Podcasts about registered life planner

Retirement isn't just about the numbers. Tim Ulbrich, PharmD and Tim Baker, CFP® and Registered Life Planner, explore how life planning can help you design a retirement filled with purpose, meaning, and fulfillment, not just financial security. Episode Summary When it comes to preparing for retirement, most conversations focus on the financial side—things like income planning, Social Security timing, withdrawal strategies, and tax-efficient investing. But true retirement readiness goes beyond the numbers. In this episode, Tim Ulbrich, PharmD, is joined by Tim Baker, CFP® and Registered Life Planner, to explore how life planning can help you design a retirement that's rich with meaning, purpose, and fulfillment, not just financial security. As you step away from decades of work—often after raising kids, building a career, and living within a structured routine—you enter a new phase of life where the biggest challenges aren't just financial, they're personal. Who are you now? What does your ideal day look like? How do you make this season of life one that aligns with your values and brings you joy? In this episode, you'll learn: What life planning is and how it complements financial planning How to navigate the personal and emotional transition into retirement Practical ways to align your money with your values and goals How to create a vision for a fulfilling and purpose-driven retirement Whether you're approaching retirement or simply thinking ahead, this conversation will help you see how life planning can make the next chapter not only financially sound but deeply satisfying. Mentioned on the Show Your Financial Pharmacist Your Financial Pharmacist on YouTube YFP 394: Crafting a Rich Life in Retirement: Insights from David Zgarrick, PhD Vanguard Study Advisor's Alpha Changes in US Family Finances from 2019 to 2022: The Federal Reserve Board of Governors

What if the key to your next level of growth isn't pushing harder, but stepping back? In this episode of Consulting Matters, Betsy Jordyn is joined by Cady North, financial advisor, author, and entrepreneur, to explore the transformative power of sabbaticals—especially for high-achieving consultants and coaches. They unpack the mindset shifts, financial considerations, and long-term rewards that come from stepping away intentionally. Whether you're facing burnout, navigating a life transition, or simply seeking clarity on what's next, this episode will help you view rest not as a reward, but as a strategic investment in your business and your well-being. Timestamps and Key Topics: (0:00:01) – The Power of Taking a Sabbatical How a sabbatical can spark deep clarity and healing for high-achieving professionals. Includes lessons on embracing stillness and preparing financially. (0:08:13) – The Value of Taking a Break Why sabbaticals are becoming more common—and necessary—for personal growth, creativity, and exploring new possibilities. (0:20:31) – Rediscovering Work-Life Balance and Entrepreneurship How time off can lead to a more sustainable work-life rhythm, and inspire business reinvention that reflects your true values. (0:28:41) – Reflections on Sabbatical and Return How intentional pauses open space for creativity, redefine productivity, and guide your re-entry into work with renewed purpose. (0:33:55) – Navigating the Post-Sabbatical Transition What to expect as you transition back into business, and why honoring your new pace and energy is key to long-term success. (0:39:15) – The Art of Taking Sabbaticals Financial planning tips, mindset shifts, and real client stories that illustrate the ROI of taking a well-designed break. (0:47:05) – The Power of Sabbatical Coaching Why communication, intention, and structure matter when planning a sabbatical—and how Cady supports her clients through the process. (0:54:06) – The Power of Sabbatical Reflection How to use nature, movement, and creative practices to process insights and build a business that aligns with who you truly are. Resources Mentioned: The Art of the Sabbatical by Cady North: https://a.co/d/76fbRkg Learn more about Cady North and her coaching: www.cadynorth.com Explore Betsy Jordyn's clarity and brand positioning work: www.betsyjordyn.com/services Watch the video on YouTube. About the Guest: Cady North is a personal finance expert. She works one-on-one with women to support their money journeys and writes about money, mindset, and work breaks. After spending more than a decade in corporate roles, her life-changing sabbatical in 2015 led her to start her entrepreneurial journey. As founder and CEO of North Financial Advisors and author of The Resiliency Effect, and The Art of the Sabbatical, her work has been featured in The Wall Street Journal, Business Insider, and The Washington Post. She is a CERTIFIED FINANCIAL PLANNER®, Registered Life Planner®, and has an MBA from Georgetown University and BA from the University of Texas at Austin. About the host: Betsy Jordyn is a business mentor, brand messaging strategist, and former Disney consultant who helps purpose-driven consultants and coaches build profitable businesses rooted in their unique strengths. With over 20 years in the industry and a knack for turning big ideas into clear positioning, she's your go-to for strategy that aligns with your calling. Ready to turn your expertise into a business that makes both impact and income? Work with me: https://www.betsyjordyn.com/services Subscribe and Share: Subscribe to Consulting Matters on your favorite podcast app so you never miss an episode. If this conversation inspired you, share it with a friend who may be ready to explore the ROI of rest.

Send us a textOn this episode of The Get Ready Money Podcast, I spoke with Cady North, Author and Founder of North Financial Advisors about changing the way we think about money and why we need to dare to dream big. In this episode we discussed:It takes courage to make big changes like taking a sabbatical or starting a business. Women are more intentional and tend to think longer term.You should be a partner with your client. Why you should help your clients learn about money so that they are empowered.Understand your money habits, ask yourself why you are making certain decisions. Take the time to review your employee benefits. Connect with Cady North:Cady North Website (here)North Financial Advisors Website (here)LinkedIn (here) Books: The Art of the Sabbatical: A Money and Mindset Guide for Your Next Work Break (Bookshop)The Resiliency Effect: How to Own Your Adversity to Act on Your Biggest Dreams (Bookshop) Resources mentioned:The Power of Compound Interest on The Get Ready Money Podcast (here)Kinder Institute of Life Planning (here) Investopedia (here)Bio: Cady North is a CERTIFIED FINANCIAL PLANNER™ professional, author, and entrepreneur. Her parents were small business owners, and she learned to balance a business checkbook by the age of 13. She spent more than a decade advising high-level executives of Fortune 500 companies while working for industry giants such as Bloomberg and Financial Executives International. In 2015, after a life-changing sabbatical, Cady took the leap to start a financial planning business, North Financial Advisors, helping women act on their biggest dreams and build resilience for the future. As an investment advisor, international public speaker and author, her work has been featured in Bustle, Business Insider, The Washington Post, and Forbes. Her book, "The Resiliency Effect" teaches us how to own our adversity to act on our biggest dreams. Her latest work, "The Art of the Sabbatical," is a money and mindset guidebook for taking a life-changing work break. She is also a Registered Life Planner® and has an MBA from Georgetown University and BA from The University of Texas at Austin.Support the showThe Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

Episode Summary In this episode, Dave and Nick discuss George Kinder's Financial Life Planning Process and how it applies to retirement savings. They explore how financial planning goes beyond numbers and investments—it's about aligning financial decisions with what truly matters to you. They also break down Kinder's famous three questions that help individuals clarify their financial and life priorities. https://youtu.be/Yvdb-nCmaZQ Key Topics Covered Who is George Kinder? Known as the "Father of Financial Life Planning." His approach prioritizes personal fulfillment over just growing wealth. The Shift from Spender to Saver in Retirement Why transitioning from saving to spending can be difficult. Overcoming the fear of outliving your money. Kinder's Three Life Planning Questions Imagine you are financially secure. What would you do differently? You have 5-10 years left to live. What changes would you make? You have 24 hours left to live. What regrets do you have? How These Questions Guide Retirement Planning Identifying what truly brings happiness and fulfillment. Adjusting financial plans to support a meaningful life. Addressing obstacles that prevent financial and personal goals. The Value of a Financial Life Planner Why working with a professional makes a difference. The emotional component of financial decisions. How planners help clients overcome limiting beliefs about money. Resources Mentioned George Kinder's Website – Learn more about life planning. Find a Registered Life Planner in your area. Shotwell Rutter Baer Advisors: SRBAdvisors.com Connect with Us

Domestic abuse isn't just physical—it can also shatter a person's financial stability. Financial abuse often goes unnoticed, yet it deeply impacts victims by limiting access to money, sabotaging financial independence, and creating lasting economic dependency. It's a hidden form of control that can affect anyone, regardless of income or background. In this episode, we dive into this critical yet under-discussed issue. Tejeswi Dodda, Maitri's Self-Sufficiency Coordinator, engages in an insightful conversation with Ariadne Horstman, a certified financial planner. Together, they share essential financial knowledge and practical tools to empower you to protect yourself and others from the devastating effects of financial abuse. Tune in to this important discussion and learn how to reclaim financial independence and resilience. ----------------------------------- ARIADNE HORSTMAN, CERTIFIED FINANCIAL PLANNER™ Appreciate Finance was founded in 2015 to help individuals and families realize personal goals and dreams through comprehensive financial planning and investment management. Its founder, Ariadne Horstman, has practiced as a CFP® since 2008, advising numerous families and individuals on their financial situations. Prior to that, she worked in the tech industry in Silicon Valley. She is a Registered Life Planner® with the Kinder Institute. Financial Life Planning is based on the premise that advisors must first discover clients' most essential goals before formulating a financial plan. In this way, a client's finances fully support those objectives as the client begins to move toward realizing them.

Megan Kopka joins us this week on the podcast! She lost her husband Keith to the devastating illness ALS. Megan is passionate about helping women, especially- caregivers and widows, find financial security andfreedom to live fulfilling lives supported through planning and investing. In today's interview, we chat about:~where she was able to find support after losing Keith~her greatest fear as a widow~finding healthy coping mechanisms~finding the strength to show up every day and be a good role model for your kids!~her involvement with Modern Widows Club~her fierce dedication to helping widows and caregivers thrive!Megan is a CERTIFIED FINANCIAL PLANNER™ and Registered Life Planner. Megan co-founded the Cape Fear Community of the Modern Widows Club (MWC) in May 2020 and served as their community advocate until December 2023. She also served on the Golden Committee for the National Modern Widows Club,a national non-profit organization that serves widows. Megan is now the Board Chair for MWC.You can reach Modern Widows Club at https://www.modernwidowsclub.orgYou can reach Megan at https://www.apprisewealthmanagement.com Be sure to join our Facebook group, Widow 180 The Community: https://www.facebook.com/groups/312036956454927Also follow us on Insta: https://www.instagram.com/widow_180/Check us out on YouTube at Widow 180: The Channel: https://www.youtube.com/channel/UC-DK_dl31qMilJ5cE6t9MVQFor more blog posts and resources go to www.widow180.comQuestions? Email me at jen@widow180.com

Stay in touch and sign up for Paco's weekly email newsletter, The Nerdletter.  In this episode of Weird Finance, host Paco de Leon, along with Stephanie Bucko and Cristina Livadary from Mana Financial Life Design (@manafld), dive into the essentials of thinking like a financial planner. They discuss targeting clients with growth mindsets, particularly those in helping professions and the sandwich generation. Stephanie explains the trade-offs for business owners aiming to keep taxes low versus paying more into Social Security and retirement plans. Christina shares insights on mastering personal finance and emphasizes the importance of understanding financial numbers.  Cristina is a Certified Financial Planner® and Registered Life Planner®. Before Mana, she led sales and consulting efforts as a Regional Director with Russell Investments, where she consulted for and worked with over 10,000 financial advisors. After years of experience in the industry she grew dissatisfied with the wide disparities in knowledge, empathy, and skill within the advisor population. Cristina is a Bucknell University graduate, with a BA in Political Science and Spanish. She launched Mana with Stephanie in 2018 based on the belief that even greater success can be achieved by solving issues holistically - with individuals and their families. Since founding Mana, Cristina has been recognized for her accomplishments within the industry by leading organizations such as Investment News' 40 under 40 in 2020 and Investopedia's Top 100 Advisors in 2023. Cristina is living her own life plan, working in her dream career as a business owner and a financial life planner who does everything in her power to positively impact the lives of her clients. When she's not hard at work, you can find Cristina in the great outdoors. She is passionate about surfing and adventuring around the world with her family and friends. Stephanie is a Certified Public Accountant and Chartered Financial Analyst®. She graduated from Bucknell University with a BSBA in Accounting. Following her undergraduate education, she audited hedge funds in New York City with PricewaterhouseCoopers during the 2008 financial crisis, and then joined Man Group, the world's largest publicly traded hedge fund. At Man Group she served as a risk manager for six years, handling $15 billion in hedge funds. After years of serving banks, pensions and endowments, Stephanie became interested in bringing institutional quality services to a broader population. In 2018, Stephanie launched Mana with Cristina out of the realization that investment management is only a small piece of the services that individuals truly need in a financial advisor. Since founding Mana, Stephanie has been recognized for her accomplishments within the industry by leading organizations such as Investopedia's Top 100 Advisors of 2023. She is also a regular contributor to MyStockOptions.com, the financial advice industry's premier site for equity compensation. When Stephanie isn't educating herself on the markets or building complex spreadsheets, you can find her outside. Her favorite days are spent on the ski slopes, riding horses, and bird watching. A special thanks to the talented and generous Ramsey Yount for producing, editing, and sound designing this episode.  The theme music was written and performed by Andrew Parker, Jenna Parker, and Paco de Leon. If you'd like to contact us about the show or ask Paco a question about finances, call our hotline at 1-833-ASK-PACO, email us at weirdfinancepod (at) gmail.com or submit your questions here. We'd also love your listener feedback about the show; here's a short survey. Learn more about your ad choices. Visit megaphone.fm/adchoices

For our 200th episode, we are joined by the legendary George Kinder, best known for creating the Registered Life Planner designation and curriculum through the Kinder Institute of Life Planning.  George is a pioneer who helped to shape what has become the financial planning industry.  Join past chapter president, Chris Boyd of Wealth Enhancement Group & Kathleen Kenealy, current chapter board member & founder of Katapult Financial Planning, for an uplifting and inspiring discussion about financial planning in the context of Life Planning.   Harvard-educated George Kinder started as a tax planner and a personal financial advisor (1973 - 2004) and subsequently became the founder and president of The Kinder Institute of Life Planning (2000—present), which has trained more than 5,000 professionals worldwide.     He is the author of numerous books (https://www.amazon.com/George-Kinder/e/B001JRXW6M). George Kinder was the first winner of the Financial Planning Association's Heart of Financial Planning Award, recognizing "individuals who demonstrate commitment and passion in doing extraordinary work to contribute or give back to the financial planning community and the public."    In this episode, George shares insights about life planning - considering how we communicate in client meetings - listening empathetically - and being careful not to direct clients & their priorities.  George elaborates on the 3 Questions for which he has become famous, common themes of responses, and how the Kinder Institutes helps advisors as Registered Life Planners become more & better advisors by assisting clients on their journey to fulfillment.  Even as the conversation concludes, George's enthusiasm & passion remain evident, considering the virtues of mindfulness & the fiduciary standard.     Join us as we meet George Kinder & consider Life Planning on the Wicked Pissah Podcast!

In this episode, Rob, Phil, and Phil discuss:How Phil reinvented his career around financial and life planning. Why life planning can be more impactful than solely financial planning. Choosing your niche and understanding your why. Phil's nine-step process to informed success. Key Takeaways: To lead a more fulfilling life, aligning our resources (time, energy, attention, and money) with our values is paramount.Considering the future involves more than just financial objectives; your purpose and values hold the power to impact lives significantly.When identifying your niche, examine your existing clientele and those you enjoy working with the most. Then, assess how these clients align with your core purpose.When considering merging firms or bringing in a new partner, it's crucial to align values and goals for a successful partnership. “I work with women facing new beginnings. There's a change happening, and they don't know what comes next, so the life planning process really fits well because one of the things that it does is it helps you to identify those things that are most important to you.” – Phil WeissAbout Phil Weiss: Phil Weiss started his financial services career in 1987 as a tax professional working for Deloitte & Touche. For the past 25+ years, he has worked extensively in the areas of personal finance and investment management. In addition to being both a CFA charter holder and a CPA, Phil is also a Registered Life Planner®.Phil focuses his Registered Investment Advisor (RIA) business on providing financial planning, personal finance, and investment management services and education to women facing new beginnings.Phil has served as a featured media spokesperson and has written weekly commentary on investment- and income tax-related topics. He continues to blog regularly for Apprise.Episode References:The Truest Fan MastermindThe Partnership Charter by David GageShift Conference: https://www.humanfirst.live/ Connect with Phil Weiss: Website: https://apprisewealth.com/ Free Ebook: https://apprisewealth.com/ebook Blog: https://apprisewealth.com/blog/ LinkedIn: https://www.linkedin.com/in/philip-weiss/Facebook: https://www.facebook.com/AppriseWealth/ Connect with Rob Brown & Phil Calandra:Website: http://truestfan.com/ Facebook: https://www.facebook.com/truestfan LinkedIn: https://www.linkedin.com/in/truestfan/ LinkedIn Group: https://www.linkedin.com/groups/8496989/

Today's guest is in the words of a mutual connection a former badass short seller wrapped in the body of a sweet Texas lady. She gave up the short seller life a few years ago to start Paradigm Advisors, an independent fee-only financial advisory firm, catering to younger high net worth professionals. Michelle Underwood Gass has a passion for helping people and resolving complex issues for her clients while navigating their path towards financial freedom. Her diverse experiences working in different areas of finance – accounting, tax, family office environment, hedge funds and ultimately becoming an entrepreneur – make her uniquely qualified. Michelle has a Master of Accountancy with a concentration in Taxation and an undergraduate accounting degree, both from the University of Tennessee. She is a Certified Public Accountant, Certified Financial Planner, and Registered Life Planner. On today's podcast, Michelle shares her professional journey, importance of working happy, being intellectually curious, networking, and proudest moments.

If you've been a listener to this podcast for some time, you are likely well aware of the things to look for when hiring a financial planner.  However, your friends may not be.  If the topic of finances comes up, do the right thing: educate your friends and family on how to find a good advisor. What happens when you don't help your friends and family I recently had a client who came to me with a concern for a family member. Her cousin inherited a sizable sum of money and hired a financial advisor to assist with the logistics. My client expressed concern about a few aspects of the plan her cousin received, in particular, the number of life insurance policies she was encouraged to obtain, and did not understand some of the recommended investments. When it comes to Financial Advisors: Ask the Right Questions We talked about how my client could help her cousin with regard to asking the right questions of her new financial planner. This advice applies to anyone interested in obtaining financial services so I decided to share her story and a list of nine questions anyone should ask when hiring a financial advisor. I've also taken the liberty of including my answers as a reference point for any interview conducted with potential financial planners. 9 Questions to Ask When Interviewing a Potential Financial Advisor Are you a fiduciary? YES! I started my own Registered Investment Advisor (RIA) company, licensed in the states of MA, CA, and PA. These states require that I act as a fiduciary for my RIA and all my clients. What are your professional qualifications and credentials I am a Certified Financial Planner (CFP®), a Registered Life Planner (RLP®) and a Chartered Financial Counselor (ChFC®). When I started my RIA in 2018, I immediately enrolled in the CFP® curriculum. It took a few years to complete the required college-level courses, pass the comprehensive exam, and fulfill the work requirement (2-3 years of full-time work in the industry). I have also taken the required coursework for the Registered Life Planner in 2021 - a year of classes and work provided by the Kinder Institute. How are you paid? What are your fees and how are they structured (hourly, flat fee, percentage of assets under management)? Are there any additional costs I should be aware of? I typically work with new clients in a flat fee arrangement to provide comprehensive planning. You can always find the latest fees and services listed right on my website. This is a one-time fee to cover all the initial planning together. Often, clients will engage me to provide ongoing services. This service is also a flat-fee, yearly arrangement, based somewhat on net worth and paid monthly. Again, those transparent fees are listed on my website. There are no other fees paid to me. Sometimes I will recommend services that have associated costs (estate planning, tax preparation, life insurance, etc) - but I always let you know the potential costs of these services, paid directly to other professionals, with no commissions or incentives for me. How long have you been working as a financial advisor? What is your experience with clients in situations similar to mine? I started my own RIA in 2018 and have been working with clients in the years since. I primarily work with busy parents who want to get organized with their finances to ensure a successful future for themselves and their children. What is your investment philosophy? How do you select investments for your clients? Can you explain your approach to risk management? I believe in using low-cost index funds, in a mostly buy+hold approach, which involves...

This podcast is not financial advice, please talk to your financial adviser or tax planner or people that are certified. Shannon Blackmon is a CERTIFIED FINANCIAL PLANNER™ professional, highly trained in financial planning and investment management. Helping others not only survive but flourish and live full, prosperous lives is her goal. Shannon enjoys co-creating custom financial plans with her clients' well-being at the center. Shannon earned a bachelor's degree in Psychology from the University of Arizona and her Certificate in Financial Planning from Boston University. Shannon is a Registered Life Planner® through Kinder Institute. She is also a Certified Financial Therapist-Level I™ Practitioner. She serves as Co-Chair for the Horizons Foundation's Professional Advisors Council and is a member of Dental Speaker Institute, and Dental Speakers Bureau. Reach out to Shannon: shannonb@thomasdoll.com Resources: Link for Shannon's Assessment: https://measure.datapoints.com/survey/842/iIRZck0XLr0dpzJBy9bT Robo Adviser (we do not earn any commission) https://www.wealthfront.com/ Online Brokerage Firms (we do not earn any commission)   We cover so many topics ranging from:Timestamps:(01:32) What do people get wrong about the finances(04:31) How Dental Assistants can get on the path of creating wealth(07:22) How start setting money aside for Emergency Fund (Rainy Day fund)(10:45) Emergency Fund gives you a boost of confidence (12:51) What to do if the practice you work for doesn't have 401K offering(14:37) Traditional vs Roth IRA differences (17:36) How and why to choose Certified Financial Planner (19:13) What is the cost of working with a Certified Financial Planner(24:20) People hide bigger problems behind Money Problems(28:50) How to discover your goals(36:10) Modern platform to manage your finances(39:11) Real meaning of Paying Yourself First

Nick's Bio:Nick Nauta has been practicing financial planning since moving to the Lansing area in 2006. After studying Financial Management and Economics at Northern Michigan University, Nick ventured into the financial planning industry. Having a young daughter and wife, Nick wanted to stay in Michigan. At the time he graduated, one of the few jobs available for a finance major was as a financial advisor.Nick struggled through his first few years in the profession. He relates the struggle to his early memories of money living in Spring Lake, Michigan. One of the things he learned about money when he was growing up was the people who seemed to have the most of it, weren't inherently happier than those who didn't. When he started in the financial advising industry, the profession appeared to be all about making money, something he didn't hold in high esteem.Some years later, around the time his son was born, Nick finally started to figure out his place in the financial planning world. He was challenged to answer the question of why he did what he did. Thinking back on his early memories of money, he concluded he was in the financial planning profession to help people realize their life goals.Nick enjoys giving back to the community as well as his profession. He is currently the past president of the Davies Project, Treasurer of Loaves and Fishes homeless shelter, President of Delta-side business association, and Secretary of Kiwanis of Delta Township. Nick is a Certified Financial Planner™, Chartered Life Underwriter™, Registered Life Planner™, board member of the Greater Lansing Estate Planning Council, and a member of the following professional associations:CFP® BoardNational Association of Personal Financial Advisors (NAPFA)Financial Planning Association (FPA)Fee-Only NetworkXY Planning Network (XYPN)Kinder Institute of Life PlanningGreater Lansing Estate Planning CouncilNick's Social: https://www.linkedin.com/in/nicknautacfp/

Money is one of the most important aspects of our lives, and it plays a significant role in our well-being. A money mindset applies to any thought process an individual has regarding money. This could be saving, making, spending, or investing money. Your mindset around money can make or break your financial capabilities. In this episode, Dr. Tarryn MacCarthy is joined by Certified Financial Therapist Shannon Blackmon. They talk about money, money mindset, and how it affects your relationship with money.Shannon Blackmon, CFP®, enlightens and empowers audiences across the country to expand their money mindsets and stories through her financial well-being presentations.Helping others not only survive but flourish and live full, prosperous lives is her goal. Highly trained in financial planning and investment management, Shannon enjoys co-creating custom financial plans with her clients' well-being at the center. Guiding them through a comprehensive wealth management process, she provides insights into cash flow, net worth, risk management, investments, and philanthropic goals.Shannon earned a bachelor's degree in Psychology from the University of Arizona and her Certificate in Financial Planning from Boston University. Shannon is a Registered Life Planner® through Kinder Institute. She is also a Certified Financial Therapist-Level I™ Practitioner. She serves as Co-Chair for the Horizons Foundation's Professional Advisors Council. She is a member of the Dental Speaker Institute and Dental Speakers Bureau.Learn more about Shannon:LinkedIn: https://www.linkedin.com/in/shannonblackmon/FB: https://www.facebook.com/profile.php?id=100086119422499Join her workshop: http://www.resetyourmoneymindset.comShow notes:[1:54] What is financial therapy, and its difference from financial planning?[5:00] What drew Shannon to financial therapy?[7:30] On why valuing relationships and experiences makes people happier[8:43] Poverty and the scarcity mindset[9:28] Do women have common subconscious beliefs around money?[11:42] Join The Radical Happiness For Practitioners Program to rediscover happiness within your profession and life. Check out https://www.thebizofhappiness.com/radicalhappiness[12:51] Our worth is immeasurable[17:08] Money as a taboo subject[19:49] Maturing and development around money[25:06] What is her definition of happiness?[26:20] OutroSign up to Radical Happiness and become the Happiest Practitioner: https://www.thebizofhappiness.com/radicalhappinessPlease join my Facebook group: Business Of Happiness Hive, so we can all take this journey to find fulfillment and happiness together. Click here.Where to find meWebsite: www.thebizofhappiness.comFacebook: facebook.com/thebusinessofhappinessIG: @thebizofhappinessIt would mean the world to me if you subscribe, leave a review, and share this podcast with your friends, co-workers, and families. This will help the trajectory of this podcast and allow others who are seeking true happiness to find the podcast.

Weili Gray, MD is a supportive friend whom I met through an on-line physician entrepreneur community 3 years ago, and she allowed me to coach her while I was becoming a certified life coach. After I introduced her to the world of coaching, her life has never been the same! Listen to find out why and how! Dr. Weili Gray is a board-certified sleep, integrative, and lifestyle medicine physician who practices in Vermont. She is a Registered Life Planner and the founder of Dare to Dream Physician where she offers life planning and hosts a weekly podcast. Her mission is to help physicians who feel overwhelmed and unfulfilled Dare to Dream and create their most abundant lives so they can live each day with intention and passion. #marriageadvice #lifeplanning #relationshipadvice #marriagegoals #freedomofchoice

This week's episode was inspired by a meaningful conversation with Dr. Weili Gray, and it's all about self-reflection and appreciation. Dr. Gray's years of experience and insightful advice will give you a new perspective on the gift of life and how to make the most of it.Bio:Dr. Weili Gray is a board-certified sleep, integrative, and lifestyle medicine physician who practices in Vermont. She is also a speaker, Registered Life Planner and the founder of Dare to Dream Physician, where she offers life planning and hosts a podcast.Takeaways:You'll learn to reflect on what's most important to you, appreciate the true gift of your one and only precious life, and realize you can be responsible to live a life that's meaningful and fulfilling.Contact Information:FacebookInstagramLinkedInWebsite..Book a consultation with Dr. Tomi MitchellClick HERE to schedule a free 30-minute consultation if you'd like support to take the right step towards the great life you deserve.Connect with Dr. Mitchell:LinkedInInstagramFacebook⭐Thank you for listening to our podcast! We would greatly appreciate it if you could take a moment to give us a 5-star review. Your support helps us reach more listeners and continue to bring you high-quality content. Thank you!

In this Swift Chat, Marie Swift of Impact Communications Inc. speaks with George Kinder of the Kinder Institute of Life Planning. The two discuss mindfulness skills to help yourself live the life you want to live and what the Registered Life Planner designation means. Learn more about George and his work at www.KinderInstitute.com  

Meg's Bio:"I worked in the tech industry straight out of college. Through the first Dot Com Boom. Aaaaand through the crash. When I got laid off. Fun times.In my 30s, I got bored with my work in tech, and I changed careers into financial planning. I also got married, had two babies, moved cross-country twice, went back to school for a graduate degree, bought my first home, decided (I mean, not unilaterally) to have my husband retire from tech and become a stay-at-home dad, and started a business (this one!).I don't know if I'd have had the guts to do all of that without the money and flexibility my husband and I both got from the tech industry. Which is why I love working with women in their early to mid career in the tech industry.It's such an exciting time of life. And the opportunities are almost boundless. But it's so stressful. And oh my goodness, what do you mean “estimated taxes”?!I've learned that if we are intentional and if we do the work, our opportunities in the tech industry can help us build that fulfilling life we all crave.What else about me?Wellllll, I grew up in Newport News, Virginia. I went to Wellesley College in Massachusetts, where I majored in Economics, gained 10 pounds (unlimited Fruit Loops? whut?!), and learned to banish writer's block. I moved to the Bay Area in 1998 and worked as a technical writer for 10 years in the San Francisco Bay Area, mostly in the software-security sector. ‘Tis also, it should be noted, where I met my husband. We both worked on the Engineering team at a small startup.After I changed careers, I got my Master's of Science in Financial Planning from Golden Gate University. I then worked for fee-only Registered Investment Advisors, back in Tidewater Virginia.In search of a home better suited to us, my husband, my two daughters, and I moved to Bellingham, WA. Julia the Dog—a sweet girl, if not technically a good girl—joined us a couple years later.So much of what makes me happy—hiking, biking, cooking, yoga, kale, and ancient minivans missing hubcaps—are part of the fabric of life here. For those rare times when I have a stretch of silence and time, I love reading books about European royal history, sci-fi/fantasy, and Anything Russia.I am a Certified Financial Planner™ professional, a Registered Life Planner™ and a member of the XY Planning Network and the Financial Planning Association."Meg's Social:Twitter- @MegBarteltLinkedin - https://www.linkedin.com/in/megbartelt/Music in this episode was obtained from Bensound.

Shannon Blackmon, CFP®, enlightens and empowers audiences across the country to expand their money mindsets and stories through her financial well-being presentations. Helping others not only survive but flourish and live full, prosperous lives is her goal. Highly trained in financial planning and investment management, Shannon enjoys co-creating custom financial plans with her clients' well-being at the center. Guiding them through a comprehensive wealth management process, she provides insights into cash flow, net worth, risk management, investments, and philanthropic goals. Shannon earned a bachelor's degree in Psychology from the University of Arizona and her Certificate in Financial Planning from Boston University. Shannon is a Registered Life Planner® through Kinder Institute. She serves as Co-Chair for the Horizons Foundation's Professional Advisors Council. She is a member of the Dental Speaker Institute, and Dental Speakers Bureau. Join us as we discuss: 1. What an “Abundance Mindset” is and how it can impact financial well-being. 2. How the financial world has many important terms to know that sound foreign to many people. 3. Why financial literacy is important and what that means. 4. Shannon's passion for women and money and manifesting abundance. You can find out more about Shannon by visiting her website: https://thomasdoll.com/ Schedule a Complimentary No Sale Zone Discovery Call HERE: shannonb@thomasdoll.com And to discover more about The Mint Door, visit our website: www.themintdoor.net Hosted on Acast. See acast.com/privacy for more information.

Evolve into your next stage of life with passion and purpose. And strategic planning strategies that work for you.  Are you holding on to money beliefs that are not yours? Beliefs that have been passed down from your parents, grandparents or even your great-grandparents? Don't let the experiences and beliefs of your ancestors hold you back from realizing the life of your dreams.  Shannon Blackmon, CFP shares points on how to evolve in life with financial planning that has your well-being at the center. Retirement is not the end. It is only the beginning of your next phase in life. The phase that may just be the best one yet! Shannon Blackmon is a CERTIFIED FINANCIAL PLANNER™ professional, highly trained in financial planning and investment management.  Shannon enjoys co-creating custom financial plans with her clients' well-being at the center. Guiding them through a comprehensive wealth management process, she provides insights into cash flow, net worth, risk management, investments, and philanthropic goals. Shannon earned a bachelor's degree in Psychology from the University of Arizona and her Certificate in Financial Planning from Boston University. Shannon is a Registered Life Planner® through Kinder Institute. She serves as Co-Chair for the Horizons Foundation's Professional Advisors Council. She is a member of the Dental Speaker Institute, and Dental Speakers Bureau. For more information about today's episode and to watch the video version, head on over to rootUon and follow us on YouTube. Thank you for listening to the Dental Alements Podcast and for supporting each other in the dental profession. Cheers! April & Cindy      

Creating a healthy money mindset comes from first understanding and developing a healthy relationship with money. It's not something that we often take the time to do, but through it, you'll have a much better understanding of where you might be heading financially. Today Dr. Tarryn McCarthy is joined by Certified Financial Planner Shannon Blackmon to talk all about money mindsets and how you can empower yours and kickstart your journey to wealth.Shannon Blackmon is a Certified Financial Planner professional with the firm Thomas Doll specializing in wealth management for dental and medical entrepreneurs. Through her financial well-being presentations, she enlightens and empowers audiences across the country to experience transformational shifts in their relationships with money. Her goal is to help others thrive, flourish and live full, prosperous lives.Highly trained in financial planning and investment management, Shannon enjoys co-creating custom financial plans with her clients' well-being at the center. Guiding them through a comprehensive wealth management process, she provides insights into cash flow, net worth, risk management, investments, and philanthropic goals.Shannon earned a bachelor's degree in Psychology from The University of Arizona and her Certificate in Financial Planning from Boston University. Shannon is a Registered Life Planner through Kinder Institute. She serves as Co-Chair of the Horizons Foundation's Professional Advisors Council. She is a member of the Dental Speaker Institute and Dental Speakers Bureau.Connect with Shannon at:Website: https://thomasdoll.com/advisors/shannon-blackmon/LinkedIn: https://www.linkedin.com/in/shannonblackmon/FB: https://www.facebook.com/cpas4docsIG: https://www.instagram.com/thomasdollcpasCheck out her upcoming workshop: www.resetyourmoneymindset.comShow notes:[1:57] Shannon's journey and how her business came to be[3:15] What brought Shannon to the financial world?[4:27] Generational beliefs around money and how it impacts us[7:29] Turning those generational beliefs around[10:54] Money mindset in business and how it affects our teams socially[12:30] How did Shannon overcome her scarcity mindset at the beginning of her career?[15:56] What does Shannon practice to support her abundance mindset?[16:58] Join Dr. Tarryn's Business of Happiness Prosperity Coaching to redefine success on your terms. Check out www.thebizofhappiness.com and be the happiest business owner you know[17:39] The most common disempowering beliefs around money[18:40] Scarcity mindset #1: “There is not enough”[21:11] Scarcity mindset #2: “More is better”[23:32] Scarcity mindset #3: “That's the way it is; I can't do anything about it”[25:00] Turning disempowering language around money into an empowering one[31:11] Advising a reframe for clients that don't have a good history of managing money[34:34] Her Reset Your Money Mindset workshop[37:41] What is Shannon's definition of happiness?[38:36] OutroPlease join my Facebook group: Business Of Happiness Hive so we can all take this journey to find fulfillment and happiness together. Click here.Where to find meWebsite: www.thebizofhappiness.comFacebook: facebook.com/thebusinessofhappinessIG: @thebizofhappinessIt would mean the world to me if you subscribe, leave a review, and share this podcast with your friends, co-workers, and families. This will help the trajectory of this podcast and allow others who are seeking true happiness to find the podcast.

We are proud to welcome this week's guest to the show, Mike Kelly, an entrepreneur, author, speaker, board director, certified coach, Certified Financial Planner™ and a Registered Life Planner®. Mike's story of overcoming the odds to reach goal after goal is testimony in perseverance.He is Managing Member of Right Path Enterprises, LLC, where he helps clients improve their ability to lead themselves and others by providing consulting, training and coaching services with distinction and integrity. Mike is also Founder and Principal of Kelly Financial Planning, LLC, where he helps clients clarify their goals and make more informed financial decisions. He does this by providing fee-only financial planning and advice to people regardless of net worth or level of income. Clients pay by the hour or project.Mike is also a former corporate senior executive having held a variety of positions at Macy's Department Stores and Michelin Tire Corporation. He has broad functional experience in finance, operations, sales, and human resources. He is known as an authentic and high-integrity leader who builds trust. He is an effective listener who asks insightful questions, and one who inspires and motivates others. Mike is skilled in strategy, in innovation, and in leading organizations through change. He is intellectually curious and has a strong results orientation working in complex organizations. He is always focused on doing things the right way. Mike has broad experience in the board room as well as in leadership positions on boards. He currently serves as Chairman of the Board of Trustees of his alma mater – Mars Hill University in North Carolina. He has also been involved with Rotary International for over 24 years and has served in a variety of board and leadership roles including co-chair of the Board of Directors of Rotary's D.E.I. initiative in its Heart of America Region that serves over 1,500 clubs and 67,000 members in 13 states and as District Governor for Southwest Ohio.He is also the author of the book “Leaderfluence: Secrets of Leadership Essential to Effectively Leading Yourself and Positively Influencing Others”.Mike can be reached through LinkedIn, by email at mike@rightpathenterprises.com, by visiting https://rightpathenterprises.com or by calling 513-379-2527.End Hype with Callye KeenCallye shares 15 years experience launching products and growing businesses.Listen on: Apple Podcasts Spotify Rags To RichesRags To Riches will help to develop a ‘have-everything' mindset. Dominate in any industry.Listen on: Apple Podcasts Spotify Content JefeA podcast that helps online business owners make better content and more money.Listen on: Apple Podcasts SpotifySupport the show

If you're looking for guidance on how to plan for retirement, this episode is for you. Nila Mistry, financial planner and certified money coach, shares her top tips on how to get started. Learn how to create a personalized financial plan that will give you the freedom to live your best life. About Nila Mistry: Nila Mistry is a Financial Planner, Registered Life Planner and Certified Money Coach. Her business is Prosperity Life Planning Ltd. Many people don't have access to financial guidance and then worry they won't have enough money to retire. She works with professional couples and individuals to get better organised with their finances, build, and help implement a personalised financial life plan so they can live a life of freedom without worrying about money and enjoy their future with certainty. Her journey in Financial Services started nearly 30 years ago of which the first 10 years she spent working with Irish Life Assurance and Barclays Financial Management and then running her practice as an Independent Financial Adviser over the last 20 years. Drawing on a wealth of experience and knowledge she created The Life Planning Experience™ over 4 years ago, and this resulted in a life and business that gave her time and money freedom. We have one amazing life, and she truly believes we all deserve that life to be happy and fulfilled. This comes more easily when your money and life are aligned. Key discussion points from this episode include: · The main reasons why we should all be planning for retirement. · What is enough when it comes to retirement savings? · When is the right time to start planning for retirement? · The steps that will help you to ensure that you have enough for the retirement lifestyle you desire. · Nila's definition of the Wealth Cornerstones Contact and work with Nila Mistry: Website: https://www.prosperitylifeplanning.co.uk/ Facebook: https://www.facebook.com/ProsperityLP Instagram: https://www.instagram.com/prosperitylifeplanning/ LinkedIn: https://www.linkedin.com/in/nila-mistry-dippfs-rlp-4257991/ Free Download: 7 Simple Steps to feel Confident and in Control of your Finances as you approach Retirement Work with Tsitsi and follow The Wealth Conversation: Book a Power Hour: https://calendly.com/thewealthconversation/power-hour LinkedIn: https://www.linkedin.com/in/tsitsi-mutiti-chartered-fcsi/ Facebook: https://www.facebook.com/thewealthconversation Instagram: https://www.instagram.com/thewealthconversation/ Download The Wealth Cornerstones Guide: https://thewealthconversation.com/free-guide/

Having a life plan throughout your life cycle as a female physician is important for living and retiring comfortably.Have you spent any time planning your life? Or are you just going through the motions? On this episode Dr. Gray talks about life planning and why it is critical for your success as a woman physician.At the end of this episode, you will learn:The importance of Life PlanningHow to get on track and organize your intentions to successfully navigate your way through lifeSimple and effective steps to take stock of your life and start on a new life plan if need be. Dr. Weili Gray is a board-certified sleep, integrative, and lifestyle medicine physician who practices in Vermont. She is also a Registered Life Planner and the founder of Dare to Dream Physician, where she offers life planning and hosts a weekly podcast.Want to learn more about Dr Gray? Connect with her on any of the links below:Dare to Dream Physician Life Planninghttps://daretodreamphysician.com/Subscribe to Dare to Dream Physician Podcasthttps://daretodreamphysician.buzzsprout.com/Dare to Dream Physician on Instagramhttps://www.instagram.com/dreamphysician/Dare to Dream Physician on Facebookhttps://www.facebook.com/daretodreamphysicianDare to Dream Physician on LinkedInhttps://www.linkedin.com/company/dare-to-dream-physician Enjoyed the episode? Leave us a review on Apple Podcasts.You deserve to practice medicine in a way that is healthy for you, sane for you and creates the financial peace and purposeful practice of medicine you really want.You don't need to rush to retire early. You don't need to crawl and barely survive to age 65.Financial Liberation is what we need. Both now AND the future. Register here for free https://www.moneyfitmd.com/flpLearn the framework that I used to stop overworking, pay off debilitating debt, and build a 7-figure net worth.Join MSB today, the doors are open https://www.moneyfitmd.com/msbDo you want to know how to have money left at the end of the month?. This FREE 5- Day Video Mini-Series will change how you handle your finances.Access it for free here https://www.moneyfitmd.com/cashflowDon't miss an episode, subscribe to THE MONEYFITMD PODCAST, where we help women Physicians curate their rich life.Send me any questions at moneyfitmdhelp@gmail.com. I will be highlighting some of the questions anonymously in future episodes.Join my email list to get weekly doses of inspiration straight to your email. 

Having a growth mindset, prioritizing strength training, knowing your body type, and practicing regular self-care are the keys to taking control of your life. I'm joined by Dr. Weili Gray, a sleep and lifestyle physician who recently took one of my programs, to talk about the benefits she's seen in her life since adopting my recommended practices.   Key Takeaway Prioritize your self-care to improve all areas of your life. What do you do for your health, fitness, and well-being?   About Dr. Weili Gray Dr. Weili Gray is a board-certified sleep, integrative, and lifestyle medicine physician who practices in Vermont. She is also a Registered Life Planner and the founder of Dare to Dream Physician, where she offers life planning and hosts a weekly podcast.   The Importance of Body Types and Strength Training I've just met Dr. Weili Gray, but honestly, I feel like I've known her for a long time. What I love most about her, and it's evident in this conversation, is how much she values her self-care. She also has a growth mindset which helps her continuously develop herself, her life, and her goals. Dr. Gray says that she never used to prioritize strength training, but now that she does include it in her movement routine, she's seeing the benefits across her life. Not only did she learn about the importance of strength training during my program, but Dr. Gray also learned about different body types! She really stresses how much her knowledge of her own body's needs developed when she started understanding the different body types out there. She also learned that actually making time for exercise is so beneficial to her as an ectomorph, the naturally slender body type.   Prioritize Yourself for More Control in Your Life Dr. Gray explains why she prioritizes investing in herself. She says that it makes her a better person all around - she feels she improves in her roles as mom, wife, and physician when she practices self-care and puts her own needs first. When she practices regular self-care, including her four days of exercise, Dr. Gray says she feels more in control of her life. She's less stressed and better equipped to focus on everything she has going on. Dr. Gray also explains how she includes her family in her self-care routine and helps encourage their health and wellness, too. Finally, we talk about the importance of adopting a growth mindset. It's fine to know this stuff in principle, but to actually put it into practice takes dedication and a desire to grow as a person. Have you adopted a growth mindset to improve your life? How often do you include your self-care practices in your routine? What do you do? Let me know what works best for you in the comments on the episode page!   In This Episode  How strength training is a tool for wellness [4:45] The impact of learning about different body types [6:00] What happens when you make time to exercise [9:00] How investing in yourself impacts your goals and plans [18:00] How practicing self-care helps you feel more in control of your life [19:45] What happens when you include your family in your self-care journey [21:30] The importance of adopting a growth mindset [27:00]   Quotes “What I learned and solidified in your program is that running is great, it's good to move your body. Any kind of movement, even walking, as you say. But that's not enough. It doesn't address all the muscle groups. This was my lightbulb moment. This is my new step. I'm going to uplevel myself as an athlete. Not only am I going to be a runner, but I'm also so excited that [strength training] is going to be my goal!” [16:11] “I already feel that I am a better person. I'm a better mom, I'm a better wife, I'm a better physician because I actually feel and prioritize, at least four days a week, my self-care. Really putting that first is so important.” [18:48] “The little things that we do every day add up to how we feel. I want to continue that!” [19:38] “Once you find your why, it's so much easier to make decisions, prioritize your life, design your life in a way that's in full alignment with who you are, what you really want, and why you're on Earth.” [30:28]   Resources Mentioned Listen to the Dare to Dream Physician Podcast Find Dr. Weili Gray Online Follow Dr. Weili Gray on Facebook | Instagram | LinkedIn Check out the full episode page here Find Life Coaching for Women Physicians Online Follow Dr. Ali Novitsky on Facebook | Instagram  Subscribe to Life Coaching for Women Physicians on Apple Podcasts Podcast production by the team at Counterweight Creative   Related Episodes Episode 96: Dr. Shillcutt on Discovering Self-Love Through Boundaries Episode 106: Honoring Your Authentic Body Episode 105: Go All-In On You

Sidney is the Founder at Divine Wealth Strategies. He and Louis discuss his journey to becoming a Registered Life Planner, and the personal discipline he follows when providing advice. Sidney Divine LinkedIn: https://www.linkedin.com/in/sidney-divine-cfp%C2%AE-chfc%C2%AE-rlp%C2%AE-ricp%C2%AE-cdfa-%C2%AE-68394226/ Divine Wealth Strategies Website: https://divinewealthstrategies.com/ For more information on PortfolioMetrix reach out to our team or follow us on LinkedIn. https://www.portfoliometrix.com/za/ Asset-Map. Deliver advice, faster. https://www.asset-map.com/south-africa Visit https://www.allangray.co.za/ to learn how they build long-term wealth for clients. Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

This episode has AUDIO issues but the content was so good we are putting it out because the audience will benefit. Have you spent any time planning your life? Or are you just going through the motions? I am thrilled to talk to Dr. Gray about the importance of life planning. Dr. Weili Gray is a board-certified sleep, integrative, and lifestyle medicine physician who practices in Vermont. She is also a Registered Life Planner and the founder of Dare to Dream Physician, where she offers life planning and hosts a weekly podcast. Connect with Dr. Gray Dare to Dream Physician Life Planning https://daretodreamphysician.com/ Subscribe to Dare to Dream Physician Podcast https://daretodreamphysician.buzzsprout.com/ Dare to Dream Physician on Instagram https://www.instagram.com/dreamphysician/ Dare to Dream Physician on Facebook https://www.facebook.com/daretodreamphysician Dare to Dream Physician on LinkedIn https://www.linkedin.com/company/dare-to-dream-physician --- Send in a voice message: https://anchor.fm/urcaringdocs/message

Amanda is a Fellow Chartered Financial Planner with Smart Financial in Nowra and Shellharbour. She is also a Registered Life Planner with the Kinder Institute of Life Planning. Amanda believes the most important key to financial success is understanding what your purpose is and what you need to live a full life (what you want to be, do and see) and that once you understand what it is that drives you, you are more likely to be able to make a plan that you will stick too. Amanda’s passion for delivering the highest quality of advice was recognised in 2016 when she was awarded the AMPFP NaVonal Value of Advice Award. She was also a semi-finalist in the AFA Female Excellence in Advice Awards in 2017. Amanda has been a proud supporter of the Cancer Council Financial Assistance Pro Bono program since it was established in 2010. She has assisted countless cancer sufferers with insurance claims, accessing their super and applying for financial assistance with their loan providers. Resources: https://www.kinderinstitute.com/ Connect with Amanda here: LinkedIn: https://www.linkedin.com/in/amanda-pond-rlp-fchfp-348b3646/ Website: www.smartfinancial.com.au Thanks for listening! We love your support, please subscribe, review, comment and share this episode to help empower and educate more folks around the money stuff! Check out more about us here: www.moneymechanics.com.au www.scottmalcolm.com.au Check out our Financial Service Guide and Privacy Policy here. Follow and like us on socials: Instagram: @moneymechanics Twitter: @moneymechanics Money Mechanics Pty Ltd (ABN 64 136 066 272) is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd (ABN 47 097 797 049) AFSL and Australian Credit Licence No. 236523 General Advice Warning Information in this podcast has been prepared for general information purposes only and not as specific advice to any particular person. Any advice contained is General Advice and does not take into account any person's particular investment objectives, financial situation and particular needs. Before making an investment decision based on this advice you should consider, with or without the assistance of a qualified adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances. Past performance of financial products is no assurance of future performance. Product Disclosure Statements contain information necessary for you to make a decision whether or not to invest in financial products which may be mentioned in this podcast. Ideally we suggest you speak with a licensed financial planner and seek out personal advice!See omnystudio.com/listener for privacy information.

Morgen Rochard is a Certified Financial Advisor, Certified Financial Planner, Registered Life Planner, podcaster, founder of Origin Wealth Advisors and the author of Personal Finance, The Simplified Beginners Guide to Eliminating Financial Stress, Building Wealth, and Achieving Financial Freedom.  At Origin, Morgen focuses on driving personal connections and getting to the root of the financial success of her clients. This is a natural extension of her mission to help others live their most fulfilled, financially stress-free lives.  Morgen's approach is designed to help her clients find peace of mind with all aspects of their situation – financial and beyond. As a Registerd Life Planner her role is to help others truly live their passion. This framework helps clients explore what is most important to them, dive deeper into what they want to prioritize, and remove any obstacles that may get in their way.  We discuss risk management, diversification, asset allocation, money worship, making huge economic life decisions, weddings, retirement, renting vs buying, how to raise financially successful kids and the acceptable amount of chairs that one should own. I hope that you enjoy this one as much as I did. This episode was brought to you by LEDN, Bitcoin Magazine and the Bitcoin 2022 conference. LEDN.IO is a secure, simple and easy to use platform for managing and growing your digital wealth. If you want to see what it's all about and get $50 free in USDC when you take out your first LEDN loan head over to start.ledn.io/bitcoinmatrix. Bitcoin2022 Conference which celebrates bitcoin over 4 days (April 6-9th, 2022) with 4 different passes. The four days include Industry day, 2 days of main events and speakers, and lastly, a festival day which is a day of music and networking.  Prices will continue to rise over the next few months so get in early and use my affiliate code for 10% off My affiliate code is: CEDRIC2022 My affiliate link is: tixr.com/pr/CEDRIC2022/26217 Make sure to subscribe, listen, learn and share the Bitcoin Matrix podcast. Folllow Morgen Rochard on twitter at @MorgenRochard Buy Morgen's book: https://amzn.to/37mgyN0 Check out her company at www.originwa.com Follow the Bitcoin Matrix on twitter at @delabtcmatrix Follow me on Twitter at @CedYoungelman iTunes: https://tinyurl.com/bitcoinitunes YouTube: https://tinyurl.com/bitcoinonyoutube Google Podcasts: https://tinyurl.com/bitcoingoogle https://www.facebook.com/TheBitcoinMatrixPodcast Web: https://bitcoinmatrix.libsyn.com/ Spotify: https://tinyurl.com/bitcoinspotify

Related links:www.northstarfp.comFollow North Star on Twitter:Follow North Star on FacebookConnect with Northstar on  LinkedInConnect with Robin on LinkedInFollow Wealthramp on TwitterFollow Wealthramp on FacebookConnect with Wealthramp on LinkedIn--Robin is resolute in her belief that individuals and their families deserve a deeper approach to wealth management. Particularly during periods of transition (retirement, loss of a spouse, inheritance, divorce, sale of a business) when life and money decisions are complicated. As a CERTIFIED FINANCIAL PLANNER™ professional, Certified Financial Transitionist®, and a Registered Life Planner,  Robin has the expertise on both the technical and personal sides of money to help clients successfully navigate life changes, make confident decisions and achieve a higher sense of personal and financial well-being.Robin has almost 30 years of experience helping clients manage their wealth. Before joining Northstar as a partner in 2004, Robin's professional career included 15 years at several prestigious financial firms and real estate management companies in Boston, including Boston Properties, LLC and The Colony Group. There, she advised C-level executives at several Fortune 500 corporations, including Unum Provident, EMC and IBM.In 2008, Robin assumed the helm at Northstar Financial Planning and her work in helping women in transition gained attention. Robin believes that women deserve a better experience in working with a financial advisor and she and her team have focused considerable energy in delivering this experience. You can also find Robin as a fiduciary financial advisor on Wealthramp, a female-founded referral service that takes the stress out of finding the right advisor.Read more here: https://www.northstarfp.com/who-we-are/meet-the-team.html--To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie's dear husband, Dan Rader.

The discussion in this episode is for informational purposes only.  Dana Mascalo is an investment advisor representative with TrinityPoint Wealth, an SEC Registered Investment Advisor.  Information herein is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product.  Data presented herein has been obtained from sources believed to be reliable.  The speaker cannot guarantee the accuracy or completeness of such information, and certain information may have been condensed or summarized from its original source.  TrinityPoint Wealth, nor its investment adviser representatives may give tax or legal advice. --Related Links:Kinder Institute of Life PlanningGeorge Kinder's Three Questionshttps://www.lifeplanningforyou.com/WealthrampDana's LinkedIn: https://www.linkedin.com/in/danamclaughlin1/TrinityPoint Facebook: https://www.facebook.com/trinitypointwealth/TrinityPoint LinkedIn: https://www.linkedin.com/company/trinitypointwealth/Wealthramp Facebook: https://www.facebook.com/wealthramp/Wealthramp Twitter: https://twitter.com/WealthRampWealthramp LinkedIn: https://www.linkedin.com/company/wealthramp/--Dana R. Mascalo CFP®, RLP®, AAMS®, C(k)P® is a Managing Partner with TrinityPoint Wealth, an independent SEC Registered Investment Advisory firm in Milford, CT and Charlotte, NC. Dana advises high net worth clients with complex needs and is sought after by individuals, families, business owners and executives all over CT and the United States. Acting as their personal CFO, Dana looks at a client's entire financial life with a visionary lens, advising on investment portfolios, retirement planning, life transitions, exit planning for business owners, customized advanced cash-flow planning and multigenerational wealth transfer strategies. You can also find Dana as a fiduciary financial advisor on Wealthramp, a female-founded referral service that takes the stress out of finding the right advisor.--To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie's dear husband, Dan Rader.

How can you create a financial plan before you know where to aim? Your unique goals in life, what drives you, what you want to accomplish and what's truly important - those are the targets. Not simply “retire someday”. You don't have to read a ton of self-help books or try to discover this on your own. There is a process that has been refined by the https://www.kinderinstitute.com (Kinder Institute of Life Planning) to help individuals and couples discover their most important desires and how to live the best life possible. https://www.tafoyabarrett.com/brad-tafoya (Brad Tafoya) is a Registered Life Planner and joins the podcast to discuss this process and how you can apply it yourself. Our discussion includes: Why the process of figuring out what is truly important to you comes before the technical stuff: budgeting, accounts, portfolios, investing, etc. When you discover what fulfills you, it creates massive energy that empowers you to effect change in your life. The 3 questions that are at the core of the process for discovering what truly matters to you How to use what you discover to create a vision and overcome obstacles This is financial planning done right.  Resources: https://www.kinderinstitute.com/ (Kinder Institute of Life Planning) https://www.lifeplanningforyou.com/ (Life Planning For You) Find out more about Mike athttps://www.mortonfinancialadvice.com/ ( https://www.mortonfinancialadvice.com) and connect athttps://www.linkedin.com/in/mwsmorton/ ( https://www.linkedin.com/in/mwsmorton/)

Morgen Rochard is a fee-only CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst and Registered Life Planner. Prior to founding Origin Wealth Advisers LLC in 2014, Rochard managed portfolios at UBS Financial Services for high net worth investors. She also worked at Merrill Lynch providing financial analysis for a large private wealth team. She started her career in finance, trading for Trinity Derivatives Group as an equity options market maker. Rochard also runs a podcast, called Money Owners Podcast, which focuses on mindset around money. Rochard recently published the Personal Finance QuickStart Guide, to help more Americans create their own financial plans and change how they think about money.  Book Recommendation: The Bitcoin Standard   Book Recommendation: Why Buy Bitcoin Morgen's Recent Podcast on Bitcoin CFA Institute Brief: Guide to Cryptoassets

Series 6 ‘The Story of their Lives': Episode 2. Mark spent nearly four decades working in the law. Not intentionally. He studied law at college to give him three more years to consider what he really wanted to do. He then spent forty years planning an exit, even though exiting law is difficult in practice. Eventually, Mark realised that thinking about retiring from the law wasn't productive, so instead Mark thought about what he wanted to retire TO. In his book ‘And .. just like that: Essays on Life Before, During and After the Law' and in our conversation, Mark shares his story of deciding to move on to what he calls the next season of life.  He explains why coaching support was so important in helping him transition successfully.  As a coach, Registered Life Planner and trainer with the Kinder Institute myself, Mark was preaching to the converted. I've seen first-hand on many occasions how beneficial coaching is for people of all ages going through a major transition in life, so it was great to hear how this helped Mark.

What is the relationship between life and your money? Listen to this conversation we had with George Kinder to hear more about Life Planning.  For years I have been fascinated about how our relationship with money influences what we do, and don't do in life. So much so that I have begun my own journey to become a Registered Life Planner, to compliment my technical financial qualifications and experience. I was delighted to chat with George Kinder, the 'godfather' of Life Planning within Financial Planning circles, and to share how it can help us all. I hope you find it insightful and useful in your own life/financial planning. Paddy. Links: Kinder Institute George Kinder Site Ryokan Poetry  

What is the relationship between life and your money? Listen to this conversation we had with George Kinder to hear more about Life Planning.  For years I have been fascinated about how our relationship with money influences what we do, and don't do in life. So much so that I have begun my own journey to become a Registered Life Planner, to compliment my technical financial qualifications and experience. I was delighted to chat with George Kinder, the 'godfather' of Life Planning within Financial Planning circles, and to share how it can help us all. I hope you find it insightful and useful in your own life/financial planning. Paddy. Links: Kinder Institute George Kinder Site Ryokan Poetry