09. When You Feel You're Not as Far Along as You "Should Be" Financially with Shane Bauman
Release Date: 07/10/2024
We're Moving! Come Follow us!
You, Me & Money
In Today's Episode... In this final episode of the current podcast feed, Jordan Pendleton shares an important update: we're moving back home to our original podcast show! After a powerful season of growth and exploration here, we're reuniting everything under one roof - where the journey began and where our biggest community lives. Don’t miss a beat - subscribe and follow us over on the original podcast, to keep up with new episodes, insights, and everything you’ve come to love about this show. This isn’t goodbye - it’s just a shift back to where we can grow even more together....
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32. Empowering Women in Finance with Ed Vargo
You, Me & Money
In Today's Episode... In this conversation, Ed Vargo shares his unique journey as a male financial advisor working with women, influenced by his mother's struggles with financial literacy during her divorce. He discusses the significant differences in how men and women engage with money, emphasizing the need for women to take an active role in financial discussions within relationships. Ed advocates for bridging the financial literacy gap for women, particularly younger women, to empower them in their financial decisions and align their spending with their values. In this conversation, Ed...
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31. Financial Secrets and Infidelity with Hanna Morrell
You, Me & Money
In Today's Episode... In this conversation, Jordan Pendleton and Hanna Morrell explore financial infidelity, discussing its definition, causes, and impact on relationships. They highlight the importance of communication about finances, the pitfalls of advice given to couples, and the need for understanding and patience in addressing financial secrets. The discussion emphasizes creating a safe space for financial conversations, developing effective communication skills, and fostering trust in relationships. They stress the significance of grace, connection during difficult times, and...
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30. The Power of Financial Differences
You, Me & Money
In Today's Episode... In this episode, Jordan Pendleton explores the complexities of financial habits within relationships, emphasizing the importance of embracing differences rather than seeking similarities. She discusses common misconceptions about marrying someone with similar financial tendencies and highlights the growth opportunities that arise from navigating financial differences. The conversation encourages couples to view their financial dynamics as a chance for refinement and teamwork, ultimately leading to a healthier relationship with money. Reminder: Subscribe,...
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29. True Wealth: Rethinking Legacy and Inheritance with Catherine Hammond
You, Me & Money
In Today's Episode... Jordan Pendleton and Catherine Hammond explore the concept of 'True Wealth' in estate planning, emphasizing the importance of passing on not just financial assets but also human capital, wisdom, and family stories. Catherine shares her personal journey that led to the creation of her program, highlighting the emotional and relational aspects of inheritance that often go overlooked. Ultimately, they advocate for a holistic approach to legacy that nurtures connections and fosters healing within families. In this conversation, Jordan Pendleton and Catherine Hammond explore...
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28. Redefining Success: A Journey to Fulfillment with Zach Pendleton
You, Me & Money
In Today's Episode... In this episode, Jordan Pendleton and her husband Zach reflect on their journey over the past year, discussing the contrast between traditional success metrics and personal fulfillment. They explore themes of family time, the value of sacrifice, the importance of finding meaning in failures, and the necessity of aligning one's passions with a greater purpose. Through their candid conversation, they challenge listeners to reconsider their own definitions of success and fulfillment, emphasizing the significance of personal values and the willingness to endure hardship for...
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27. Make 2025 the Most Financially Fulfilling Year
You, Me & Money
In Today's Episode... Jordan Pendleton reflects on the transformative year of 2024, sharing insights on financial fulfillment that transcends mere income. She introduces a couple's guide aimed at fostering financial alignment in relationships, emphasizing the importance of emotional and spiritual connections over traditional budgeting. The conversation explores the lessons learned from challenges faced, the balance between money and purpose, and setting meaningful intentions for the new year. Reminder: Subscribe, Rate & Review this podcast! Whatever platform...
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26. Healing Your Inner Child with Alicia Farricielli
You, Me & Money
In Today's Episode... Jordan Pendleton and Alicia Farricielli explore the profound impact of inner child healing on personal growth and financial behavior. Alicia shares her journey from a fear-based upbringing to discovering the importance of addressing inner child wounds. They discuss how unresolved childhood issues manifest in adult behaviors, particularly with money and self-worth. The conversation emphasizes the need for self-compassion and understanding in the healing process, encouraging listeners to engage with their inner child to break free from negative patterns and embrace a more...
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25. It's the Most Wonderful Time of the Year?
You, Me & Money
In Today's Episode... Jordan Pendleton explores the complexities of the holiday season, questioning whether it truly is the 'most wonderful time of the year.' She discusses the pressures surrounding money and relationships during this time, the impact of consumerism, and the importance of intentionality in creating meaningful experiences. Jordan encourages listeners to reflect on their year-end patterns and to actively create new traditions that align with their values, ultimately aiming for a fulfilling holiday experience. Reminder: Subscribe, Rate & Review this podcast! ...
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24. Redemption and Renewal: A Marriage Transformed with Steve and Christine
You, Me & Money
In Today's Episode... In this conversation, Steve and Christine Van Diest share their transformative journey of redemption in their marriage, discussing the struggles they faced, the intensive counseling they underwent, and the personal growth that followed. They emphasize the importance of recognizing underlying issues, the need for open communication, and the significance of dreaming and personal fulfillment within a relationship. Their story serves as a powerful reminder of the complexities of marriage and the necessity of addressing deeper emotional wounds to foster a healthy...
info_outlineIn Today's Episode...
In this conversation, financial advisor Shane Bauman joins Jordan to discuss the illusion of not being as far along as one should be regarding finances. They explore the shame and pressure that can prevent people from taking control of their financial situation. Shane shares his journey into the financial advisory profession and his mission to help people have a healthier relationship with money. He emphasizes the importance of bringing financial struggles into the light and seeking help to navigate them, as well as having a vision and not dwelling on negative circumstances. Jordan and Shane also discuss the power of words and the need to focus on producing fruit in life. They encourage listeners to be the light in conversations and ask thought-provoking questions. The conversation concludes with an important reminder to check our motives and embrace our unique paths.
Connect with Shane Bauman
Website - https://www.risewealth.org/team/shane-bauman
Linkedin - https://www.linkedin.com/in/shanebauman
Email - [email protected]
Podcast - Building the Biz (All streaming platforms)
More about Shane
Shane Bauman has been in the Financial Services industry since 2011. During his 13+ years in financial services, Shane has served in the role of Advisor, Managing Director, and President. He thoroughly enjoys helping professionals actualize their dreams and pursue their passions by utilizing financial services as a platform for success.
Before his career in Financial Services, Shane worked in various leadership and sales roles in the Real Estate, Marketing, and Education sectors. His passion is in helping people reach their personal, business, and career goals. He's accomplished much of this by working with small business owners and entrepreneurs. With his extensive background in running small companies, Shane understands the challenges of wearing multiple hats while striving for the balance between a strong culture and maximum profitability.
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