money script

Tune in to hear:

- What is Amanda’s story about her “$19k haircut” and how did it lead her down the path she’s on today?

- How did Amanda’s parents react to her financial situation when she finally decided to disclose it? Did this transform their relationship much?

- Amanda thinks that all financial problems should be approached with two premises in mind. What are these and how did she settle on them?

- What are family money scripts and what four pillars of family money scripts does Amanda set forth?

- Once someone has an awareness of their money script, where do they go next?

- Has Amanda noticed any patterns, correlated with geography or occupation, in the way that people think about and behave in regard to money?

https://amandaclayman.com

Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor. 

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Compliance Code: 2258-OAS-8/15/2023

Ad Compliance Code: 2120-OPS-8/2/2023

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Tune in to hear:

- What makes up Brendan’s list of the 10 guiding principles of financial psychology?

- Brendan says that “goals shift, but values persist.” What does he mean by this and how do we move from illuminating values to tying those back to specific goals?

- Brendan recently interviewed a “question expert” on his own podcast. What was the biggest takeaway from their conversation and how can we craft better questions?

- Brendan’s third tenant is that “the more vivid your future, the more likely the behavior change.” How can we make our future selves more salient and vivid?

- Reflective listening, where you hear your words spoken back to you, has a lot of benefits. How can advisors take advantage of this phenomenon without merely parroting back what their client’s are expressing?

- Why are discovery meeting recap emails so important and what should they look like?

- How can advisors “move from being an advice giver to being a thinking partner?”

- In an industry so focused on the present day and the future, why is looking back on the past so important? What impact might this have on individual investor behavior?

- What does Brendan consider to be the most important skill in financial advice?

https://www.wiredplanning.com

https://podcasts.apple.com/us/podcast/the-human-side-of-money

Compliance Code: 1112-OAS-4/19/2023

Brooke chose to take control of her health at a time in her life when she was struggling.  She has found a way to be healthy as well as guide those who also want to follow a similar path to hers.  Listen as Yohance and Brooke talk about living a life without cheese, growing up Vegan in the 80's, where you can find wholesome foods without breaking the bank, making a conscious choice on the things you are missing out on in your life.

https://www.youtube.com/@themoneyscriptpodcast
https://lovemishas.com/
https://www.buzzsprout.com/787676/episodes/11148236

https://www.meatlessmuscle.net/

https://www.instagram.com/miss_meatless_muscle/?hl=en

#Themoneyscript  #money #recession #family #financialplanning #house #financialliteracy  #moneyscript #wealth #retirement #FIRE #HENRY #financialpodcast

A chat with two advisors.  Listen as Yohance and Money Script’s newest advisor Will Gholston chat about the financial storms we are facing, how to react to times like these, market highs and lows and a trip to Carowinds sparks first memory of money.

Liv Gagnon is the Co-Founder of Choir, a diversity tech platform.  Listen as she reflects on the financial industry being primarily “old, male, pale and stale” and her mission to bring more women and all people of diverse backgrounds into the forefront.  She also reflects on the impact and memories of her mother working multiple jobs as she starts her own business.

Shawn Knight is a radio personality for KHAJ Majic 107.7 FM.  Listen as he and Yohance discuss current events, how your money is working for you, the value of a dollar, and how to stay protected even if your bank fails.  

Listen as Yohance talks with George about tax season and all the requirements that come along with filing your taxes.  Yohance submits some of our client’s questions and George gives his professional advice.  George also speaks on his B.O.S.S classes and how to better operate your business.

Chris Atlas, the EVP of Urban Music at Warner Records, sits with Yohance to discuss the journey of his career, and finances in hip hop entertainment.  He grew up learning when to feast and when to prepare for famine, and much more.  They discuss money and hip hop and seeing money in the industry come and go and the artists that have shown great examples of understanding financial literacy. 

Tune in to hear:

- Why is understanding our own money stories such a valuable principle? What is Jamie’s money story?

- Did Jamie’s dad’s career trajectory or unexpected death shift the way Jamie approached his own career?

- Is it pretty typical for people to full-heartedly accept or reject their family of origin’s money scripts/styles?

- Why do we frequently search for external answers, rather than our intrinsic value, on how to maximize our wealth?

- Does Jamie foresee a world where advisors take a more active role in talking about and monitoring health outcomes for their clients or does this seem unrealistic?

- What role does community play in helping people create a life of financial wellness? How can people be more intentional about creating community in a disconnected world?

https://twitter.com/RetirementRisks

https://www.jamiehopkins.com

Compliance Code: 0092-OAS-1/13/2023

World renowned pianist and CEO of Jade Media, Jade Simmons is a motivational speaker and business coach.  She has a unique approach to teaching business owners to trust and not micromanage their employees along with ways to uplift and empower yourself and your team.  Listen as Yohance and Jade speak about her shift in the way she views finances, how she learned to step out of the box and pave her own path, her journey as an author and much more.

https://jadesimmons.com/
https://www.instagram.com/officialjadesimmons/
https://www.facebook.com/JadeMedia
https://twitter.com/jadesimmons
https://www.youtube.com/user/newmuseic

VP of Operations and wife to Yohance Harrison, Alicia shares her personal journey of growth and healing.  It's a vibe of mantras to help you stay in flow. 

Tune in to hear:

- Why are love and money so uniquely combustible?

- Why do we often not give our significant other the benefit of the doubt? How can we give our partners more grace and understanding?

- What do you do if a couple is stonewalling one another?

- Can understanding your partner’s money type or money script play a role in giving them this grace?

- How accurately are couples assessing each other's spending habits and what can be done to combat this trap of both spenders getting the marriage in trouble?

- How can we encourage and model radical responsibility for our clients and encourage them not to point fingers at their partners?

https://enlite.world

https://www.amazon.com/Love-Money-exercises-strengthen-relationship/dp/B0BFV9L5HN

Compliance Code: 2109-OAS-11/3/2022

Sandra Coker is an emergency residency physician, specializing in Emergency medicine.  She is also the founder of a non-profit organization call Black Girl White Coat which she started in 2016.  Black Girl White Coat offers guidance, representation, mentorship and scholarships to the black and brown communities looking to pursue a career in medical field.

Instagram :@Sandy_Coker
                         @_BlackGirlWhiteCoat_
Twitter: @_BGWC_
Website: BlackGirlWhiteCoat.org
Donate: BlackGirlWhiteCoat.org/donate

Mac Gardner is a CFP and founder of FinLit Tech a company that bridges the gap between financial literacy and financial technology.  He has been working in financial services for 20+ years having worked in retail banking, investment management, commercial corporate lending, trust administration, and events markets.  He is also the author of “Motivate Your Money” and “The Four Money Bears”.  Listen as the two financial advisors talk about financial technology, financial literacy for our children, and much more. #TeachKidsMoney

Twitter: https://twitter.com/macgardner_cfp
Instagram:  https://www.instagram.com/fourmoneybears/ and https://www.instagram.com/finlittech/
websites: https://www.thefourmoneybears.com/ and https://finlittech.com/
Books: "Motivate Your Money" https://www.amazon.com/Motivate-Your-Money-Spend-Invest/dp/0615873251/ref=tmm_pap_swatch_0?_encoding=UTF8&qid=1666376426&sr=8-1
                 "The Four Money Bears" https://www.amazon.com/Four-Money-Bears-Mac-Gardner/dp/0692381406/ref=sr_1_1?crid=2KOJFP32POCAO&keywords=the+four+money+bears+mac+gardner&qid=1666376529&qu=eyJxc2MiOiIwLjY0IiwicXNhIjoiMC4wMCIsInFzcCI6IjAuMDAifQ%3D%3D&s=digital-text&sprefix=the+four+money+bears+mac+gardner%2Cdigital-text%2C147&sr=1-1

This episode Yohance sits down with Financial Advisor Michael Policar.  Michael Policar is the founder of NGP Financial Planning.  He started his career in Radio and TV business before getting into financial services in 2012.  Yohance and Michael talk about their “competitors”, risks, the purpose of a fiduciary advisor and the social media world of “FinTwit”.                     

Twitter: @mikepolicarngp

Rashid Floyd is known as “The Car Gawd”.  Listen to what he says about selling your car in today’s economic climate. Everything from buying, selling, leasing, and even the supply shortage for add-ons and other features.

Follow Rashid:

Instagram: @Rashid_thecarGawd or @Nb_clothing

FB: Rashid Floyd

Linkedin: Rashid Floyd

Tune in to hear:

- Now that she has space from it, and also expertise in the field, what were some of the factors that drove her parents to such conspicuous consumption?

- Where do our money scripts originate from? Are we shaped definitively by our environment & upbringing or can we forge a new path for ourselves?

- How did Michelle come to a place where she was more comfortable reckoning with her own money story and opening up about this to others?

- How can we be aware of different life stages and make sure that we are meeting  our clients where they’re at?

- How can we normalize our clients’ money behavior without reinforcing maladaptive behaviors?

- What is contextual self-control?

www.michelleab.com

Compliance Code: 0203-OAS-2/1/2022

Tune in to hear

- Why did Emily feel the need to include elements of humor in her new book ‘Stacked: Your Super Serious Guide to Modern Money Management?’

- What is “the one magical idea to rule them all” that Emily and Joe lay out in their book?

- Do we ever need to do more digging to ensure that our financial goals are personal and authentic enough that they give us the fuel to take on the tough parts of saving and investing for our future?

- Should we try to maximize our earning potential or crank up our thriftiness?

- Since you can’t frugal your way to wealth - what practical tips does the book offer for increasing income or for diversifying income streams?

- How do we educate folks about market histories and managing expectations without scaring them off from investing?

- What is a money script? Why is understanding our own personal money script such an important step in getting started with investing? 

- How do we illuminate our money scripts if they are indeed unconscious?

- In the process of researching and writing this book, did Emily change her mind about anything?

www.emilyguybirken.com

Compliance Code: 0147-OAS-1/24/2022

Your money mindset is a manifestation of your attitudes and beliefs about money. A positive money mindset can help guide your behaviors in an unusually powerful way, while a negative money mindset can produce equally negative effects. 

Make sure to join me tomorrow at 5:00pm PST on my Facebook page or group. (merginglifeandmoney.com or financeconversations.com. I will be talking about your greatest asset, YOUR MONEY MINDSET and, I will also promote my upcoming workshop “Money Mindset Makeover”. Don’t miss it...

Here are some HIGHLIGHTS from this episode.

 02:36 – I am so excited…. 😁

06:20 – The importance of your money mindset

07:00 – What is money mindset exactly??

09:28 – How does money mindset show up in your life?

12:36 – The most recognized money mindsets 

14:33 – You can change your money mindset

17:00 – 7 steps to rid yourself of your unresolved money issues

19:38 – One “MUST DO”

21:03 – Your money is not set in stone

Connect with me:
Instagram: https://www.instagram.com/the_financiologist_mjcaesar/
Facebook: https://www.facebook.com/merginglifeandmoney
YouTube: https://www.youtube.com/channel/UCDOmx_ThReq0hAC3acvMQ9g
Twitter: https://www.twitter.com/https://twitter.com/mariejocaesar
LinkedIn: https://www.linkedin.com/in/mjcaesar

Click this link https://mariejocaesar.com/fp-quiz to take the "What's Your Financial Personality Type” Quiz, so you can transform your financial identity and create Financial Freedom.

Click this link: https://mariejocaesar.com/consult to book a FREE consultation now! Let's map out your path to financial wellness together. Your future self will thank you.

Imagine having lunch with two financial advisors to openly hear them discuss the current roller-coaster economy and how to be smart about it. With over 30 years of combined experience in Financial Services and Entrepreneurship, Perry is the CEO and President of Diamond Equity Advisors, LLC - "The Cash Flow Concierge Company."

"We help 6-7 figure entrepreneurs prevent financial suicide, by accelerating their cash flows so they can scale their business and see REAL double-digit cash profits in their bank accounts." - Perry Jeffries.

No-Cost Training For Entrepreneurs available at www.perryjeffries.com