Money and Mindset With Bright and Brian

If you’re looking for someone to fire you up about pursuing your goals—financial or otherwise—Caroline Adams Miller is here to help.

The bestselling author and executive coach rejoins Bright and Brian to discuss how cultivating “gritty” personal qualities can help us grow our financial confidence and get after the goals that will have the greatest impact on our lives and happiness. Plus, the crew shares their answers to listener questions about networking for professional success.

Listen in to hear:

• Why it’s OK to fail—and how humility helps us become more resilient

• How grit can make us feel passionate about personal finance

• Why there’s no “quick fix” approach to pursuing your money goals

If you haven’t heard it yet, listen to the first episode with Caroline Adams Miller here.

When we set out to do difficult things, we make it possible to achieve what we really want in our personal and financial lives. Research backs this—showing that the happiest people don’t have easy goals!

Bright and Brian welcome guest Caroline Adams Miller to discuss the science behind goal setting and happiness.

Listen in to hear:

• Why your financial goals should be aligned with your purpose

• How to set challenging and specific goals without becoming overwhelmed

• What your support system should look like—and how to support others

Caroline Adams Miller will be back on our next episode to home in more on “grit” and how getting gritty can help us achieve those tough goals and build the life we want.

Whether you’re cleaning out your car or arranging the contents of a desk drawer, getting organized can make you feel better and more productive. The same goes for your money. In this episode, Bright and Brian share tips to help you tidy up your finances—giving you more freedom, confidence, and peace of mind in the process.

Plus, Brian answers a listener question on whether you should move some of your 401(k) contributions into a Roth IRA.

Tune in to learn:

• How to calculate your net worth (and why you should)

• Why automating your finances gives you more control over your life

• What you can do to stay organized and motivated

This content does not constitute legal, mential health, tax, accounting, financial, or investment advice. You are encouraged to consult with competent legal, mental health, tax, accounting, financial, or investment professionals based on your specific circumstances. We do not make any warranties as to accuracy or completeness of this information, do not endorse any third-party companies, products, or services described here, and take no liability for your use of this information.

To figure out where you want to go, you’ve got to know where you’ve been. That’s why intentional self-reflection is one of the best ways to understand not just your mindset, but your money habits, too. By taking the time to think about the challenges you’ve overcome—and the ones you’re still working on—you can be ready to crush your future goals.

In this episode, Bright and Brian are joined by bestselling author Valorie Burton, founder of the Coaching and Positive Psychology Institute and a speaker on resilience and happiness.

Tune in to learn how self-reflection can be a success strategy for taking more control of your life and your money, plus:

• How journaling can inspire new ideas

• The questions you need to ask yourself

• The importance of aligning your personal values with your financial goals

• Managing your emotions to cultivate a positive mindset

• How self-reflection can help us be kinder to ourselves—and to others

This content does not constitute legal, tax, accounting, financial, mental health, or investment advice. You are encouraged to consult with competent legal, tax, accounting, financial, or investment professionals based on your specific circumstances. We do not make any warranties as to accuracy or completeness of this information, do not endorse any third-party companies, products, or services described here, and take no liability for your use of this information.

Building wealth through investing can be hard to figure out on your own. That’s why many people—from novice investors to well-known experts—rely on financial advisors. But what does a financial advisor do, anyway? Do you even need a financial advisor? How do you find one? More importantly, how do you find a good one?

In this episode, Bright and Brian answer those questions (and more) with some help from guest Ali Mahbod, a financial advisor with Truist Wealth's Client Advisory Center. Learn what to look for in an advisor—and what questions you should ask them.

Tune in to learn:

• The difference between a robo-advisor and a human advisor

• Five common finance questions Ali gets—and how he answers them

• How advisors are paid for their services

• What credentials to look for in an advisor

• How a financial advisor can help you budget and plan for retirement

This content does not constitute legal, tax, accounting, financial, mental health, or investment advice. You are encouraged to consult with competent legal, tax, accounting, financial, or investment professionals based on your specific circumstances. We do not make any warranties as to accuracy or completeness of this information, do not endorse any third-party companies, products, or services described here, and take no liability for your use of this information.

Truist Invest Pro is offered by Truist Advisory Services, Inc., an SEC registered investment adviser affiliate of Truist Financial Corporation.

Investment and Insurance Products:

• Are not FDIC or any other Government Agency Insured

• Are not Bank Guaranteed

• May Lose Value

Forget (most of) what you know about stress—it isn’t always a bad thing! In this episode, Bright and Brian get candid about managing—and making the most of—stress in their work, life, and finances. Hear Bright and Brian discuss why some stress is good stress as well as tips for mitigating the bad stress.

Take a breath and tune in to learn:

• About two types of stress—eustress and distress—and how to manage both

• Why you should think of stress like a rainbow

• How to turn our negative feelings about money into more positive ones

• Why systems are the key to making the most of good stress

• When and how to shake off your stress … literally!

Investing is part of a healthy financial life. Generally, you can’t save your way to wealth—the most common path to comfort and financial confidence, now and later, is through investing. But there’s also an inherent risk associated with investing—and it’s natural to sometimes feel anxious on your investing journey. So what can we do when we experience those feelings?

There are several different reasons that you may experience anxiety when investing, and in this episode, Bright, Brian, and special guest Dr. Daniel Crosby aim to help you understand and overcome investing anxiety. Listen in for practical tips to help you build better investing habits and a resilient investor mindset.

What you’ll learn:

• Simple strategies for long-term investing

• Common investing mistakes and how we can learn from them

• How to handle the fear of losing money

• Three principles that can help you become a confident investor

• The PERMA Theory for happiness—and why investing is a tool that can help you focus on the things that bring you joy

This content does not constitute legal, tax, accounting, financial, mental health, or investment advice. You are encouraged to consult with competent legal, tax, accounting, financial, or investment professionals based on your specific circumstances. We do not make any warranties as to accuracy or completeness of this information, do not endorse any third-party companies, products, or services described here, and take no liability for your use of this information.

Truist Invest Pro is offered by Truist Advisory Services, Inc., a SEC registered investment adviser affiliate of Truist Financial Corporation.

Investment and Insurance Products:

• Are not FDIC or any other Government Agency Insured

• Are not Bank Guaranteed

• May Lose Value

Investing doesn’t have to be complicated. But with all the information out there, it can seem more intimidating than it actually is! “Money and Mindset With Bright and Brian” is here to break through the noise, offering no-nonsense info to help you become a confident investor and secure your future financial well-being.

In the first of a three-part special on investing, Bright and Brian explain the basics of investing, simple ways to start, and how to adopt an investing mindset that can pay dividends (investing pun intended) for you and your family’s future. Listen to learn:

• Common myths about investing—and why they’re wrong

• Three not-so-great investing mindsets to watch out for

• Types of investing accounts you can use to help you achieve your goals

• How a robo-advisor can help take the guesswork and emotion out of investing

• Four time-tested investing strategies you can implement today

This content does not constitute legal, tax, accounting, financial, or investment advice. You are encouraged to consult with competent legal, tax, accounting, financial, or investment professionals based on your specific circumstances. We do not make any warranties as to accuracy or completeness of this information, do not endorse any third-party companies, products, or services described here, and take no liability for your use of this information.

Truist Invest Pro is offered by Truist Advisory Services, Inc., a SEC registered investment adviser affiliate of Truist Financial Corporation.

Investment and Insurance Products:

• Are not FDIC or any other Government Agency Insured

• Are not Bank Guaranteed

• May Lose Value

There’s a difference between being rich and being wealthy. You can be rich without being wealthy—and you can also become wealthy without being rich. One of the keys to building wealth? Having a vision.

In the second of two special episodes of “Money and Mindset With Bright and Brian,” featured guest Dr. Willie Jolley—a bestselling author, SiriusXM radio host, and motivational speaker—and our hosts discuss:

• Building wealth, no matter your income level
• His strategy for giving, saving, and investing a portion of every dollar he earns
• How to set—and get—your goals in life
• The top money questions Dr. Jolley hears from listeners
• Money mindsets that could help your marriage or relationships

Plus, Dr. Jolley shares some of his favorite tunes from his days as a jingle writer! You don’t want to miss it.

The journey to success isn’t linear or universal—but there are certain traits many successful people share. In this episode of “Money and Mindset,” Bright and Brian and a special guest—bestselling author, radio host, and motivational speaker Dr. Willie Jolley—discuss how your mindset, values, and network are key ingredients to living the life you want.

Tune in to discover:

• What successful entrepreneurs, athletes, and entertainers all have in common

• How to bounce back from a setback

• Why your values determine your destiny

• Dr. Jolley’s five tips for changing how you think about money