The Money Mindset Podcast - Elevating your faith, wisdom and wealth

The Money Mindset Podcast - Elevating your faith, wisdom and wealth

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The Money Mindset Podcast - Elevating your faith, wisdom and wealth episodes

  • I Promised Myself I Wouldn't Slide Into Your DMs

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    Tired of cold DMs on LinkedIn and exhausting your warm market? In this episode, we break down the reality of building a team as a licensed financial professional. We address the bad reputation of MLMs, who this business model actually suits, and what it takes to succeed if you're a high achiever looking for a real supplemental or full-time income stream.

    Ready to see if this model fits your goals?

    If you have high ethical standards, great communication skills, and are ready to get licensed and do the work, let's talk.

    • Book a 15-minute exploration call directly on my calendar: https://calendar.app.google/2cxrzu8MPM17bNkv9

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    11 min
  • I Have Christ. Why Do I Need Life Insurance?

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    Faith meets practical wisdom. How do spiritual conviction and financial preparation work hand in hand to protect the people you love?"

    Welcome back to The Money Mindset Podcast with the Elevate Up L D Team.

    It’s a question many believers wrestle with: If my faith is strong and my trust is in God, why do I need a financial safety net or an insurance policy? In today's episode, we bridge that gap. We explore why true spiritual stewardship isn't about lacking faith—it’s about taking practical, radical responsibility for the family and legacy entrusted to you. Tune in as we discuss how proactive planning honors your faith and protects your household.

    ✨ Ready to align your financial strategy with your values? Schedule your free 15-minute checkup on my calendar today: https://calendar.app.google/2cxrzu8MPM17bNkv9

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    17 min
  • Day 21: You Don’t Need More Financial Information. You Need Financial Clarity. (Campaign Finale)

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    We made it to Day 21! Stop drowning in financial tips and internet noise. Let's wrap up our campaign by trading information overload for true financial clarity."

    Welcome to Day 21—our official campaign finale on The Money Mindset Podcast!

    Throughout this 21-day journey, we've broken down floors, taxes, paychecks, and protection. But more information doesn't solve financial anxiety—clarity does. On our final day, we invite you to step away from the noise and complete a complimentary financial-needs conversation to identify gaps in your protection, savings, and retirement preparation.

    ✨ Ready to find your financial clarity? Schedule your complimentary 15-minute checkup on my calendar today: https://calendar.app.google/2cxrzu8MPM17bNkv9

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    5 min
  • Life Insurance Isn't for the People Who Die. It’s for the People Who Live

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    Shift your perspective on coverage. Life insurance isn't about morbid planning—it's about protecting the loved ones left behind."

    Welcome to Day 20 of our 21-day Financial Awareness campaign for Life Insurance Awareness Month on The Money Mindset Podcast.

    It's time to strip away the discomfort around life insurance. In today's episode, we discuss why coverage isn't for the person who passes away—it's for the spouse, the children, and the family who have to keep living. Tune in as we explore living benefits, cash value, and true financial care.

    ✨ Ready to protect the people who matter most? Schedule your free 15-minute checkup on my calendar today: https://calendar.app.google/2cxrzu8MPM17bNkv9

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    4 min
  • Your Beneficiary Form May Be More Powerful Than Your Will

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    "Did you know a beneficiary form can override your will? Let's talk about updating your designations after major life changes."

    Welcome to Day 19 of our 21-day Financial Awareness campaign for Life Insurance Awareness Month on The Money Mindset Podcast.

    You can write an airtight will, but if your beneficiary forms are outdated, they can completely override your wishes. In today's episode, we discuss why primary and contingent designations matter, how contracts bypass probate, and why reviewing your paperwork after major life events is non-negotiable.

    ✨ Ready to ensure your paperwork matches your wishes? Schedule your free 15-minute checkup on my calendar today: https://calendar.app.google/2cxrzu8MPM17bNkv9

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    5 min
  • Not All Retirement Money Should Be Taxed the Same Way

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    "Are all your retirement savings trapped in pre-tax buckets? Let's talk tax diversity, managing brackets, and keeping more of your hard-earned cash."

    Welcome to Day 18 of our 21-day Financial Awareness campaign for Life Insurance Awareness Month on The Money Mindset Podcast.

    Deferring taxes feels great today, but what happens when Uncle Sam comes calling in retirement? In today's episode, we break down why tax diversity matters, how relying solely on tax-deferred accounts strips away your control, and how to build a multi-bucket strategy for your wealth.

    ✨ Ready to evaluate your retirement tax buckets? Schedule your free 15-minute checkup on my calendar today: https://calendar.app.google/2cxrzu8MPM17bNkv9

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    4 min
  • The Five Years Before and After Retirement Matter Differently

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    "Why does the timing of a market downturn matter so much? Let's talk sequence-of-returns risk and how to protect your transition window."

    Welcome to Day 17 of our 21-day Financial Awareness campaign for Life Insurance Awareness Month on The Money Mindset Podcast.

    Not all years in the market are created equal. The critical five-year window right before and right after retirement can make or break your entire financial future. In today's episode, we break down sequence-of-returns risk in plain English and show you how to protect your retirement income from bad timing.

    ✨ Ready to safeguard your transition window? Schedule your free 15-minute checkup on my calendar today: https://calendar.app.google/2cxrzu8MPM17bNkv9 

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    4 min
  • Could You Outlive Your Retirement Income

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    "What happens if you live a long, vibrant life and run out of money? Let's talk longevity risk and guaranteed lifetime income."

    Welcome to Day 16 of our 21-day Financial Awareness campaign for Life Insurance Awareness Month on The Money Mindset Podcast.

    Living a long life is a blessing, but longevity risk is a very real challenge for modern retirement planning. In today's episode, we explore how certain annuities can eliminate the fear of outliving your wealth by creating contractually guaranteed lifetime income streams. Tune in to learn how to celebrate your milestone birthdays with true financial confidence!

    ✨ Ready to secure your lifetime income strategy? Schedule your free 15-minute checkup on my calendar today: https://calendar.app.google/2cxrzu8MPM17bNkv9

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    4 min
  • What Is an Annuity—In Plain English?

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    "Let's strip away the financial jargon! What is an annuity really, and how does it turn a lump sum into a steady monthly stream of income?"

    Welcome to Day 15 of our 21-day Financial Awareness campaign for Life Insurance Awareness Month on The Money Mindset Podcast.

    If financial jargon makes your head spin, you're not alone. Today, we are breaking down annuities in plain, everyday English. At its core, an annuity is simply a contract with an insurance company designed to provide income immediately or later down the road. Tune in as we explore how these contracts can help secure your retirement paycheck!

    ✨ Ready to see how an annuity fits into your strategy? Schedule your free 15-minute checkup on my calendar today: https://calendar.app.google/2cxrzu8MPM17bNkv9

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    5 min
  • Retirement Is Not Just a Number. It Is a Paycheck

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    Sorry for the slight delay, but we're making it right by dropping Days 14 and 15 today! Let's talk about why retirement is a cash flow game."

    Welcome to Day 14 of our 21-day Financial Awareness campaign for Life Insurance Awareness Month on The Money Mindset Podcast.

    First off, a quick apology for this episode dropping a day late—life happened, but we don't miss a beat here at Elevate Up L D, so we are dropping both Day 14 and Day 15 today to keep you completely caught up!

    For decades, the financial industry has taught us to obsess over accumulation—asking what our "number" is. But when your career ends, your payroll stops, and you become your own payroll department. In today's episode, we explore why accumulation is only half the battle, and why you need a concrete strategy for turning savings into sustainable income.

    ✨ Ready to design your reliable retirement paycheck? Schedule your free 15-minute checkup on my calendar today: https://calendar.app.google/2cxrzu8MPM17bNkv9

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    5 min

About The Money Mindset Podcast - Elevating your faith, wisdom and wealth

From the publisher's feed

You’re Insured… But Are You Protected?

Welcome to Day 1 of our 21-day Protect What Matters series on The Money Mindset Podcast! In honor of Life Insurance Awareness…