Podcasts about money mind

In this week's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, breaks down one of the most overlooked but critical elements of financial planning: the discovery meeting. Whether you're already a client or just starting to explore a relationship with an advisor, understanding how PAX approaches discovery reveals a lot about what it means to truly serve clients with clarity, care, and purpose. Darryl shares a behind-the-scenes look at how PAX advisors engage with new clients - not with sales pitches or pressure, but with thoughtful questions and deep listening. Through personal stories, lessons from past client experiences, and insights drawn from behavioral finance, this episode offers a valuable window into how the right discovery process sets the foundation for long-term success. Key highlights of the episode include: What a discovery meeting is really about - and how it differs from old-school sales tactics. Why the first question a good advisor asks isn't “What do you have?” but “What do you want?” How behavioral finance tools like “Money Mind” and “Honest Conversations” help uncover what truly matters. The importance of including both spouses - and why trust, relief, and clarity are the true deliverables. How today's advisors are thinking partners - not brokers, not salespeople - and why that distinction matters. Whether you're looking to revisit your own financial goals or want to understand how PAX serves the people you refer, this episode reframes financial planning not as a product, but as a partnership rooted in values and vision. For more insights or to connect with a PAX Financial Group advisor, visit www.PAXFinancialGroup.com. Like what you heard? Share this episode with a friend!

In this podcast episode, Dr. Katherine Hunt, Head of Research and Co-Founder at MoneyMind, and Peita explore the evolution of risk profiling, and arguing that traditional methods are outdated and advocating for more sophisticated, psychologically-informed tools that provide deeper insights into client behavior, ultimately aiming to enhance the advice experience through technology and personalisation. Dr. Katherine Hunt LinkedIn: https://www.linkedin.com/in/drkatherinehunt Financial decisions aren't just about numbers. They're about mindsets. See how MoneyMind works: https://ensombl.com/go/20250312 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

In this episode, Peita is joined by Wayne Lear, Principal at Familia Wealth. He shares his deep insights on risk profiling, highlighting that truly understanding a client's money personality, values, and life goals is far more important than a simple compliance-driven questionnaire, and that financial advice is fundamentally about education, trust, and helping families navigate their long-term financial journey. Wayne Lear LinkedIn: https://www.linkedin.com/in/waynelear/ Financial decisions aren't just about numbers. They're about mindsets. See how MoneyMind works: https://ensombl.com/go/20250312 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

In this episode, Peita talks with Dr. Ben Neilson, Researcher and Financial Adviser at Complete Wealth, and Dr. Katherine Hunt, Head of Research and Co-Founder at MoneyMind. They discuss how risk profiling is a nuanced, human-centric process that goes beyond traditional questionnaires, focusing on understanding clients' psychological tolerance, financial capacity, and individual needs to build deeper, more transformative financial relationships. Dr. Ben Neilson LinkedIn: https://www.linkedin.com/in/dr-ben-neilson-54883055/ Complete Wealth Website: https://completewealth.com.au/ Dr. Katherine Hunt LinkedIn: https://www.linkedin.com/in/drkatherinehunt Financial decisions aren't just about numbers. They're about mindsets. See how MoneyMind works: https://ensombl.com/go/20250312 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

In this first installment, Peita is joined by John Stallman, Principal Adviser at PlanningIQ. They explore the critical importance of understanding clients' personal relationships with money beyond traditional risk profiling, and the need for personalised, empathetic approaches that build trust and help clients gain deeper insights into their financial behaviors and motivations. John Stallman LinkedIn: https://www.linkedin.com/in/john-stallman-390834aa/ PlanningIQ Website: https://planningiq.com.au/ Financial decisions aren't just about numbers. They're about mindsets. See how MoneyMind works: https://ensombl.com/go/20250312 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

 Sometimes saving money can feel like a chore but these 5 mind games can change your way of thinking about saving. Let's make saving easy and even fun so you can reach your goals. This information is provided by SavvyMoney. 

In this episode, we dive deep into the delicate balance between genuine humility and spiritual sabotage when it comes to your thoughts about money. Learn how to discern whether your mindset is rooted in true spiritual values or if it's actually a subtle trap set by Shaytaan to keep you in fear, lack, and doubt. Break free from the confusion and reclaim a healthier relationship with wealth, one that aligns with both deen and dunya.

In this bonus episode of the Total Health in Midlife podcast, I'm joined by financial expert Elizabeth Rose to discuss why many women struggle with taking control of their finances. We dive into the mindset that often holds women back and explore the cultural and societal influences behind it. Whether you're just starting to manage your money or want to improve your financial strategy, this episode offers valuable insights for changing your money mindset. Elizabeth shares simple, actionable steps women can take right away to build financial confidence. From creating a budget that works for you to making smart investment choices, you'll learn key strategies for gaining control of your finances. It's not just about managing money—it's about feeling empowered to make decisions that protect your future and well-being. Elizabeth also introduces her upcoming summit, “Fearless Money Mind,” starting on October 16th. This event will bring together experts to help women take charge of their finances with confidence. Don't miss the chance to gain valuable insights and start your journey toward financial independence. About Elizabeth Rose Elizabeth has spent her career in the financial services industry.  After experiencing the challenges that come with divorce and finances, Elizabeth authored “Sister, Own Your Finances” to help women turn chaos into clarity and own their finances.  She is on a mission to equip, encourage, and empower women to master their money and their lives. Get full show notes and more information here: https://elizabethsherman.com/elizabeth-rose   

In this week's episode of Retire in Texas, Darryl Lyons, CEO and co-founder of PAX Financial Group, dives deep into the essential tools and strategies for successful retirement planning with guest Jacob Campbell, a Certified Financial Planner™ at PAX. Join Darryl and Jacob as they explore the quantitative and qualitative aspects of financial planning, ensuring you're well-prepared for your future. Today's show highlights include: Jacob shares his experience with the rigorous CFP® exam, highlighting the dedication required to achieve this prestigious certification. Why "pivoting" is a more accurate term than "retirement," and the importance of having a purpose beyond leaving the workforce. Discover how tools like Honest Conversations and MoneyMind help align financial plans with personal values and priorities. An in-depth look at Money Guide Pro, its features like the Play Zone, and the importance of accurate data inputs and Monte Carlo simulations in forecasting retirement success. Jacob's perspective on measuring success in retirement and the freedom to make choices that align with personal goals and values. If you enjoyed today's episode, make sure to leave a comment and share the show with a friend!  Disclaimer: Clicking the Like button does not constitute a testimonial for, recommendation or endorsement of our advisory firm, any associated person, or our services. Clicking the Like button is merely a mechanism to circulate our social media page. “Like” is not meant in the traditional sense. In addition, postings must refrain from recommending us or providing testimonials for our firm.

In this episode we review why we are here and then answer emails from Paulo, Paul G, and Carlos.  We discuss our recent trip to the EconoMe Conference, Paulo's portfolio ideas, the plague of being unable to spend money that afflicts most popular personal finance personalities, Mark's Money Mind (a new podcast), why the Simplicity Principle should not override the Holy Grail and other investing principles, and investing from emerging market countries.Links:Mark's Money Mind podcast (YouTube version):  The Financial Speedometer: Tracking Your Income & Expenses | Episode 004 (youtube.com)Paul G's Golden Butterfly analyses:  https://www.portfoliovisualizer.com/backtest-asset-class-allocation?s=y&sl=2lyVPkZFRfTEgVF8cZIAe5Shannon's Demon and Rebalancing Article:  Unexpected Returns: Shannon's Demon & the Rebalancing Bonus – Portfolio ChartsCarlos' Article re Emerging Markets:  Safe withdrawal rates from retirement savings for residents of emerging market countries (repec.org)Support the show

Pre-Launch Sale is selling out fast > my once a year Selling with Soul™ signature program. Click for Details + Join HERE Money Blocks Unlocked: Uncover the hidden barriers keeping you from financial freedom. Shattering Limiting Beliefs: Say goodbye to those old tales about money that just aren't true. Scarcity Mindset Makeover: Transform your thinking from "never enough" to abundance.  Truth vs. Lies: Learn to separate financial facts from fiction for healthier money management. Path to Prosperity: Start your journey towards overcoming financial fears and building wealth with confidence. Rewrite your financial story, one truth at a time. Make More Work Less™ my famous money course. Uncover your money blocks and heal them in 7 days or less. ($200 OFF RIGHT NOW)  Click here   {FREE} Abundance Walks: Guided Walking Meditation Series Tiffany on Instagram @projectme_with_tiffany Tiffany on TikTok @projectme_with_tiffany Tiffany on YouTube: ProjectME TV Subscribe to Tiffany's FREE weekly digest The Secret Posse

I'm a huge fan of watching sports documentaries or miniseries that follow and feature different big names in their specialized sports. Whether it's golf, baseball, football, or even racing, I love the behind-the-scenes sessions where you get to see how these amazing athletes deal with stress and the mind games that they play with themselves. One thing that I notice consistently is that the most successful have one thing in common: a strong mind game.We all play mind games but it's those individuals who overcome our self-doubt or stinking thinking and internal mind games who achieve the type of long-term success that everyone dreams of. It's especially true where the playing field is level. If you want to grow as an investor or entrepreneur, you've got to grow mentally into the mindset first or you'll never overcome the hurdles and self-doubt that stops the majority from finding success.In this episode, Scott Carson breaks down some of these Money Mind Games that we play with ourselves and why it's important to find a coach to help you overcome the doubts and fears that everyone faces. Entrepreneurship is full of ups and downs, but it's how you overcome the troubling times and the stressful situations in that determine if you become a winner or stay a loser wishing for a different outcome.Watch the original video HERE!Book a call with Scott HERE!Love the show? Subscribe, rate, review, and share!Here's How »Join the Note Closers Show community today:WeCloseNotes.comThe Note Closers Show FacebookThe Note Closers Show TwitterScott Carson LinkedInThe Note Closers Show YouTubeThe Note Closers Show VimeoThe Note Closers Show InstagramWe Close Notes Pinterest

Managing your money and building a better financial future are easier than you think. All you need to know are a few simple things you must do and a few you must avoid. Plus, we hear from a bunch of listeners: In what order should retirement accounts be tapped? What happens to stocks if the banking system collapse? How should a family member's portfolio be invested for assisted living? Learn more about your ad choices. Visit megaphone.fm/adchoices

In this insightful episode, we delve into the intricate world of financial mind blocks. From understanding what they are to how they can hinder your monetary success, we've got it all covered. We discuss strategies and tools to help identify and overcome these barriers that often restrict us from reaching our financial goals. Also, stay tuned until the end where we will reveal the results of our intriguing experiment involving 'free money'. So gear up and let's break down those money mind blocks together!

In this week's episode, Patrick Donley (@JPatrickDonley) sits down with Kyle Grieve to talk about his transformation into a value investor. They dive into his early investing mistakes, the biggest lessons from his guests on Millennial Investing, how he mitigates risk and what his research process is like, what both fatherhood and jiu jitsui have taught him about investing, and much, much more! Kyle is a value investor, author, and manager of his family portfolio. While Kyle took up stock investing his main job was working as a smart home integrator and network specialist. Now, Kyle is living his dream of learning how to invest and helping to educate other investors who are a few years behind him experience-wise as co-host of both Millennial Investing and We Study Billionaires. He is also an integral part of the TIP Mastermind Community. Kyle is passionate about helping others improve their financial sophistication and helping people take their wealth into their own hands.  IN THIS EPISODE, YOU'LL LEARN: 00:00 - Intro 02:33 - What Kyle's journey to value investing looked like. 04:18 - What his early investing mistakes were. 04:35 - The 3 books that made the biggest impact on his investment philosophy. 06:29 - Who Kyle would love to sit down next to on a long flight.  11:34 - What it has been like for him joining The Investor's Podcast Network team as a host. 13:46 - What Kyle's writing process is like. 15:42 - Understanding what a “spawner” is. 17:57 - What his biggest lessons from his favorite guests have been. 28:46 - What the benefits are of being part of the TIP Mastermind community. 37:21 - What metrics Chris Mayer looks at to determine future 100-baggers. 35:22 - What the advantages of investing internationally are. 39:30 - How Kyle mitigates risk and much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Poor Charlie's Almanack by Peter Kaufman. Invested by Phil and Danielle Town. The Most Important Thing by Howard Marks. The Intelligent Investor by Benjamin Graham. One Up on Wall Street by Peter Lynch. Li Lu video at Columbia University. Mohnish Pabrai on Coca Cola. Joys of Compounding by Gautam Baid. What I Learned About Investing from Darwin by Pulak Prasad. Great Mental Models by Shane Parrish. Margin of Trust by Lawrence Cunningham. MI305: Exploring the DNA of Quality Businesses w/ Lawrence Cunningham | YouTube video. MI310: A Serial Acquirer's Deep Dive w/ Chris Mayer | YouTube video.  MI307: Unpacking the Money Mind w/ Robert Hagstrom | YouTube video. TIP531: The Best Capital Allocator You've Never Heard Of | YouTube video. Check out Kyle's episode TIP587: Dino Polska | YouTube video. Check out the books mentioned in the podcast here. NEW TO THE SHOW? Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: NetSuite Fundrise TurboTax HelloFresh Connect with Patrick: (@JPatrickDonley): Twitter Connect with Kyle: Twitter | LinkedIn | Website Learn more about your ad choices. Visit megaphone.fm/adchoices

When it comes to your mindset, are you feeling confident, growth-focused, and ready for anything? Or do you find yourself full of self doubt, shrinking away from challenges, and taking rejections personally? If you relate to the latter, I'm here to tell you that's totally normal. What's important is how you react to these slumps and your willingness to continue growing!I can tell you one thing right now: the #1 thing that will determine someone's success is their mindset. And what better time than at the start of a new year to hit the "reset" button?In‌ ‌this‌ ‌episode,‌ ‌you'll discover:‌Common circumstances that may lead to a mindset rutA simple trick to release yourself from a negative spiral  Why powering through your fear isn't always the best optionTimestamps:‌ ‌00:31  Intro02:39  Why is mindset important?07:29  Mindset ruts09:20  What to ask yourself13:39  Mindset choices & positive results17:48  The million-dollar question20:32  My favourite mindset booksLinks:‌Mindset by Carol DweckThe Big Leap by Gay HendricksThe Mountain is You by Brianna WiestThe One Thing by Gary KellerBuilding a Joyful Business by Lianne Kim Happy Pocket Full of Money by David Cameron GikandiMaster your Money Mind by Amber LilyestromRemarkable by Lianne Kim & othersA-Players Rapid Impact Business Coaching ExperienceLearn with me: Mamapreneur Success Path - Free Audio TrainingFacebook: https://www.facebook.com/liannekimcoach Instagram: If you're a Mamapreneur with big goals, check out A-Players! A 90 Day group coaching program for Mama Entrepreneurs looking to get to the next level in their business. Learn more and book your enrolment call at: mamasandco.com/coaching

Today I'm thrilled to welcome leading financial advisor Brad Barrett. As founder of One Capital Management, Brad takes a holistic, personalized approach to financial advising that examines the emotional and psychological aspects behind money. With nearly 20+ years experience empowering clients, Brad shares game-changing perspectives on achieving financial freedom by resetting your money mind. In this episode we delve into how our upbringing and early life experiences shape our core money beliefs. Whether it was a parent's job loss or childhood money quarrels, those formative moments mold our mindsets as adults. We also explore the disconnect between wanting wealth yet judging the “rich.” And why time is the most precious commodity and how investing buys future time. So lets dive into ways to avoid money stress, find fulfillment beyond dollars, and reboot harmful money mentalities. The money mindset reset you need, starts now. Lets transform those pesky money patterns holding you back.   Resources Mentioned Website: One Captal Management You Tube: Make Your Money Matter Free Money Mindset Quiz: Test Your Nerve  

Money Mind Shifts From Financial Freedom In 2024

Kyle Grieve chats with Robert Hagstrom about the benefits of reading fiction for improving your investing process, the best mental models Robert learned from his time working with Bill Miller, the importance of understanding complex adaptive systems for understanding the market, how to use the DCF model according to Buffett and Munger, strategies for using multiple mental models in your day-to-day life to think better, and a whole lot more! IN THIS EPISODE, YOU'LL LEARN: 00:00 - Intro 03:48 - The Lessons from 3 of fiction's best detectives that will make you a better investor. 10:16 - Insights from investments in Dell Computer and Amazon. 10:37 - Why you should look at the market through a biological model over a physics-based model. 10:37 - The importance of network economics in a digital age. 26:55 - Ways to improve efficiency from books that you read. 38:10 - Interesting data points on the advantages and disadvantages of a concentrated portfolio. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Buy a copy of The Warren Buffett Portfolio: Mastering the Power of the Focus Investment Strategy here. Buy a copy of Warren Buffett: Inside the Ultimate Money Mind here. Buy a copy of The Detective And The Investor here. Buy a copy of Investing: The Last Liberal Art here. Buy a copy of The Warren Buffett Way here. Related Episode: Listen to TIP360: Inside The Money Mind Of Warren Buffett w/ Robert Hagstrom, or watch the video. Related Episode: Listen to MI222: How To Invest Like Warren Buffett w/ Robert Hagstrom, or watch the video. NEW TO THE SHOW? Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Airbnb NetSuite Babbel Masterclass Shopify Principal Financial Connect with Kyle:  Twitter | LinkedIn | Website Connect with Robert: Twitter | LinkedIn | Website

Kyle Grieve chats with Robert Hagstrom about the benefits of reading fiction for improving your investing process, the best mental models Robert learned from his time working with Bill Miller, the importance of understanding complex adaptive systems for understanding the market, how to use the DCF model according to Buffett and Munger, strategies for using multiple mental models in your day-to-day life to think better, and a whole lot more!IN THIS EPISODE, YOU'LL LEARN:00:00 - Intro03:48 - The Lessons from 3 of fiction's best detectives that will make you a better investor.10:16 - Insights from investments in Dell Computer and Amazon.10:37 - Why you should look at the market through a biological model over a physics-based model.10:37 - The importance of network economics in a digital age.26:55 - Ways to improve efficiency from books that you read.38:10 - Interesting data points on the advantages and disadvantages of a concentrated portfolio.And much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCESBuy a copy of The Warren Buffett Portfolio: Mastering the Power of the Focus Investment Strategy here.Buy a copy of Warren Buffett: Inside the Ultimate Money Mind here.Buy a copy of The Detective And The Investor here.Buy a copy of Investing: The Last Liberal Art here.Buy a copy of The Warren Buffett Way here.Related Episode: Listen to TIP360: Inside The Money Mind Of Warren Buffett w/ Robert Hagstrom, or watch the video.Related Episode: Listen to MI222: How To Invest Like Warren Buffett w/ Robert Hagstrom, or watch the video.NEW TO THE SHOW?Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.Check out our Millennial Investing Starter Packs.Browse through all our episodes (complete with transcripts) here.Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Learn how to better start, manage, and grow your business with the best business podcasts.Help us understand our audience better so we can create a more intentional user experience by answering this survey!SPONSORSSupport our free podcast by supporting our sponsors:AirbnbNetSuiteBabbelMasterclassShopifyPrincipal FinancialConnect with Kyle: Twitter | LinkedIn | WebsiteConnect with Robert: Twitter | LinkedIn | Website See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

50% Sold Out > My new Make More & Work Less Guided Workbook Course, designed to transform your money story in 7 days or less. First 200 people get $200 OFF!  Hurry GET IT HERE    In this episode, we unravel the intricate tapestry of the beauty industry, placing a spotlight on the money-making intricacies of aesthetic services. Our guest expert peels back the layers to reveal the business strategies, marketing nuances, and economic dynamics that govern the world of beauty aesthetics.   From the rise of aesthetic influencers to the confidential aspects of service development, we leave no stone unturned in exposing the hidden facets of the beauty industry's aesthetic realm. Uncover the financial strategies, market trends, and economic forces that shape this lucrative yet enigmatic aspect of the beauty world.   Join us for an illuminating conversation that goes beyond the surface, laying bare the economic intricacies of aesthetic services within the beauty industry. Whether you're a beauty aficionado, a practitioner, a permanent makeup artist, or simply interested in designing a profitable beauty business, this episode promises valuable insights.     Connect with Anisah Mohamed, Founder of The Aesthetic Loft, Inc: IG handle - @aestheticloft Website - www.theaestheticloft.ca     FREE GIFT FOR YOU!!!!  Fall into Abundance: Guided Abundance Walking Meditation Series: click here to get it for FREE! Allow this to be your season of abundance.    Tiffany on Instagram @projectme_with_tiffany  Tiffany on TikTok @projectme_with_tiffany Tiffany on YouTube: ProjectME TV Subscribe to Tiffany's FREE weekly digest, The Secret Posse     

Behavioral Finance: How human psychology can impact financial decisions and how to overcome common cognitive biases in money management.   Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while waxing his EV, this is Through the Pines… On this episode we cover Money Mind Games   On this episode of Through the Pines: - Emotions and Money - Cognitive Biases in Wealth Management - Behavioral Finance Strategies - Long-Term vs Short-Term Thinking - The Role of a Good Financial Advisor - Practical Tips for Money Mind Games   Our Advisors for this episode is planwithbaxter.com   Forbes Best in State Wealth Management Teams For Utah - Advisor Hub Fastest Growing Advisors to Watch under 1 Billion - Receivers of the Ameriprise Client Experience Award -   Financial Advisors: Baxter, Smith & Associates Contact: rex.m.baxter@ampf.com Website: https://www.ameripriseadvisors.com/team/baxter-nelsen-associates/   Find value in this podcast, consider supporting us here: https://www.buymeacoffee.com/banyanmedia   LIKE our Facebook Page: https://www.facebook.com/pinespodcast Follow our Instagram: https://www.instagram.com/pines_podcast/   Through the Pines  -  Reminding you to use Yesterday's Dollars to Finance Tomorrow's Dreams.

Behavioral Finance: How human psychology can impact financial decisions and how to overcome common cognitive biases in money management.   Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while waxing his EV, this is Through the Pines… On this episode we cover Money Mind Games   On this episode of Through the Pines: - Emotions and Money - Cognitive Biases in Wealth Management - Behavioral Finance Strategies - Long-Term vs Short-Term Thinking - The Role of a Good Financial Advisor - Practical Tips for Money Mind Games   Our Advisors for this episode is planwithbaxter.com   Forbes Best in State Wealth Management Teams For Utah - Advisor Hub Fastest Growing Advisors to Watch under 1 Billion - Receivers of the Ameriprise Client Experience Award -   Financial Advisors: Baxter, Smith & Associates Contact: rex.m.baxter@ampf.com Website: https://www.ameripriseadvisors.com/team/baxter-nelsen-associates/   Find value in this podcast, consider supporting us here: https://www.buymeacoffee.com/banyanmedia   LIKE our Facebook Page: https://www.facebook.com/pinespodcast Follow our Instagram: https://www.instagram.com/pines_podcast/   Through the Pines  -  Reminding you to use Yesterday's Dollars to Finance Tomorrow's Dreams.

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Today we are talking with Mark Trautman of Mark's Money Mind. Bill and I chatted with Mark on episode 12 where we talked about money in relationships. Mark also stood in for Bill as a co-host with Roger Whitney, the Q&A panel from CampFI, and On the Road with Catching Up to FI. In this conversation, we are going to dive into an alternative to the 4% Rule of Thumb. We see people in our community ask about a drawdown strategy in retirement, and the go-to answer seems to be the 4% Rule. But we would like to present another way of solving for that question, “How much money do I need for retirement?” Connect with us! @catchinguptofi  buy CUtFI a coffee Resources mentioned on the show: 4% Rule Early Retirement Now The Retirement and IRA Show with Jim Saulnier and Chris Stein The 4% Rule: EDU #2216 - The Retirement and IRA Show The Fun Number Part 1: EDU #2302 - The Retirement and IRA Show All About The Minimum Dignity Floor (MDF) Part 1: EDU #2231 - The Retirement and IRA Show What's an Annuity? Delayed Annuity Qualified Longevity Annuity Contract (QLAC) Fixed Period Annuity Amberly Grant CampFI FI Freedom Retreats   Disclaimer: We are not lawyers, financial advisors, accountants or tax experts. Please consult your own professional advisors before making any important decisions. Our content is for entertainment and education purposes only.

"What do your most successful clients have in common?" My client asked me this question a while ago and I cast my memory back to all of my past (and present) clients to find the common denominators between the ones who succeeded and stayed the course, and the ones who didn't. In this episode, we'll talk about what "success" actually means, what qualities define whether you're likely to "make it" in the ever-evolving online space, and 7 small tweaks you can make to your mindset that will shift you from surviving entrepreneurship to actually thriving through the inevitable ups and downs in your business. And if you'd like to thrive and profit through the holiday season this year while balancing gift shopping, holiday baking and family visits, my Q4 Sales Moneymind is for you! Learn how to run a Black Friday sale that generates cash up-front AND sets the stage for more sales down the line - even if you have a small audience or minimal time! The Moneymind is $77 now and will be going up to $111 at midnight September 13 so make sure to hop in now for my Sales Explosion Masterclass, all of my Black Friday email swipes, 2 weeks of group coaching, and 2 bonus coaching calls to workshop your Q4 sales strategy! >>> yaelbendahan.com/moneymind Don't forget to screenshot this episode, share it on social media and tag me for the chance to win a 1:1 Momentum coaching call with me

The FIRE community is notorious for chasing early retirement at all costs. Many search for creative ways to earn more money and spend less of it, only to end up hating the journey. If you've ever felt burnt out or discouraged on the road to FIRE, you're in for a real treat with today's episode! Welcome back to the BiggerPockets Money podcast! Today, we're joined by Mark Trautman from Mark's Money Mind. Early on, Mark decided that he was going to live life on his own terms. So, he and his wife worked their way out of debt and adopted the motto, “Make some, save and invest, and live on the rest.” After maximizing their 401(k) contributions, investing their money in other retirement accounts, and diligently saving each month, Mark and his wife were able to retire by the time he reached age fifty. We wish Mark's story ended there. A few years later, however, his life was turned upside down after the death of his wife. While grieving the loss, Mark needed to adjust how he used his nest egg going forward. By implementing smart Roth conversion strategies and opening a “fun bucket” account, Mark was able to not only minimize his tax liabilitybut also find new ways to enjoy retirement. Stick around for a true masterclass on how to relish the journey to FIRE! In This Episode We Cover How to enjoy the journey toward financial independence and early retirement The financial implications you face after the death of a spouse Reducing your lifetime tax liability with Roth conversion strategies The “fun bucket” strategy you NEED to implement in retirement How to start teaching financial independence to your children TODAY And So Much More! Links from the Show BiggerPockets Money Facebook Group BiggerPockets Forums Finance Review Guest Onboarding Join BiggerPockets for FREE Scott's Instagram Mindy on BiggerPockets Grab Scott's Book, “Set for Life” Listen to All Your Favorite BiggerPockets Podcasts in One Place Apply to Be a Guest on The Money Show Podcast Talent Search! Money Moment Backdoor Roths, Mega Backdoor Roths, and Roth Conversion Ladders Take Mark's FREE 7-Week Financial Literacy Course Click here to check the full show notes: https://www.biggerpockets.com/blog/money-446   Interested in learning more about today's sponsors or becoming a BiggerPockets partner yourself? Email us: moneymoment@biggerpockets.com Learn more about your ad choices. Visit megaphone.fm/adchoices

There is a dilemma when it comes to money for most people. It's that most don't see the idea that getting more money is an adventure. Most tend to see it as working really hard and still coming up short. Today we'll change all of that! Jay's Book http://nextlevelfaithglobal.com

(AUGUST FLASH BONUS SALE) ProjectME Posse Business Coaching Membership > CLICK HERE   When filled with doubt, do these steps to maintain belief:  1. **Visualize Success:** Create a vivid mental image of your desired outcome. Immerse yourself in the details and emotions of achieving your goal. Visualization can help override doubt and reinforce your belief. 2. **Break It Down:** Divide your goal into smaller, manageable steps. Achieving small victories along the way can boost your confidence and reinforce your belief in the larger goal  3. **Seek Support:** Surround yourself with a supportive community, mentors, or friends who believe in your potential. Their encouragement can counteract moments of doubt. 4. **Reflect on Past Success:** Recall instances where you've overcome challenges or achieved goals against the odds. Reminding yourself of your past triumphs can bolster your belief in your current endeavor.  5. **Positive Self-Talk:** Create and repeat phrases that reinforce your belief in the possibility of success. Affirmations can help rewire negative thought patterns and replace them with empowering beliefs. 6. **Stay Persistent:** Doubt is a natural part of any journey. Embrace it as a challenge rather than a roadblock. Consistent effort and persistence can gradually erode doubt and strengthen your beliefs.   ***BONUS SURPRISE GIFT*** When you leave a written review of the podcast on Apple Podcast, leave your name in the review or Instagram/TikTok handle, take a screenshot of it, and email it to us at support@projectMEwithtiffany.com. I will give you my brand new never released “Work Less While Making More” Printable Workbook for FREE! This will soon be for sale!   NEW & FREE > SUMMER ABUNDANCE: GUIDED WALKING MEDITATION SERIES: https://projectmewithtiffany.com/summerabundance   Normalization Manifestation Technique TikTok Video HERE     Tiffany on Instagram @projectme_with_tiffany Tiffany on TikTok @projectme_with_tiffany Subscribe to Tiffany's FREE weekly digest The Secret Posse  

Becky and guest host Mark Trautman chat with The Retirement Answer Man, Roger Whitney.  They are all on vacation with a group from the Rock Retirement Club.  Bill is back at the ranch working his day job and editing podcasts dreaming of time freedom on the path to financial independence, but still living his best life. As a certified financial planner for over 25 years, Roger uses his credentials and every channel possible to help people live well today without sacrificing tomorrow.  He is a three-time Plutus Award Winner for best retirement blog/podcast.  The podcast has over 8 million downloads and 475 episodes (and counting!).  He is the author of "Rock Retirement: A Simple Guide to Help You Take Control and Be More Optimistic About the Future."  Investopedia has ranked him as one of the top 100 most influential advisors several years in a row.  His mom passed away at 48, sacrificing the now while dreaming of the retirement brochure in the future.  He wants to help us shift what is possible in retirement by how we live, work, and celebrate what is possible right now - and keep doing it! Resources mentioned on the show: The Retirement Answer Man Rock Retirement Club Rock Retirement: A Simple Guide to Help You Take Control and Be More Optimistic About the Future by Roger Whitney The Second Mountain: The Quest for a Moral Life Atomic Habits: An Easy & Proven Way To Build Good Habits & Break Bad Ones by James Clear Outlive: The Science and Art of Longevity by Peter Attia Mark's Money Mind

Jason Crowley is a founding partner of Divorce Capital Planning, co-founder of Divorce Mortgage Advisors, founder of Survive Divorce, and financial advisor at Capital Planning Partners. As a Certified Divorce Financial Analyst, Jason works with our clients and their attorneys to formulate creative options to complicated settlement issues. He is an active member in a number of professional associations including the Association of Divorce Financial Planners, Institute for Divorce Financial Analysts, as well as the California State Bar and County Bar Associations. He is a frequent guest speaker on the financial and tax issues in divorce for local organizations and divorce professionals. Previously, Jason served as a financial planner with Wealth Strategies Group. Jason earned a bachelor's degree in Business Economics and Accounting from the University of California, Santa Barbara, where he graduated summa cum laude. Jason holds the Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), and Certified Divorce Financial Analyst (CDFA) credentials. He also holds the Financial Industry Regulatory (FINRA) Series 7 and 66 licenses. A Bay area native, Jason resides in Menlo Park. ____________________________________________________________________ Check out my FREE Live webinar, the 3 MUST HAVE Secrets to Communicating with Narcissists RIGHT HERE Learn more about the SLAY Your Negotiation with Narcissists program right here:  www.rebeccazung.com/slay Read the transcript of this episode right here. ____________________________________________________________________ For more information on REBECCA ZUNG, ESQ. visit her website www.rebeccazung.com and follow her on Instagram: @rebeccazung and YouTube!   GRAB YOUR FREE CRUSH MY NEGOTIATION PREP WORKSHEET RIGHT HERE!   SUBSCRIBE TO MY YOUTUBE CHANNEL RIGHT HERE. PREORDER YOUR COPY OF REBECCA'S NEW BOOK, SLAY THE BULLY: HOW TO NEGOTIATE WITH A NARCISSIST AND WIN RIGHT HERE  THIS WEEK'S SPONSOR INFORMATION:   ❤️ Better Help On Line Therapy: If you are struggling and need help, check out the resources at Better Help right here for online therapy. Please seek the help and support you deserve. https://www.betterhelp.com/RebeccaZung   We receive commissions on referrals to BetterHelp. We only recommend services that we trust. ____________________________________________________________________ Head to factormeals.com/negotiate50 and use code negotiate50 to get 50% off. Learn more about your ad choices. Visit megaphone.fm/adchoices

On today's episode of The NO Bullsh*t Manifestation Show, Kat had the pleasure of chatting with Melissa Machat. Melissa is a multi-passionate Entrepreneur who's learned how to redefine success without the hustle, grind, and burnout. Melissa is the host of the Purely Aligned Podcast, and founded Re-Align Coaching and Consulting to teach and empower Entrepreneurs how to create business on their terms and live a more fulfilled and purely aligned life.Melissa uniquely combines her knowledge and experience of Mindset and NLP with Aligned Strategy in a way that will help you achieve your goals and increase results because you're excited and inspired to take action!Melissa is a Speaker, Business Coach, NLP (Neuro-Linguistic Programming) Master Practitioner, and Digital Course Creator, with more than 14 years of sales and Real Estate experience, and over $170 Million in Volume Sold in Residential Real Estate.In today's conversation, they discuss: Misconceptions that people experience when it comes to manifestationTangible steps you can take to create the abundance you desire in your lifeWhat it means to be the embodiment of your manifestationsHow to activate the feminine energy inside of youCreating trust and faith in the fact that your manifestations are playing outInvesting in coachesIf you are interested in learning more about Melissa & connecting with her, check out the links below:Melissa's InstagramPurely Aligned PodcastWork with MelissaIf you are interested in how you can work with Kat & gain her support, check out the resources linked down below:Apply For Private 1:1 Coaching with KatJoin Kat's Exclusive Support Facebook CommunityFollow Kat's Instagram

If you don't have a conscious plan for your money that means it's not being appreciated, respected, and looked after. It will go to somebody else who does appreciate it, respect it, desire it, and want it. - Mike Dillard   The Ultimate Metabolism Kit Save 20% with code "WELLNESSFORCE" on everyone's favorite Superfoods brand, ORGANIFI, including their Ultimate Metabolism Kit, Sunrise to Sunset Bundle + their Women's Power Stack that includes HARMONY + GLOW for true hormonal balance and great health radiating through your beautiful skin. Click HERE to order your Organifi today. Are You Stressed Out Lately? Take a deep breath with the M21™ wellness guide: a simple yet powerful 21 minute morning system that melts stress and gives you more energy through 6 science-backed practices and breathwork. Click HERE to download for free. Optimize Your Brain's FunctionWith the only clinical-grade NAD+ brain supplement used by physicians to improve: NADOVIM NAD+ and Save 20% with code "JOSH20" Nadovim NAD+ is a nootropic (brain enhancing) clinical-grade formula designed by renowned physician Thomas K. Szulc to promote focus, concentration, and improved cognitive functioning. Optimize your most important organ (your brain) with a jitter-free and natural source of energy to keep you in the zone. *Review The WF Podcast & WIN $150 in wellness prizes! *Join The Facebook Group Wellness + Wisdom Episode 555 Mike Dillard, entrepreneur and business mentor, joins Josh Trent on the Wellness + Wisdom podcast episode 555 to talk about how losing everything helped him reinvent himself, how your limiting beliefs control your relationship with money, and why success can't be found outside of you. Are you aware of your purchase habits and beliefs around money? In this episode, you will learn how your self-worth defines your relationships with money, why you need to search for success within yourself, and why you need to master one skill in order to generate sales. Listen To Episode 555 As Mike Dillard Uncovers: [01:30] Self-Made Man: Wealth, Disease + Transformation Mike Dillard Kyle Kingsbury Why many young entrepreneurs often don't have a balanced life. How Mike transformed from having to prove himself to helping other people. Why mold disease and brain injury kickstarted his transformation. Losing everything to discover purpose. 304 Dr. Ann Shippy: The Hidden Dangers of Toxic Mold & What To Do About It Home Cleanse Change can either be voluntary or forced upon you. [21:10] Spiritual Awakening + Removing Limiting Beliefs How the disease helped him achieve a better life. 196 Aubrey Marcus: Owning The Day, Open Relationships, & Skipping Breakfast? Paul Selig Mike's first experience with MDMA and psychedelics, and how it helped him understand everything that happened in his life. The Hero's Journey by Joseph Campbell 481 Scott Jackson | Rewire Yourself: How To Create A Life You Love With Freedom From Subconscious Sabotage How REWIRE helps people uncover subconscious beliefs and limiting systems. MUSE Headband - 20% off with code "JOSH20" Leela Quantum - 10% off with code "JOSH10" How self-worth connects to money. [35:00] Success Comes From Honest Actions Mike's formula for success. Magnetic Sponsoring: How To Attract Endless New Prospects And Team Members To You Automatically by Mike Dillard Tim Ferriss Why being honest creates more success than selling others on a dream. 312 Kevin Kelly: What Technology Can Teach Us About Self Love The biggest misconception is that success is found outside of you. Why you need to master one skill to be able to sell well. Perry Marshall Two skill sets you need to make money. [52:45] Making Money Can Be An Addiction What Mike learned from the mother of his child. Kolbe Test Why most entrepreneurs have an addiction to adrenaline. Richer Every Day Procrastination is an encounter with a limiting belief. The emotional and financial connection. How neurochemistry influences our purchase decisions. Inverted dopamine response. Why shopping uses the same mentality as hunting. [01:21:45] Subconscious Programming Around Money Why you need to have a plan for your money. How subconscious programming plays out in our lives. Why Mike set up his financial value. How Rewire helped Josh switch the dopamine response to enjoy saving money. Unpacking why our limitations are only illusions. Victory Master Mind Power Quotes From The Show The Key to Making Money "The key to making money is to forget everything outside of you. What skill do you have that you can master that will solve some of these problems and then how do you solve the problem for some of these people at scale?" - Mike Dillard Our Biology Is Used Against Us "The media and corporations have basically weaponized their knowledge of our biology against us which has made it really difficult for people to have mass wealth here in our country." - Mike Dillard You Need to Have a Plan for Your Money "If you don't have a plan for your money, it will fall under the hands of someone who does have plans for your money. They have not only plans for your money but some of the smartest people on the planet whose full time job is to figure out how to extract your money from your hands and put it into theirs. And they have some of the most sophisticated equipment in the form of AI on the planet to do that as well. There's a war with an unprecedented level of sophistication that is being waged against you as a consumer every single day to extract your money from your bank account and to put it in somebody else's. - Mike Dillard  Links From Today's Show  Mike Dillard Kyle Kingsbury 304 Dr. Ann Shippy: The Hidden Dangers of Toxic Mold & What To Do About It Home Cleanse 196 Aubrey Marcus: Owning The Day, Open Relationships, & Skipping Breakfast? Paul Selig The Hero's Journey by Joseph Campbell 481 Scott Jackson | Rewire Yourself: How To Create A Life You Love With Freedom From Subconscious Sabotage MUSE Headband - 20% off with code "JOSH20" Leela Quantum - 10% off with code "JOSH10" Magnetic Sponsoring: How To Attract Endless New Prospects And Team Members To You Automatically by Mike Dillard Tim Ferriss 312 Kevin Kelly: What Technology Can Teach Us About Self Love Perry Marshall Kolbe Test Richer Every Day Victory Master Mind Shop the Wellness Force Media Store Organifi – Special 20% off to our listeners with the code ‘WELLNESSFORCE' breathwork.io SEED - Save 30% with the code "JOSHTRENT" ⁠⁠⁠⁠Force of Nature Meats - Click here to automatically save 10% on first order ⁠ BON CHARGE - Save 15% with the code "JOSH15" MANNA Vitality - Save 20% with the code "JOSH20" Mendi.io - Save 20% with the code "JOSH20" SpectraSculpt - Save 15% with "JOSH15" SaunaSpace - 10% off using code "JOSH10" Cured Nutrition CBD - Save 20% with the CODE "WELLNESSFORCE" PLUNGE – Save $150 with the code “WELLNESSFORCE" LiftMode - Save 10% with the code "JOSH10" HVMN - Get 20% off your Ketone IQ order with the code "JOSH" MitoZen – Save 10% with the code “WELLNESSFORCE” Paleovalley – Save 15% on your ACV Complex with the code ‘JOSH' NOOTOPIA - Save 10% with the code "JOSH10" ActivationProducts – Save 20% with the code “WELLNESSFORCE” NEUVANA - Save 15% with the code “WELLNESSFORCE” SENSATE - Save $25 on your order with the code "JOSH25" DRY FARM WINES - Get an extra bottle of Pure Natural Wine with your order for just 1¢ ION - Save 15% off sitewide with the code ‘JOSH1KS' Feel Free from Botanic Tonics – Save 40% when you use the code ‘WELLNESS40′ Drink LMNT – Zero Sugar Hydration: Get your free LMNT Sample Pack, with any purchase BREATHE - Save 20% by using the code “PODCAST20” Essential Oil Wizardry: Save 10% with the code ‘WELLNESSFORCE' NEUROHACKER - Save 15% with the code "WELLNESSFORCE" ALIVE WATER - Save 33% on your first order with the code "JOSH33" M21 Wellness Guide Wellness + Wisdom Community Leave Wellness + Wisdom a review on Apple Podcasts Mike Dillard Instagram Facebook Twitter YouTube About Mike Dillard Mike Dillard is an entrepreneur who got his start in the network marketing industry while in college at Texas A&M University. At the age of 26, he wrote his first book called “Magnetic Sponsoring” which has sold more than 200,000 self-published copies, and became his first 8-figure business. In 2010 he founded a financial education company called, “The Elevation Group” in order to teach others how to achieve financial freedom through investment strategies commonly reserved for the wealthy. The Elevation Group has over 50,000 clients in 60 countries around the world. Combined, his businesses have produced more than $50 Million in revenue without outside funding. Today Mike dedicates his time to mentoring other entrepreneurs on business development, marketing, and investing, so they can have the greatest impact possible.  

Today we have a special guest, Amanda Barrientez, known as the "Money Healer." Amanda is an international bestselling author, a podcast host, and an expert in helping women entrepreneurs achieve financial success. In this episode, Amanda shares her insights on money, wealth consciousness, and overcoming money blocks.In this episode, you'll learn:Amanda highlights three common money blocks that people often face.Amanda emphasizes the importance of shifting our mindset around money.Wealth consciousness plays a crucial role in achieving financial success.Join us in this insightful conversation with Amanda Barrientez as she shares her journey as a money healer and provides practical advice for transforming your relationship with money. Whether you're an entrepreneur or simply looking to improve your financial mindset, this episode offers valuable insights and strategies for unlocking your financial potential.Guest Info:Amanda Barrientezhttps://www.nfamoney.com/https://www.nfamoney.com/i-am-a-money-magnet-bookThe Women Entrepreneur Podcast~~~Resources:If you're new to the game or haven't tried this before. Get ready to supercharge your client acquisition strategies with my complimentary gift. Head over to www.5waystopayingclients.com to claim your free guide and unlock the secrets to attracting clients who are eager to pay for your valuable services. Don't miss out on this incredible opportunity to level up your business and increase your revenue. Grab your free gift now and start transforming your client base!Show your support for the Media Boss Podcast by joining us on Patreon at patreon.com/mediabosspodcast.When you become a patron, you'll unlock exclusive perks and special gifts as our way of saying thank you for being part of our podcast community. Don't miss out on this opportunity to contribute and receive some amazing rewards!Ready to take your media game to the next level and monetize your passion?Join me at the Make Money From Media Challenge, a transformative Five-Day Challenge where I'll cover podcasting, writing, film, streaming television, social media, and more! Don't miss out on this incredible opportunity to learn how to be omnipresent in the media world and unlock your earning potential. Sign up now at www.makemoneyfrommediachallenge.com and become a VIP for exclusive bonuses!Are you ready to start your own podcast but need some guidance or even someone to do it for you?Look no further! Simply text the word "PODCAST" to 929-244-4323 and let's get the ball rolling. Whether you're a beginner or need expert assistance, we've got you covered.Don't miss out on this opportunity to launch your podcast with ease. Text "PODCAST" now to 929-244-4323 and let's make your podcasting dreams a reality! Subscribe to our Youtube Channel: Media Boss PodcastIf you're craving a personalized 1-on-1 talk to discuss your specific media needs, challenges, and goals, we've got just the solution for you. Click the link below to schedule a chat with us!Schedule your FREE 1-on-1 session now: bit.ly/3X965MADon't miss out on this exclusive opportunity to gain valuable insights and tailored advice. Let's unlock the true potential of your media presence together!#MediaBossPodcast #MediaBoss #Podcast #MoneyHealer #FinancialSuccess #WealthConsciousness #MoneyMindset #MoneyBlocks #AbundanceMindset #FinancialFreedom #Entrepreneurship #WomenEntrepreneur #NFAMoney #Amanda Barrientez #TheWomenEntrepreneurPodcast #IAmAMoneyMagnet

Biggest SALE EVER! > The Abundance League Mastermind – My new one-of-kind program is designed to show you exactly how to scale your business to the high 6 and 7 figures without burning yourself out. {Pre-Launch Sale $3000 OFF}   A secure attachment style when it comes to money is characterized by a healthy and balanced approach to financial matters.  The ultimate goal: Financial confidence: Individuals with a secure attachment style tend to have confidence and trust in their ability to manage their finances effectively. They are more likely to have a positive attitude towards money, viewing it as a tool for achieving their goals rather than a source of stress or anxiety. Financial responsibility: People with a secure attachment style demonstrate responsible financial behaviors. They prioritize meeting financial obligations, such as paying bills on time, budgeting, and saving for the future. They understand the importance of financial stability and take proactive steps to achieve it. Openness to discussing money: Securely attached individuals are comfortable discussing money matters with others, including partners, family members, or financial advisors. They are open to seeking advice, guidance, and support when needed. They recognize the value of communication and collaboration in financial decision-making. A balanced approach to spending: Those with a secure attachment style tend to have a balanced approach to spending. They can enjoy the present moment by treating themselves to occasional indulgences while also considering their long-term financial well-being. They make informed decisions based on their values and financial priorities. Financial boundaries: Individuals with a secure attachment style understand the importance of setting healthy financial boundaries. They can say no to requests for money or manage financial expectations in relationships without feeling guilty or overly obligated. They prioritize their own financial stability and well-being. Adaptive financial coping strategies: When faced with financial challenges or setbacks, securely attached individuals are more likely to respond in a resilient and adaptive manner. They can seek solutions, adjust their financial plans, and seek support when needed. They view setbacks as temporary and see them as opportunities for growth and learning.   Have you noticed any connections between your attachment style and your financial attitudes? Share your experiences and insights with me >> Message me on Instagram or TikTok.   YOUR Season of Abundance Walk: Guided Meditation Series  Click here to get it for FREE!! projectmewithtiffany.com/seasonofabundance   Tiffany on Instagram @projectme_with_tiffany  Tiffany on TikTok @projectme_with_tiffany Subscribe to Tiffany's FREE weekly digest The Secret Posse 

How do you treat your money; like a well trusted friend or a nuisance you don't want to spend too much time on?Becoming a true money magnet involves treating your money with respect.The way you treat money, will be the way it treats you back.Keep that in mind the next time you stuff a 50 euro bill in your back pocket.On this fifth and last day of The Mind Your Money Challenge, I'll leave you with this: respect goes a long way when it comes to your money so start being respectful and watch money flow to you.I hope The Mind Your Money Challenge helped open your eyes to certain behaviors or beliefs and you now have the tools to make the necessary changes!You can find the 4 other challenge videos on my Instagram profile so feel free to roam.PS Is your goal to become a money master? Then dive even deeper into your money mindset and money management by putting yourself on the waitlist for my newest product that is coming soon ‘The Bold Money Makeover': fastforwardamy.com/theboldmoneymakeover

ALMOST SOLD OUT! ProjectME Posse Business Coaching Membership Join today and get my $300 Content Creation Made Easy course bundle for FREE!   I was settling and you likely are too.  To people outside my inner circle, they couldn't comprehend why I felt such a strong need to move after being in my luxury beach rental for only a year. Here I was in a multi-million dollar house, with a gorgeous expansive ocean view in the most coveted beach area of Los Angeles, but from DAY ONE my body didn't feel safe or right here.  Like most of us, I spent way too much time and energy convincing and even shaming myself into liking something that wasn't serving me at my highest level.  We have been conditioned to “just be grateful for what you have…” Then we end up feeling guilty for wanting more, whether it's a house, career, money, love, freedom, friendships, etc. Because people tell us, “You already have so much to be grateful for!” Wanting more doesn't mean you are ungrateful for all that you do have….that feeling of wanting more or wanting something different is there to show you what next-level abundance is out there waiting to claim as your own.  Then we judge ourselves so harshly and attach a belief about us when we desire more, and already “have so much.” SELFISH UNREASONABLE  SPOILED UNGRATEFUL TOO MUCH SNOBBY HIGH MAINTENANCE UNREALISTIC  I shamed myself into settling for less than I desire and deserve. BUT TWO MONTHS AGO I SAID, “NO FU*KING MORE!” The truth is…. You get to have it all simply because you desire it. Manifestation and abundance don't magnify under strict conditions, in fact, it loses its power. The ONLY limit on the abundance you attract, are the limits you set and accept for yourself.  This new podcast episode is designed to help you shift your money story to stop settling and change your life!   YOUR Season of Abundance Walk: Guided Meditation Series. Click here to get it for FREE!! projectmewithtiffany.com/seasonofabundance   SPRING MEGA BONUS SALE (ALMOST SOLD OUT) > ProjectME Posse Business Coaching Membership Join today and get my Content Creation Made Easy course bundle for FREE!   Tiffany on Instagram @projectme_with_tiffany  Tiffany on TikTok @projectme_with_tiffany Subscribe to Tiffany's FREE weekly digest The Secret Posse 

Bill & Becky talk with community member Mark Trautman.  Mark was a caddy, a valet, and a mutual fund manager for 25 years and retired early at 50.  He lives off his portfolio and in Crested Butte, CO. Mark lost his lovely wife to cancer two years ago.  He is a financial whiz and takes us on his personal and money journey dropping knowledge bombs the entire show.  From Tigger backpacks to Coca-Cola compounding to 529's you'll hear much about Mark's Money Mind!  Don't miss this one.   Resources mentioned on the show: Mr. Money Mustache's "The Shockingly Simple Math to Early Retirement" After the Death of Your Spouse: Next Financial Steps for Surviving Spouses by Mike Piper Die With Zero: Getting All You Can From Your Money and Your Life by Bill Perkins ICE Binder Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free LIfe by Jordan Grumet Mark's Money Mind Ramit Sethi Brad Kontz Money Scripts Stacked: Your Super-Serious Guide to Modern Money Management by Joe Saul-Sehy and Emily Guy Birken The Wealthy Barber: Everyone's Common Sense Guide to Becoming Financially Independent by David Chilton The Millionaire Next Door: The Surprising Secrets of America's Wealthy by Thomas J. Stanley

When money is tight, you gotta do what you gotta do. But who should you add to your financial accounts? What could possibly go wrong if you share money with your buddy? Today we are happy to have the creator of the blog Mark's Money Mind, CFP Mark Trautman, on to share his experiences in financial account sharing. Paulette Perhach joins us to share her financial sharing memories. And Len Penzo jumps in to give his perspectives on Affleck and Damon's level of trust. What are some smart rules to follow when sharing financial accounts with your spouse or other family member? What are some potential pitfalls, and how can you avoid them? Under what conditions is financial secrecy acceptable? Doug shares some trivia about how common financial sharing is among married couples. Will Mark make OG proud and put him squarely back into a first-place tie with Len; will Paulette bring the noise to the boys; or will Len extend his trivia dominance by another point? Tune in to find out! FULL SHOW NOTES: https://stackingbenjamins.com/Fri-roundtable-1349 Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.StackingBenjamins.com/201 Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

The Moneywise Guys Tuesday, April 25th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Guys" podcast call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management linkedin: MoneywiseWealthManagement Guest: John Duffield, CPA/MST website: www.bakersfieldaccountants.com/ phone: 661-488-8000 email: admin@661cpa.com  

A MUST listen episdoe! In this episode, Melinda & Jordan talk about...  The imprints from childhood and how we saw our parents handle their money;  Money and spirituality - the vows of poverty that we may have unknowlingly adopted; The beliefs we have around creating, maintaining, and expanding wealth;  Money shame and how to forgive yourself;  and MORE!  About Melinda Jacobs As an International Intuitive Coach and Clinical Hypnotherapist, Speaker, Teacher and Author - my focus is on empowering transformation personally and globally. My practice specializes in supporting people to heal through and beyond past trauma. In addition, through online courses, I teach individuals and groups how to develop intuitive awareness of the energetic and metaphysical world.  My unique approach helps people develop deep compassion for themselves while at the same time learning better habits and skills that are healthier, sustainable and life affirming.   Connect with Melinda  Complimentary 15-minute consult (link is on my website www.quantum-therapeutics.com or can be scheduled at go.oncehub.com/MelindaJacobsCRT Website: https://www.quantum-therapeutics.com/ Online Course Information - https://www.quantum-therapeutics.com/highly-sensitive-thriving-guide Email - quantumtherapeutics@gmail.com Read More Quick LinksGet Embed PlayerShare on SocialDownload Audio File  

On today's episode, Clay reviews Mohnish Pabrai's book, The Dhandho Investor. Mohnish is one of our very favorite investors to study here at TIP as we've interviewed him for the podcast multiple times in the past. Since its inception in 2000, Mohnish's flagship fund has achieved a return of 781% to his investors net of fees versus 378% for the S&P 500. IN THIS EPISODE YOU'LL LEARN:00:00 - Intro05:19 -The story of the Patels, who went from owning nothing in the US, to owning over 50% of the motel industry.11:33 - The 9 Dhandho investment principles.14:24 - How Dhandho investors are able to earn outsized returns with minimal risk.25:09 - How to identify bargains in the market.32:17 - The relationship between investing and gambling.39:17 - Clay's analysis on Mohnish's largest US equity holding today.49:46 - Mohnish's investing checklist he uses prior to purchasing a company.Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.BOOKS AND RESOURCESTune into the recent We Study Billionaires' episode covering The Little Book of Valuation by Aswath Damodaran or watch the video.Listen to the episode on Warren Buffett's Money Mind or watch the video.Related Episode: Listen to Investing in Stocks w/ Mohnish Pabrai - TIP442, or watch the video.Related Episode: Listen to Berkshire's Purchase of TSM & Meta "Doomsday" Analysis - TIP508, or watch the video.Mohnish Pabrai's book: The Dhandho Investor.Follow Clay on Twitter.NEW TO THE SHOW?Check out our We Study Billionaires Starter Packs.Browse through all our episodes (complete with transcripts) here.Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSGet position and investment info for nearly 6,000 Asset Management Companies with Moomoo, Australia's first A.I. powered trading platform. Sign up and fund your moomoo account before October 31 and get $10 for every $100 you deposit. All investment carries risk. AFSL 224 663. T&Cs apply.Get personalized, expert advice that helps you see things clearly with ATB.Help companies protect customer privacy in the face of endlessly growing data breaches by investing in Atakama today.Talk to your clients about Desjardins Responsible Investment today and support what's right for society and what's good for business.Take stock of your finances and investing strategy with Betterment.Guess less and sell more with the Number 1 email marketing and automation brand, Intuit Mailchimp.Let an expert do your taxes from start to finish so you can relax with TurboTax.If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with Innovation Refunds.Support our free podcast by supporting our sponsors.HELP US OUT!Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

IN THIS EPISODE, YOU'LL LEARN:00:00 - Intro05:11 - Aswath's two primary methods for valuing a company.05:40 - The general truths about valuations that investors should understand.12:38 - The four most basic inputs to valuing a company.19:37 - How to go about setting an appropriate growth rate in our valuations.34:11 - Additional considerations in performing valuations such as a company's intangible assets.47:09 - Clay's intrinsic value assessment of Williams-Sonoma (Ticker WSM).Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.BOOKS AND RESOURCESTune in to We Study Billionaires' recent episode about Warren Buffet's Money Mind, or watch the video.Listen to Clay Finck's deep dive on Peter Lynch and his book, One Up on Wall Street, or watch the video.Aswath Damodaran's books: The Little Book of Valuation, The Dark Side of Valuation, & Applied Corporate FinanceFollow Clay on Twitter.NEW TO THE SHOW?Check out our We Study Billionaires Starter Packs.Browse through all our episodes (complete with transcripts) here.Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Learn how to better start, manage, and grow your business with the best business podcasts. P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSGet position and investment info for nearly 6,000 Asset Management Companies with Moomoo, Australia's first A.I. powered trading platform. Sign up and fund your moomoo account before October 31 and get $10 for every $100 you deposit. All investment carries risk. AFSL 224 663. T&Cs apply.Get personalized, expert advice that helps you see things clearly with ATB.If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with Innovation Refunds.Guess less and sell more with the Number 1 email marketing and automation brand, Intuit Mailchimp.Help companies protect customer privacy in the face of endlessly growing data breaches by investing in Atakama today.Send, spend, and receive money around the world easily with Wise.Thanks to rising interest rates artificially driving down the prices of even the best assets, Fundrise expects 2023 to be one of the most opportune real estate investing environments of the last decade. Take advantage of this unique investing environment.Support our free podcast by supporting our sponsors.HELP US OUT!Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

#398: The Secret To Building Your Brain Into A Scaling Badass in 2023 (Joe Dispenza) This episode has become a favorite of mine already. In this clip, I show you how to use the brain science that Joe teaches for health and healing and how to apply it in your business.  The missing secret to scaling your business is building your inner world first, it is the most overlooked aspect of success that so many people forget as they look for what for the external skill set or course that is taught by marketers to sell them the next dream, but the most successful people in the world of business and sports understand where true results are created. TRAIN YOUR BUSINESS BRAIN LIKE A PRO-ATHLETE & FAST-TRACK TO 7 & 8+ FIGURES IN 2023https://www.unfairadvantage.online  Make sure to subscribe, comment, share and review the podcast wherever you watch or listen  CLICK HERE FOR ALL LINKS & PRODUCTS https://linktr.ee/AndyMurphymind Social Media Instagram Facebook LISTEN to the Mindset By Design Podcast Itunes https://goo.gl/3QfHqU Stitcher https://goo.gl/Xkdzi8 Spotify https://spoti.fi/2END4zI For Other Platforms https://andymurphy.online/podcast

IN THIS EPISODE YOU'LL LEARN:02:54 - What it means to have a “Money Mind”.10:08 - How Warren's father's Libertarian viewpoints rubbed off on Warren's business mind.24:29 - How Buffett continued to evolve as an investor as the investment landscape changed.29:24 - Tom Gayner's description of the three stages of value investing that has played out over time.36:15 - How Bill Miller helped value investors realize that value is sometimes found in the most unexpected places.45:04 - How Buffett's mindset differs from that of academics.45:23 - Why Buffett views stock market volatility as an opportunity rather than the risk in a company.50:21 - Why investors focused on the process rather than the outcome are better positioned to succeed in the long run.Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.BOOKS AND RESOURCESTune into the recent We Study Billionaire's episode covering Peter Lynch.Learn about Buffett's Purchase of TSM & Meta "Doomsday" Analysis.Robert Hagstrom's books: Inside the Ultimate Money Mind, The Warren Buffett Way, & The Warren Buffett Portfolio.Follow Clay on Twitter.NEW TO THE SHOW?Check out our We Study Billionaires Starter Packs.Browse through all our episodes (complete with transcripts) here.Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSGet position and investment info for nearly 6,000 Asset Management Companies with Moomoo, Australia's first A.I. powered trading platform. Sign up and fund your moomoo account before October 31 and get $10 for every $100 you deposit. All investment carries risk. AFSL 224 663. T&Cs apply.Get personalized, expert advice that helps you see things clearly with ATB.If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with Innovation Refunds.Guess less and sell more with the Number 1 email marketing and automation brand, Intuit Mailchimp.Help companies protect customer privacy in the face of endlessly growing data breaches by investing in Atakama today.Send, spend, and receive money around the world easily with Wise.Thanks to rising interest rates artificially driving down the prices of even the best assets, Fundrise expects 2023 to be one of the most opportune real estate investing environments of the last decade. Take advantage of this unique investing environment.Support our free podcast by supporting our sponsors.HELP US OUT!Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Enjoy this Money Mind and Abudance Hypnosis session. This Hypnosis session follows the previous session around the associations that we have around money, the decisions and beliefs about money and ourselves that stops us being abundant. 

Joe Duran, the founder and CEO of Goldman Sachs Personal Financial Management, on his early life and how he reframed his thinking around happiness, success, and financial well-being. He talks about navigating setbacks, what to make of this current financial climate, and how to identify your money mind—a framework he and his team developed to help people articulate what matters to them. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

Most people start the money mindset journey with some hope or expectation of wanting to improve themselves financially.  What most don't know (and I didn't know) when starting is that the outcomes are going to be FAR beyond Today, Jordan shares her personal journey and hands down the BEST impacts of doing this work for her.  Will you join in the conversation?  Join the REAL Money Talk Community as a Founding Member before 10/31!  This Membership will get you to feel in control and empowered with your money, receive more (& consistently!), AND make your big impact simultaneously.  The entrepreneurial journey challenges ALL of our money stories daily. Don't do it alone!  Get the breakthrough you've been seeking, quicker.  We start November 2nd with a 21 day challenge! 

Daily Meeting - Personal Finance 16: You & Your Money MindAntonio will be teaching how to build Twitter, PHP, and SQL for the tech side of the Mexit Special InternshipWhen you are the majority, act like itWhen it comes to you, your money, and your mind, adopt a different attitudeRich Dad, Poor Dad - Ch. 2: Why Teach Financial Literacy?An asset is anything that puts money in your pocketA liability is anything that takes money out of your pocketAnything that you're spending money onThe unemployment rate is not a real rate nor is it a real numberThe number is accurate for who your government decides is working class"Know what an asset is, acquire them and become rich."Your government doesn't included everyone as middle classIt's not a metric for everyoneHow Much You Need to Live Comfortably in 50 Major US Citieshttps://www.gobankingrates.com/money/economy/cost-to-live-comfortably-biggest-cities-us/Middle class is judged by net worth, not incomeThere is no middle classThe global class has replaced the upper classThere are 4 classes:PoorMiddleUpperGlobal The middle and upper classes have combined You need to find some assetsGo find $50,000 that you do not trade your time forThis is a state of emergency This is not a gameThat's it! Easy, huh? The trouble is that people are not properly taught how to spend their money. Many do not know the difference between an asset, something which puts money in your pocket, and a liability, something which takes money out of your pocket. Kiyosaki's main point is that the only way to become financially independent is to accumulate income generating assets which can pay for your expenses. However, many people rather buy a new car or an iPad (liabilities) instead of investing that money in stocks or real estate (assets). I recently posted an infographic which shows the difference in returns if you would have bought Apple stocks instead of one of their products.The fear of straying from the generally accepted life path plays a big role in the financial decision making process. However, if you do not want money to control you like it does most people, then you will have to do things differently from the crowd. Investing legend John Templeton seems to agree on this point.2021 Poverty Guidelineshttps://aspe.hhs.gov/topics/poverty-economic-mobility/poverty-guidelines/prior-hhs-poverty-guidelines-federal-register-references/2021-poverty-guidelines If you own a business and have a job, that's a family memberMost people are in poverty despite how the government has classified themThe 10X Rule will be the next book covered in the Personal Finance classDon't spend your moneyAccount for where you are and where your money is nowAll your money needs to funneled into real estate or something that acts like real estateBe where the government is protecting (stocks, real estate)Bettermenthttps://www.betterment.com/ Invest in betterment for 10 yearsSupport this podcast at — https://redcircle.com/the-secret-to-success/exclusive-contentAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Daily Meeting - Personal Finance 16: You & Your Money MindAntonio will be teaching how to build Twitter, PHP, and SQL for the tech side of the Mexit Special InternshipWhen you are the majority, act like itWhen it comes to you, your money, and your mind, adopt a different attitudeRich Dad, Poor Dad - Ch. 2: Why Teach Financial Literacy?An asset is anything that puts money in your pocketA liability is anything that takes money out of your pocketAnything that you're spending money onThe unemployment rate is not a real rate nor is it a real numberThe number is accurate for who your government decides is working class"Know what an asset is, acquire them and become rich."Your government doesn't included everyone as middle classIt's not a metric for everyoneHow Much You Need to Live Comfortably in 50 Major US Citieshttps://www.gobankingrates.com/money/economy/cost-to-live-comfortably-biggest-cities-us/Middle class is judged by net worth, not incomeThere is no middle classThe global class has replaced the upper classThere are 4 classes:PoorMiddleUpperGlobal The middle and upper classes have combined You need to find some assetsGo find $50,000 that you do not trade your time forThis is a state of emergency This is not a gameThat's it! Easy, huh? The trouble is that people are not properly taught how to spend their money. Many do not know the difference between an asset, something which puts money in your pocket, and a liability, something which takes money out of your pocket. Kiyosaki's main point is that the only way to become financially independent is to accumulate income generating assets which can pay for your expenses. However, many people rather buy a new car or an iPad (liabilities) instead of investing that money in stocks or real estate (assets). I recently posted an infographic which shows the difference in returns if you would have bought Apple stocks instead of one of their products.The fear of straying from the generally accepted life path plays a big role in the financial decision making process. However, if you do not want money to control you like it does most people, then you will have to do things differently from the crowd. Investing legend John Templeton seems to agree on this point.2021 Poverty Guidelineshttps://aspe.hhs.gov/topics/poverty-economic-mobility/poverty-guidelines/prior-hhs-poverty-guidelines-federal-register-references/2021-poverty-guidelines If you own a business and have a job, that's a family memberMost people are in poverty despite how the government has classified themThe 10X Rule will be the next book covered in the Personal Finance classDon't spend your moneyAccount for where you are and where your money is nowAll your money needs to funneled into real estate or something that acts like real estateBe where the government is protecting (stocks, real estate)Bettermenthttps://www.betterment.com/ Invest in betterment for 10 yearsSupport this podcast at — https://redcircle.com/the-secret-to-success/exclusive-contentAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy