The NextBetter™ Podcast

Looking to explore your identity and purpose in spiritual wellness? Join host Lucas Woody as he dives deep into these topics with spiritual wellness expert, Bobby Barbour. Discover the transformative practice of daily examination that can help you reflect on your behaviors and awareness each day. Bobby shares insights on recognizing a higher power, expressing gratitude, and focusing on personal growth. Explore the eight dimensions of wellness and learn how to align your work and leadership with what truly matters to you.

Host Lucas Woody sits down with financial expert Jim Vitou to explore the intersection of financial success and wellness. Together, they dive into the importance of reflection and goal-setting, and encourage them to take a much needed pause in their lives to make progress faster, and better. From debunking common misconceptions about personal finance to discussing the power of purpose in driving financial decision-making, Jim shares valuable insights and real-life examples that will leave listeners inspired and motivated to take control of their financial well-being, one rung at a time. Join us as we uncover the secrets to financial success and learn how taking small steps can lead to significant changes.

Welcome back to the NextBetter Podcast! In this episode, titled "Strengthening Your Financial Foundation for a Stress-Free Future," we have a special guest, Rick Davis. A former CPA and now a financial advisor and coach, Rick shares his expertise on achieving financial wellness and improving your financial situation, no matter your age or current circumstances.

Throughout the episode, Rick emphasizes the importance of being realistic, checking your ego, and evaluating your current financial situation. He guides us through the process of setting clear financial goals and understanding where we want to be in the next three to five years.

Rick also highlights the opportunities available for side gigs and making money in our spare time, adding to our budgets.

But financial wellness is not just about numbers and metrics. Rick dives into the qualitative aspects of financial health, emphasizing the importance of having a strong foundation that can withstand unexpected financial challenges. He compares financial wellness to living in a home, as opposed to a tent, and emphasizes the need to handle unforeseen circumstances without excessive stress or anxiety.

No matter where you are on the financial spectrum, Rick believes there's always room for improvement. He shares tips and strategies to change your direction and work towards financial fitness. From compound interest to basic saving and investing strategies, Rick provides valuable insight and guidance to help you secure a brighter financial future.

So, whether you're just starting your career or planning for retirement, this episode will provide you with the tools and inspiration you need to take control of your financial fitness. Get ready to embark on a journey towards financial wellness on this exciting episode of NextBetter Podcast!

Timestamps

[00:04:56] Financial wellness is having a strong foundation.

[00:11:04] Financial spectrum: young adults to retirees. Qualitative vs quantitative measures.

[00:16:13] Changing direction: From sickness to fitness.

[00:19:57] Recognizing wellness indicators leads to early prevention.

[00:26:13] Summarizing the text in 7 words or less: Assets, debts, savings, and net worth.

[00:29:36] Money allows control over time and work.

[00:36:24] Debt and stress come from insufficient income.

[00:40:52] Be realistic about your goals, metrics, and finances. Take steps to get there.

[00:46:57] Challenging priorities reveals true spending habits.

[00:51:51] Help is available for improving financial literacy.

[00:58:14] Credit score, debt, income, emergency fund. Financial metric to assess and improve.

[01:04:29] Compound interest is key for long-term wealth.

[01:07:42] Shift mindset to future, make good decisions.

[01:12:10] LinkedIn, Q Four Advisor, democratize financial coaching.

Links

Rick's Website - Q4Advisor.com

[00:23:17] George S. Clason - The Richest Man in Babylon

[00:28:22] Morgan Housel - The Psychology Of Money

[00:53:48] Marshall Goldsmith - What Got You Here Won't Get You There (Lucas erroneously attributed this to Jim Collins....whoops)

[01:04:30] Warren Buffett - The Power of Compound Interest

Ikigai, Flow, comfortable and confident. Occupational Wellness may be hard to define, but Bob says "you'll know it when you feel it." We've all felt what it's like when you're NOT feeling your job. But how can we tell when we're "occupationally sick" before we get "sick of it" and do something we regret?

Bob Paden has 25+ years of being a "corporate weenie," and several more being a "corporate refugee" (his terms). And what does that experience lead to? Daily conversations with business owners that just aren't "in the zone" with their work. Listen in as Bob gives us insights on what his thousands of conversations has helped him understand about finding your calling in your career.

Timestamps:

• Bob Paden, the Humble and Hungry Growth Coach - 00:01:00
• Occupational Wellness - Are you comfortable & confident? - 00:04:30
• "Kids these days don't want to work"....really? - 00:06:44
• The world Bob's clients live in - 00:08:08
• Are you focused on the wrong things? - 00:12:34
• "Workaholic" is a sign of sickness....IF - 00:15:00
• The list of Sickness - 00:24:16
• How Occupational Sickness is killing 5+ dimensions of wellness - 00:26:24
• Ikigai - Japanese reason for being - 00:33:18
• Flow is (arguably) the optimal state for work and life - 00:35:35
• "Are you prepared to tell your wife...there's no money?"- 00:39:17
• You're Occupationally fit if.... - 00:41:49
• Not a business owner? How can you be a resilient employee - 00:47:25
• Does EQ translate to career resiliency? - 00:52:50
• Tests to become more self-aware - 00:55:00
• The Three Masons Building a Cathedral - 01:00:17
• How to work or learn from Bob - 01:03:42

Links:

• Bob Paden Website
• ⁠Simon Sinek: The Infinite Game - 00:21:04
• NextBetter Podcast: Joe Indiano (Occupational Wellness) - 00:21:38
• Ikigai - 00:33:18
• Hector Garcia: Ikigai - The Japanese Secret to a Long and Happy Life - 00:33:18
• Flow (psychology) from Wikipedia
• Mihaly Csikszentmihalyi: Flow - The Psychology of Optimal Experience - 00:35:35
• Free DISC Assessment - 00:55:00
• Free 16 Personalities (Meyers Briggs) - 00:55:00
• Free Enneagram test - 00:55:00
• EOS (Entrepreneurial Operating System) - 1:00:09
• Bob Paden LinkedIn

What have you seen in society after 27 years of police work? Just about everything. Pat Flannelly's service in the armed forces, as Chief of Police, and now as a Coptimizer has given him some pretty impressive stories...and it also gives him a platform to talk about what true social sickness (and fitness) can look like.

If we want to get better, we have to know what we're struggling with, and what we're getting right. Listen in as Pat talks to us about what society needs to improve.

Timestamps:

• Patrick Flannelly, the 27 year Coptimizer - 00:01:04
• The 6th Pillar of Public Safety - 00:04:01
• Pat's definition of Social Wellness - 00:05:10
• "if you want to have low crime rates, you have to..." - 00:08:12
• On patrol? Social sickness is prevalent. - 0:18:44
• "I don't know if you're intentionally trying to trigger me right now..." - 00:23:08
• "If you use too much violence....if you don't use enough violence..." - 00:25:19
• One of the best ways to begin a solid relationship - 00:33:25
• Sorry about Next Door....maybe. - 00:36:55
• "we were looking for a conduit of information." - 00:44:06
• Safetyism - 00:47:33
• Social Sickness Defined - 00:49:49
• Socially fit - 00:51:08
• "Interdependence" from ⁠7 Habits⁠ - 00:52:15

Links:

• The Happiness Hypothesis- 00:06:58
• The Coddling of the American Mind - 00:47:33
• Seven Habits of Highly Effective People - "Interdependence" - 00:52:15
• ⁠The Coptimizer Podcast⁠ - 01:04:50

It's not every week you go from seeing someone take their last breath from a preventable disease to providing a cutting edge medical procedure to a high-level athlete...unless you're Marc Estes.

Starting is career in emergency medicine, Marc has seen just about every level of sickness imaginable (and has some pretty hilarious stories, if you get a chance to meet him). But after years of dealing with people who just wanted a quick fix, he knew he had to do something different.

In this episode, Lucas and Marc describe the vast differences between those suffering from physical sickness and those working towards pinnacle fitness....and how there may not be as much difference as you might think.

Timestamps:

Links:

What happens when an individual and a company mix, but don't align? Workplace dread, apathy, hatred towards your co-workers, and worst of all....a lack of purpose. But if you knew what it meant to be "sick" in the workplace, and what "Occupational Fitness" looked like, perhaps you could make yourself a little more aligned in your current (or next) job.In this first episode of 80+ expert interviews on the 8 Dimensions of Wellness (Physical, Emotional, Intellectual, Spiritual, Financial, Social, Occupational, and Environmental), we speak with Joe Indiano. Joe's background in fractional CIO work, entrepreneurship, and co-founding a network for independent consultants has all come down to one thing: he sees people at their worst in the workplace. And he's made it his mission find out what their superpower is, and bring it out of them.If you feel stuck in your job, don't feel aligned with your supervisors or your mission, or just don't feel like you're on the right path, take a listen as Joe and I discuss Occupational Sickness, Fitness, and Wellness.To learn more about the purpose and scope of these Expert Interviews, and the Wellness Continuum Project, visit EI000 (EI = Expert Interview)

Timestamps

• What is Vocational Wellness? (Joe's Insight) - 5:54
• Slight/Moderate Occupational SICKNESS: Do you have the signs? - 19:09
• Worse Types of Misalignment in Organization - Car and Rowboat - 20:35
• Misappropriation: We're Not Hammers...it's not Nails - 22:19
• Autonomy Matters - 27:24
• Do you have these signs of OccupationalABSOLUTE SICKNESS? - 30:48 (Lucas misspeaks and calls it "Absolute Fitness"...whoops)
• "There's no crying in baseball" - 34:16
• It's not the problem, it's the trend - 38:52
• When you set a goal, you turn towards Fitness on the Continuum - 42:29
• What wellness we can control (and not control) - 45:05
• Is your "space" set up for success? - 46:01
• Do you have these signs of Slight/Moderate Occupational FITNESS? - 47:02
• Alignment: Packing Parkas for Florida? - 47:40
• Why the turnover in businesses? - 50:42
• Do you have these signs of Occupational ABSOLUTE FITNESS? - 54:52
• A janitor puts a man on the moon - 56:34
• Would you be happy hitting the jackpot? - 1:03:05
• CAN you separate work from life? - 1:08:47
• Measuring your Occupational Wellness - 1:06:05
• Nuts and bolts, tests and measurements - 1:11:27
• Create your own alignment for work - 1:14:48
• Learn more about Joe's company, Apeiron Network - 1:19:10

Tags/Links:

• ApeironNetwork.com - 6:49, 1:19:26
• Daniel Pink - Drive - 10:33
• Maslow's Hierarchy of Needs - 12:48
• Transtheoretical Model of Change - 43:12
• Stephen Covey - Principle-Centered Leadership - 53:26
• Stephen Covey - 7 Habits of Highly Effective People - 55:13