Phillip Ramsey reflects on a transformative experience at Casa Bonita, a unique Mexican restaurant in Colorado. He explores how a revamped business model—raising prices to deliver unparalleled experiences—shaped his visit. Drawing parallels to his own entrepreneurial journey with Uncommon Wealth, Phillip discusses the importance of charging what experiences are truly worth to provide the best possible service. He delves into themes of value, nostalgia, and customer satisfaction while sharing lessons that can be applied both personally and professionally. Join Phillip as he unpacks the impact of embracing a premium experience.

In this engaging simple step on the Uncommon Wealth Podcast, host Phillip Ramsey delves into the often-overlooked mantra of "set it and forget it" in financial advising. He challenges this traditional mindset and offers practical advice on how to take a more hands-on approach to personal finance management. Phillip's insights aim to equip listeners with the tools needed to better manage their 401ks and other investment accounts, emphasizing the importance of maintaining a clear view of one's financial situation.

Phillip shares the benefits of consolidating old 401k accounts and how rolling these over can simplify financial management and potentially enhance growth. Throughout the episode, listeners are encouraged to reevaluate their financial strategies, focusing on the impact of dollar cost averaging and the significance of consistent contributions. Phillip's expertise shines as he breaks down complex financial concepts into easily digestible advice, underscoring the necessity of staying engaged with one's finances.

• Avoid the "set it and forget it" approach; always stay informed about your financial status.
• Consolidate old 401k accounts for better visibility and easier management.
• Rolling over 401ks can simplify the process of making contributions and tracking growth.
• Dollar cost averaging is a powerful strategy for consistent investment growth over time.
• Proactive financial management is crucial in navigating and succeeding on your financial path.

• "You should never forget about your money. You actually should be way more in tune to your money than I think a lot of people would like you to be."
• "Consolidating old IRAs or old 401ks and rolling them over helps you see exactly how much money you have."
• "The more that you can fund that consistently fund an account, the better chance it has to be growing."
• "My challenge to you is try to figure out all your old 401ks, consolidate them, and roll them over either into your own IRA or your current 4

Jim Sheils is an accomplished real estate investor with over 25 years of experience. He is the visionary behind Southern Impression Homes, a company dedicated to building investment properties in several Florida markets. Jim is renowned for his transition from handling bulk foreclosure rehabs to spearheading successful new construction ventures. He is also the author of the best-selling book, "The Family Board Meeting," which has gained acclaim for its impactful family relationship strategies. Additionally, Jim's personal values are reflected in his business practices, promoting a healthy work-life balance and strong family connections.

Phillip Ramsey hosts a solo episode to announce Arron Cramer's departure from Uncommon Wealth Partners. Ramsey discusses Arron's move to Paradigm Wealth Partners under the mentorship of Rick Yoder, highlighting his invaluable contributions and character. The episode celebrates Arron's future potential and emphasizes the continued mission of Uncommon Wealth Partners to serve clients uniquely. 

Phillip outlines a thoughtful strategy involving goal-setting discussions, particularly between spouses, to ensure that personal values align with financial decisions. He emphasizes the danger of losing sight of personal goals when dealing with financial advisors and proposes a proactive approach to dealing with personal finances. By understanding the "why" behind their aspirations, individuals can carve an uncommon and rewarding path.

In this engaging episode of the Uncommon Wealth Podcast, host Phillip Ramsey sits down with Belle Rape, a brand expert with a rich portfolio including collaborations with industry giants like the NFL, Google, and Tiffany & Co. Belle shares her journey from project management to founding her own successful brand consulting business, Blueprint By Belle. The conversation delves into the essence of branding and the emotional connections brands can evoke in their audiences.

Belle explains the intricacies of her process, from understanding a client's mission, vision, and values to translating these into a powerful brand strategy. She emphasizes the importance of how brands make people feel, sharing her "secret sauce" – the power of storytelling and emotion in brand identity. Belle recounts her personal experiences, detailing the challenges and triumphs of managing a marketing career and growing a business during a pandemic. The episode is a treasure trove of insights for anyone interested in the power of branding, filled with Belle's vibrant stories and actionable advice.

• Emotion-Driven Branding: Belle's "secret sauce" involves creating deep emotional connections with the audience, emphasizing that how a brand makes someone feel is paramount.
• The Importance of Storytelling: Crafting a compelling brand story is key, as illustrated by examples like Tiffany's iconic branding.
• Personal and Business Branding: Belle highlights the significance of aligning personal image with business branding and navigating the balance between personal identity and brand identity.
• The Scaling Challenge: Belle discusses the challenges of scaling a personal brand consultancy and the potential solutions like membership models to reach a broader audience.
• Authenticity and Individuality: Belle stresses the value of staying true to oneself in branding efforts, underscoring a personal calling to serve others through unique gifts and talents.

• "We were put on this earth to use our gifting and calling to serve other people."
• "People gravitate towards brands because of how it makes them feel."
• "I love puzzles. Like, you see the big picture of what it's supposed to be, and then you have all these pieces like, hey, let's go put it together."
• "You were put on this earth to do an amazing thing or amazing things. So go out and be unforgettable."

In this thought-provoking solo episode of the Uncommon Wealth Podcast, host Philip Ramsey takes center stage to share a personal revelation and a heartfelt apology for not living up to his own standards. Ramsey reflects on a pivotal experience during a mountain climb in Switzerland, where he confronted the interconnectedness of personal risks with broader life impacts. This episode is a deep dive into themes of leadership, personal growth, and the courage needed to embrace an uncommon life, setting the stage for actionable change in the year 2025.

As Ramsey outlines his journey, he discusses the hesitations and fears that held him back in 2024, despite encouraging others to invest in themselves and take bold steps. He opens up about the realization that he had fallen into complacency, showing a side of himself that many leaders and entrepreneurs might resonate with. By hiring a coach to guide him through this challenging phase, Ramsey exemplifies taking proactive steps toward envisioning a transformative future for his practice. This candid conversation is rich with insights on authentic leadership, personal development, and strategic thinking in business endeavors.

• Leadership requires authenticity and practicing what one preaches, even when afraid.
• Personal and professional lives are intricately connected; risks impact more than just the individual.
• Acknowledging complacency is the first step toward meaningful change and growth.
• Hiring a coach or mentor can provide the external perspective needed to overcome personal and business challenges.
• Investing in oneself and one’s business is crucial for ongoing development and success.

• "If you fall, this affects your family, it affects your business, it affects your clients."
• "I want to be genuinely, authentically doing this in my own practice."
• "Sometimes you just need to admit it for whatever reason, and what are you going to do about moving forward?"
• "It's exciting to be able to be on this journey with you."
• "I refuse to build a business that isn't uncommon."

In this episode of the Uncommon Wealth Podcast, Phillip Ramsey delves into the mindset of viewing life's expenditures as investments. This engaging discussion encourages listeners to shift their perspectives on spending, particularly when it comes to family activities and personal priorities. Phillip challenges traditional views on financial management by introducing concepts that turn everyday expenses into meaningful investments in happiness and values.

Phillip's insights focus on various aspects of investing time and money wisely. By recounting a friend's family trip to Disney World as an example of investing in family, Phillip highlights the importance of financial and time investments aligning with personal values and priorities. The episode encourages listeners to think of expenses in terms of "memory dividends," gains that continue to deliver value through cherished memories and experiences. Phillip's empowering narrative inspires listeners to embrace conscious spending that supports their core values and long-term happiness.

• Embrace the mindset of viewing everyday expenditures as investments, particularly when it comes to family and personal priorities.
• Prioritize spending that aligns with your core values and beliefs to ensure meaningful returns on investment in terms of personal satisfaction and happiness.
• Consider both financial and time investments as opportunities to create "memory dividends" — experiences that pay off with lasting joy and memories.
• Evaluate how time is spent in alignment with your personal goals to ensure intentionality and presence.
• Invest in experiences and practices that reinforce what matters most, fostering a life enriched with valuable relationships and personal growth.

• "Think of everything you do as an investment." — Phillip Ramsey
• "I want to start investing in memory that pays dividends forever." — Phillip Ramsey
• "Even if I die with zero, I want to invest in memory dividends with my family, with my friends, my loved ones." — Phillip Ramsey

In this engaging episode of the Uncommon Wealth Podcast, host Phillip Ramsey sits down with Jeremy Delk to discuss his dynamic journey through entrepreneurship, family, and personal growth. Known for his fearless approach to business, Jeremy shares how his early career on Wall Street shaped his path toward founding Delk Enterprises. He emphasizes the importance of embracing failure and the courage to pursue one's dreams without a rigid plan. As the conversation unfolds, listeners gain insights into Jeremy's ventures across diverse industries, each marked by innovation and strategic thinking.

Jeremy Delk's story is a testament to the power of resilience and adaptation in entrepreneurship. From starting with a modest inheritance to scaling businesses to impressive heights, his career trajectory exemplifies the rewards of taking calculated risks. The episode delves into his experiences in the real estate sector, exploring how each of his ventures has contributed to his unique understanding of business operations. By sharing personal anecdotes and discussing his holistic approach to balancing work and family life, Jeremy offers valuable lessons for aspiring entrepreneurs looking to carve their own paths.

• Embrace Failure: Jeremy emphasizes viewing failure as a learning opportunity rather than a setback. This mindset allows entrepreneurs to innovate and grow.
• Entrepreneurial Curiosity: The multi-industry ventures of Jeremy Delk highlight the importance of curiosity and willingness to learn in achieving success.
• Challenges as Catalysts: The episode underscores the role of challenges in developing resilience and adaptability, essential traits for any entrepreneur.
• Work-Life Integration: Jeremy discusses how he balances his businesses with family life, advocating for being present and cherishing relationships.
• The Power of Recalibration: Jeremy Delk shares insights on the importance of reevaluating and altering plans as new information emerges in the business landscape.

1. "What if you don't do it and it was successful?"
2. "It's the emotions and the actions that we apply to those set events that will dictate if they were a good or bad thing."
3. "If you love what you do, it's not work, but you just figure it out."
4. "There's nothing in life that happens, good or bad."
5. "I've struck out, but I'm not done swinging."

In this engaging solo episode of the Uncommon Wealth Podcast, host Phillip Ramsey dives into the often-overlooked topic of mortgage recasting—an alternative financial strategy to consider in today's high-interest rate environment that can address a common concern among homeowners: increasing mortgage costs and potential strategies to alleviate them without refinancing.

Phillip unpacks the concept of mortgage recast, explaining how it allows homeowners to adjust their monthly payments by making a lump-sum payment towards the principal balance of their loan. By doing so, homeowners can maintain their current interest rate while benefitting from lower monthly payments. The episode is filled with valuable insights as Phillip discusses the conditions under which a mortgage recast makes sense, including the current economic climate with high-interest rates and stagnant housing markets. He explains the eligibility requirements and the pros and cons of choosing this option over refinancing. Listeners will find practical advice on deciding whether a mortgage recast is right for their financial situation.