28 | Julieanne Steinbacher | What Role Does Grace Play In Personal and Professional Growth?
Release Date: 08/20/2024
56 | Michael Davis | From Fear to Impact: on Storytelling, Mindset & the Beliefs That Shape Our Lives
Wealthy Advisor Mindset
What if the fear that’s holding you back started with a single moment in childhood? In this deeply honest and inspiring interview, former financial advisor turned TEDx speaking coach Michael Davis shares how he overcame a fear of public speaking, rejection, and self-doubt to build a fulfilling second career helping others find and share their voice. Michael’s story is a masterclass in mindset, resilience, and the power of storytelling. From redefining failure to challenging lifelong beliefs, this episode is packed with practical insights for anyone who wants to speak, sell, or lead more...
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55 | Mike Freemire | Finding Purpose Beyond the Numbers
Wealthy Advisor Mindset
In this episode, I sit down with Mike Freemire, BFA and founder of Full Circle Financial of Colorado, for a deep dive into the often-overlooked emotional side of retirement planning. With over 15 years guiding clients through major life transitions - and a fascinating background as a serial entrepreneur and former mayor - Mike shares how true financial planning is about far more than dollars and spreadsheets. We explore how lifestyle financial planning helps clients redefine their identity, rediscover their purpose, and design a life that feels meaningful long after the paychecks stop. Mike...
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54 | Michelle Nedelec | The #1 Mindset Shift Financial Advisors Need to Grow Without Burning Out
Wealthy Advisor Mindset
What if the real reason you're not showing up boldly in your business has nothing to do with strategy… and everything to do with mindset? In this eye-opening episode, Michelle Nedelec pulls back the curtain on the subconscious beliefs that keep financial professionals playing small. If you’ve ever felt like you need to “know it all” before you can truly help someone - nor if self-doubt has you second-guessing your every move - this conversation is your permission slip to finally break free. 🎧 Listen to discover: The hidden mindset traps keeping you stuck in consumer mode instead...
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53 | Devin Sizemore | Mindset Reset: How to Turn Burnout Into Freedom-Focused Success
Wealthy Advisor Mindset
What happens when a successful entrepreneur hits burnout? For Devin Sizemore, it led to a complete reset - and the creation of a business ecosystem designed around freedom, not frenzy. In this episode, Devin opens up about walking away from hustle culture, the power of simplifying your offers and operations, and how he built multiple ventures (including a cat café) that genuinely lit him up. We talk about: The moment Devin realised his business was running him - not the other way around Why “doing less” was the key to doing better How he helps overwhelmed business owners...
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52 | Allie Beckmann | Mindset, Money & Meaning: A Fresh Approach to Financial Planning
Wealthy Advisor Mindset
In this insightful episode, I sit down with financial advisor and life planner Allie Beckmann, who brings a powerful blend of emotional intelligence and financial strategy to her work. With a background in the arts and wellness, Allie shares how her unique journey led her to redefine what financial advising can look like, rooted in curiosity, values, and a mindset-first approach. We explore: How questioning your own thoughts can unlock growth and profit The connection between mindset, beliefs, and financial success Why traditional financial advice models don’t always serve modern...
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51 | Jon Cook | The Mindset Advantage: Breaking Through Mental Barriers
Wealthy Advisor Mindset
In this episode, I am joined by entrepreneur and advisor coach Jon Cook, who shares the mindset shifts that separate plateaued financial advisors from those building powerful, fulfilling practices. With insights drawn from working with over 250 advisory teams, John discusses the unseen barriers that hold people back - not lack of skill, but mental clutter, comfort, and comparison. From the consequences of coasting in your career to the toll of chasing arbitrary goals, this conversation is a must-listen for any advisor or entrepreneur who wants to create success on their own terms, without...
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50 | Sara Hobbs | Mindset Makeover: Ditch the Fear, Build the Fortune
Wealthy Advisor Mindset
What if your biggest money challenge isn’t in your bank account - but in your mind? In this eye-opening episode, I sit down with the brilliant Sara Hobbs from Forecast Financial to unpack the emotional side of wealth - because let’s be honest, money is never just about dollars and cents. Sara Hobbs is a dedicated Personal CFO and Finance Professional who brings more than 24 years of banking experience to her clients. In 2022, Sara left the corporate world to pursue her passion to help people take control of their finances. Her goal is to equip her clients with the tools, resources, and...
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49 | Les Conway | Redefining Retirement: Lifestyle Planning, Business Resilience, and Finding Purpose
Wealthy Advisor Mindset
In this inspiring and thought-provoking episode, we dive deep into the world of lifestyle financial planning and purposeful business ownership with seasoned financial planner Les Conway, who brings over 35 years of industry experience and 15 years running his own practice. We explore how traditional notions of retirement are rapidly evolving - and why the last 15 years leading up to retirement may be the most crucial period in someone’s life planning. Les shares how he focuses on pre- and post-retirees, guiding them through the emotional and logistical shifts that come with this major life...
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48 | Lynn Kitchen | From Street Sales to Stock Market Queen: The No-BS Guide to Building Wealth
Wealthy Advisor Mindset
What does it take to rewrite your financial destiny? In this electrifying episode, meet Lynn Kitchen - a true pioneer who went from selling brooches on the street to smashing glass ceilings as one of the West Coast’s first women stockbrokers and founding not one, but two successful investment firms. Her story is a masterclass in grit, vision, and the power of believing in yourself even when the odds are stacked sky-high against you. Here’s what you’ll discover: The pivotal mindset shift that transformed Lynn’s life from financial struggle to industry trailblazer. How she turned...
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47 | Dennis Hall | From Commando to Compassionate Planner: The Mindset Shift That Changed Everything
Wealthy Advisor Mindset
What happens when a battle-hardened Royal Marine Commando steps into the cutthroat world of financial sales - and realizes something’s deeply off? In this gripping episode, the founder of Yellowtail Financial Planning, Dennis Hall, peels back the curtain on his extraordinary 40-year journey through financial services. He shares how he went from pushing products in a high-pressure sales culture to building a purpose-driven business grounded in trust, integrity, and authentic human connection. You’ll hear raw, heartfelt reflections from Dennis on the identity crisis after leaving the...
info_outlineIn today's episode of the Wealth Advisor Mindset podcast, Nina is joined by Julieanne Steinbacher, the founding shareholder of Steinbacher, Goodall & Yurchak, an elder care and special needs planning law firm, as well as the President of The Million Dollar Solution, a business coaching group for elder law and estate planning attorneys across the United States.
Julieanne explores the complexities of balancing professional ambition with personal values. She reflects on the challenges of making bold decisions and the importance of understanding what truly matters in life, emphasizing the need for clarity and commitment in pursuing goals.
You'll discover the significance of constructive criticism and the growth that comes from embracing feedback. Hear personal anecdotes about overcoming early struggles in public speaking and the value of perseverance, highlighting the importance of self-awareness and the role that mindset plays in achieving success.
This episode offers valuable insights into navigating the intersection of career, personal growth, and meaningful relationships.
If you've enjoyed this episode of the Wealth Advisor Mindset podcast, be sure to leave a review and subscribe today!
What You Will Learn In This Show:
- The significance of self-awareness in setting and achieving goals, and how understanding your own needs and values can drive success.
- How visualizing your desired outcomes can help you overcome fear and move forward with confidence, even when faced with uncertainty.
- Strategies for managing the demands of a career while maintaining strong personal relationships, including the importance of communicating with loved ones about your goals.
- How to handle criticism constructively, using feedback as a tool for growth, and the importance of perseverance in the face of challenges.
- The value of giving yourself grace during the journey, allowing for growth without undue self-criticism.
- And so much more...
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