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

  Work with Cristina:

  Ready to take the next step in aligning your finances with your values? Visit mindfulmillions.co to learn more and connect with Cristina.

  
  

  Follow along for more:

  Stay inspired and empowered—follow Cristina on TikTok, Instagram, LinkedIn, YouTube, and Facebook @mindfulmillionsmgmgt

  
  

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In this episode, Cristina Perez interviews marketing coach Erin Thobias to explore how business owners can intentionally prepare to invest in marketing this year. Together, they break down the parallels between financial planning and marketing strategy—highlighting why clarity, patience, and long-term thinking are essential before spending a single dollar. The conversation covers how businesses evolve over time, what “authentic marketing” actually looks like in the age of AI, and how to align marketing investments with real business goals for sustainable growth.

You will learn:

• How much of your budget to allocate to marketing
• What to actually do with your marketing dollars
• How to be intentional instead of reactive
• How to sell without sounding pushy or inauthentic

Takeaways:

• Quality over quantity in marketing leads to better client engagement and long-term success.
• Investing in marketing and financial planning requires patience, consistency, and a long-term perspective.

Chapters

• 00:00 Intentional and Authentic Marketing
• 08:34 Setting a Marketing Budget
• 23:33 Measuring Marketing Success

Connect with Erin

Instagram: @erinthobias

Website: www.erinthobias.com

Work with Cristina:

Ready to take the next step in aligning your finances with your values? Visit mindfulmillions.co to learn more and connect with Cristina.

Follow along for more:

Stay inspired and empowered—follow Cristina on TikTok, Instagram, LinkedIn, YouTube, and Facebook @mindfulmillionsmgmgt

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In this episode of the Mindful Millions podcast, host Cristina Perez and Jesse Cramer delve into the intricacies of financial planning models. They discuss the differences between fee-only, fee-based, and hybrid advisors, emphasizing the importance of transparency and understanding how advisors are compensated. The conversation also explores the DIY approach to financial planning, the pros and cons of various models, and how to choose the right financial advisor for individual needs. The episode highlights the significance of education and awareness in navigating the financial landscape, ultimately aiming to empower listeners to make informed decisions about their financial futures.

Takeaways

Financial freedom is an inside job.
Understanding how advisors get paid is crucial.
The fee-only model eliminates conflicts of interest.
Transparency is key in financial advising.
Different financial planning models cater to different needs.
The DIY approach empowers individuals to take control of their finances.
Education is vital in financial planning.
Not all advisors are the same; choose wisely.
Pros and cons exist for every financial planning model.
Engaged clients lead to better financial outcomes.

Chapters

00:00 Introduction to Financial Planning Models
05:49 Understanding Fee-Only vs. Fee-Based Advisors
10:32 Exploring Hybrid Models and DIY Financial Planning
15:47 Pros and Cons of Fee-Only Financial Planning
20:50 The Role of Insurance in Financial Planning
25:35 Navigating Complex Financial Situations
30:45 Choosing the Right Financial Advisor
35:25 Final Thoughts on Financial Planning

Connect with Jesse Cramer:
LinkedIn: https://www.linkedin.com/in/jesse-cramer-11b58155/

Work with Jesse: https://bestinterest.blog/work/

Blog: https://bestinterest.blog

Podcast: https://bestinterest.blog/personal-finance-for-long-term-investors/

Further Reading Article Mention: "19 questions to ask your Financial Advisor" Article by Jason Zweig: https://jasonzweig.com/the-19-questions-to-ask-your-financial-adviser/

Work with Cristina:

Ready to take the next step in aligning your finances with your values? Visit mindfulmillions.co to learn more and connect with Cristina.

Follow along for more:

Stay inspired and empowered—follow Cristina on TikTok, Instagram, LinkedIn, YouTube, and Facebook @mindfulmillionsmgmgt

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