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In this episode of The Money Script Podcast, Yohance talks with Tyler Aubrey about what money is really for in retirement. They unpack cash reserves, retirement spending, sequence of returns risk, and why financial planning should help people dream, not just save. Tyler shares how clients use “sleep well at night” money to handle uncertainty and create meaningful life experiences. The episode also covers the limits of the 4% rule, guardrails-based withdrawal planning, and Tyler’s first memory of money. It’s a practical, thoughtful conversation on retirement planning and behavioral finance
Linkedin- https://www.linkedin.com/in/tyleraubrey/
Website- www.definefinancial.com
Book- Even More Than money
3rd Decade
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In this Money Script Podcast, Yohance talks with Rebecca Jackson about one of the hardest money questions people face: how much is enough. They explore lifestyle creep, meaningful spending, concentrated stock risk, RSUs, taxes, behavioral bias, and the emotional side of financial planning. Rebecca shares practical ways to think about money decisions, including how values, family history, and fear of missing out shape investing choices. The episode also touches on writing, financial therapy ideas, and Rebecca’s first memory of money, making this a thoughtful conversation about wealth, purpose, and better money management.
Linkedin- Rebecca Jackson
Website- https://www.seedsafefinancial.com/
IG-https://www.instagram.com/seedsafefinancial/
Book- Even More Than Money
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In this Money Script Podcast episode, Yohance Harrison talks with Emily Rassam of Archer Investment Management about one of the hardest parts of retirement planning: helping people actually spend the money they worked so hard to save. They cover retirement income, financial independence, client psychology, gifting, charitable giving, and the emotional side of wealth. Emily shares the questions she uses to help clients dream bigger, spend with purpose, and make smarter tradeoffs. If you’re interested in retirement planning, wealth management, financial psychology, and how financial advisors guide real client decisions, this episode offers practical insight in plain English.
www.archerim.com
Linkedin-https://www.linkedin.com/in/emilyjcasey/
Even More Than Money
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On this episode of The Money Script Podcast, Yohance Harrison talks with Nick Covyeau of Swell Financial about financial planning, money mindset, retirement spending, and the role of AI in advisory firms. Nick shares his first lessons around saving, why many good savers struggle to spend in retirement, and how books like Die With Zero shaped his thinking. They also talk about writing, client transformation stories, work-life boundaries, and using AI to free advisors for deeper human conversations. It’s a smart, practical episode for financial advisors, retirees, and anyone trying to use money more intentionally.
https://business.fullerton.edu/academics/finance/financial-planning
Website- www.swellfinancialpartners.com
YouTube: @swellFP
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In this Money Script Podcast episode, Yohance Harrison talks with Lawrence D. Sprung about books, financial planning, family, and the real purpose of money. Lawrence shares the story behind Financial Planning Made Personal, why one-size-fits-all advice falls short, and how personal loss shaped his belief that money should support joy, meaning, and legacy. They also discuss Even More Than Money, the writing process, Richard Branson, favorite books, and the tradeoffs between saving for the future and living well now. This episode is for anyone thinking about their relationship with money in a more human way.
https://www.linkedin.com/in/lawrencesprung/
https://www.instagram.com/larry_sprung/
https://www.youtube.com/@LarrySprung
https://x.com/Lawrence_Sprung
https://mitlin.us/Family-Wealth
Book- Even More Than Money
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In this episode of The Money Script Podcast, Yohance Harrison talks with Justin Castelli return on life, financial planning, and the new book Even More Than Money. They cover how advisors can think beyond traditional ROI, what it took to bring a multi-author financial planning book to life, and why real advice is still deeply human. Justin also shares his personal money script, his dream of using wealth to create impact for others, and his thoughts on AI, mentorship, and the future of the financial advice profession. It’s a thoughtful conversation for advisors, aspiring planners, and anyone curious about money and meaning.
Linkedin- Justin Castelli
Even More Than Money: https://www.amazon.com/Even-More-Than-Money-Financial/dp/1804091243/
Website- https://www.justincastelli.io/
IG: https://www.instagram.com/jus10castelli/
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In this episode of The Money Script Podcast, Yohance sits down with Rahkim Sabree, author of Overcoming Financial Trauma, for a candid conversation about how money stress, fear, and past experiences shape financial behavior. Rahkim breaks down what financial trauma is, how it shows up through investing, scarcity, and identity, and why even high earners carry it. The episode also explores financial FOMO, nervous system responses, and Rahkim’s 3E framework for healing. If you’re interested in financial trauma, money mindset, behavioral finance, and healthier money habits, this episode offers a thoughtful, practical place to start.
Linkedin: Rahkim Sabree
Website: https://www.rahkimsabree.com/
Book: Overcoming Financial Trauma
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On this episode of The Money Script Podcast, Yohance Harrison talks with Dana Wilson, founder and CEO of CHIP, about building a career in financial services while often being the only person in the room. Dana shares her journey from SunTrust banking to Wall Street, why representation in wealth management still matters, and how CHIP helps people connect with trusted financial professionals. They also talk about financial literacy, kids learning math through money, AI in financial services, and the personal money lessons that shape how we lead, save, build wealth, and serve our communities.
Linkedin- Dana Wilson
Website- Chip
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On this episode of The Money Script Podcast, Yohance Harrison sits down with returning guest Dasarte Yarnway to talk about Bench, a new sports media and creator monetization platform. They dig into how athletes, teams, leagues, and youth sports programs can turn content into revenue through subscriptions, pay-per-view, sponsorships, and streaming. They also get into the ethics of sports gambling, NIL, personal brand building for student athletes, and what parents should teach kids about money, reputation, and opportunity in the digital age. If you care about sports business, creator economy trends, youth sports fundraising, and athlete brand strategy, this episode is worth a listen.
Linkedin-Dasarte Yarnway
Bench
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The Money Script Podcast, hosted by Yohance Harrison, returns with guest Sahirenys, author of "The High Five Banking Method." In this episode, they discuss the origins and impact of the High Five Banking Method, personal stories about overcoming financial crises, and practical strategies for better money management. Listeners will hear about first money memories, the importance of budgeting, and actionable tips like the "cut, keep, or reduce" strategy. Perfect for anyone seeking relatable financial advice, real-life stories, and a foundational approach to personal finance.
#MoneyScriptPodcast #FinancialLiteracy #HighFiveBanking
Linkedin- Sahirenys Pierce
The High 5 Banking Method
Amazon
Barnes & Noble
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From the publisher's feed
Hosted by Yohance Harrison, The Money Script Podcast is your go-to resource for mastering financial literacy and aligning your money decisions with your values. Each episode explores…
Various factors, including changing market conditions and laws, may mean the content no longer reflects current opinions. Do not assume any information in this media replaces personalized investment advice from Money Script Wealth Mgmt. PLLC. Listeners with questions about specific issues should consult their professional advisor. Money Script, LLC is not a law firm or accounting firm; this article should not be taken as legal or accounting advice. Money Script Wealth Management, PLLC’s current written disclosure statement about our services and fees is available upon request.
www.moneyscriptwealth.com