Month: November 2023

The Role of Mental Health in Financial Well-being W/ Ashley Quamme

In this episode, @stoyhall and Ashley Quamme discuss the importance of normalizing discussions about mental health in various professions. They emphasize that when professionals in fields like financial planning openly talk about mental health with their clients and make necessary referrals, it helps to destigmatize seeking help or treatment.

Stoy, shares that they have been collecting data on clients and prospective clients who are seeing mental health professionals or other healthcare providers, finding a positive correlation between seeking help and achieving success on their wealth journey. This suggests that prioritizing mental and physical well-being increases engagement in financial planning and leads to greater financial success.

Ashley also notes that during the COVID-19 pandemic, there has been a positive shift in the stigma surrounding mental health and well-being, with more young couples and individuals proactively seeking help. This indicates that normalizing mental health discussions is making a positive impact.

Overall, the episode highlights the importance of normalizing discussions about mental health in various professions to reduce stigma and encourage individuals to seek treatment.

Feel free to check out Ashley’s firm https://www.thewealthymarriage.com/

Don’t forget to Subscribe!

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Cracking the Code to a Wealthy Marriage: Beyond Finances to Eight Dimensions of Love!

In this episode, @stoyhall and Ashley Quamme discuss the importance of normalizing discussions about mental health in various professions. They emphasize that when professionals in fields like financial planning openly talk about mental health with their clients and make necessary referrals, it helps to destigmatize seeking help or treatment.

Stoy, shares that they have been collecting data on clients and prospective clients who are seeing mental health professionals or other healthcare providers, finding a positive correlation between seeking help and achieving success on their wealth journey. This suggests that prioritizing mental and physical well-being increases engagement in financial planning and leads to greater financial success.

Ashley also notes that during the COVID-19 pandemic, there has been a positive shift in the stigma surrounding mental health and well-being, with more young couples and individuals proactively seeking help. This indicates that normalizing mental health discussions is making a positive impact.

Overall, the episode highlights the importance of normalizing discussions about mental health in various professions to reduce stigma and encourage individuals to seek treatment.

Feel free to check out Ashley’s firm https://www.thewealthymarriage.com/

Don’t forget to Subscribe!

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The Unfiltered Truth: Your Lifelong Journey to Mental and Financial Health! #personalfinance

In this episode, @stoyhall and Ashley Quamme discuss the importance of normalizing discussions about mental health in various professions. They emphasize that when professionals in fields like financial planning openly talk about mental health with their clients and make necessary referrals, it helps to destigmatize seeking help or treatment.

Stoy, shares that they have been collecting data on clients and prospective clients who are seeing mental health professionals or other healthcare providers, finding a positive correlation between seeking help and achieving success on their wealth journey. This suggests that prioritizing mental and physical well-being increases engagement in financial planning and leads to greater financial success.

Ashley also notes that during the COVID-19 pandemic, there has been a positive shift in the stigma surrounding mental health and well-being, with more young couples and individuals proactively seeking help. This indicates that normalizing mental health discussions is making a positive impact.

Overall, the episode highlights the importance of normalizing discussions about mental health in various professions to reduce stigma and encourage individuals to seek treatment.

Feel free to check out Ashley’s firm https://www.thewealthymarriage.com/

Don’t forget to Subscribe!

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Beyond Bank Balances to Life’s Rich Moments! #truewealth #motivation #podcast

In this episode, @stoyhall and Ashley Quamme discuss the importance of normalizing discussions about mental health in various professions. They emphasize that when professionals in fields like financial planning openly talk about mental health with their clients and make necessary referrals, it helps to destigmatize seeking help or treatment.

Stoy, shares that they have been collecting data on clients and prospective clients who are seeing mental health professionals or other healthcare providers, finding a positive correlation between seeking help and achieving success on their wealth journey. This suggests that prioritizing mental and physical well-being increases engagement in financial planning and leads to greater financial success.

Ashley also notes that during the COVID-19 pandemic, there has been a positive shift in the stigma surrounding mental health and well-being, with more young couples and individuals proactively seeking help. This indicates that normalizing mental health discussions is making a positive impact.

Overall, the episode highlights the importance of normalizing discussions about mental health in various professions to reduce stigma and encourage individuals to seek treatment.

Feel free to check out Ashley’s firm https://www.thewealthymarriage.com/

Don’t forget to Subscribe!

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Money Mindset Makeover: Breaking Free from Childhood Financial Ghosts! #personalfinance

In this episode, @stoyhall and Ashley Quamme discuss the importance of normalizing discussions about mental health in various professions. They emphasize that when professionals in fields like financial planning openly talk about mental health with their clients and make necessary referrals, it helps to destigmatize seeking help or treatment.

Stoy, shares that they have been collecting data on clients and prospective clients who are seeing mental health professionals or other healthcare providers, finding a positive correlation between seeking help and achieving success on their wealth journey. This suggests that prioritizing mental and physical well-being increases engagement in financial planning and leads to greater financial success.

Ashley also notes that during the COVID-19 pandemic, there has been a positive shift in the stigma surrounding mental health and well-being, with more young couples and individuals proactively seeking help. This indicates that normalizing mental health discussions is making a positive impact.

Overall, the episode highlights the importance of normalizing discussions about mental health in various professions to reduce stigma and encourage individuals to seek treatment.

Feel free to check out Ashley’s firm https://www.thewealthymarriage.com/

Don’t forget to Subscribe!

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Breaking Chains: From Advisor to Team Member in Financial Growth! #mentalhealth #clientfirst

In this episode, @stoyhall and Ashley Quamme discuss the importance of normalizing discussions about mental health in various professions. They emphasize that when professionals in fields like financial planning openly talk about mental health with their clients and make necessary referrals, it helps to destigmatize seeking help or treatment.

Stoy, shares that they have been collecting data on clients and prospective clients who are seeing mental health professionals or other healthcare providers, finding a positive correlation between seeking help and achieving success on their wealth journey. This suggests that prioritizing mental and physical well-being increases engagement in financial planning and leads to greater financial success.

Ashley also notes that during the COVID-19 pandemic, there has been a positive shift in the stigma surrounding mental health and well-being, with more young couples and individuals proactively seeking help. This indicates that normalizing mental health discussions is making a positive impact.

Overall, the episode highlights the importance of normalizing discussions about mental health in various professions to reduce stigma and encourage individuals to seek treatment.

Feel free to check out Ashley’s firm https://www.thewealthymarriage.com/

Don’t forget to Subscribe!

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Financial Planning Unveiled: The Good, The Bad, and The Blame Game! #personalfinance #podcast

In this episode, @stoyhall and Ashley Quamme discuss the importance of normalizing discussions about mental health in various professions. They emphasize that when professionals in fields like financial planning openly talk about mental health with their clients and make necessary referrals, it helps to destigmatize seeking help or treatment.

Stoy, shares that they have been collecting data on clients and prospective clients who are seeing mental health professionals or other healthcare providers, finding a positive correlation between seeking help and achieving success on their wealth journey. This suggests that prioritizing mental and physical well-being increases engagement in financial planning and leads to greater financial success.

Ashley also notes that during the COVID-19 pandemic, there has been a positive shift in the stigma surrounding mental health and well-being, with more young couples and individuals proactively seeking help. This indicates that normalizing mental health discussions is making a positive impact.

Overall, the episode highlights the importance of normalizing discussions about mental health in various professions to reduce stigma and encourage individuals to seek treatment.

Feel free to check out Ashley’s firm https://www.thewealthymarriage.com/

Don’t forget to Subscribe!

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Unlocking Mental Wealth: Explore Financial Therapy with Ashley Quamme

In today’s “Money Mindset Series,” we spotlight Ashley Quamme, LMFT, FBS®, CFT-I™, a visionary merging mental health and financial planning. Ashley’s journey from a high school “Dear Abby” to a certified financial therapist underscores her belief in the intertwined nature of emotional well-being and financial stability. Through her practice, The Wealthy Marriage, Ashley champions a holistic approach to wealth, encompassing more than just finances. Her work illuminates the path to a wealthier life, not by numbers in a bank account, but through a foundation of financial and emotional well-being. Discover how embracing financial therapy can transform your approach to money and enrich your life beyond measure.

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Life as a Thermostat: Mastering the Art of Constant Recalibration #personalfinance #podcast

In this episode, @stoyhall and Ashley Quamme discuss the importance of normalizing discussions about mental health in various professions. They emphasize that when professionals in fields like financial planning openly talk about mental health with their clients and make necessary referrals, it helps to destigmatize seeking help or treatment.

Stoy, shares that they have been collecting data on clients and prospective clients who are seeing mental health professionals or other healthcare providers, finding a positive correlation between seeking help and achieving success on their wealth journey. This suggests that prioritizing mental and physical well-being increases engagement in financial planning and leads to greater financial success.

Ashley also notes that during the COVID-19 pandemic, there has been a positive shift in the stigma surrounding mental health and well-being, with more young couples and individuals proactively seeking help. This indicates that normalizing mental health discussions is making a positive impact.

Overall, the episode highlights the importance of normalizing discussions about mental health in various professions to reduce stigma and encourage individuals to seek treatment.

Feel free to check out Ashley’s firm https://www.thewealthymarriage.com/

Don’t forget to Subscribe!

Read More

Beyond Dollars: Crafting True Wealth for a Fulfilling Life | Let’s Redefine Rich Together!

In this episode, @stoyhall and Ashley Quamme discuss the importance of normalizing discussions about mental health in various professions. They emphasize that when professionals in fields like financial planning openly talk about mental health with their clients and make necessary referrals, it helps to destigmatize seeking help or treatment.

Stoy, shares that they have been collecting data on clients and prospective clients who are seeing mental health professionals or other healthcare providers, finding a positive correlation between seeking help and achieving success on their wealth journey. This suggests that prioritizing mental and physical well-being increases engagement in financial planning and leads to greater financial success.

Ashley also notes that during the COVID-19 pandemic, there has been a positive shift in the stigma surrounding mental health and well-being, with more young couples and individuals proactively seeking help. This indicates that normalizing mental health discussions is making a positive impact.

Overall, the episode highlights the importance of normalizing discussions about mental health in various professions to reduce stigma and encourage individuals to seek treatment.

Feel free to check out Ashley’s firm https://www.thewealthymarriage.com/

Don’t forget to Subscribe!

Read More

Thinking Differently: Innovating in the Wealth Management Sphere w/ Matt Reiner, CFP®

In this episode, @mattreiner2640 and @stoyhall dive into the importance of cultivating an innovative mindset and fostering transformative mindsets to enhance client and team experiences. They express a genuine curiosity about how to innovate and improve the client experience, as well as how to empower clients to deliver greater value. Additionally, they express a desire to elevate the team experience by streamlining processes and enabling team members to focus on their areas of expertise.

Matt Reiner emphasizes the need to learn from organizations outside of their industry to gain insights and ideas for innovation. They are particularly interested in understanding how to help individuals overcome biases and leverage processes, relationships, and technology to facilitate this.

Furthermore, Matt Reiner mentions their ongoing project of establishing an innovation lab within their firm. They have actively sought out larger firms and organizations to learn about their innovation practices and the creation of innovation labs. This highlights their commitment to infusing an innovative mindset into their own firm.

Overall, this episode suggests that cultivating an innovative mindset and fostering transformative mindsets can lead to improved client experiences and a more efficient and fulfilling team experience. It underscores the importance of learning from others and investing time and effort into innovation to stay aligned with the industry’s direction.

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Accelerating Advisor Impact with AI and VR! #financialmanagement #podcast #financialplanning

In this episode, @mattreiner2640 and @stoyhall discuss the importance of being open-minded and curious about change in order to adapt and innovate. They highlight that as human beings, we possess a unique ability to adapt better than anything else in the world. By embracing change and being receptive to new ideas, we can effectively navigate and respond to the evolving world around us.

Furthermore, Matt shares their personal interest in establishing an innovation lab within their firm. They have actively sought out larger firms and organizations to learn about their innovative practices and transformative mindsets. This demonstrates their curiosity and willingness to explore new approaches and ideas, ultimately driving innovation within their own organization.

Additionally, Matt encourages listeners to cultivate genuine curiosity about others, both in their personal and professional lives. By asking thought-provoking questions and displaying a sincere interest in others’ journeys, we can foster deeper relationships and cultivate a culture of curiosity. The speaker suggests that curiosity is a fundamental value of exceptional companies and industries, as it is essential for continuous learning, growth, and improvement.

Overall, this episode highlights the significance of being open-minded, curious, and adaptable in order to embrace change, drive innovation, and build meaningful relationships.

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The Art of Risk-Taking in Financial Planning

In this episode, @mattreiner2640 and @stoyhall discuss the importance of being open-minded and curious about change in order to adapt and innovate. They highlight that as human beings, we possess a unique ability to adapt better than anything else in the world. By embracing change and being receptive to new ideas, we can effectively navigate and respond to the evolving world around us.

Furthermore, Matt shares their personal interest in establishing an innovation lab within their firm. They have actively sought out larger firms and organizations to learn about their innovative practices and transformative mindsets. This demonstrates their curiosity and willingness to explore new approaches and ideas, ultimately driving innovation within their own organization.

Additionally, Matt encourages listeners to cultivate genuine curiosity about others, both in their personal and professional lives. By asking thought-provoking questions and displaying a sincere interest in others’ journeys, we can foster deeper relationships and cultivate a culture of curiosity. The speaker suggests that curiosity is a fundamental value of exceptional companies and industries, as it is essential for continuous learning, growth, and improvement.

Overall, this episode highlights the significance of being open-minded, curious, and adaptable in order to embrace change, drive innovation, and build meaningful relationships.

Read More

Breaking the Mold: Curiosity in Financial Planning #podcast #financialwellness

In this episode, @mattreiner2640 and @stoyhall discuss the importance of being open-minded and curious about change in order to adapt and innovate. They highlight that as human beings, we possess a unique ability to adapt better than anything else in the world. By embracing change and being receptive to new ideas, we can effectively navigate and respond to the evolving world around us.

Furthermore, Matt shares their personal interest in establishing an innovation lab within their firm. They have actively sought out larger firms and organizations to learn about their innovative practices and transformative mindsets. This demonstrates their curiosity and willingness to explore new approaches and ideas, ultimately driving innovation within their own organization.

Additionally, Matt encourages listeners to cultivate genuine curiosity about others, both in their personal and professional lives. By asking thought-provoking questions and displaying a sincere interest in others’ journeys, we can foster deeper relationships and cultivate a culture of curiosity. The speaker suggests that curiosity is a fundamental value of exceptional companies and industries, as it is essential for continuous learning, growth, and improvement.

Overall, this episode highlights the significance of being open-minded, curious, and adaptable in order to embrace change, drive innovation, and build meaningful relationships.

Read More

Beyond Bias: Decoding the Future of Financial Planning #financialmanagement #podcast

In this episode, @mattreiner2640 and @stoyhall discuss the importance of being open-minded and curious about change in order to adapt and innovate. They highlight that as human beings, we possess a unique ability to adapt better than anything else in the world. By embracing change and being receptive to new ideas, we can effectively navigate and respond to the evolving world around us.

Furthermore, Matt shares their personal interest in establishing an innovation lab within their firm. They have actively sought out larger firms and organizations to learn about their innovative practices and transformative mindsets. This demonstrates their curiosity and willingness to explore new approaches and ideas, ultimately driving innovation within their own organization.

Additionally, Matt encourages listeners to cultivate genuine curiosity about others, both in their personal and professional lives. By asking thought-provoking questions and displaying a sincere interest in others’ journeys, we can foster deeper relationships and cultivate a culture of curiosity. The speaker suggests that curiosity is a fundamental value of exceptional companies and industries, as it is essential for continuous learning, growth, and improvement.

Overall, this episode highlights the significance of being open-minded, curious, and adaptable in order to embrace change, drive innovation, and build meaningful relationships.

Read More

From Tech to Wealth: Unleashing the Innovation Beast #podcast #financialwellness

In this episode, @mattreiner2640 and @stoyhall discuss the importance of being open-minded and curious about change in order to adapt and innovate. They highlight that as human beings, we possess a unique ability to adapt better than anything else in the world. By embracing change and being receptive to new ideas, we can effectively navigate and respond to the evolving world around us.

Furthermore, Matt shares their personal interest in establishing an innovation lab within their firm. They have actively sought out larger firms and organizations to learn about their innovative practices and transformative mindsets. This demonstrates their curiosity and willingness to explore new approaches and ideas, ultimately driving innovation within their own organization.

Additionally, Matt encourages listeners to cultivate genuine curiosity about others, both in their personal and professional lives. By asking thought-provoking questions and displaying a sincere interest in others’ journeys, we can foster deeper relationships and cultivate a culture of curiosity. The speaker suggests that curiosity is a fundamental value of exceptional companies and industries, as it is essential for continuous learning, growth, and improvement.

Overall, this episode highlights the significance of being open-minded, curious, and adaptable in order to embrace change, drive innovation, and build meaningful relationships.

Read More

F**k Fear: The Edison Way to Financial Triumph #podcast #motivation #financialwellness

In this episode, @mattreiner2640 and @stoyhall dive into the importance of cultivating an innovative mindset and fostering transformative mindsets to enhance client and team experiences. They express a genuine curiosity about how to innovate and improve the client experience, as well as how to empower clients to deliver greater value. Additionally, they express a desire to elevate the team experience by streamlining processes and enabling team members to focus on their areas of expertise.

Matt Reiner emphasizes the need to learn from organizations outside of their industry to gain insights and ideas for innovation. They are particularly interested in understanding how to help individuals overcome biases and leverage processes, relationships, and technology to facilitate this.

Furthermore, Matt Reiner mentions their ongoing project of establishing an innovation lab within their firm. They have actively sought out larger firms and organizations to learn about their innovation practices and the creation of innovation labs. This highlights their commitment to infusing an innovative mindset into their own firm.

Overall, this episode suggests that cultivating an innovative mindset and fostering transformative mindsets can lead to improved client experiences and a more efficient and fulfilling team experience. It underscores the importance of learning from others and investing time and effort into innovation to stay aligned with the industry’s direction.

Read More

From 10,000 Fails to Financial Triumph: The Human Touch Revolution #motivation #podcast

In this episode, @mattreiner2640 and @stoyhall discuss the importance of being open-minded and curious about change in order to adapt and innovate. They highlight that as human beings, we possess a unique ability to adapt better than anything else in the world. By embracing change and being receptive to new ideas, we can effectively navigate and respond to the evolving world around us.

Furthermore, Matt shares their personal interest in establishing an innovation lab within their firm. They have actively sought out larger firms and organizations to learn about their innovative practices and transformative mindsets. This demonstrates their curiosity and willingness to explore new approaches and ideas, ultimately driving innovation within their own organization.

Additionally, Matt encourages listeners to cultivate genuine curiosity about others, both in their personal and professional lives. By asking thought-provoking questions and displaying a sincere interest in others’ journeys, we can foster deeper relationships and cultivate a culture of curiosity. The speaker suggests that curiosity is a fundamental value of exceptional companies and industries, as it is essential for continuous learning, growth, and improvement.

Overall, this episode highlights the significance of being open-minded, curious, and adaptable in order to embrace change, drive innovation, and build meaningful relationships.

Read More

Evolve or Dissolve: The Unfiltered Truth About Financial Planning Transformation #podcast

In this episode, @mattreiner2640 and @stoyhall dive into the importance of cultivating an innovative mindset and fostering transformative mindsets to enhance client and team experiences. They express a genuine curiosity about how to innovate and improve the client experience, as well as how to empower clients to deliver greater value. Additionally, they express a desire to elevate the team experience by streamlining processes and enabling team members to focus on their areas of expertise.

Matt Reiner emphasizes the need to learn from organizations outside of their industry to gain insights and ideas for innovation. They are particularly interested in understanding how to help individuals overcome biases and leverage processes, relationships, and technology to facilitate this.

Furthermore, Matt Reiner mentions their ongoing project of establishing an innovation lab within their firm. They have actively sought out larger firms and organizations to learn about their innovation practices and the creation of innovation labs. This highlights their commitment to infusing an innovative mindset into their own firm.

Overall, this episode suggests that cultivating an innovative mindset and fostering transformative mindsets can lead to improved client experiences and a more efficient and fulfilling team experience. It underscores the importance of learning from others and investing time and effort into innovation to stay aligned with the industry’s direction.

Read More

Unmasking the BS: The Crucial Role of Triggers in Financial Planning #financialmanagement #podcast

In this episode, @mattreiner2640 and @stoyhall discuss the importance of being open-minded and curious about change in order to adapt and innovate. They highlight that as human beings, we possess a unique ability to adapt better than anything else in the world. By embracing change and being receptive to new ideas, we can effectively navigate and respond to the evolving world around us.

Furthermore, Matt shares their personal interest in establishing an innovation lab within their firm. They have actively sought out larger firms and organizations to learn about their innovative practices and transformative mindsets. This demonstrates their curiosity and willingness to explore new approaches and ideas, ultimately driving innovation within their own organization.

Additionally, Matt encourages listeners to cultivate genuine curiosity about others, both in their personal and professional lives. By asking thought-provoking questions and displaying a sincere interest in others’ journeys, we can foster deeper relationships and cultivate a culture of curiosity. The speaker suggests that curiosity is a fundamental value of exceptional companies and industries, as it is essential for continuous learning, growth, and improvement.

Overall, this episode highlights the significance of being open-minded, curious, and adaptable in order to embrace change, drive innovation, and build meaningful relationships.

Read More

Beyond Numbers: The Human Side of Financial Planning #podcast #financialmanagement #motivation

In this episode, @mattreiner2640 and @stoyhall dive into the importance of cultivating an innovative mindset and fostering transformative mindsets to enhance client and team experiences. They express a genuine curiosity about how to innovate and improve the client experience, as well as how to empower clients to deliver greater value. Additionally, they express a desire to elevate the team experience by streamlining processes and enabling team members to focus on their areas of expertise.

Matt Reiner emphasizes the need to learn from organizations outside of their industry to gain insights and ideas for innovation. They are particularly interested in understanding how to help individuals overcome biases and leverage processes, relationships, and technology to facilitate this.

Furthermore, Matt Reiner mentions their ongoing project of establishing an innovation lab within their firm. They have actively sought out larger firms and organizations to learn about their innovation practices and the creation of innovation labs. This highlights their commitment to infusing an innovative mindset into their own firm.

Overall, this episode suggests that cultivating an innovative mindset and fostering transformative mindsets can lead to improved client experiences and a more efficient and fulfilling team experience. It underscores the importance of learning from others and investing time and effort into innovation to stay aligned with the industry’s direction.

Read More

Breaking Chains: A Revolution in Financial Services

In this episode, @mattreiner2640 and @stoyhall discuss the importance of being open-minded and curious about change in order to adapt and innovate. They highlight that as human beings, we possess a unique ability to adapt better than anything else in the world. By embracing change and being receptive to new ideas, we can effectively navigate and respond to the evolving world around us.

Furthermore, Matt shares their personal interest in establishing an innovation lab within their firm. They have actively sought out larger firms and organizations to learn about their innovative practices and transformative mindsets. This demonstrates their curiosity and willingness to explore new approaches and ideas, ultimately driving innovation within their own organization.

Additionally, Matt encourages listeners to cultivate genuine curiosity about others, both in their personal and professional lives. By asking thought-provoking questions and displaying a sincere interest in others’ journeys, we can foster deeper relationships and cultivate a culture of curiosity. The speaker suggests that curiosity is a fundamental value of exceptional companies and industries, as it is essential for continuous learning, growth, and improvement.

Overall, this episode highlights the significance of being open-minded, curious, and adaptable in order to embrace change, drive innovation, and build meaningful relationships.

Read More

Navigating the World of Alternative Funding W/ Sara Weldon – TruFinCo

In this podcast, @stoyhall and guest, Sarah Weldon w/ @Trufinco discuss creative lending and alternative banking. Sarah shares her journey into the lending industry, explaining how she initially had no interest in it but eventually took the leap and started her own lending company.

They emphasize the importance of prioritizing helping people over making money in business.

Tune in to the full episode now to discover a refreshing perspective that will transform the way you approach financial security and planning. Don’t miss out on this engaging conversation that’s bound to change your outlook on your financial journey!

Remember to like, share, and subscribe for more enlightening discussions on personal finance and holistic well-being.

[00:01:11] Working for a software company.

[00:04:11] Caring about people more than money.

[00:07:27] Alternative funding options for startups.

[00:11:23] Traditional lending challenges.

[00:17:36] Alternative real estate lending.

[00:19:35] Private lending for real estate.

[00:25:22] Down payments and flexibility.

[00:28:24] Personal credit for business owners.

[00:31:09] Being responsible with credit.

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Decoding Finance: The Power of Plain Talk

In this podcast, @stoyhall and guest, Sara Weldon w/ @Trufinco discuss creative lending and alternative banking. Sara shares her journey into the lending industry, explaining how she initially had no interest in it but eventually took the leap and started her own lending company.

They emphasize the importance of prioritizing helping people over making money in business.

Tune in to the full episode now to discover a refreshing perspective that will transform the way you approach financial security and planning. Don’t miss out on this engaging conversation that’s bound to change your outlook on your financial journey!

Remember to like, share, and subscribe for more enlightening discussions on personal finance and holistic well-being.

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From Plasma Donations to Success: Our Startup Journey

In this podcast, @stoyhall and guest, Sara Weldon w/ @Trufinco discuss creative lending and alternative banking. Sara shares her journey into the lending industry, explaining how she initially had no interest in it but eventually took the leap and started her own lending company.

They emphasize the importance of prioritizing helping people over making money in business.

Tune in to the full episode now to discover a refreshing perspective that will transform the way you approach financial security and planning. Don’t miss out on this engaging conversation that’s bound to change your outlook on your financial journey!

Remember to like, share, and subscribe for more enlightening discussions on personal finance and holistic well-being.

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The Realities of Being a Business Owner: Sara’s Unfiltered Story

In this podcast, @stoyhall and guest, Sara Weldon w/ @Trufinco discuss creative lending and alternative banking. Sara shares her journey into the lending industry, explaining how she initially had no interest in it but eventually took the leap and started her own lending company.

They emphasize the importance of prioritizing helping people over making money in business.

Tune in to the full episode now to discover a refreshing perspective that will transform the way you approach financial security and planning. Don’t miss out on this engaging conversation that’s bound to change your outlook on your financial journey!

Remember to like, share, and subscribe for more enlightening discussions on personal finance and holistic well-being.

Read More

Banks vs. Business: The Lending Battle Unveiled

In this podcast, @stoyhall and guest, Sara Weldon w/ @Trufinco discuss creative lending and alternative banking. Sara shares her journey into the lending industry, explaining how she initially had no interest in it but eventually took the leap and started her own lending company.

They emphasize the importance of prioritizing helping people over making money in business.

Tune in to the full episode now to discover a refreshing perspective that will transform the way you approach financial security and planning. Don’t miss out on this engaging conversation that’s bound to change your outlook on your financial journey!

Remember to like, share, and subscribe for more enlightening discussions on personal finance and holistic well-being.

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Money, Morals, and Success: Navigating the Shady Side of the Hustle Game

In this podcast, @stoyhall and guest, Sara Weldon discuss creative lending and alternative banking. Sara shares her journey into the lending industry, explaining how she initially had no interest in it but eventually took the leap and started her own lending company.

They emphasize the importance of prioritizing helping people over making money in business.

Tune in to the full episode now to discover a refreshing perspective that will transform the way you approach financial security and planning. Don’t miss out on this engaging conversation that’s bound to change your outlook on your financial journey!

Remember to like, share, and subscribe for more enlightening discussions on personal finance and holistic well-being.

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Lending Pain: The Ugly Truth of Traditional Business Loans

In this podcast, @stoyhall and guest, Sara Weldon discuss creative lending and alternative banking. Sara shares her journey into the lending industry, explaining how she initially had no interest in it but eventually took the leap and started her own lending company.

They emphasize the importance of prioritizing helping people over making money in business.

Tune in to the full episode now to discover a refreshing perspective that will transform the way you approach financial security and planning. Don’t miss out on this engaging conversation that’s bound to change your outlook on your financial journey!

Remember to like, share, and subscribe for more enlightening discussions on personal finance and holistic well-being.

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Unveiling the Truth: The Surprising World of Alternative Lending Rates!

In this podcast, @stoyhall and guest, Sara Weldon w/ @Trufinco discuss creative lending and alternative banking. Sara shares her journey into the lending industry, explaining how she initially had no interest in it but eventually took the leap and started her own lending company.

They emphasize the importance of prioritizing helping people over making money in business.

Tune in to the full episode now to discover a refreshing perspective that will transform the way you approach financial security and planning. Don’t miss out on this engaging conversation that’s bound to change your outlook on your financial journey!

Remember to like, share, and subscribe for more enlightening discussions on personal finance and holistic well-being.

Read More

Breaking the Chains: The Startup Funding Revolution!

In this podcast, @stoyhall and guest, Sara Weldon w/ @Trufinco discuss creative lending and alternative banking. Sara shares her journey into the lending industry, explaining how she initially had no interest in it but eventually took the leap and started her own lending company.

They emphasize the importance of prioritizing helping people over making money in business.

Tune in to the full episode now to discover a refreshing perspective that will transform the way you approach financial security and planning. Don’t miss out on this engaging conversation that’s bound to change your outlook on your financial journey!

Remember to like, share, and subscribe for more enlightening discussions on personal finance and holistic well-being.

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Mastering Strategic Planning: Your Key to Financial Success!

In this podcast, @stoyhall and guest, Sara Weldon w/ @Trufinco discuss creative lending and alternative banking. Sara shares her journey into the lending industry, explaining how she initially had no interest in it but eventually took the leap and started her own lending company.

They emphasize the importance of prioritizing helping people over making money in business.

Tune in to the full episode now to discover a refreshing perspective that will transform the way you approach financial security and planning. Don’t miss out on this engaging conversation that’s bound to change your outlook on your financial journey!

Remember to like, share, and subscribe for more enlightening discussions on personal finance and holistic well-being.

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Mastering Organization: The Key to Achieving Your Goals! #wealtheffect

In this podcast, @stoyhall and guest, Sara Weldon w/ @Trufinco discuss creative lending and alternative banking. Sara shares her journey into the lending industry, explaining how she initially had no interest in it but eventually took the leap and started her own lending company.

They emphasize the importance of prioritizing helping people over making money in business.

Tune in to the full episode now to discover a refreshing perspective that will transform the way you approach financial security and planning. Don’t miss out on this engaging conversation that’s bound to change your outlook on your financial journey!

Remember to like, share, and subscribe for more enlightening discussions on personal finance and holistic well-being.

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Investing in Mental Health: The Missing Piece of Financial Planning W/ Cody Garrett, CFP®

Welcome to an eye-opening discussion with @stoyhall and @MeasureTwicePlanners Cody Garrett, CFP® on the real essence of financial planning. In this exclusive episode, we delve into the profound truth behind financial security and growth, emphasizing that it’s not merely about the numbers, but about the fundamental question of “Am I good? Are we?”

Cody and Stoy highlight the significance of acknowledging the courage it takes for individuals to seek financial guidance, emphasizing that financial planning goes way beyond investments and mere numerical growth. They reveal the paradoxical nature of feeling secure while also needing assistance, shedding light on the authentic struggles faced by many seeking financial advice.

Witness a powerful exchange that challenges the traditional norms of the financial planning industry, where the focus has often been on monetary milestones rather than genuine client well-being. Gain valuable insights on building a comprehensive financial plan that resonates with your family’s values and aspirations. Join us for a thought-provoking session that redefines the true essence of financial planning and how it impacts our lives.

Tune in to the full episode now to discover a refreshing perspective that will transform the way you approach financial security and planning. Don’t miss out on this engaging conversation that’s bound to change your outlook on your financial journey!

Remember to like, share, and subscribe for more enlightening discussions on personal finance and holistic well-being.

[00:02:20] Fitting business into family.

[00:04:46] Living in the present.

[00:07:28] Building a brand through giving.

[00:11:24] Shift from transactions to relationships.

[00:15:54] Feeling chosen and included.

[00:19:11] Affirming vulnerability and asking for help.

[00:22:02] Financial planning beyond investments.

[00:24:57] A network of financial planners.

[00:28:36] Teaching consumers about financial planning.

[00:31:18] Mentorship in financial planning.

[00:35:39] Keep finance personal.

[00:38:18] Giving advice based on interests.

[00:43:19] Five areas of wellness.

[00:45:22] Financial wellness and relationships.

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Crafting a Lasting Legacy: Beyond Dollars and Cents

Welcome to an eye-opening discussion with @stoyhall and @MeasureTwicePlanners Cody Garrett, CFP® on the real essence of financial planning. In this exclusive episode, we delve into the profound truth behind financial security and growth, emphasizing that it’s not merely about the numbers, but about the fundamental question of “Am I good? Are we?”

Cody and Stoy highlight the significance of acknowledging the courage it takes for individuals to seek financial guidance, emphasizing that financial planning goes way beyond investments and mere numerical growth. They reveal the paradoxical nature of feeling secure while also needing assistance, shedding light on the authentic struggles faced by many seeking financial advice.

Witness a powerful exchange that challenges the traditional norms of the financial planning industry, where the focus has often been on monetary milestones rather than genuine client well-being. Gain valuable insights on building a comprehensive financial plan that resonates with your family’s values and aspirations. Join us for a thought-provoking session that redefines the true essence of financial planning and how it impacts our lives.

Tune in to the full episode now to discover a refreshing perspective that will transform the way you approach financial security and planning. Don’t miss out on this engaging conversation that’s bound to change your outlook on your financial journey!

Remember to like, share, and subscribe for more enlightening discussions on personal finance and holistic well-being.

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Embracing Lasting Change: Unveiling the Transformation Journey

Welcome to an eye-opening discussion with @stoyhall and @MeasureTwicePlanners Cody Garrett, CFP® on the real essence of financial planning. In this exclusive episode, we delve into the profound truth behind financial security and growth, emphasizing that it’s not merely about the numbers, but about the fundamental question of “Am I good? Are we?”

Cody and Stoy highlight the significance of acknowledging the courage it takes for individuals to seek financial guidance, emphasizing that financial planning goes way beyond investments and mere numerical growth. They reveal the paradoxical nature of feeling secure while also needing assistance, shedding light on the authentic struggles faced by many seeking financial advice.

Witness a powerful exchange that challenges the traditional norms of the financial planning industry, where the focus has often been on monetary milestones rather than genuine client well-being. Gain valuable insights on building a comprehensive financial plan that resonates with your family’s values and aspirations. Join us for a thought-provoking session that redefines the true essence of financial planning and how it impacts our lives.

Tune in to the full episode now to discover a refreshing perspective that will transform the way you approach financial security and planning. Don’t miss out on this engaging conversation that’s bound to change your outlook on your financial journey!

Remember to like, share, and subscribe for more enlightening discussions on personal finance and holistic well-being.

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Beyond Advice: Crafting Tailored Financial Solutions

Welcome to an eye-opening discussion with @stoyhall and @MeasureTwicePlanners Cody Garrett, CFP® on the real essence of financial planning. In this exclusive episode, we delve into the profound truth behind financial security and growth, emphasizing that it’s not merely about the numbers, but about the fundamental question of “Am I good? Are we?”

Cody and Stoy highlight the significance of acknowledging the courage it takes for individuals to seek financial guidance, emphasizing that financial planning goes way beyond investments and mere numerical growth. They reveal the paradoxical nature of feeling secure while also needing assistance, shedding light on the authentic struggles faced by many seeking financial advice.

Witness a powerful exchange that challenges the traditional norms of the financial planning industry, where the focus has often been on monetary milestones rather than genuine client well-being. Gain valuable insights on building a comprehensive financial plan that resonates with your family’s values and aspirations. Join us for a thought-provoking session that redefines the true essence of financial planning and how it impacts our lives.

Tune in to the full episode now to discover a refreshing perspective that will transform the way you approach financial security and planning. Don’t miss out on this engaging conversation that’s bound to change your outlook on your financial journey!

Remember to like, share, and subscribe for more enlightening discussions on personal finance and holistic well-being.

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Decoding the Myth: Beyond Investing in Financial Planning

Welcome to an eye-opening discussion with @stoyhall and @MeasureTwicePlanners Cody Garrett, CFP® on the real essence of financial planning. In this exclusive episode, we delve into the profound truth behind financial security and growth, emphasizing that it’s not merely about the numbers, but about the fundamental question of “Am I good? Are we?”

Cody and Stoy highlight the significance of acknowledging the courage it takes for individuals to seek financial guidance, emphasizing that financial planning goes way beyond investments and mere numerical growth. They reveal the paradoxical nature of feeling secure while also needing assistance, shedding light on the authentic struggles faced by many seeking financial advice.

Witness a powerful exchange that challenges the traditional norms of the financial planning industry, where the focus has often been on monetary milestones rather than genuine client well-being. Gain valuable insights on building a comprehensive financial plan that resonates with your family’s values and aspirations. Join us for a thought-provoking session that redefines the true essence of financial planning and how it impacts our lives.

Tune in to the full episode now to discover a refreshing perspective that will transform the way you approach financial security and planning. Don’t miss out on this engaging conversation that’s bound to change your outlook on your financial journey!

Remember to like, share, and subscribe for more enlightening discussions on personal finance and holistic well-being.

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Building Your Dream Life: Beyond the Numbers in Financial Planning

Welcome to an eye-opening discussion with @stoyhall and @MeasureTwicePlanners Cody Garrett, CFP® on the real essence of financial planning. In this exclusive episode, we delve into the profound truth behind financial security and growth, emphasizing that it’s not merely about the numbers, but about the fundamental question of “Am I good? Are we?”

Cody and Stoy highlight the significance of acknowledging the courage it takes for individuals to seek financial guidance, emphasizing that financial planning goes way beyond investments and mere numerical growth. They reveal the paradoxical nature of feeling secure while also needing assistance, shedding light on the authentic struggles faced by many seeking financial advice.

Witness a powerful exchange that challenges the traditional norms of the financial planning industry, where the focus has often been on monetary milestones rather than genuine client well-being. Gain valuable insights on building a comprehensive financial plan that resonates with your family’s values and aspirations. Join us for a thought-provoking session that redefines the true essence of financial planning and how it impacts our lives.

Tune in to the full episode now to discover a refreshing perspective that will transform the way you approach financial security and planning. Don’t miss out on this engaging conversation that’s bound to change your outlook on your financial journey!

Remember to like, share, and subscribe for more enlightening discussions on personal finance and holistic well-being.

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Unlocking the Power of Internal Investments: A Business Owner’s Guide

Welcome to an eye-opening discussion with @stoyhall and @MeasureTwicePlanners Cody Garrett, CFP® on the real essence of financial planning. In this exclusive episode, we delve into the profound truth behind financial security and growth, emphasizing that it’s not merely about the numbers, but about the fundamental question of “Am I good? Are we?”

Cody and Stoy highlight the significance of acknowledging the courage it takes for individuals to seek financial guidance, emphasizing that financial planning goes way beyond investments and mere numerical growth. They reveal the paradoxical nature of feeling secure while also needing assistance, shedding light on the authentic struggles faced by many seeking financial advice.

Witness a powerful exchange that challenges the traditional norms of the financial planning industry, where the focus has often been on monetary milestones rather than genuine client well-being. Gain valuable insights on building a comprehensive financial plan that resonates with your family’s values and aspirations. Join us for a thought-provoking session that redefines the true essence of financial planning and how it impacts our lives.

Tune in to the full episode now to discover a refreshing perspective that will transform the way you approach financial security and planning. Don’t miss out on this engaging conversation that’s bound to change your outlook on your financial journey!

Remember to like, share, and subscribe for more enlightening discussions on personal finance and holistic well-being.

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Unveiling the Missing Pieces: Crafting Your Comprehensive Financial Puzzle

Welcome to an eye-opening discussion with @stoyhall and @MeasureTwicePlanners Cody Garrett, CFP® on the real essence of financial planning. In this exclusive episode, we delve into the profound truth behind financial security and growth, emphasizing that it’s not merely about the numbers, but about the fundamental question of “Am I good? Are we?”

Cody and Stoy highlight the significance of acknowledging the courage it takes for individuals to seek financial guidance, emphasizing that financial planning goes way beyond investments and mere numerical growth. They reveal the paradoxical nature of feeling secure while also needing assistance, shedding light on the authentic struggles faced by many seeking financial advice.

Witness a powerful exchange that challenges the traditional norms of the financial planning industry, where the focus has often been on monetary milestones rather than genuine client well-being. Gain valuable insights on building a comprehensive financial plan that resonates with your family’s values and aspirations. Join us for a thought-provoking session that redefines the true essence of financial planning and how it impacts our lives.

Tune in to the full episode now to discover a refreshing perspective that will transform the way you approach financial security and planning. Don’t miss out on this engaging conversation that’s bound to change your outlook on your financial journey!

Remember to like, share, and subscribe for more enlightening discussions on personal finance and holistic well-being.

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The Power of Intentional Finances: Aligning Money with Family Values for Success

Welcome to an eye-opening discussion with @stoyhall and @MeasureTwicePlanners Cody Garrett, CFP® on the real essence of financial planning. In this exclusive episode, we delve into the profound truth behind financial security and growth, emphasizing that it’s not merely about the numbers, but about the fundamental question of “Am I good? Are we?”

Cody and Stoy highlight the significance of acknowledging the courage it takes for individuals to seek financial guidance, emphasizing that financial planning goes way beyond investments and mere numerical growth. They reveal the paradoxical nature of feeling secure while also needing assistance, shedding light on the authentic struggles faced by many seeking financial advice.

Witness a powerful exchange that challenges the traditional norms of the financial planning industry, where the focus has often been on monetary milestones rather than genuine client well-being. Gain valuable insights on building a comprehensive financial plan that resonates with your family’s values and aspirations. Join us for a thought-provoking session that redefines the true essence of financial planning and how it impacts our lives.

Tune in to the full episode now to discover a refreshing perspective that will transform the way you approach financial security and planning. Don’t miss out on this engaging conversation that’s bound to change your outlook on your financial journey!

Remember to like, share, and subscribe for more enlightening discussions on personal finance and holistic well-being.

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Efficiency Hacks for an Optimal Lifestyle: Setting the Stage Right

Welcome to an eye-opening discussion with @stoyhall and @MeasureTwicePlanners Cody Garrett, CFP® on the real essence of financial planning. In this exclusive episode, we delve into the profound truth behind financial security and growth, emphasizing that it’s not merely about the numbers, but about the fundamental question of “Am I good? Are we?”

Cody and Stoy highlight the significance of acknowledging the courage it takes for individuals to seek financial guidance, emphasizing that financial planning goes way beyond investments and mere numerical growth. They reveal the paradoxical nature of feeling secure while also needing assistance, shedding light on the authentic struggles faced by many seeking financial advice.

Witness a powerful exchange that challenges the traditional norms of the financial planning industry, where the focus has often been on monetary milestones rather than genuine client well-being. Gain valuable insights on building a comprehensive financial plan that resonates with your family’s values and aspirations. Join us for a thought-provoking session that redefines the true essence of financial planning and how it impacts our lives.

Tune in to the full episode now to discover a refreshing perspective that will transform the way you approach financial security and planning. Don’t miss out on this engaging conversation that’s bound to change your outlook on your financial journey!

Remember to like, share, and subscribe for more enlightening discussions on personal finance and holistic well-being.

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Unveiling the Untold Side of Business Success: The Power of Emotions in the Industry

Welcome to an eye-opening discussion with @stoyhall and @MeasureTwicePlanners Cody Garrett, CFP® on the real essence of financial planning. In this exclusive episode, we delve into the profound truth behind financial security and growth, emphasizing that it’s not merely about the numbers, but about the fundamental question of “Am I good? Are we?”

Cody and Stoy highlight the significance of acknowledging the courage it takes for individuals to seek financial guidance, emphasizing that financial planning goes way beyond investments and mere numerical growth. They reveal the paradoxical nature of feeling secure while also needing assistance, shedding light on the authentic struggles faced by many seeking financial advice.

Witness a powerful exchange that challenges the traditional norms of the financial planning industry, where the focus has often been on monetary milestones rather than genuine client well-being. Gain valuable insights on building a comprehensive financial plan that resonates with your family’s values and aspirations. Join us for a thought-provoking session that redefines the true essence of financial planning and how it impacts our lives.

Tune in to the full episode now to discover a refreshing perspective that will transform the way you approach financial security and planning. Don’t miss out on this engaging conversation that’s bound to change your outlook on your financial journey!

Remember to like, share, and subscribe for more enlightening discussions on personal finance and holistic well-being.

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Redefining Investment: Investing in Yourself and Your Future #NOBSWealth #selfinvestment

In our newest NOB$ Wealth podcast episode, we explore the transformative concept of investing in oneself and the evolving landscape of financial strategies. Our guest sheds light on the importance of prioritizing personal and business growth, revolutionizing the traditional notion of investment. 🌱🔥

Join us as we uncover the significance of holistic self-investment and the profound impact it has on long-term success. Gain valuable insights into adapting to the changing dynamics of the industry and preparing for the future of finance and personal growth. Tune in now to stay ahead in the ever-evolving world of investment and prosperity!

Let’s continue your wealth journey! Only if you are truly ready to build your wealth…

blackmammoth.com

Want to follow more content, go ahead and sign up for our newsletter https://moneymindset-stoyhall.beehiiv.com/subscribe

Apple: https://podcasts.apple.com/us/podcast/nobs-wealth/id1598154326

Spotify: https://open.spotify.com/show/5hRolFyn4QkcTXPCqyDNbp?si=6b6cd04f64d84139

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Redefining Financial Planning: Beyond AUM Fees and Investment Management

Welcome to an eye-opening discussion with @stoyhall and @MeasureTwicePlanners Cody Garrett, CFP® on the real essence of financial planning. In this exclusive episode, we delve into the profound truth behind financial security and growth, emphasizing that it’s not merely about the numbers, but about the fundamental question of “Am I good? Are we?”

Cody and Stoy highlight the significance of acknowledging the courage it takes for individuals to seek financial guidance, emphasizing that financial planning goes way beyond investments and mere numerical growth. They reveal the paradoxical nature of feeling secure while also needing assistance, shedding light on the authentic struggles faced by many seeking financial advice.

Witness a powerful exchange that challenges the traditional norms of the financial planning industry, where the focus has often been on monetary milestones rather than genuine client well-being. Gain valuable insights on building a comprehensive financial plan that resonates with your family’s values and aspirations. Join us for a thought-provoking session that redefines the true essence of financial planning and how it impacts our lives.

Tune in to the full episode now to discover a refreshing perspective that will transform the way you approach financial security and planning. Don’t miss out on this engaging conversation that’s bound to change your outlook on your financial journey!

Remember to like, share, and subscribe for more enlightening discussions on personal finance and holistic well-being.

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Revolutionizing Financial Planning: Finding Your Perfect Match in the Industry Chaos

Welcome to an eye-opening discussion with @stoyhall and @MeasureTwicePlanners Cody Garrett, CFP® on the real essence of financial planning. In this exclusive episode, we delve into the profound truth behind financial security and growth, emphasizing that it’s not merely about the numbers, but about the fundamental question of “Am I good? Are we?”

Cody and Stoy highlight the significance of acknowledging the courage it takes for individuals to seek financial guidance, emphasizing that financial planning goes way beyond investments and mere numerical growth. They reveal the paradoxical nature of feeling secure while also needing assistance, shedding light on the authentic struggles faced by many seeking financial advice.

Witness a powerful exchange that challenges the traditional norms of the financial planning industry, where the focus has often been on monetary milestones rather than genuine client well-being. Gain valuable insights on building a comprehensive financial plan that resonates with your family’s values and aspirations. Join us for a thought-provoking session that redefines the true essence of financial planning and how it impacts our lives.

Tune in to the full episode now to discover a refreshing perspective that will transform the way you approach financial security and planning. Don’t miss out on this engaging conversation that’s bound to change your outlook on your financial journey!

Remember to like, share, and subscribe for more enlightening discussions on personal finance and holistic well-being.

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Redefining Retirement Goals: Lifestyle over Numbers #NOBSWealth #retirementplanning

Join us in our latest NOB$ Wealth podcast as we dive deep into the philosophy of retirement planning. Learn how prioritizing your desired lifestyle over monetary figures can revolutionize your approach to financial freedom. Gain valuable insights into crafting retirement goals that align with your personal aspirations and dreams. Tune in now to discover the key to building a fulfilling and gratifying post-work life. 💡🎙️

Let’s continue your wealth journey! Only if you are truly ready to build your wealth…

blackmammoth.com

Want to follow more content, go ahead and sign up for our newsletter https://moneymindset-stoyhall.beehiiv.com/subscribe

Apple: https://podcasts.apple.com/us/podcast/nobs-wealth/id1598154326

Spotify: https://open.spotify.com/show/5hRolFyn4QkcTXPCqyDNbp?si=6b6cd04f64d84139

Read More

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