Wealth & Wisdom

In Today's Episode...

In this conversation, Kim Uzzell, a former stockbroker turned financial coach, shares her insights on money and marriage. She emphasizes the importance of open conversations about finances within families and relationships, as well as the need for financial education from an early age. Kim also discusses the gender gap in financial planning and the impact of societal expectations on women's financial confidence. She shares her personal journey of trying to keep up with others' spending habits and the negative impact it had on her marriage and family. Kim encourages listeners to break the cycle of financial inadequacy and make mindful decisions about money. The conversation explores the importance of open communication about money in relationships, the impact of money on marriages, and how to involve children in money conversations. Key takeaways include the need to ask for and accept help when struggling financially, the importance of setting boundaries and respecting each other's money stories in a relationship, and the significance of being mindful of language when discussing money with children.

Connect with Kim Uzzell

About Kim

"I worked in Investment Management for over 30 years, through the rise and fall of the 90's and early noughties, and into the financial crash of 2008 so I have worked with clients who have made and gained, traded and lost, fully embraced and completely denied their financial dealings.

As well as a wealth of professional experience, I've also been on my own journey full of financial ups and downs, of trying to achieve what I thought was expected of me, of avoiding the important conversations with those closest to me, and starting, yet again, with all the best of intentions.

I want to eliminate the taboo around money and create an environment where people are comfortable talking about their finances and educating their children to do the same."

-Kim Uzzell

Don't forget about this amazing free offer from Jordan. She put a lot of time and effort into this project to be able to offer it to you, absolutely free! Take advantage now while you can!

eBook: Couples Guide to Getting on the Same Page About Money

Reminder: Subscribe, Rate & Review this podcast!

Whatever platform you are listening on, make sure to follow or subscribe & sign up for notifications for when weekly episodes drop every week! And if you feel called, please leave a rating and review. This helps us to reach more people!

JordanPendleton.com

In Today's Episode...

In this conversation, Jordan Pendleton and Misty Rose Gold discuss the connection between emotions and money, particularly in the context of marriages. Misty shares the story behind her app and podcast, Wealthy Mind, and explains the importance of emotional awareness in achieving financial peace and fulfillment. They also explore the challenges men face in expressing emotions and how women can approach this in a supportive way. Misty emphasizes the need to challenge limiting beliefs about money and the power it holds over our worth.

Connect with Misty Rose Gold

About Misty

Misty Rose Gold is a globally recognized success coach who partners with business owners and CEOs to grow their empires using creative strategies, business psychology, and accountability. Her passion for helping businesses began early—she started self-coaching at just 8 years old and embraced entrepreneurship by age 10. Over the years, she has combined these strengths to impact lives and businesses around the world.

In addition to her coaching work, Misty spent nearly a decade as a high-level personal trainer, specializing in corrective exercise to help clients achieve muscular balance and relieve pain.

Misty offers complimentary sessions for those looking to take their business to the next level and is known for being a trusted advisor and accountability partner.

Don't forget about this amazing free offer from Jordan. She put a lot of time and effort into this project to be able to offer it to you, absolutely free! Take advantage now while you can!

eBook: Couples Guide to Getting on the Same Page About Money

Reminder: Subscribe, Rate & Review this podcast!

Whatever platform you are listening on, make sure to follow or subscribe & sign up for notifications for when weekly episodes drop every week! And if you feel called, please leave a rating and review. This helps us to reach more people!

JordanPendleton.com

In Today's Episode...

In this solo episode, Jordan Pendleton addresses the issue of overspending and how to stop spending on unnecessary items. She discusses the influence of social media and influencers on our spending habits and offers three key points to help change our mindset. First, she encourages listeners to examine the influencers they follow and question why they are influenced by them. Second, she emphasizes the importance of being clear about our own needs and wants instead of relying on others to tell us what we need. Finally, she reminds us that our lives will never look like the influencers' lives and that we should focus on creating our own paths. By doing the inner work and shifting from constant consumption to creation, we can overcome the cycle of overspending.

Don't forget about this amazing free offer from Jordan. She put a lot of time and effort into this project to be able to offer it to you, absolutely free! Take advantage now while you can!

eBook: Couples Guide to Getting on the Same Page About Money

Reminder: Subscribe, Rate & Review this podcast!

Whatever platform you are listening on, make sure to follow or subscribe & sign up for notifications for when weekly episodes drop every week! And if you feel called, please leave a rating and review. This helps us to reach more people!

JordanPendleton.com

In Today's Episode...

Jordan joins Shannon Tomascak as a guest on her podcast, Windows to the Soul. Jordan shares her personal journey with money and how it led her to become passionate about helping others with their finances. She discusses the taboo nature of money and the impact it can have on relationships. Jordan also talks about her own struggles with debt and alcohol, and how facing those challenges allowed her to make positive changes in her life. She emphasizes the importance of contentment and gratitude in achieving abundance, and the need to address the underlying beliefs and mindset around money. Jordan emphasizes the importance of self-worth and receiving help in both personal and financial aspects of life. She also talks about the impact of money on relationships and the need for open and honest communication. Overall, the conversation highlights the power of mindset work, practical strategies, and the continuous journey of growth and self-discovery.

Connect with Shannon Tomascak

Instagram

Linkedin

Website

Windows to the Soul Podcast: - Spotify or Apple

More about Shannon.

"The path to getting to where I am today wasn't easy nor without struggle. 4 years ago, I embarked on my healing journey. I wasn't happy in my life and I couldn't shake the uneasy feeling that there was something more out there that I wasn't pursuing. I followed all the rules; I did what I was told. But I felt lost. I felt alone. I had no confidence, numbed out with substances, and was afraid of EVERYTHING. I knew something had to change so I signed up for a 200 hour yoga teacher training program. During my training, things shifted for me. I became in touch with my body and appreciated it more than I ever had before. And for the first time, I felt a connection to the divine, my soul. I felt a sense of peace and relief from the monotonous pain of life. I wish I could say things were linear after that but years of deep-seeded beliefs about myself were hard to break. It was only in the last 3 years that things really shifted for me. I made taking care of myself my #1 priority. And thus began the period of massive transformation. I tended to my wounds and needs. I let go of unhealthy relationships and patterns. I integrated all of the knowledge, teachings, and trainings I had done along the way. Which leads me to now. 2024. Where my passion to help others transform, heal and blossom the way I did, became my dream career. I've never felt more aligned, like I'm EXACTLY where I need to be."

- Shannon Tomascak

Don't forget about this amazing free offer from Jordan. She put a lot of time and effort into this project to be able to offer it to you, absolutely free! Take advantage now while you can!

eBook: Couples Guide to Getting on the Same Page About Money

Reminder: Subscribe, Rate & Review this podcast!

Whatever platform you are listening on, make sure to follow or subscribe & sign up for notifications for when weekly episodes drop every week! And if you feel called, please leave a rating and review. This helps us to reach more people!

JordanPendleton.com

In Today's Episode...

Jordan sits down with long-time friend, entrepreneur, and coach, Christine Hernandez to discuss the importance of having hard conversations and how being nice and people-pleasing can hinder personal growth and relationship outcomes. They share their personal experiences and insights on the topic, highlighting the need for authenticity, effective communication, and the difference between being "nice" and being "kind." They also touch on the role of control and manipulation in difficult conversations and the importance of practicing and integrating these skills into daily life. They emphasize the difference between sacrifice and compromise, and the need to build trust through honest and vulnerable conversations. Lastly, they explore the role of blame in relationships and the power of taking ownership and focusing on personal growth. The episode highlights the importance of having a vision for the future and the potential for growth and connection stemming from hard conversations.

Connect with Christine Hernandez

Instagram

Linkedin

Facebook

Impact Initiative Website

More about Christine and Impact Initiative.

At Impact Initiative, we specialize in Leadership Development and Coaching, Team Dynamics, and Culture Building. We become your ally, offering tailored Leadership and People Development strategies across your organization. Our approach is personalized, fitting seamlessly into your unique business flow and addressing your specific challenges.

Forget the cookie-cutter solutions that are difficult to implement and just collect dust. As your dedicated People Partner, Impact Initiative equips you to evolve with your team, fostering a vibrant culture that mirrors your core values.

Don't forget about this amazing free offer from Jordan. She put a lot of time and effort into this project to be able to offer it to you, absolutely free! Take advantage now while you can!

eBook: Couples Guide to Getting on the Same Page About Money

Reminder: Subscribe, Rate & Review this podcast!

Whatever platform you are listening on, make sure to follow or subscribe & sign up for notifications for when weekly episodes drop every week! And if you feel called, please leave a rating and review. This helps us to reach more people!

JordanPendleton.com

In Today's Episode...

Jordan Pendleton sits down with, Ellie Morris to discuss the relationship between health, food, and wealth. They explore the misconceptions around dieting and the importance of self-trust in achieving health and financial goals. They emphasize the need to slow down, tune into our bodies, and make choices that align with our well-being. The conversation also touches on the power of yoga in developing body awareness and the role of daily habits in creating lasting change. Overall, the conversation highlights the importance of finding balance and joy in our journey towards health and wealth.

Connect with Ellie Morris

Instagram

Linkedin

Threads

Website

More about Ellie

"I thought I could fix my feelings and be happy by losing the "freshman 15" that I put on in college. I tried to lose weight through:

• south beach
• counting calories
• weight watchers
• weird African diet pills
• pretending to be French (anyone else remember "French Women Don't Get Fat"?)

Because I was avoiding the inner work to match my weight loss, the weight always came back and sometimes I would gain even more than I had lost.

Eventually, I lost the weight through the approach I am now sharing with you: following my hunger cues, paying attention to my thoughts, and following my simple daily process for healthy living.

Fast forward a decade and I now have 3 beautiful children. During each pregnancy I gained 40lbs and lost all the weight after each birth. I have never felt stronger and there is no rule that you can't feel strong in your body and enjoy the way your physically move through life after kids.

Some other fun facts about me: I'm a huge yogi and 500 hour certified. I enjoy weaving mindfulness practices into my client sessions. I also love coffee, chocolate, and sourdough bread!" - Ellie Morris

Don't forget about this amazing free offer from Jordan. She put a lot of time and effort into this project to be able to offer it to you, absolutely free! Take advantage now while you can!

eBook: Couples Guide to Getting on the Same Page About Money

Reminder: Subscribe, Rate & Review this podcast!

Whatever platform you are listening on, make sure to follow or subscribe & sign up for notifications for when weekly episodes drop every week! And if you feel called, please leave a rating and review. This helps us to reach more people!

JordanPendleton.com

In Today's Episode...

Jordan Pendleton and Dave Won discuss the concept of being 'bad with money' and how it relates to our relationships. Dave shares his personal journey of understanding his own money mindset and the emotional barriers that were preventing him from living his life to the fullest. They also explore the importance of getting on the same page emotionally with your partner when it comes to money and how childhood experiences shape our money habits. Dave emphasizes the need to address the root causes of our financial behaviors and offers insights on how to cultivate compassion, empathy, and understanding in our relationships.

Connect with Dave Won

Website

Linkedin

Ted Talk - "You're Not Bad With Money"

More about Dave

Dave Won is a TED Speaker, Certified Money Coach (CMC)®, and the Founder and CEO of Budget Captain®, a holistic corporate financial wellness company. Dave has been recognized as one of the 30 world's leading subject matter experts by The Outlier Project, an exclusive community of CEOs, Founders, Olympians, Professional Athletes, and Bestselling Authors. Dave speaks across the country and helps people alleviate the personal money stress they carry day in and day out. He believes that financial freedom can only be experienced when emotional freedom is experienced first. Being the son of South Korean immigrants, Dave personally knows the struggles of living through financial hardship. He is a former Air Force Captain with a decorated military career that includes work supporting the Air Force One along with an overseas tour. He is a graduate of the U.S. Air Force Academy and earned his MBA from Indiana University. He has been featured by TEDx, ABC, EBN, Military Media and the Air Force. Away from work, Dave loves to travel and try new recipes with his wife and two daughters.

Don't forget about this amazing free offer from Jordan. She put a lot of time and effort into this project to be able to offer it to you, absolutely free! Take advantage now while you can!

eBook: Couples Guide to Getting on the Same Page About Money

Reminder: Subscribe, Rate & Review this podcast!

Whatever platform you are listening on, make sure to follow or subscribe & sign up for notifications for when weekly episodes drop every week! And if you feel called, please leave a rating and review. This helps us to reach more people!

JordanPendleton.com

In Today's Episode...

In this conversation, financial advisor Shane Bauman joins Jordan to discuss the illusion of not being as far along as one should be regarding finances. They explore the shame and pressure that can prevent people from taking control of their financial situation. Shane shares his journey into the financial advisory profession and his mission to help people have a healthier relationship with money. He emphasizes the importance of bringing financial struggles into the light and seeking help to navigate them, as well as having a vision and not dwelling on negative circumstances. Jordan and Shane also discuss the power of words and the need to focus on producing fruit in life. They encourage listeners to be the light in conversations and ask thought-provoking questions. The conversation concludes with an important reminder to check our motives and embrace our unique paths.

Connect with Shane Bauman

Website

LinkedIn

Podcast

Email - [email protected]

More about Shane

Shane Bauman has been in the Financial Services industry since 2011. During his 13+ years in financial services, Shane has served in the role of Advisor, Managing Director, and President. He thoroughly enjoys helping professionals actualize their dreams and pursue their passions by utilizing financial services as a platform for success.

Before his career in Financial Services, Shane worked in various leadership and sales roles in the Real Estate, Marketing, and Education sectors. His passion is in helping people reach their personal, business, and career goals. He's accomplished much of this by working with small business owners and entrepreneurs. With his extensive background in running small companies, Shane understands the challenges of wearing multiple hats while striving for the balance between a strong culture and maximum profitability.

Don't forget about this amazing free offer from Jordan. She put a lot of time and effort into this project to be able to offer it to you, absolutely free! Take advantage now while you can!

eBook: Couples Guide to Getting on the Same Page About Money

Reminder: Subscribe, Rate & Review this podcast!

Whatever platform you are listening on, make sure to follow or subscribe & sign up for notifications for when weekly episodes drop every week! And if you feel called, please leave a rating and review. This helps us to reach more people!

JordanPendleton.com

In Today's Episode...

Jordan sits down with, Talia Bombola to discuss the addiction to personal growth and development, particularly within the entrepreneurial space. They explore the ethical concerns and accessibility issues surrounding high-ticket coaching programs and the pressure to achieve certain financial goals. They also delve into the importance of discernment as a consumer and the need for coaches to be transparent about their results and qualifications. The conversation highlights the balance between making money and providing valuable services. In this conversation, Talia also discusses the relationship between money and abundance while emphasizing the importance of giving money a purpose and role in our lives, rather than feeling pressured to make a certain amount. Lastly, she shares her personal journey of healing her own money wounds and finding a healthier relationship with money.

Connect with Talia Bombola

@Taliabombola - Instagram & TikTok

Podcast

https://www.therapywithtalia.com

https://taliabombola.com

About Talia

Talia Bombola, The Confidence & Assertiveness Specialist™, is a Certified Psychodynamic, Licensed Psychotherapist, and Relationship Mentor for Women. She has won Newport Beach's Best Therapist 3 years in a row, 2022-2024 and is in the Business Hall of Fame. She helps you heal the "not enoughness" that is blocking you in your business. In her coaching, she addresses entrepreneurial insecurities, money wounds, feelings of unworthiness, and overthinking tendencies that keep ambitious women from living a life overflowing with satisfaction and abundance.

Don't forget about this amazing free offer from Jordan. She put a lot of time and effort into this project to be able to offer it to you, absolutely free! Take advantage now while you can!

eBook: Couples Guide to Getting on the Same Page About Money

Reminder: Subscribe, Rate & Review this podcast!

Whatever platform you are listening on, make sure to follow or subscribe & sign up for notifications for when weekly episodes drop every week! And if you feel called, please leave a rating and review. This helps us to reach more people!

JordanPendleton.com

In Today's Episode...

Josh and Kaitlin Saenz share their journey of raising kids and creating a family culture of generosity. They emphasize the importance of giving with both time and money and how their faith has played a role in their generosity. They discuss the tension between cultural norms of holding onto wealth and the call to be generous. In this conversation, Josh and Kaitlin highlight the significance of instilling the value of generosity in their children and casting a vision for why it's important. Finally, the Saenzs also discuss the dynamics of their marriage regarding financial decision-making and how they balance each other's strengths and weaknesses.

Connect with Josh & Kaitlin Saenz

More About Josh & Kaitlin

Josh and Kaitlin both attended Biola University (Josh studied Biblical and Theological Studies, Kaitlin studied Elementary Education and minored in Bible) and love helping people live their fullest potential. Josh has worked in pastoral ministry, marketing and business development, and serves as a lay elder at Park Church. Kaitlin has worked as a teacher, Executive Director of Family Ministries at Park Church, and currently coaches church and nonprofit leaders. Together, Josh and Kaitlin run a fractional donor development company, Compel You, serving Christian nonprofits in fundraising solutions. They live in Denver, CO and with their two sons, Josiah and Levi, who they homeschool. For fun they love to travel, entertain and ski as a family.

Don't forget about this amazing free offer from Jordan. She put a lot of time and effort into this project to be able to offer it to you, absolutely free! Take advantage now while you can!

eBook: Couples Guide to Getting on the Same Page About Money

Reminder: Subscribe, Rate & Review this podcast!

Whatever platform you are listening on, make sure to follow or subscribe & sign up for notifications for when weekly episodes drop every week! And if you feel called, please leave a rating and review. This helps us to reach more people!

JordanPendleton.com