Summary

In this episode of the Mindful Millions podcast, host Cristina Perez engages in a deep conversation with Phil Weiss, a seasoned transformation guide and financial advisor. They explore the intersection of personal growth and financial literacy, discussing Phil's journey from a CPA to a financial planner, and how his personal experiences shaped his approach to helping clients. The conversation delves into the importance of understanding one's values and goals in financial planning, the EVOKE framework for life planning, and transformative client stories that highlight the impact of aligning financial decisions with personal values. Phil emphasizes the need for financial education and the intimate relationship between clients and advisors, advocating for a holistic approach to financial well-being.

Takeaways

• Financial transformation through inner work
• The importance of aligning inner values with financial goals Life planning is transformational
• Financial decisions should align with values and goals

Chapters

• 00:00 Introduction to Mindful Millions Podcast
• 06:01 Focus on Financial Literacy
• 12:34 Financial Struggles and Family Challenges
• 22:35 Connecting RLP and CFP
• 39:57 Working with Couples

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