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, Christina Perez interviews Erin Thobias, a marketing coach, and they discuss the intersection of marketing and financial planning. They explore the importance of intentional and authentic marketing, the evolution of businesses, and the parallels between investing in marketing and financial planning.

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 shares her journey from traditional financial services to founding her own financial coaching business. She emphasizes the importance of financial literacy, personal values, and the emotional aspects of wealth. Cristina introduces her tiered financial planning approach and discusses her mission to serve underserved communities, aiming to create a new financial culture rooted in equity and wellness.

Chapters
00:00 Introduction to Mindful Millions Podcast
02:19 Cristina's Journey and Career Evolution
04:36 The Philosophy of Financial Planning
07:56 Key Takeaways from the Podcast
10:29 Building a New Financial Culture

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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