Ep 269 Wealth Management with Kirk Chisholm
Richer Soul, Living A Life on Purpose!
Release Date: 01/16/2022
Ep 434 Confidence Comes Later with Angus Nelson
Richer Soul, Living A Life on Purpose!
Confidence Comes Later In this episode of Richer Soul, we welcome Angus Nelson, an executive coach dedicated to transforming entrepreneurs into their best selves. Angus shares his powerful story of overcoming burnout, addiction, and personal loss to build a life of balance and fulfillment. He discusses the psychology of success, emotional intelligence, and how to cultivate a wealthy life beyond just financial gains. His insights have impacted leaders in startups, Fortune 500 companies, and even celebrity circles. Join us as we dive into Angus’ transformative journey and learn how you,...
info_outline
Ep 433 I Respectfully Disagree with Justin Jones-Fosu
Richer Soul, Living A Life on Purpose!
I Respectfully Disagree In this episode of Richer Soul, we welcome Justin Jones-Fosu, an energetic business speaker, social entrepreneur, and workplace researcher. Justin is the founder and CEO of Work. Meaningful., where he helps organizations create a culture of purpose-driven work. He is also a prolific author, with books like Your WHY Matters NOW and The Inclusive Mindset. Through his unique life experiences, including growing up with contrasting financial influences and conquering one of the Seven Summits, Justin brings valuable insights on navigating challenges, finding purpose,...
info_outline
Ep 432 The Power of the Family Office with Dane Czaplicki
Richer Soul, Living A Life on Purpose!
The Power of the Family Office In this transformative episode of The Richer Soul, we are joined by Dane Czaplicki, co-founder of Members' Wealth, as he reveals the blueprint for achieving financial peace and purpose. With over 20 years of experience in financial services, Dane's path to success wasn’t a straight line—he self-educated, made early mistakes, and ultimately built a thriving business that helps others preserve their wealth. If you’ve ever wondered how to turn your financial struggles into triumphs, this episode is packed with powerful insights. Discover how Dane took...
info_outline
Ep 431 The Power Of Culture with Laura Hamill
Richer Soul, Living A Life on Purpose!
The Power Of Culture Culture is at the core of everything we do—both personally and professionally. In this episode of Richer Soul, we had the pleasure of speaking with Laura Hamill, an organizational psychologist, ex-Microsoft director, and co-founder of Limeade, an employee experience software company. Laura now leads the Paris Phoenix Group, helping organizations transform their workplace culture. She is also the host of the Happy at Work podcast and the author of The Power of Culture (coming November 12, 2024). In our conversation, we dive deep into the role of workplace...
info_outline
Ep 430 The Inner Journey with Seth Spears
Richer Soul, Living A Life on Purpose!
The Inner Journey In this episode of Richer Soul, we welcome Seth Spears, a business strategist and entrepreneur with a passion for purpose-driven ventures. Seth shares his journey growing up in a large, homeschooled family, the early money lessons that shaped his mindset, and his evolution from hard work to smart wealth creation. He delves into entrepreneurship, personal development, and the intersection of mission and business. Key Takeaways: Shifting from Hard Work to Smart Work. Seth grew up with a strong work ethic, believing money had to be earned through hard labor....
info_outline
Ep 429 Living Authentically with Brian Bogert
Richer Soul, Living A Life on Purpose!
Living Authentically In this episode of Richer Soul, we welcome Brian Bogert, a human behavior and performance coach, business strategist, and speaker. Brian’s journey is one of resilience, transformation, and intentionality. After a traumatic injury at age seven, he learned how to embrace pain to avoid suffering—a philosophy he now teaches to help others unlock their full potential. Brian challenges the traditional norms of success, pushing individuals and leaders to connect with their authentic selves rather than simply chasing external achievements. His work is about...
info_outline
Ep 428 F Happiness with Shawn Leon Nowotnik
Richer Soul, Living A Life on Purpose!
F Happiness In this episode of Richer Soul, we welcome Shawn Nowotnik, a therapist, author, artist, and filmmaker. After the devastating loss of his son to suicide, Shawn embarked on a deep exploration of mental health, addiction, and the pursuit of meaning. His insights challenge the conventional idea that happiness is the ultimate goal in life. Instead, he encourages people to focus on finding purpose and personal fulfillment. Shawn’s book, Fck Happiness: The Search for Meaning in a World Gone Mad Chasing Happiness*, delves into these themes, questioning why our culture is...
info_outline
Ep 427 Life As A Masterpiece with Cathy Christen
Richer Soul, Living A Life on Purpose!
Life As A Masterpiece In this episode of Richer Soul, we dive into the inspiring journey of Cathy Christen, a serial entrepreneur, speaker, and executive business coach who is passionate about helping others craft a "Life by Design." Cathy shares her personal growth story, how she overcame early money mindsets, and how she now empowers women through GoBundance WomenⓇ to live abundant, fulfilling lives. Key Takeaways: Overcoming Early Money Programming: Cathy grew up in a low-income household with a fear-driven attitude toward money. Through personal development,...
info_outline
Ep 426 Can You Be Reasonably Happy with Paul Ollinger
Richer Soul, Living A Life on Purpose!
Can You Be Reasonably Happy In this episode of Richer Soul, I had the privilege of speaking with Paul Ollinger, a stand-up comedian, podcast host, and author who left a lucrative career at Facebook to chase his dream of comedy. Through his podcast, Reasonably Happy, Paul explores the interplay between money, happiness, work, and purpose. His life journey, marked by bold choices and valuable lessons, offers incredible insights into navigating life’s financial and emotional complexities. Key Takeaways: Childhood Money Scripts Matter: Paul grew up in a large Catholic family...
info_outline
Ep 425 Surges Of Income with Chris Moore
Richer Soul, Living A Life on Purpose!
Surges Of Income In this episode of Richer Soul, we welcome Chris Moore, a property investor, entrepreneur, and business development consultant. Chris’s journey from a hardworking entrepreneurial family to becoming a successful author and digital marketing expert is full of insightful lessons on growth, resilience, and wealth creation. His reflections on family, money, and building a purposeful life provide listeners with actionable wisdom. Key Takeaways: Money as a Tool and Responsibility: Growing up in a household where money was part of everyday conversations, Chris learned...
info_outlineWealth Management
Do you know your money mindsets and how they affect your ability to build wealth over time?
Take away: Understand that the world is abundant and the more you look at the world through an abundant lens the more it will give back to you.
Action step: Improve your mindset and understand yourself.
Money Learnings: Kirk did not learn anything about money from school because back then money is not something to talk about.
Bio: Kirk Chisholm is a Principal and Wealth Manager at Innovative Advisory Group, an independent RIA (Registered Investment Advisor) located in Lexington, MA. He has been providing financial advice to individuals and families since 1999. Kirk’s influence and innovation has promoted change in many areas of the wealth management industry.
Kirk provides a different perspective on many commonly held beliefs when it comes to portfolio management, retirement investing, financial planning, inflation, economics, and other personal finance topics. His rare expertise with alternative investments held in self directed IRAs has helped many investors invest in their passion.
Kirk is an experienced media personality. He is frequently quoted and interviewed by industry media outlets in print, audio, and video media formats. He writes frequently for industry publications and major media publications. He frequently appears as a guest on various podcasts. Kirk was acknowledged as the #7 most influential financial advisor on Investopedia’s top 100. Investment News named Kirk as one of the top 10 social media allstars in the financial services industry. You can find many of his media appearances here.
Highlights from this episode: Link to episode page
- How Kirk got into wealth management
- Kirk talks about managing risks
- Advice for how people should think about inflation
- Kirk discussed the velocity of money
- The cost of technology continues to go down but other cost skyrocketed
- Lessons learned from his podcast ‘The Money Tree Podcast’
Company website: www.innovativewealth.com
Free gift for your show’s listeners https://www.innovativewealth.com/financial-resilience
Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to a more purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It’s about personal freedom!
Thanks for listening!
Show Sponsor: http://profitcomesfirst.com/
Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
If you like the show please leave a review on iTunes: http://bit.do/richersoul
https://www.facebook.com/richersoul
Some music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.