The Money Script

In this episode, Caleb Brown, CEO of New Planner Recruiting and CFP, shares his insights on financial services, compensation models for financial professionals, and the role of AI in financial planning. He also offers advice for those looking to enter the industry, highlighting essential skills and starting points.  Caleb reflects on his earliest money memory and recommends his book, “Finding Your Path: The Roadmap from Student to Successful Financial Planner,” as a guide for aspiring financial professionals.

0:30 - Introduction to Caleb
2:00 - Investment Returns Across Presidential Terms
10:15 - The Importance of Home Economics in High School
11:45 - Overview of Caleb's Role in Financial Services
14:45 - How Are Financial Professionals Paid? Caleb Explains
21:00 - AI's Impact on the Consultative Financial Planner Role
26:15 - Skills and Pathways for Entering the Financial Industry
31:30 - Caleb's First Memory of Money

Get in touch with Caleb:
website
book
podcast

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In this episode, we welcome Sheri Fitts, the first woman in financial services to host a podcast in the financial services industry. Sheri shares her journey into behavioral finance, highlighting how emotions and cognitive biases shape our financial decisions. She discusses Cognitive Ease and explains how homeowners often cling to past property values, misunderstanding the real market value.  Sheri also reflects on her first memory of money and how it influenced her career path.

1:30 - Introduction: Welcome Sheri Fitts
3:30 - Breaking Barriers: Sheri Fitts, the First Female Podcaster in Financial Services
6:00 - Sheri's Journey: Exploring Behavioral Finance and Its Personal Impact
10:30 - Cognitive Ease
18:30 - Anchoring Bias
35:15 - First Memory of Money

https://womenrockingwallstreet.com/

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In this episode, we chat with Lauren Hong, founder of Out and About Communications, about the world of outsourced marketing and B2B strategies. Lauren shares how her firm supports companies with their marketing needs, her inspiration for starting the business, and her journey from graphic design and international studies to building a successful marketing firm. She also discusses her focus on financial services firms and reflects on her early experiences with money.

5:00 - Positioning Your Company for B2B Partnerships
08:30 - The Journey of Founding Your Firm
11:15 - From Graphic Design to Marketing and Communications
13:45 - Focusing on Financial Services Firms
23:00 What is your first memory of money?

outandaboutcommunictaions.com
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Instagram
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LinkedIn
YouTube

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In this episode, we welcome Lynn from Her Retirement to discuss financial empowerment and navigating life transitions. She shares how she founded her company and the ways she helps women take control of their financial futures. Lynn offers valuable tips for those who face unexpected job loss before retirement and advice for stay-at-home spouses on how to prepare for when their role changes. The episode wraps up with a personal story from Lynn about her first memory of money, offering insight into what shaped her financial mindset.

1:45 - Introduction and Welcome to Lynn
4:30 - Discussing Your Company: Its Founding, Mission, and Clientele
17:00 - Tips and Tools for Individuals Facing Unplanned Job Loss Before Retirement
19:00 - Advice for Chief Home Officers Navigating the End of Their Role
30:30 - What Is Your First Memory of Money?

Website
Instagram
TikTok

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In this episode, we sit down with Taylor, an experienced financial planner, to discuss managing client concerns during market volatility. He shares how he reassures nervous clients, keeping them focused on long-term goals. Taylor also talks about his approach to handling large investments during a bull market, ensuring clients understand both the risks and opportunities. He outlines his strategy for portfolio diversification, emphasizing the importance of time horizons, and reflects on why he became a financial planner. The episode wraps up with Taylor sharing his earliest memory of money and how it shaped his financial mindset. Packed with practical advice, this episode is a must-listen for new and existing investors.

1:00 Introduction: Welcome Taylor
3:45 How to Address Client Anxiety During Market Volatility
7:00 Handling Large Investments in a Bull Market
11:15 Your Time Frame & Portfolio Diversification Strategy
18:15 Why Did You Choose to Become a Financial Planner?
25:30 Your First Memory of Money

Get in touch with Taylor
Website
Linkedin
X


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In this episode, Josh, the host of the eight-year-old Cracking the Cash Flow Code podcast, announces his new show designed to help business owners delegate tasks and save time. He provides Yohance with effective strategies to increase business revenue and shares his earliest memory of money, explaining how it influences his current financial mindset. Josh also introduces the "four boxes of financial independence," offering listeners a clear framework to achieve financial freedom. Packed with practical advice, this episode is a must-listen for entrepreneurs aiming to optimize their operations and grow their businesses.

Don't Take Our Word For It:
"It was great fun helping Yohance take a look at his business. Most of the time podcast hosts want to position themselves as the all seeing experts. Yohance showed a significant amount of vulnerability by letting me ask him probing questions about his business with he getting some coaching on how to create a personally and economically sustainable business." - Josh Patrick

2:30 - Introduction to Josh

3:30 - Eight Years of Cracking the Cash Flow Code Podcast

6:00 - New Podcast: Tips for Business Owners on Delegation and Time Management

11:00 - Revenue-Boosting Advice for Yohance’s Business

22:00 - Josh’s First Memory of Money

24:00 - How That Memory Shapes Josh’s Financial Approach Today

26:00 - The Four Boxes of Financial Independence

[email protected]
www.sustainablebusiness.co
https://www.linkedin.com/in/askjoshpatrick/
https://www.youtube.com/channel/UC55nHCobcxCG_P9J8PBKUeA/videos -https://www.facebook.com/thesalereadycompany -https://itunes.apple.com/us/podcast/the-sustainable-business/id1031040294

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Dr. Bianca Busch - The College Psychiatrist
   In this episode, Dr. Bianca Busch, a leading college psychiatrist, discusses the mental health challenges facing college students and the innovative solutions campuses are adopting. She highlights the impact of the COVID-19 pandemic on student mental health, the rising demand for mental health services, and how colleges are responding with virtual care and partnerships.
   Dr. Busch also explores the financial stressors affecting students, particularly athletes, emphasizing the need for financial literacy. She shares insights into her professional journey, her dedication to supporting college students, and her future plans to enhance mental health care in higher education.
   Join us for a compelling conversation with Dr. Bianca Busch on the evolving landscape of college mental health.
4:15 - Introduction to Dr. Bianca Busch
5:45 - Path to College Psychiatry
8:30 - Rising Suicide Rates on Campus
11:15 - Financial Stress Among Students
17:15 - Student Athletes and Financial Pressures
20:30 - Impact of Brain Development on Financial Choices
26:45 - Future Plans for Dr. Busch

 www.collegepsychiatrist.com

@collegepsychiatrist

Test with Confidence

The College Psychiatrist Coping Kit 

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In this episode of The Money Script Podcast,Yohance interviews Austin Netzley, CEO of 2X Professional Coaching. They explore Austin's journey to becoming a CEO, the common struggles faced by CEOs and entrepreneurs, and how 2X Professional Coaching helps overcome these challenges. Austin shares his top three tips for entrepreneurs to improve their businesses and discusses his book, "The 2 Week Vacation Test." Tune in to discover how you can revolutionize your entrepreneurial journey with Austin's expert advice.

2:15 Welcome Austin
4:30 - Austin's Journey to Becoming CEO of 2X Professional Coaching
6:00-  Common Challenges Faced by CEOs and Entrepreneurs and How 2X Can Help
14:00 - Top 3 Tips for Entrepreneurs to Improve Their Businesses
20:00 - "From 6 to 7 Figures" book
29:30 - Insights from "The 2 Week Vacation Test" Book
32:45 - How to Connect with Austin

Reach out to Austin here
Order one of Austin's books here

First 10 people to DM on IG or X can receive a free copy of either book!

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In this episode, you'll hear about Rocky's personal and professional journey, including the challenges he faced and the pivotal decisions that shaped his career. Whether you're thinking about switching careers or looking for innovative ways to manage your finances, Rocky's insights will be invaluable.

We'll explore the core principles of Profit First, a methodology that can revolutionize the way you approach financial management, ensuring sustainability and profitability. And before we wrap up, Rocky will share how you can connect with him and tap into his wealth of knowledge and resources.

3:15 - Welcome Rocky
4:45 - Tell us about your journey
12:15 - What are some tips and guidance in transitioning into new careers
19:45 - Give a little bit more of a taste of what Profit First is
28:00 - How can we find out more from you?

Book: Profit First

Podcasts:

Profit Answer Man 

Richer Soul

Want to connect with Rocky:
https://profitcomesfirst.com/
https://twitter.com/rockylalvani
https://www.linkedin.com/in/rocky-lalvani/
https://www.instagram.com/profit_answer_man/

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Join us on an exciting journey through the world of financial services and values-based investment in our dynamic podcast! Dive deep into our personal stories as we unveil the secrets behind our initial investment portfolios and the driving forces behind them. Discover how our firm's fervor for values-based investment ignited and the thrilling challenges we encounter in harmonizing this ethos with delivering unparalleled client satisfaction.

But that's not all! We'll also unveil invaluable resources for advisors eager to delve into the realm of values-based investing, including cutting-edge platforms like Pomarium. And brace yourself for an enlightening exploration of how clients navigate the landscape of values-based investment when seeking our expert guidance, as we uncover their common concerns and decision-making dynamics.

Get ready to be inspired, informed, and empowered from this episode of our podcast!

2:45 - Journey into Financial Services: How Did You Start?
9:30 - First Investment Portfolios: Strategies and Motivations
17:30- The Passion Behind Values-Based Investment at Your Firm
23:15 - Balancing Values Investing with Exceptional Client Experience
31:45 - How Advisors Can Learn More About Pomarium
33:15 - Guiding Clients on Values-Based Investment Approaches

Want to look into getting the Pomarium platform click here

Follow on Social Media : @getpomarium

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