Videos

June 26, 2022

Twenty Percent Strategy & Eighty Percent Mindset: A Financial Impact System That Everyone Can Use

SUMMARY ——————————— Award-winning financial coach, author and speaker Holly Morphew joins the show to discuss her incredible journey from debt to financial freedom. Holly is the author of Simple Wealth: The Practical Guide to Transform Your Relationship with Money and Live in Abundance and today she breaks down her Financial…

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June 17, 2022

Financial Advice for Widows & Enjoying ReFirement with Kathleen M. Rehl

SUMMARY ——————————— CFP and PhD Kathleen Rehl has had many careers spanning from academia to financial advisory. Most recently, Kathleen has continued penning pieced about widows and money and speaking at selected conferences and events. She is the author of Moving Forward On Your Own: A Financial Guidebook for Widows…

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June 10, 2022

Mentoring, Learning & Shameless Self-Promotion with Gary Ray

SUMMARY ——————————— Gary Ray is the CEO of Black Diamond Games and the author of Friendly Local Game Store: A Five-Year Path to Middle-Class Income. A former IT engineer and project manager, Gary made the decision to start his own business focused on everything from board games and trading card…

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June 3, 2022

Mentoring, Learning & Shameless Self-Promotion with Debbie Allen

SUMMARY ——————————— Debbie Allen is an author, business mentor, brand strategist, and the number one authority on expert positioning. Debbie runs a mentoring program for experts where she leverages her decades of entrepreneurial wisdom and business building experience to successfully mentor a diverse group of small business owners, entrepreneurs and…

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May 27, 2022

Feel Better, Do Better: A New Perspective on Money & Financial Wellbeing with Jennifer Rayner

SUMMARY ——————————— Jennifer Rayner is a retirement plan consultant and the founder of Moniwell, a revolutionary text-based financial wellbeing program. She and Jonathan share a passion for financial literacy and a recognition that people need easily accessible education customized to their needs at a particular time. Today, Jennifer and Jonathan…

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May 20, 2022

Studying the Wealthy to Cultivate Rich Habits with Tom Corley

SUMMARY ——————————— Tom Corley is a CPA/CFP and holds a Master's Degree in Taxation. He also is the best-selling author of the Rich Habits book series, which include, Rich Habits , Rich Kids , Change Your Habits, Change Your Life , and Effortless Wealth , among others. Tom understands the…

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May 20, 2022

Studying the Wealthy to Cultivate Rich Habits with Tom Corley

SUMMARY ——————————— Tom Corley is a CPA/CFP and holds a Master's Degree in Taxation. He also is the best-selling author of the Rich Habits book series, which include, Rich Habits , Rich Kids , Change Your Habits, Change Your Life , and Effortless Wealth , among others. Tom understands the…

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May 13, 2022

Money Healing, Savvy Practices and Big Picture Financial Visioning with Bari Tessler

SUMMARY ——————————— Bari Tessler is a financial therapist, author and founder of The Art of Money. For over twenty years, Bari has worked with individuals, couples, and entrepreneurs to provide them with a more creative, mindful and deep approach to money. Today, Bari brings that knowledge and expertise to discuss…

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May 6, 2022

Enlightening Entrepreneurs To Approach Money with Heart, Spirituality and Compassionate Patience

SUMMARY ——————————— Mark Silver has been helping entrepreneurs create authentic marketing programs that feel good to them for over two decades. After being introduced to Sufi-based healing work, Mark launched The Heart of Business and has been helping good people create sustainable businesses ever since. Today, Mark shares lessons on…

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April 29, 2022

An Empathetic Approach to Realizing Your Earning Power with Pamela Slim

SUMMARY ——————————— Pamela Slim is a business coach and co-founder of K’é Main Street Learning Lab, a grassroots community-based think tank for small business acceleration. She is also the author of multiple works, including Body of Work, Escape from Cubicle Nation , and The Widest Net. Today, Jonathan and Pamela…

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April 28, 2022

Helping Others Achieve Their Financial Goals & To Shine Their Light with Robin Treasure

SUMMARY ——————————— Robin Treasure is a top-performing sales coach and the best-selling author of Heart Powered Sales. After a successful first career in Rome and San Francisco as an Italian translator, she transitioned into sales with the key transferable skill needed in any capacity, in any language: emotionally intelligent communication.…

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April 15, 2022

Helping People Reach Their Financial Dreams with Purpose with Kathryn Peyton

SUMMARY ——————————— Kathryn Peyton is a certified financial advisor at Abacus Wealth. At an early age, Kathryn was impacted by her parents’ financial habits of care and caution around money. But then, something changed for Kathryn as she began to realize that successful investing is attainable for everyday people. Thus…

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April 8, 2022

Overcoming Financial Trauma and Teaching with Empathy with Leisa R. Peterson

SUMMARY ——————————— Leisa Peterson is the Founder of The Wealth Clinic and author of the Amazon best-seller The Mindful Millionaire. Leisa is also the host of The Mindful Millionaire podcast, a show that features inspiring discussions, interviews and commentary aimed at teaching self-mastery and practical financial wisdom. Leisa is a…

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March 31, 2022

Making Money the Servant, Not the Master with George Kinder

SUMMARY ——————————— George Kinder is the Founder of The Kinder Institute of Life Planning and the author of multiple bestsellers, including The Seven Stages of Money Maturity and Life Planning for You. He has revolutionized financial advice for more than 35 years by training over 4,000 professionals in 30 countries…

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