifying limiting thoughts, shifting into an abundance mindset, and staying positive. Whether you're working toward financial independence or simply trying to feel more confident with your money choices, this episode will help you reset your mindset and approach wealth creation with intention. Topics Covered: How negative beliefs about money develop (and how to reframe them) The impact of social media and news on financial confidence Why abundance thinking is essential for long-term success Simple mindset shifts that can change your financial trajectory Questions or feedback? Email us at askcreatingwealth@taberasset.com and don't forget to subscribe and share if you find this helpful! Related Episodes: Having an Abundance Mentality 5 Reasons You Should Have an Abundance Mentality  

In this conversation, Stephen Schmidt interviews Sam Hindo, a real estate entrepreneur who shares his unique journey from aspiring lawyer to successful real estate investor. Sam discusses the pivotal moments in his life, including being kicked out of his family home, which motivated him to pursue real estate. He reflects on the influence of family dynamics, cultural beliefs about money, and the importance of taking risks. Throughout the discussion, Sam emphasizes the significance of finding one's 'why' and the drive to achieve financial stability and independence. In this engaging conversation, Sam Hindo and Stephen Schmidt explore various themes including the wisdom of children, the definition of success, cultural insights on wealth, the balance of patience and urgency in business, the importance of communication in real estate, and the role of personal journeys in shaping one's career. They share personal anecdotes and insights that highlight the complexities of navigating life and business, emphasizing the need for patience, understanding, and adaptability.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Jared tackles the often misunderstood subject of money, framing it as a vital tool and resource for living a fulfilled life. Through personal anecdotes and practical advice, he delves into understanding expenses and income, creating effective financial plans, and making investments that align with one's goals and dreams. Jared also emphasizes the importance of having a constructive mindset towards spending, treating each transaction as an investment with expected returns. Whether it's planning for future ventures or managing everyday expenses, this episode aims to empower listeners with knowledge and strategies to master their financial destinies and start truly living their lives.00:12 Understanding Money as a Tool01:54 The Importance of Knowing Your Money03:21 Fixed vs. Variable Expenses06:12 Creating a Wealth Creation Plan06:29 The Power of Credit Cards09:53 Saving with Purpose18:04 The Power of Investing in Everyday Expenses18:30 Mindset Shift: Viewing Expenses as Investments18:53 Gratitude for Modern Conveniences20:05 The Value of Everyday Purchases23:55 The Flow of Money and Energy26:11 The Importance of Giving and Tithing29:38 Final Thoughts on Financial Mindset

In this special episode I welcome Bronson Hill. His accolades are too numerous to mention but let me say he's a highly successful investment professional, author, speaker, leader and all around great guy! We discuss finances, purpose, mindset, etc. in this all-encompassing podcast. Enjoy and learn a few things my friends!————————————————————You can join the conversation Live every Monday at 6 pm ET on Facebook & YouTube! Check out my new book Down to Earth The Spiritual Beings Guide to a Happy, Human Experience. Available on Amazon and Barnes & Noble, in digital and paperback!For Life Coaching, Exclusive Content, or More Info: GlennAmbrose.comHave you joined the new community Loving Nation in the Glenn Ambrose Academy yet?To help support my work and the free content I provide, please donate HERE

In this episode of ThimbleberryU, we step behind the curtain of financial planning to unpack what makes a financial plan succeed—and just as importantly—what can derail it. We kick things off with a discussion about structure and intentionality. Amy Walls explains how her team at Thimbleberry Financial organizes their schedules to be proactive and client-focused. By setting clear availability and reserving space for strategic planning and internal work, they're able to show up fully prepared for client meetings and respond effectively in between.We then explore how life events, especially the big and unexpected ones, impact planning. Medical diagnoses, large expenses, home changes, or receiving an inheritance—all of these can affect a financial strategy. We emphasize the importance of timely communication: the sooner we know, the better we can adjust the plan. Amy also reminds us that “big” is subjective. Our financial mindset and values shape how we define major changes, and that's part of the data that matters, too.Speaking of data, we clarify that every document request serves a purpose. Whether it's retirement summaries or tax returns, we ask only for what might improve the accuracy and depth of our advice. Sometimes, those pieces of information reveal benefits or pitfalls that clients weren't even aware of, significantly shifting their trajectory. Taxes, in particular, often catch people off guard, and without returns in hand, it's tough to diagnose the real issue.As we dig deeper, we confront ambition versus reality. When clients want to retire early but aren't on track for a more standard goal, we stress the importance of honest evaluation. If you're not ready to make the changes needed to hit the baseline, it's not useful to explore stretch goals. It's not about being harsh—it's about using everyone's time wisely and avoiding decision fatigue.We close by highlighting what a successful client-advisor relationship looks like. Clear communication, timely data, and realism about trade-offs are essential. When clients are engaged, responsive, and honest about what's possible, we can offer not just sound advice, but advice that truly improves lives. Financial planning works best when both advisor and client show up ready to collaborate with transparency and intention. To get in touch with Amy and her team at Thimbleberry Financial, call 503-610-6510 or visit thimbleberryfinancial.com.

In this episode of the Know Your Numbers REI podcast, host Chris McCormack welcomes special guest Rachel Wortman, author of "The Money Mandate" and three other books. Rachel shares her inspiring journey of moving to Oklahoma City to plant a church and how a pivotal moment led her and her husband to embrace a bivocational lifestyle.Rachel and her husband, Grant, manage 3 real estate-related businesses under the Wortman INC brand, including Chamberlain Realty in Oklahoma City. Their real estate brokerage is the second largest in Oklahoma City. They are home to more than 340 real estate agents who have helped them amass over 2.5 billion dollars in sales volume over the last 8 years. She now coaches Kingdom Leaders who desire to harness their potential, unlock their anointing, and build a life of true wealth!Whether you're an entrepreneur, a business owner, or someone looking to deepen your understanding of faith and finances, this episode is packed with valuable insights on faith, entrepreneurship, and the impact of financial literacy in their lives.. Don't miss out!••••••••••••••••••••••••••••••••••••••••••••To connect with Rachel Wortman, visit her Social Media Platforms:Facebook: https://www.facebook.com/profile.php?id=100063676208432Instagram: https://www.instagram.com/rachelwortman/LinkedIn: https://www.linkedin.com/in/rachel-wortman-4597aa202/Website: https://rachelwortman.com/••••••••••••••••••••••••••••••••••••••••••••➤➤➤ To become a client, schedule a call with our team➤➤ https://www.betterbooksaccounting.co/contact••••••••••••••••••••••••••••••••••••••••••••Connect with Chris McCormack on Social Media:Facebook: https://www.facebook.com/chrismccormackcpaLinkedIn: https://www.linkedin.com/in/chrismccormackcpaInstagram: https://www.instagram.com/chrismccormackcpaJoin our Facebook Group: https://www.facebook.com/groups/6384369318328034→ → → SUBSCRIBE TO BETTER BOOKS' YOUTUBE CHANNEL NOW ← ← ← https://www.youtube.com/@chrismccormackcpaThe Know Your Numbers REI podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.

Frances Joseph is a fractional CFO who helps law firm owners gain clarity, confidence, and control over their finances. With a deep understanding of both accounting and mindset, Frances joins the show to talk about why lawyers need to stop treating their business like an afterthought and start building something sustainable. This episode is a must-listen for anyone running—or dreaming of running—a law firm.Financial Mindset & Profit FirstFrances is a firm believer in "Profit First"—a model that flips traditional accounting on its head. Instead of treating profit as what's left over, her clients decide on their profit upfront and spend only what's left after setting that money aside.“The regular accounting formula is revenue minus expenses equals profit. And we're now saying revenue minus profits equals expenses,” shares Frances Joseph in Episode 192 of You Are a Lawyer.She also helps clients deal with money shame, scarcity mindsets, and the fear of being financially visible. For Frances, numbers aren't scary—they're powerful tools. She makes accounting approachable and fun, and she helps lawyers feel in control of their future.LISTEN TO LEARNHow and when to hire a CFO for your firmWhat it means to create a profitable business from day oneThe mindset shift that makes lawyers confident about moneyWE ALSO DISCUSSWhat it looks like to exit your law firm, even years from nowWhy lawyers often fear financial visibility—and how to overcome itHow the "Profit First" method helps law firm owners take controlJoin the FREE mailing list!Get behind-the-scenes content from You Are A Lawyer. 1) Visit www.youarealawyer.com2) Add your email address to the Subscribe pop-up box OR3) Enter your email address on the right side of the screen4) Get emails from me (I won't fill your inbox with junk)!Interact with You Are A LawyerKyla Denanyoh hosts the You Are A Lawyer podcast. Follow the podcast:YouTube: https://www.youtube.com/@youarealawyerWebsite: https://www.youarealawyer.com

Want a fresh set of eyes on your business? Get ahead of the chaos—book your call now: https://calendly.com/spf-leo/spf-mastermind-discovery-call What's up, guys—Uncle Vinny here.I'm back behind the mic after some travel and life stuff… but this one's important.We're diving into two big topics today: tariffs and retention—and how both are about to smack gym owners right in the face if you're not paying attention. I break down what I've learned from some seriously smart finance people (not from watching the news), and explain how this stuff could affect your clients and your business.But most importantly—I'm sharing exactly what we did at Gabriele Fitness to drop our attrition rate to 1.5%. That's the lowest it's ever been. I'm talking real strategies, real results—no fluff. If you're trying to keep your members happy, showing up, and not canceling, you'll want to hear this one. Top 5 Key PointsFocus on What You Can Actually ControlYou can't control the economy, politics, or what China does. But you can control your fitness, your food, your time, your team—and how hard you work. Do that.Fear is in the Air—That Affects SpendingTariffs are creating uncertainty, and uncertainty makes people think twice before spending money. If your clients feel unsure, your gym could end up on the chopping block—unless you show them you're worth every penny.Keep What You've GotWhen it gets harder to bring in new leads, your best bet is to double down on the clients you already have. Our motto: Operation: Don't Lose Anybody. That's how we cut attrition to 1.5%.Add Real Value (Not More Sessions)Personalization, connection, and community win. Automated birthday emails don't cut it. We did stuff like personalized holiday videos and ran an epic March Madness event just for members. That's what people actually care about.Don't Be Afraid to Lead HardWhen someone tries to cancel or go on hold, challenge them. Remind them why they started. People are secretly begging to be led—especially in times like these. Be the leader they're looking for. Want a fresh set of eyes on your business? Get ahead of the chaos—book your call now: https://calendly.com/spf-leo/spf-mastermind-discovery-call If you're a gym owner seeking answers on how you can grow your gym, make more money, and have more freedom to do what you love, visit www.vincegabriele.com or book a call by CLICKING HERE!

Pre-order⁠ my book, Healing Clinician Burnout, How to Revive Your Life and Career, Available 4/18/25If you've been living in survival mode—numbing out, overworking, and ignoring your own needs—your relationship with money might be a reflection of all that.In this episode, Hope dives into the hidden connection between burnout, self-worth, and money mindset—especially for healthcare professionals who've spent years sacrificing themselves for the job.You'll explore how childhood beliefs about money and success can lead to guilt, restriction, and a chronic sense of “I haven't earned it yet.” Sound familiar? Whether you're hoarding PTO, hesitating to invest in your own wellness, or judging yourself for wanting a massage or a vacation, this episode will help you see how financial healing is part of burnout recovery.We'll talk about:

Learn more about The Excellent Life Coaching Program here: https://www.seekingexcellence.us/coaching-1Become a Locals member here:  https://www.seekingexcellence.us/coaching-1In this episode of Seeking Excellence, Nathan Crankfield shares his experience of becoming a father of two, reflections on paternity leave, and the challenges of parenting. He discusses the emotional journey of welcoming a new child, the importance of building momentum after time away from pursuing a goal, and offers insights on growing in patience during suffering. Nathan emphasizes the need to stay the course during uncertain times and the value of investing in oneself for personal growth, even in this chaotic economy! Chapters00:00 Transitioning To A Family of Four11:35 The Birth Story: Welcoming Rosalia19:11 Paternity Leave: A New Perspective23:23 Navigating Challenges: Patience and Growth28:53 Balancing Family Life and Work32:13 Strategies for Transitioning Back to Work38:20 Investing in Personal Growth and Development40:04 Navigating Economic Challenges and Financial Mindset

Here's the real reason you're still broke…We've been lied to our whole lives — told we have no power, that we're not good enough. And because of that, we don't feel worthy. Not worthy of love. Not worthy of success. And definitely not worthy of money.But that couldn't be further from the truth.To break down this toxic conditioning and open you up to a whole new way of thinking, I sat down with my dear friend and financial advisor, Lisa Williams. We dug deep into the spiritual and practical sides of financial prosperity — and how worthiness is the missing link.If you're ready to finally break the cycle and step into financial freedom, this episode is for you.Tune in.Book a Call with Lisa: https://calendly.com/lisawilliamsco/your-kingdom-callingBook a Call with me: https://mail.prosperityapproach.com/widget/booking/cOUYdPNRmmSFRQLTWy5t—✨ Effortless success for the ambitious & god-centered woman begins here. Learn more about The Prosperity Approach here: https://allysonchavez.com/—Key Takeaways:00:00 Intro 00:49 How we can help you02:18 Financial freedom and spiritual growth 07:49 Being an obedient rebel 13:13 Let's talk!15:01 Outro—Additional Resources:- Reach out to me on social media:InstagramFacebookLinkedInThe Prosperity Approach is a podcast showing ambitious, God-centered women how to master their inner game so they can lay down the struggle, manifest their dreams, and LOVE life as they go.- Follow the podcast on your favorite app, so you never miss an episode! Click HERE.- I'd be so grateful and honored if you took the time to leave a rating and review.

The insightful Rachel Madorsky, a renowned psychotherapist, executive coach, and best-selling author joins Anjel B Hartwell on Wickedly Smart Women. Rachel's book, "How to Love Yourself in Less Than a Week and Also for the Rest of Your Life," serves as a beacon for women striving to nourish and thrive in demanding environments. Rachel reflects on her childhood experiences and how they shaped her understanding of self-love. Despite early adversity, including a mother struggling with addiction and depression, Rachel found her way to a prosperous career helping others. She shares her unique journey from working in corporate America to founding her own private practice and eventually venturing into executive coaching. Throughout the episode, Rachel emphasizes the importance of replacing the culture of overwork with relaxation, ease, and intentional self-care. She advocates for pressing the "easy button" in life and reveals how critical inner work can remove obstacles to success. Listeners will be inspired by Rachel's transformative story, learning practical ways to feel and live better starting today. Key takeaways include actionable steps for self-love, techniques to manage nervous system responses around money, and the revolutionary idea of deserving rest and joy. Don't miss this empowering talk that's bound to reshape your notions of success and personal well-being. What You Will Learn  What childhood experiences shaped Rachel Madorsky's understanding of self-love, and how did her upbringing influence her career path? How does Rachel describe the initial sense of self-love that babies inherently have, and what changes occur as life progresses? What role did Rachel's relationship with her mother and stepmother play in her understanding of love and self-worth? Why did Rachel choose to pursue a career in psychotherapy and executive coaching, and how did her early aspirations of being an actor influence her professional journey? What were some challenges Rachel faced in transitioning from a corporate job to starting her own private practice, and how did she overcome them? How did improv comedy and joining comedy sports help Rachel move through a period of depression and transform her career? What strategies does Rachel suggest for overcoming a glass ceiling in one's career and making a successful leap into entrepreneurship? What are some key takeaways from Rachel's book "How to Love Yourself in Less Than a Week and Also for the Rest of Your Life," and why is self-love crucial for overall well-being? How does Rachel address common myths about loving oneself and making money, and what beliefs does she challenge in her work with clients? What practical advice does Rachel offer for managing one's relationship with money, particularly around the concepts of financial safety and allowing oneself to receive and retain wealth? Connect with Rachel Madorsky Website InstagramLinkedin Resources Special link for the Wickedly Smart Women community: The Career & Life Fulfillment Quiz Apply to Qualify for Enrollment in the Wickedly Smart Women's Start Smart 30 Day Intensive™ Connect with Anjel B. Hartwell Wickedly Smart Women Wickedly Smart Women on X Wickedly Smart Women on Instagram Wickedly Smart Women Facebook Community Wickedly Smart Women Store on TeePublic Wickedly Smart Women: Trusting Intuition, Taking Action, Transforming Worlds by Anjel B. Hartwell Listener Line (540) 402-0043 Ext. 4343  Email listeners@wickedlysmartwomen.com