The Money Script

Navigating Storms and Strategies with Diana from Cabrices Consulting
In this episode, we welcome Diana to the show and dive into her recent experience weathering a hurricane, discussing resilience both personally and professionally. Diana shares insights about her role as a Fractional Chief Evangelist and the innovative ways she supports her clients. We then explore the companies she’s currently collaborating with, followed by a reflective look at her impactful time at SnappyKracken. Shifting gears, Diana discusses the transformative role of AI in her work and its broader implications. Finally, we wrap up with a nostalgic and personal story of Diana’s first memory of money and how it shaped her mindset.

2:30 – Introduction to Diana
4:30 – Diana’s Hurricane Experience
12:00 – Role as a Fractional Chief Evangelist at Cabrices Consulting
17:30 – Current Companies Diana is Working With
23:45 – Insights from Diana’s Time at SnappyKracken
26:30 – The Role of AI and Its Impact on Her Work
33:45 – Diana’s First Memory of Money

www.dianacabrices.com
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In this episode, financial expert TJ shares his insights on current political and economic developments and their impact on personal finance. He discusses how the political climate influences investment, retirement planning, and taxes, and provides advice for clients anticipating tax policy changes under a potential new presidency. TJ also addresses debates on the Roth 401(k) during peak earning years, offering expert perspectives, and reflects on his first memory of money, revealing how it shaped his financial outlook and career.

2:15 - Welcome TJ
4:00 - Economic and Political Updates
6:30 - How Politics Shape Your Financial Future
25:00 - Preparing for Tax Changes Under a new Presidency
26:30 -  First memory of money

modernwealthbuilders.com
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In this episode, we welcome Ben to the show as he shares his inspiring journey into baseball, diving into the pivotal moments and experiences that shaped his career. The conversation then shifts to Nick Murray, a renowned figure known as "the financial advisor’s advisor," discussing his influence on financial advising.

Ben answers a listener's question, providing valuable insights and practical advice. The discussion later touches on navigating the 2008-2009 financial crisis without Nick Murray's guidance at the time, exploring how Ben managed to overcome those challenges. Finally, Ben reflects on his earliest memory of money and how it impacted his outlook on finance.

1:45 - Welcome Ben
4:00 - Ben's Journey into Baseball
9:00 - Nick Murray: Insights from "The Financial Advisor’s Advisor"
20:15 - Addressing a Client's Question: Ben's Perspective
23:45 - Navigating the 2008-2009 Crisis Without Nick Murray's Guidance
33:30 - Ben's First memory of money

Get in touch with Ben:
https://beckbode.com/
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In this episode, Yohance shares his insights on the current economic events, discussing unemployment trends, cooling inflation, and declining interest rates, and how these factors impact the local economy and clients. Yohance welcomes guest Tom Sylvester from 2x who outlines his vision for success, emphasizing long-term planning and introducing a framework called "Model One" for business growth. Tom also highlights three essential components for achieving success and concludes with a personal story about his earliest memory of money.

2:00 - Welcome Tom
5:15 - Current Events
8:15 - What the Economy is Telling Us: Unemployment, Cooling Inflation, and Local Impacts
11:30 - What is the Vision?
16:00 - 3 Components to Success
23:45 - Model One
40:15 - first memory of money

2x.co
@TheTomSylvester

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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
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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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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?

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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
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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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