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Hosted by matt morris
Hosted by matt morris
Hosted by matt morris
Hosted by matt morris
Hosted by matt morris
57 episodes with matt morris
63 episodes with matt morris
13 episodes with matt morris
16 episodes with matt morris
Castaway Experience by Jarrod Moxley & Matt Morris
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Everyone has financial regrets. In this episode, Erik and Dr. Matt tackle the emotional weight people carry from past financial decisions — debt, overspending, failed investments, divorce, financial scams, and seasons of instability. The real danger, they explain, isn't the mistake itself; it's allowing the mistake to become an identity. Dr. Matt introduces the difference between guilt and shame: “I made a bad decision” versus “I am bad with money.” Together, they explore how language, self-perception, and emotional patterns influence future behavior. Erik shares examples of clients who rebuilt their financial lives after major setbacks, proving that financial mistakes can become chapters of growth rather than permanent labels. The episode is ultimately about hope, ownership, and reclaiming the belief that your financial story is still being written. Episode Highlights: Dr. Matt discusses the range of financial mistakes he sees in his practice, including overspending and secret debt kept from a spouse. (03:11) Dr. Matt shares the costly timeshare he and his wife bought while on their honeymoon in Mexico. (04:38) A language strategy for separating personal identity from a past financial mistake. (07:52) Dr. Matt mentions that reframing a mistake as "a chapter, not the whole story" is a simple but powerful shift. (10:54) Erik shares an analogy about his CrossFit coach calling him an athlete and how that language shaped his choices. (12:01) Erik concludes that a past financial mistake doesn't determine your future and that it's never too late to build wealth. (14:19) Key Quotes: “There is a difference between a bad decision and feeling some regret about that decision versus shame over that decision.” - Dr. Matt Morris, LMFT “You want to start separating yourself from the problem. And the first way to do that is linguistically, using your language.” - Dr. Matt Morris, LMFT “If you make a small plan and you strategize on small wins and you celebrate those small wins as you go, that reinforces this idea that, hey, I can do this. I can overcome this, that that is a chapter. The story is still being written.” - Erik Garcia, CFP®, ChFC®, BFA™ Resources Mentioned: Dr. Matt Morris, LMFT Dr. Matt Morris & Associates Erik Garcia, CFP®, ChFC®, BFA™ Xavier Angel, CFP®, ChFC, CLTC Plan Wisely Wealth Advisors
Everyone has financial regrets. In this episode, Erik and Dr. Matt tackle the emotional weight people carry from past financial decisions — debt, overspending, failed investments, divorce, financial scams, and seasons of instability. The real danger, they explain, isn't the mistake itself; it's allowing the mistake to become an identity. Dr. Matt introduces the difference between guilt and shame: “I made a bad decision” versus “I am bad with money.” Together, they explore how language, self-perception, and emotional patterns influence future behavior. Erik shares examples of clients who rebuilt their financial lives after major setbacks, proving that financial mistakes can become chapters of growth rather than permanent labels. The episode is ultimately about hope, ownership, and reclaiming the belief that your financial story is still being written. Episode Highlights: Dr. Matt discusses the range of financial mistakes he sees in his practice, including overspending and secret debt kept from a spouse. (03:11) Dr. Matt shares the costly timeshare he and his wife bought while on their honeymoon in Mexico. (04:38) A language strategy for separating personal identity from a past financial mistake. (07:52) Dr. Matt mentions that reframing a mistake as "a chapter, not the whole story" is a simple but powerful shift. (10:54) Erik shares an analogy about his CrossFit coach calling him an athlete and how that language shaped his choices. (12:01) Erik concludes that a past financial mistake doesn't determine your future and that it's never too late to build wealth. (14:19) Key Quotes: “There is a difference between a bad decision and feeling some regret about that decision versus shame over that decision.” - Dr. Matt Morris, LMFT “You want to start separating yourself from the problem. And the first way to do that is linguistically, using your language.” - Dr. Matt Morris, LMFT “If you make a small plan and you strategize on small wins and you celebrate those small wins as you go, that reinforces this idea that, hey, I can do this. I can overcome this, that that is a chapter. The story is still being written.” - Erik Garcia, CFP®, ChFC®, BFA™ Resources Mentioned: Dr. Matt Morris, LMFT Dr. Matt Morris & Associates Erik Garcia, CFP®, ChFC®, BFA™ Xavier Angel, CFP®, ChFC, CLTC Plan Wisely Wealth Advisors
Genius Can Be Difficult To Live With by Jarrod Moxley & Matt Morris
This episode Matt T sits down with his friend Matt Morris from The Bowyers Collective. Matt is truly a great dude who loves his family, community, and pouring into the sport of traditional bowhunting. We hear about what makes up Matt's life today, different forms of bear hunting he has been exposed to recently, and why being transparent with other's through our stories is so important. If you are someone who posses true grit, is fascinated with bears, or just love the traditional bow then this episode is for you!
The Case Is Altered by Jarrod Moxley & Matt Morris
Most people believe financial transformation starts with motivation. Erik Garcia, CFP®, ChFC®, BFA™ and Dr. Matt Morris, LMFT argue the opposite: motivation fades, but habits compound. In this episode, they explain why relying on bursts of inspiration or willpower almost always leads to inconsistency — especially when it comes to money. Using stories from fitness, personal finance, and everyday life, they break down how systems and routines quietly shape long-term outcomes. From automating savings and debt payments to separating spending accounts and reducing decision fatigue, listeners learn practical ways to create financial habits that work even when emotions and motivation disappear. This episode reinforces one of the core themes of the series: long-term financial success is behavioral more than intellectual. Episode Highlights: Erik explains why motivation is a poor long-term financial strategy. (04:41) Dr. Matt shares that habits and systems are the real answer to lasting financial change. (05:49) Erik connects accountability and environment-building to showing up consistently, using his gym experience as an example. (08:27) Automating savings removes the need to make the same decision repeatedly. (09:14) Dollar cost averaging is explained and how automated investing helps combat emotional reactions to market swings. (10:42) Automating debt payments eliminates willpower battles when tempting expenses arise. (12:48) A one-week waiting rule is shared as a practical way to curb stress-driven impulse shopping. (13:52) Erik walks through his budgeting system of separating fixed expenses from variable spending into different accounts. (15:31) Dr. Matt reflects on how good financial systems become boring in the best way, eliminating repeated emotional decision-making. (17:26) Erik recommends keeping savings at a different bank to create friction and reduce the urge to raid savings impulsively. (19:00) Building systems tailored to your own tendencies works better than following generic budgeting advice. (20:01) Dr. Matt closes by reinforcing that willpower has limits and lasting financial progress comes from habits and systems. (21:09) Key Quotes: “Motivation deals with willpower, and generally speaking, we have willpower to do things in bursts, but anything that takes energy is really, really, really hard to sustain.” - Erik Garcia, CFP®, ChFC®, BFA™ “You need habits. You need patterns. You will not rise to the level of your financial intentions. You will fall to the level of your financial systems.” - Dr. Dr. Matt Morris, LMFT “It really helps to have a disinterested third party to help you think. We have blind spots, and oftentimes we don't know what we need to do.” - Erik Garcia, CFP®, ChFC®, BFA™ Resources Mentioned: Dr. Matt Morris, LMFT Dr. Matt Morris & Associates Erik Garcia, CFP®, ChFC®, BFA™ Xavier Angel, CFP®, ChFC, CLTC Plan Wisely Wealth Advisors
Most people believe financial transformation starts with motivation. Erik Garcia, CFP®, ChFC®, BFA™ and Dr. Matt Morris, LMFT argue the opposite: motivation fades, but habits compound. In this episode, they explain why relying on bursts of inspiration or willpower almost always leads to inconsistency — especially when it comes to money. Using stories from fitness, personal finance, and everyday life, they break down how systems and routines quietly shape long-term outcomes. From automating savings and debt payments to separating spending accounts and reducing decision fatigue, listeners learn practical ways to create financial habits that work even when emotions and motivation disappear. This episode reinforces one of the core themes of the series: long-term financial success is behavioral more than intellectual. Episode Highlights: Erik explains why motivation is a poor long-term financial strategy. (04:41) Dr. Matt shares that habits and systems are the real answer to lasting financial change. (05:49) Erik connects accountability and environment-building to showing up consistently, using his gym experience as an example. (08:27) Automating savings removes the need to make the same decision repeatedly. (09:14) Dollar cost averaging is explained and how automated investing helps combat emotional reactions to market swings. (10:42) Automating debt payments eliminates willpower battles when tempting expenses arise. (12:48) A one-week waiting rule is shared as a practical way to curb stress-driven impulse shopping. (13:52) Erik walks through his budgeting system of separating fixed expenses from variable spending into different accounts. (15:31) Dr. Matt reflects on how good financial systems become boring in the best way, eliminating repeated emotional decision-making. (17:26) Erik recommends keeping savings at a different bank to create friction and reduce the urge to raid savings impulsively. (19:00) Building systems tailored to your own tendencies works better than following generic budgeting advice. (20:01) Dr. Matt closes by reinforcing that willpower has limits and lasting financial progress comes from habits and systems. (21:09) Key Quotes: “Motivation deals with willpower, and generally speaking, we have willpower to do things in bursts, but anything that takes energy is really, really, really hard to sustain.” - Erik Garcia, CFP®, ChFC®, BFA™ “You need habits. You need patterns. You will not rise to the level of your financial intentions. You will fall to the level of your financial systems.” - Dr. Dr. Matt Morris, LMFT “It really helps to have a disinterested third party to help you think. We have blind spots, and oftentimes we don't know what we need to do.” - Erik Garcia, CFP®, ChFC®, BFA™ Resources Mentioned: Dr. Matt Morris, LMFT Dr. Matt Morris & Associates Erik Garcia, CFP®, ChFC®, BFA™ Xavier Angel, CFP®, ChFC, CLTC Plan Wisely Wealth Advisors
Matt Morris
A Bit Of Real Understanding ( Maybe not though) we good by Jarrod Moxley & Matt Morris
Money is emotional — and in this episode, Erik Garcia, CFP®, ChFC®, BFA™ and Dr. Matt Morris, LMFT explore why emotions have such a powerful influence on financial behavior. From market volatility and economic uncertainty to comparison, insecurity, and fear of failure, people rarely make purely rational financial decisions. Instead, emotions often drive reactions that conflict with long-term goals. Dr. Matt introduces a powerful framework: emotions are signals, not commands. Fear, anxiety, and stress may reveal that something matters deeply, but they should not automatically dictate behavior. Erik shares real examples from his work as a financial planner, explaining how emotional reactions during market downturns or financial stress can sabotage otherwise solid plans. The episode offers practical tools for slowing down emotional reactions, identifying what feelings are trying to communicate, and responding with intention rather than panic. Episode Highlights: Dr. Matt explains that emotions drive thoughts and behaviors, making it essential to pay attention to the feelings behind financial actions. (02:22) Dr. Matt clarifies that people tend to treat emotions as facts rather than signals worth examining. (03:55) Dr. Matt shares that emotions are good data points but not directives. (05:17) Erik recalls choosing to validate clients' fear during a market crisis rather than dismissing it with "don't panic." (07:06) Dr. Matt recounts calling Erik during a market drop and how Erik's grounding in market history helped calm his fear. (08:12) Erik discusses how social media and financial content creators trigger emotional responses that push people toward decisions inconsistent with their values. (09:39) Dr. Matt explains that financial fear often points to a deeper concern such as "Will I have enough?" rather than surface-level market activity. (13:55) Erik emphasizes that emotions have legitimacy and decisions should align with what matters most rather than being hijacked by emotion. (14:44) Dr. Matt recommends using an emotions wheel to name feelings precisely, which slows reactive thinking. (16:19) Erik believes that talking through high-stakes emotional moments with a professional, whether a therapist or financial planner, is especially valuable. (18:17 Key Quotes: “Emotions are good data but they're not directives. They're not marching orders.” - Dr. Matt Morris, LMFT “Let's make sure that we make a good decision that's consistent with the things that are most important to you.” - Erik Garcia, CFP®, ChFC®, BFA™ “We think about feelings as being signals that something is really important to you. And then we want to be able to connect that to the thing that's really important.” - Dr. Matt Morris, LMFT Resources Mentioned: Dr. Matt Morris, LMFT Matt Morris & Associates Erik Garcia, CFP®, ChFC®, BFA™ Xavier Angel, CFP®, ChFC, CLTC Plan Wisely Wealth Advisors
Money is emotional — and in this episode, Erik Garcia, CFP®, ChFC®, BFA™ and Dr. Matt Morris, LMFT explore why emotions have such a powerful influence on financial behavior. From market volatility and economic uncertainty to comparison, insecurity, and fear of failure, people rarely make purely rational financial decisions. Instead, emotions often drive reactions that conflict with long-term goals. Dr. Matt introduces a powerful framework: emotions are signals, not commands. Fear, anxiety, and stress may reveal that something matters deeply, but they should not automatically dictate behavior. Erik shares real examples from his work as a financial planner, explaining how emotional reactions during market downturns or financial stress can sabotage otherwise solid plans. The episode offers practical tools for slowing down emotional reactions, identifying what feelings are trying to communicate, and responding with intention rather than panic. Episode Highlights: Dr. Matt explains that emotions drive thoughts and behaviors, making it essential to pay attention to the feelings behind financial actions. (03:03) Dr. Matt clarifies that people tend to treat emotions as facts rather than signals worth examining. (04:44) Dr. Matt shares that emotions are good data points but not directives. (06:05) Erik recalls choosing to validate clients' fear during a market crisis rather than dismissing it with "don't panic." (07:52) Dr. Matt recounts calling Erik during a market drop and how Erik's grounding in market history helped calm his fear. (09:00) Erik discusses how social media and financial content creators trigger emotional responses that push people toward decisions inconsistent with their values. (10:48) Dr. Matt explains that financial fear often points to a deeper concern such as "Will I have enough?" rather than surface-level market activity. (14:24) Erik emphasizes that emotions have legitimacy and decisions should align with what matters most rather than being hijacked by emotion. (15:31) Dr. Matt recommends using an emotions wheel to name feelings precisely, which slows reactive thinking. (17:07) Erik believes that talking through high-stakes emotional moments with a professional, whether a therapist or financial planner, is especially valuable. (19:01) Key Quotes: “Emotions are good data but they're not directives. They're not marching orders.” - Dr. Matt Morris, LMFT “Let's make sure that we make a good decision that's consistent with the things that are most important to you.” - Erik Garcia, CFP®, ChFC®, BFA™ “We think about feelings as being signals that something is really important to you. And then we want to be able to connect that to the thing that's really important.” - Dr. Matt Morris, LMFT Resources Mentioned: Dr. Matt Morris, LMFT Matt Morris & Associates Erik Garcia, CFP®, ChFC®, BFA™ Xavier Angel, CFP®, ChFC, CLTC Plan Wisely Wealth Advisors
Clandestine Operation by Jarrod Moxley & Matt Morris
Most business owners are missing the key to long-term success — and it's hiding in plain sight. Matt Morris reveals the overlooked leadership and cultural habits that cause organizations to crumble—and the simple, actionable steps to turn things around quickly. Learn more about your ad choices. Visit megaphone.fm/adchoices
A Real Calamity by Jarrod Moxley & Matt Morris
In the opening episode of The Psychology of Money series, Erik Garcia, CFP®, ChFC®, BFA™ and Dr. Matt Morris, LMFT explore one of the most overlooked drivers of financial success: mindset. Long before people learn how to invest, budget, or build wealth, they develop internal “money scripts” — subconscious beliefs shaped by childhood experiences, family dynamics, culture, and personal history. Together, Erik and Matt unpack how these invisible beliefs influence everything from spending habits and lifestyle expectations to fear, scarcity, ambition, and financial anxiety. Through relatable stories, humor, and real-world examples, they explain why wealth-building is often less about intelligence and more about the mental filters through which we interpret money. The episode challenges listeners to begin identifying the stories they carry about money — and whether those stories are helping or hurting their future. Episode Highlights: Erik explains how mindset functions as a constant background filter for the way people think about and approach money. (03:00) Dr. Matt discusses how scarcity mindset surfaces in couples when partners feel they will never have enough or get ahead. (08:50) Building awareness and changing behavior are the keys to rewiring a money mindset. (14:40) Erik shares how the most valuable client conversations focus on mindset and behavior rather than technical financial advice. (16:50) Dr. Matt shares a starting point for exploring money scripts by reflecting on what a family communicated about money. (18:20) Key Quotes: "Building wealth, having financial success has as much to do with behavior, with managing emotions, all that psychology stuff than it does with the technical stuff about money" - Erik Garcia, CFP®, ChFC®, BFA™ "There's a script running in the background. We don't just act rationally with money. We are acting out a story about our beliefs about money." - Dr. Matt Morris, LMFT "We're using mindset and script synonymously, so take time to understand your money scripts. They probably came from your family of origin, so take some time. If you have a spouse, take some time to understand theirs also." - Dr. Matt Morris, LMFT Resources Mentioned: Dr. Matt Morris, LMFT Matt Morris & Associates Erik Garcia, CFP®, ChFC®, BFA™ Xavier Angel, CFP®, ChFC, CLTC Plan Wisely Wealth Advisors
In the opening episode of The Psychology of Money series, Erik Garcia, CFP®, ChFC®, BFA™ and Dr. Matt Morris, LMFT explore one of the most overlooked drivers of financial success: mindset. Long before people learn how to invest, budget, or build wealth, they develop internal “money scripts” — subconscious beliefs shaped by childhood experiences, family dynamics, culture, and personal history. Together, Erik and Matt unpack how these invisible beliefs influence everything from spending habits and lifestyle expectations to fear, scarcity, ambition, and financial anxiety. Through relatable stories, humor, and real-world examples, they explain why wealth-building is often less about intelligence and more about the mental filters through which we interpret money. The episode challenges listeners to begin identifying the stories they carry about money — and whether those stories are helping or hurting their future. Episode Highlights: Erik explains how mindset functions as a constant background filter for the way people think about and approach money. (03:00) Dr. Matt discusses how scarcity mindset surfaces in couples when partners feel they will never have enough or get ahead. (08:50) Building awareness and changing behavior are the keys to rewiring a money mindset. (14:40) Erik shares how the most valuable client conversations focus on mindset and behavior rather than technical financial advice. (16:50) Dr. Matt shares a starting point for exploring money scripts by reflecting on what a family communicated about money. (18:20) Key Quotes: "Building wealth, having financial success has as much to do with behavior, with managing emotions, all that psychology stuff than it does with the technical stuff about money" - Erik Garcia, CFP®, ChFC®, BFA™ "There's a script running in the background. We don't just act rationally with money. We are acting out a story about our beliefs about money." - Dr. Matt Morris, LMFT "We're using mindset and script synonymously, so take time to understand your money scripts. They probably came from your family of origin, so take some time. If you have a spouse, take some time to understand theirs also." - Dr. Matt Morris, LMFT Resources Mentioned: Dr. Matt Morris, LMFT Matt Morris & Associates Erik Garcia, CFP®, ChFC®, BFA™ Xavier Angel, CFP®, ChFC, CLTC Plan Wisely Wealth Advisors
Perdón por quejarme by Jarrod Moxley & Matt Morris
We Have More Curiosity Than Fear! by Jarrod Moxley & Matt Morris
Having A Few More Drinks While Deciding Where To Hide by Jarrod Moxley & Matt Morris
Shower Before Me by Jarrod Moxley & Matt Morris
The Condition Of Your Skillet by Jarrod Moxley & Matt Morris
Night Shift by Jarrod Moxley & Matt Morris
The Machete To The Mind Jungle by Jarrod Moxley & Matt Morris
You Can Scan My Face by Jarrod Moxley & Matt Morris
The Duality Of Life by Jarrod Moxley & Matt Morris
Harbinger Of Change by Jarrod Moxley & Matt Morris
In this milestone episode of Stuff About Money They Didn't Teach You in School, Erik Garcia, CFP®, ChFC®, BFA™, and co-host Xavier Angel, CFP®, ChFC®, CLTC®, reflect on what they've learned after reaching 100 episodes of honest, practical money conversations. This episode looks back at why the podcast started, the gaps in financial education that inspired it, and the themes that kept showing up again and again in conversations with clients, guests, and listeners. Erik and Xavier share the biggest money lessons reinforced over the past 100 episodes, the moments that challenged their thinking, and why behavior, mindset, and consistency matter far more than financial hacks or headlines. They also pull back the curtain on what it really takes to stay consistent, grow personally and professionally, and keep showing up for meaningful conversations about money. Episode Highlights: Xavier explains that his dress code changed in 2020 when he joined the firm after Erik's dad told him he could relax and wear polos instead of formal attire. (03:35) Erik discusses his podcasting history, including 65 episodes of Building Us with Dr. Matt Morris during COVID, before starting Stuff About Money. (06:10) Erik shares that the hardest part of podcasting isn't coming up with topics but maintaining consistency with recording every two weeks. (09:35) Erik explains the podcast is part of their vision to resource people for wise financial decisions and reinforce behaviors that lead to success. (11:25) Xavier highlights compounding interest as the most popular response when guests are asked what they wish they knew about money 20 years ago. (12:30) Xavier recalls Billy Williams' advice that stuck with him: if you can't pay for it twice, you can't afford it. (19:50) Erik discusses the responsibility of sharing information on the podcast since they're talking about money topics that could change people's lives. (24:20) Erik explains he pushes back against giving prescriptive advice because personal finance is as much personal as it is finance. (26:10) Erik shares three simple things to build wealth: spend less than you make, save as much as you can, and don't do anything foolish. (28:50) Erik announces two future episode series ideas: interviewing faith leaders about money and exploring emotions like greed and fear that drive financial decisions. (31:15) Xavier shares his key takeaway for listeners: if something is uncomfortable and hard, keep moving forward with intentionality instead of stopping. (33:15) Erik and Xavier announce they'll start doing solo episodes beginning in February to share personal experiences and lessons independently. (37:00) Key Quotes: "Our vision here of the firm is to really resource people to make wise financial decisions. The podcast is part of that vision." - Erik Garcia, CFP®, BFA "Most financial decisions are not made on spreadsheets. They're made with emotions." - Erik Garcia, CFP®, BFA "If something is uncomfortable, it's hard, and if it's hard, keep moving forward. Don't stop doing what you're doing. Make it comfortable." - Xavier Angel, CFP®, ChFC, CLTC Resources Mentioned: Erik Garcia, CFP®, BFA Xavier Angel, CFP®, ChFC, CLTC Plan Wisely Wealth Advisors
In this milestone episode of Stuff About Money They Didn't Teach You in School, Erik Garcia, CFP®, ChFC®, BFA™, and co-host Xavier Angel, CFP®, ChFC®, CLTC®, reflect on what they've learned after reaching 100 episodes of honest, practical money conversations. This episode looks back at why the podcast started, the gaps in financial education that inspired it, and the themes that kept showing up again and again in conversations with clients, guests, and listeners. Erik and Xavier share the biggest money lessons reinforced over the past 100 episodes, the moments that challenged their thinking, and why behavior, mindset, and consistency matter far more than financial hacks or headlines. They also pull back the curtain on what it really takes to stay consistent, grow personally and professionally, and keep showing up for meaningful conversations about money. Episode Highlights: Xavier explains that his dress code changed in 2020 when he joined the firm after Erik's dad told him he could relax and wear polos instead of formal attire. (03:35) Erik discusses his podcasting history, including 65 episodes of Building Us with Dr. Matt Morris during COVID, before starting Stuff About Money. (06:10) Erik shares that the hardest part of podcasting isn't coming up with topics but maintaining consistency with recording every two weeks. (09:35) Erik explains the podcast is part of their vision to resource people for wise financial decisions and reinforce behaviors that lead to success. (11:25) Xavier highlights compounding interest as the most popular response when guests are asked what they wish they knew about money 20 years ago. (12:30) Xavier recalls Billy Williams' advice that stuck with him: if you can't pay for it twice, you can't afford it. (19:50) Erik discusses the responsibility of sharing information on the podcast since they're talking about money topics that could change people's lives. (24:20) Erik explains he pushes back against giving prescriptive advice because personal finance is as much personal as it is finance. (26:10) Erik shares three simple things to build wealth: spend less than you make, save as much as you can, and don't do anything foolish. (28:50) Erik announces two future episode series ideas: interviewing faith leaders about money and exploring emotions like greed and fear that drive financial decisions. (31:15) Xavier shares his key takeaway for listeners: if something is uncomfortable and hard, keep moving forward with intentionality instead of stopping. (33:15) Erik and Xavier announce they'll start doing solo episodes beginning in February to share personal experiences and lessons independently. (37:00) Key Quotes: "Our vision here of the firm is to really resource people to make wise financial decisions. The podcast is part of that vision." - Erik Garcia, CFP®, BFA "Most financial decisions are not made on spreadsheets. They're made with emotions." - Erik Garcia, CFP®, BFA "If something is uncomfortable, it's hard, and if it's hard, keep moving forward. Don't stop doing what you're doing. Make it comfortable." - Xavier Angel, CFP®, ChFC, CLTC Resources Mentioned: Erik Garcia, CFP®, BFA Xavier Angel, CFP®, ChFC, CLTC Plan Wisely Wealth Advisors
Some A Strong Bois by Jarrod Moxley & Matt Morris
Number 9 Number 9 by Jarrod Moxley & Matt Morris
Community banks play a critical—yet often underappreciated—role in economic development. In this episode of Develop This!, the #1 podcast for economic development professionals, host Dennis Fraise sits down with Matt Morris, President and CEO of Connection Bank in Fort Madison, Iowa, to explore how community banking fuels local economies, supports small businesses, and strengthens rural communities. Matt shares his career journey from working at large financial institutions to leading a community bank and explains why relationship-based banking remains essential to sustainable economic development. Together, Dennis and Matt unpack how community banks serve as trusted partners for entrepreneurs, manufacturers, and local leaders—often stepping in where larger institutions cannot or will not. Key Takeaways Community banks support their communities in diverse and meaningful ways Strong relationships are the foundation of community banking Economic development depends on healthy, engaged local financial institutions Community banks often fill critical gaps for small and rural businesses Trust is essential to effective banking relationships Community banks are deeply involved in local economic development efforts Technology has changed how banks operate—but not the need for relationships Non-traditional competitors present new challenges for community banks Developing the next generation of leaders is key to community growth Better storytelling can improve understanding of the community bank model
When A Man Can't Find His Hammer by Jarrod Moxley & Matt Morris
Tim Kanak (@fantasyaceball) and Matt Morris (@Matt_E_Morris) discuss the top 20 prospects in the Milwaukee Brewers farm system, along with some behind the scenes of the new tools created for MLB Data Warehouse.Milwaukee Brewers:1. SS Jesus Made (AA)2. SS/3B Luis Pena (A+)3. SP Logan Henderson (MLB)4. C Jeferson Quero (AAA)5. SS Cooper Pratt (AA)6. OF Braylon Payne (A)7. 3B Brock Wilken (AA)8. SS/3B Eric Bitonti (A)9. SP Bishop Letson (AA)10. SP Robert Gasser (MLB)11. OF Andrew Fischer (A)12. 1B/OF Luke Adams (AA)13. C Marco Dinges (A+)14. 2B Josh Adamczewski (AA)15. SP Tyson Hardin (AA)16. SP JD Thompson17. SP Ethan Dorchies (A)18. SP K.C. Hunt (AA)19. SP Coleman Crow (AAA)20. 1B Blake Burke (AA)Subscribe here:https://www.mlbdatawarehouse.com/
Mini Blow Horn by Jarrod Moxley & Matt Morris
The Topic Untouched by Jarrod Moxley & Matt Morris
One Skewer by Jarrod Moxley & Matt Morris
In this solo episode of the Stuff About Money podcast, host Erik Garcia, CFP®, ChFC®, BFA™ sits down for a candid one-on-one about goals. Not the shiny, New-Year's-resolution kind, but the messy, honest kind we whisper to ourselves when no one's listening. Erik shares two personal moments that reshaped how he thinks about goal setting, including the year Dr. Matt Morris bluntly told him, “You just made a bad goal,” and the overly ambitious golf objective that nearly convinced him to quit the game altogether. These stories spark a bigger conversation about why we so often overestimate what we can accomplish in the short term and underestimate what we're capable of over the long haul. In the second half of the episode, Erik unpacks a healthier, more realistic framework for pursuing goals — especially financial ones. Instead of obsessing over hitting a number by a certain date, he encourages listeners to think of goals as direction and objectives as the checkpoints that keep them moving forward. Erik explores why grace, awareness, and better-designed goals lead to more progress and less burnout. If this episode resonates with you, share it with someone who needs a fresh perspective on goal setting, and make sure you're following the show for more conversations that help you move toward a wiser, more intentional financial life. Episode Highlights: Erik discusses why traditional goal-setting frameworks and New Year's resolutions aren't the focus, emphasizing the frustration goals often create. (01:10) Erik shares the moment Dr. Matt Morris looked at him and said he had simply made a bad goal, reframing how he viewed falling short. (02:30) A reminder surfaces about how people consistently overestimate short-term capacity and underestimate long-term potential. (04:00) Erik explains why he now treats goals as directions rather than destinations, using the New York-to-England swimming analogy. (05:30) Erik shares how an overly ambitious summer golf goal led to frustration and helped him rethink the difference between goals and objectives. (07:00) Financial goal setting follows the same pattern, as unrealistic expectations often lead to shame, frustration, or giving up entirely. (09:10) Two core takeaways: create better directional goals and recognize the bias of misjudging short- and long-term potential. (10:40) Why having someone walk alongside you, such as a financial planner, helps maintain direction and adjust objectives over time. (11:40) Erik encourages listeners to share the episode and continue reframing their approach to goal setting. (13:40) Key Quotes: “ I've stopped treating goals like a destination, like something I have to reach. Instead, I think of them like a direction.” - Erik Garcia, CFP®, ChFC®, BFA™ “ You're not failing your goals, your goals just might need a reframe. Fix the direction, adjust the objectives, and trust the long-term journey.” - Erik Garcia, CFP®, ChFC®, BFA™ “ Set better goals, not bigger ones, not more detailed ones. Better ones. Goals that orient you long-term, meaningful directional goals, and then backfill that with objectives that guide your ” - Erik Garcia, CFP®, ChFC®, BFA™ Resources Mentioned: Erik Garcia, CFP®, BFA Xavier Angel, CFP®, ChFC, CLTC Plan Wisely Wealth Advisors
BINAURAL COGNITIVE ENHANCEMENT PROGRAM by Jarrod Moxley & Matt Morris
Exploring Ambiance by Jarrod Moxley & Matt Morris
Crossing Off The List by Jarrod Moxley & Matt Morris
Waste No Opportunities by Jarrod Moxley & Matt Morris
In this Halloween-themed episode of Stuff About Money They Didn't Teach You in School, host Erik Garcia, CFP®, ChFC®, BFA™ is joined by Dr. Matt Morris and first-time guest Stephanie Osborn for a fun and insightful conversation about fear, especially the fear of money. The trio starts by sharing their thoughts on scary movies (and why Erik can't stand them) and explores some New Orleans lingo about what it really means to call someone “scary.” From there, they draw parallels between the things that spook us on screen, and the real-life anxieties people feel around money. As the discussion unfolds, they unpack why money can be so intimidating and how fear often leads to poor, or no financial decisions at all. The group explores the antidote to financial fear: identifying what's truly important to you, Erik's first pillar of financial security. Matt shares personal stories about how that focus has helped him overcome financial stress, while Erik and Stephanie offer practical strategies like setting small goals, celebrating wins, and building fierce accountability. Tune in for a lighthearted, meaningful conversation that'll leave you a little less afraid of your finances—and maybe a little more ready to face your own money monsters. Episode Highlights: Erik kicks off the episode by sharing his fear of scary movies and how “scary” means something different in New Orleans. (03:38) Matt recalls childhood memories of terrifying films like Children of the Corn and Blair Witch Project, explaining why uncertainty makes horror so effective. (04:57) Stephanie admits she used to love scary movies but can't handle them anymore, naming Scream as her favorite from the '90s. (05:48) Erik transitions the conversation to the episode's main topic about how money can be just as scary as horror movies and introduces Stephanie as a first-time guest. (08:00) Matt explains how financial anxiety often stems from the unknown, similar to fear in horror films, and why some people hide from their finances. (09:00) Stephanie cites statistics about Americans feeling anxious and stressed about money, and Matt discusses how confidence and financial literacy help reduce fear. (10:00) Erik and Matt break down three major financial fears: not having enough, fear of debt, and fear of the unknown. (24:00) Matt shares how fear can lead to poor or avoidant financial decisions and explains the importance of awareness and communication in relationships. (27:00) Erik introduces “knowing what's important to you” as the antidote to financial fear and anxiety, connecting values to practical money habits. (36:00) Matt offers personal examples of aligning money with values, like saving for family travel and using insurance for peace of mind. (39:00) Stephanie adds that identifying where fear comes from and checking in regularly can help manage anxiety and prevent “fear paralysis.” (51:00) Erik concludes by encouraging listeners to identify what matters most, create action steps, and check in consistently to keep fear from controlling their finances. (56:00) Key Quotes: “None of us want to be fear driven. We don't want to make decisions just based out of fear. Our fears are frequently misaligned with reality.” - Dr. Matt Morris “I feel like people with money are always concerned about money, and people without money are always concerned about money. They always want to have more or they fear that they don't have enough.” - Stephanie Osborn “When you stop long enough to determine what's most important to you, you can start making conscious decisions to align your money with those things.” - Erik Garcia, CFP®, ChFC®, BFA™ Resources Mentioned: Dr. Matt Morris Matt Morris & Associates Stephanie Osborn Erik Garcia, CFP®, BFA Xavier Angel, CFP®, ChFC, CLTC Plan Wisely Wealth Advisors
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