The Money Script

In this milestone 100th episode, Alicia Harrison joins Yohance to explore the essence of prioritizing goals, defining values, and living a rich life.  The conversation begins with a nostalgic reflection on the podcast's inception, followed by Alicia's emphasis on establishing a strong foundation rooted in personal values. Through an engaging exercise, she highlights the evolution of values, sharing her own insights.  Listeners are encouraged to reflect on their personal growth and lessons learned. Alicia eloquently defines a "Rich Life," emphasizing fulfillment over material wealth.  Looking ahead to 2024, Alicia and Yohance discuss setting goals aligned with values, emphasizing simple yet consistent actions for positive outcomes.  Their wisdom throughout the episode inspires listeners to prioritize values, set meaningful goals, and strive for a fulfilling life through consistent effort. Welcome Alicia2:00 - Looking Back: Reflections on Our Inaugural Episode3:30 – Building a Strong Foundation: Emphasizing Values4:30 – Evolution of Values: Insights from a Values Exercise6:00 – Harrison’s Core Values Revealed9:45 – Lessons in Reflection: Understanding Personal Growth17:00 – Unveiling a "Rich Life": Defining Personal Fulfillment20:00 – 2024 Vision: Setting Attainable Goals 25:00 – Consistency in Action: Sustaining Progresshttps://www.moneyscriptwealth.com/values-exerciseWant to spend 15 minutes with one of our advisors?  Please visit moneyscript.com to book a session.Support the show

"Inventing Success: NasaClip - A Conversation with Elizabeth Clayborne"Dr. Elizabeth Clayborne, an ER physician, entrepreneur, CEO, and inventor, shares her remarkable journey in this engaging podcast episode. She vividly discusses her invention, the Nasaclip, highlighting its genesis and unique features. Liz elaborates on her problem-solving process, transitioning the conversation to the steps she took to bring the Nasaclip to market. Amidst entrepreneurial insights, Liz reflects on her earliest money memory and articulates her vision for a meaningful financial legacy, inspiring listeners to embrace innovation and financial mindfulness in their pursuits.2:00 - Financial Chronicle: Starting Your Money Journey7:15 - Welcome Liz8:25 - Innovation Unveiled: The Nasaclip's Story15:15 - From Problem to Solution: Creating the Nasaclip17:00 - Navigating Market Entry: Steps to Shelf Success25:15 – What is your first memory of money?26:15 - What do you want your financial legacy to be?Want to learn more about Nasaclip? Click the link below!https://nasaclip.com/Listen to Dr. Clayborne's Ted Talk hereWant to spend 15 minutes with one of our advisors?  Please visit moneyscript.com to book a session.Support the show

In this podcast episode, Adam Carroll provides insights into the challenges of student loans, potential solutions, and a practical approach to financial well-being.  Adam joins us for a discussion on the hot topic of Student Loans, emphasizing future employability concerns.  He shares the journey behind his documentary, unveiling the three methods of debt and the consequences of spending tomorrow's money today.  Discovering commonalities among students nationwide facing financial challenges, Adam delves into the critical question: Having highlighted the problem, what are the potential solutions?  1:45 - Welcome Adam3:00 - Exploring "Broke Busted and Disgusted"7:30 - Addressing Challenges and Solutions12:25 - Unveiling the Shred Method26:45 – First Memory of MoneyLearn about the practical Shred Method for effective financial management.theShredmethod.comWant to spend 15 minutes with one of our advisors?  Please visit moneyscript.com to book a session.Support the show

In this episode of "Between Two Advisors," Yohance welcomes financial expert Stuart Schiffman to discuss a range of insightful discussions in the world of financial advising.  Exploring the Backdoor Roth IRA Stuart provides valuable insights into this financial strategy, breaking down its intricacies for the audience.   Stuart sheds light on the changes and implications for individuals navigating the world of retirement savings. The conversation deepens as Stuart explores the nuances associated with the backdoor strategy. Join Yohance and Stuart Schiffman as they navigate through these key topics, providing listeners with valuable insights and actionable advice in the dynamic world of financial planning. Whether you're a seasoned investor or just starting, this episode has something for everyone. 2:45 Welcome Stuart4:30 – Exploring the Backdoor Roth IRA14:30 – Unveiling New IRA Limits16:00 - Nuances with Backdoor Strategy21:00 – Quality of adviceLearn more from Stuart at : www.compoundwealthadvisors.com.  Want to spend 15 minutes with one of our advisors?  Please visit moneyscript.com to book a session.Support the show

In this episode of The Money Script Podcast Dr. Nkem, an emergency medicine physician, covers a range of topics. The episode kicks off with tax season tips before welcoming Dr. Nkem to discuss her educational journey from getting her Bachelor's to Medical School and residency. Then Dr. Nkem discusses her real estate investing journey and the reasons behind her interest. The episode concludes with a reflective segment on Dr. Nkem's first memory of money.1:00 – Tax Prep Tips11:00-  Welcome Nkem13:00 – Education Transitions30:30 – Real Estate Investing41:30 – First Memory Of MoneyCheck out more about real estate investing with Nkem here: www.phcinvest.comIrs.govId.meWant to spend 15 minutes with one of our advisors?  Please visit moneyscript.com to book a session.Support the show

This podcast episode features Sonya Dreizler discussing various topics including disability insurance, the inception of her venture Choir, its goals, and initiatives. Additionally, the conversation delves into the impact of Diversity, Equity, and Inclusion DEI) roles on Choir's operations and collaborations with other organizations. Sonya also shares her earliest memory related to money, offering insights into her financial perspectives. 1:30 Meet Sonya Drizler2:30 Exploring Disability Insurance 9:15 The Birth of Choir 16:15 Setting Goals for Choir26:15 Diversity, Equity and Inclusion in Choir34:00 First Memory of MoneyListeners are encouraged to explore further through Choir's website and Sonya's social media handles. @sonyaDreizlerWant to spend 15 minutes with one of our advisors?  Please visit moneyscript.com to book a session.Support the show

In this podcast episode, Colette Hanna, a leader at Lionsgate, shares insights into her journey in leadership and entrepreneurship. She discusses her experiences at Lionsgate, highlighting unique partnerships, and talks about her venture, Coco's Curvy Closet. Colette emphasizes the importance of pursuing one's passion and reflects on her first memory of money, offering valuable insights into her financial mindset. Discover lessons in leadership, entrepreneurship, and personal finance from Colette's experiences and reflections.2:00 Life Insurance 5:30 Welcoming Colette9:15 Journey at Lionsgate14:15 Unique Partnerships19:45 Coco’s Closet32:45 First memory of moneyYou can see Colette’s fashion choices on her Instagram or Twitter accounts.  Or her Lionsgate journey on LinkedIn:www.amazon.com/shop/cocoscurvyclosethttps://www.shopltk.com/explore/cocoscurvycloset@AmazonfashionWant to spend 15 minutes with one of our advisors?  Please visit moneyscript.com to book a session.Support the show

In this episode of The Money Script Podcast, Jay, a seasoned financial planning expert, provides invaluable insights into achieving financial success. Jay begins by highlighting the significance of long-term care insurance in securing one's financial future. He then shares his remarkable journey of making his first million by the age of 21, detailing the strategies and mindset that propelled him to success. Reflecting on his past, Jay also discusses his earliest memories of money and how they influenced his financial perspective. 1:00 Welcome Jay3:45 Long Term Care Insurance26:15 How Dr J made his first million by 2134:45 What is first memory of moneyTo learn more about Jay visit Childfreewealth.comIG @Childfreewealthbooks:Portrait of Child Free WealthThe Child Free Guide to Life and MoneyIf you are looking for production or help with your podcast contact @illMassacremusicSupport the show

On this episode of The Money Script podcast, we're joined by Marvinia, an accomplished physician with a fascinating journey to share. We dive into the realm of  finance, discussing high-yield savings, CDs, and treasury bills, before delving into  Marvinia's personal journey. From her earliest aspirations to become a physician to navigating college funding and choosing medical schools, Marvinia shares insights into her path. We explore her transition from Haiti to New York, her shift from pediatrics to emergency medicine, and the significance of the matching experience in residency. Marvinia also reflects on career progression post-residency and offers valuable advice to listeners. Tune in to hear her first memory of money and gain valuable insights from her experiences.0:45 Welcome Marvinia1:30 Exploring Financial Strategies7:15 – The Genesis of a Dream8:30 – Embarking on the Journey10:00 Funding Education12:30 Deciding on Medical Schools13:45 Cultural Adaptation 14:45 Transitioning Specialties16:15 Understanding the Match19:15 Planning Beyond Residency22:45 Charting Career Trajectories28:30 Insights and Guidance 31:45 First Memory of Moneyhttps://nmadfw.org/Treasury.govWant to spend 15 minutes with one of our advisors?  Please visit moneyscript.com to book a session.Support the show

Join us as we welcome KJ Rose, author, empowerment speaker, and global performance director, on this inspiring episode. KJ shares insights from her transformative book and album, "All Heart No Regrets," and delves into the philosophy behind The Rose Effect.  We explore the importance of showing up for oneself and tapping into inner authenticity, while KJ reflects on balancing corporate life with artistic passion. Discover the origins of the "Rose Effect" and KJ's journey to becoming an author.  In a poignant moment, KJ shares her earliest memory of money, offering a glimpse into her formative years and values. Don't miss this empowering episode, where KJ Rose inspires us to embrace authenticity and unlock our true potential.1:15 Embracing KJ: A Warm Welcome4:00 The Rose Effect Unveiled: A Transformative Experience11:00 Balancing Acts: Navigating the 9-5 with KJ Rose12:15 Illuminating Authenticity: Tapping into Your Inner Artist18:00 Origins Unveiled: The Story Behind the Rose Effect20:15 From Passion to Print: KJ's Journey to Authorship28:00 A Reflection on Wealth: KJ Rose's Earliest Money MemoryWant to learn more about The Rose Effect. Visit https://www.kjrose.com/ The Rose Effect: Eight Steps to Delivering The Performance Of Your Life@kjroseeffectWant to spend 15 minutes with one of our advisors?  Please visit moneyscript.com to book a session.Support the show

In this podcast episode, we welcome Dr. Vonzella Bryant, an emergency medicine physician, as she shares her unique journey and insights.  Dr. Bryant reflects on her path to becoming a physician, highlighting the challenges and pivotal moments along the way. She then discusses her passion for emergency medicine, citing the excitement and impact that drew her to the field.  Shifting focus, Dr. Bryant reminisces about her first memory of money, this experience shaped her financial mindset, emphasizing the importance of hard work and financial responsibility.  Overall, Dr. Bryant's story offers a compelling blend of professional growth and personal finance reflections, providing listeners with valuable insights into both medicine and money management.1:42 - Welcoming Dr. Bryant: An Insightful Conversation Begins10:30 - Unveiling the Path to Medicine: Dr. Bryant's Journey45:00 - Choosing Emergency Medicine: Dr. Bryant's Passion and PurposeWhat is your First memory of money@vonzellav96 To hear more from Vonzella click: nema-nma.orgWant to spend 15 minutes with one of our advisors?  Please visit moneyscript.com to book a session.Support the show

In this captivating podcast episode, we welcome Christy Walker, founder of Illumeevolve, on a transformative journey into mindfulness and self-discovery.  Christy shares insights into her personal odyssey with meditation, revealing its profound impact on her life's journey. She delves into the genesis of her immersion in the business of meditation, fueled by a mission to share its transformative power with the world.1:45 - Welcome Christy4:45 - How did you get into the business of meditation?8:45 -What are the key benefits of meditation?19:00 - A guided meditation28:15 - Tell us about IllumeevolveWant to learn more from Christy @evolutionwchristy or https://www.illumeditate.com/https://podcasts.apple.com/us/podcast/you-are-the-medicine-the-journey-inward/id1742254078Want to spend 15 minutes with one of our advisors?  Please visit moneyscript.com to book a session.Support the show

Join us on an exciting journey through the world of financial services and values-based investment in our dynamic podcast! Dive deep into our personal stories as we unveil the secrets behind our initial investment portfolios and the driving forces behind them. Discover how our firm's fervor for values-based investment ignited and the thrilling challenges we encounter in harmonizing this ethos with delivering unparalleled client satisfaction.But that's not all! We'll also unveil invaluable resources for advisors eager to delve into the realm of values-based investing, including cutting-edge platforms like Pomarium. And brace yourself for an enlightening exploration of how clients navigate the landscape of values-based investment when seeking our expert guidance, as we uncover their common concerns and decision-making dynamics.Get ready to be inspired, informed, and empowered from this episode of our podcast!2:45 - Journey into Financial Services: How Did You Start?9:30 - First Investment Portfolios: Strategies and Motivations17:30- The Passion Behind Values-Based Investment at Your Firm23:15 - Balancing Values Investing with Exceptional Client Experience31:45 - How Advisors Can Learn More About Pomarium33:15 - Guiding Clients on Values-Based Investment ApproachesWant to look into getting the Pomarium platform click hereFollow on Social Media : @getpomariumWant to spend 15 minutes with one of our advisors?  Please visit moneyscript.com to book a session.Support the show

In this episode, you'll hear about Rocky's personal and professional journey, including the challenges he faced and the pivotal decisions that shaped his career. Whether you're thinking about switching careers or looking for innovative ways to manage your finances, Rocky's insights will be invaluable.We'll explore the core principles of Profit First, a methodology that can revolutionize the way you approach financial management, ensuring sustainability and profitability. And before we wrap up, Rocky will share how you can connect with him and tap into his wealth of knowledge and resources.3:15 - Welcome Rocky4:45 - Tell us about your journey12:15 - What are some tips and guidance in transitioning into new careers19:45 - Give a little bit more of a taste of what Profit First is28:00 - How can we find out more from you?Book: Profit FirstPodcasts:Profit Answer Man Richer SoulWant to connect with Rocky:https://profitcomesfirst.com/https://twitter.com/rockylalvanihttps://www.linkedin.com/in/rocky-lalvani/https://www.instagram.com/profit_answer_man/Want to spend 15 minutes with one of our advisors?  Please visit moneyscript.com to book a session.Support the show

In this episode of The Money Script Podcast,Yohance interviews Austin Netzley, CEO of 2X Professional Coaching. They explore Austin's journey to becoming a CEO, the common struggles faced by CEOs and entrepreneurs, and how 2X Professional Coaching helps overcome these challenges. Austin shares his top three tips for entrepreneurs to improve their businesses and discusses his book, "The 2 Week Vacation Test." Tune in to discover how you can revolutionize your entrepreneurial journey with Austin's expert advice.2:15 Welcome Austin4:30 - Austin's Journey to Becoming CEO of 2X Professional Coaching6:00-  Common Challenges Faced by CEOs and Entrepreneurs and How 2X Can Help14:00 - Top 3 Tips for Entrepreneurs to Improve Their Businesses20:00 - "From 6 to 7 Figures" book29:30 - Insights from "The 2 Week Vacation Test" Book32:45 - How to Connect with AustinReach out to Austin hereOrder one of Austin's books hereFirst 10 people to DM on IG or X can receive a free copy of either book!Want to spend 15 minutes with one of our advisors?  Please visit moneyscript.com to book a session.Support the show

Dr. Bianca Busch - The College Psychiatrist   In this episode, Dr. Bianca Busch, a leading college psychiatrist, discusses the mental health challenges facing college students and the innovative solutions campuses are adopting. She highlights the impact of the COVID-19 pandemic on student mental health, the rising demand for mental health services, and how colleges are responding with virtual care and partnerships.   Dr. Busch also explores the financial stressors affecting students, particularly athletes, emphasizing the need for financial literacy. She shares insights into her professional journey, her dedication to supporting college students, and her future plans to enhance mental health care in higher education.   Join us for a compelling conversation with Dr. Bianca Busch on the evolving landscape of college mental health.4:15 - Introduction to Dr. Bianca Busch5:45 - Path to College Psychiatry8:30 - Rising Suicide Rates on Campus11:15 - Financial Stress Among Students17:15 - Student Athletes and Financial Pressures20:30 - Impact of Brain Development on Financial Choices26:45 - Future Plans for Dr. Busch www.collegepsychiatrist.com@collegepsychiatristTest with ConfidenceThe College Psychiatrist Coping Kit Want to spend 15 minutes with one of our advisors?  Please visit moneyscript.com to book a session.Support the show

In this episode, Josh, the host of the eight-year-old Cracking the Cash Flow Code podcast, announces his new show designed to help business owners delegate tasks and save time. He provides Yohance with effective strategies to increase business revenue and shares his earliest memory of money, explaining how it influences his current financial mindset. Josh also introduces the "four boxes of financial independence," offering listeners a clear framework to achieve financial freedom. Packed with practical advice, this episode is a must-listen for entrepreneurs aiming to optimize their operations and grow their businesses.Don't Take Our Word For It: "It was great fun helping Yohance take a look at his business. Most of the time podcast hosts want to position themselves as the all seeing experts. Yohance showed a significant amount of vulnerability by letting me ask him probing questions about his business with he getting some coaching on how to create a personally and economically sustainable business." - Josh Patrick2:30 - Introduction to Josh3:30 - Eight Years of Cracking the Cash Flow Code Podcast6:00 - New Podcast: Tips for Business Owners on Delegation and Time Management11:00 - Revenue-Boosting Advice for Yohance’s Business22:00 - Josh’s First Memory of Money24:00 - How That Memory Shapes Josh’s Financial Approach Today26:00 - The Four Boxes of Financial Independencejpatrick@stage2solution.comwww.sustainablebusiness.cohttps://www.linkedin.com/in/askjoshpatrick/https://www.youtube.com/channel/UC55nHCobcxCG_P9J8PBKUeA/videos -https://www.facebook.com/thesalereadycompany -https://itunes.apple.com/us/podcast/the-sustainable-business/id1031040294Want to spend 15 minutes with one of our advisors?  Please visit moneyscript.com to book a session.Support the show

In this episode, we sit down with Taylor, an experienced financial planner, to discuss managing client concerns during market volatility. He shares how he reassures nervous clients, keeping them focused on long-term goals. Taylor also talks about his approach to handling large investments during a bull market, ensuring clients understand both the risks and opportunities. He outlines his strategy for portfolio diversification, emphasizing the importance of time horizons, and reflects on why he became a financial planner. The episode wraps up with Taylor sharing his earliest memory of money and how it shaped his financial mindset. Packed with practical advice, this episode is a must-listen for new and existing investors.1:00 Introduction: Welcome Taylor3:45 How to Address Client Anxiety During Market Volatility7:00 Handling Large Investments in a Bull Market11:15 Your Time Frame & Portfolio Diversification Strategy18:15 Why Did You Choose to Become a Financial Planner?25:30 Your First Memory of MoneyGet in touch with TaylorWebsiteLinkedinXWant to spend 15 minutes with one of our advisors?  Please visit moneyscript.com to book a session. Support the show

In this episode, we welcome Lynn from Her Retirement to discuss financial empowerment and navigating life transitions. She shares how she founded her company and the ways she helps women take control of their financial futures. Lynn offers valuable tips for those who face unexpected job loss before retirement and advice for stay-at-home spouses on how to prepare for when their role changes. The episode wraps up with a personal story from Lynn about her first memory of money, offering insight into what shaped her financial mindset.1:45 - Introduction and Welcome to Lynn4:30 - Discussing Your Company: Its Founding, Mission, and Clientele17:00 - Tips and Tools for Individuals Facing Unplanned Job Loss Before Retirement19:00 - Advice for Chief Home Officers Navigating the End of Their Role30:30 - What Is Your First Memory of Money?WebsiteInstagramTikTokWant to spend 15 minutes with one of our advisors?  Please visit moneyscript.com to book a session. Support the show

In this episode, we chat with Lauren Hong, founder of Out and About Communications, about the world of outsourced marketing and B2B strategies. Lauren shares how her firm supports companies with their marketing needs, her inspiration for starting the business, and her journey from graphic design and international studies to building a successful marketing firm. She also discusses her focus on financial services firms and reflects on her early experiences with money.5:00 - Positioning Your Company for B2B Partnerships08:30 - The Journey of Founding Your Firm11:15 - From Graphic Design to Marketing and Communications13:45 - Focusing on Financial Services Firms23:00 What is your first memory of money?outandaboutcommunictaions.comFacebookInstagramXLinkedInYouTubeWant to spend 15 minutes with one of our advisors?  Please visit moneyscript.com to book a session. Support the show