40 | Rifka Lebowitz | How To Overcome Your Fear And Take Action To Grow Your Success
Release Date: 02/13/2025
63 | Chris Doughty | Why Human Nature Fails at Money (and What Really Works)
Wealthy Advisor Mindset
What does it really take to thrive in finance - and in life - without losing yourself along the way? In this conversation, I’m joined by Chris Doughty, a financial advisor and coach who believes that human nature is a failed investment policy. Chris shares his journey from Wall Street corner offices to building a values-driven practice, and why discipline, patience, and faith are at the heart of long-term success. Chris is the founder of Gentian Financial Inc., where he specializes in retirement planning as a Chartered Retirement Planning Counselor® and CERTIFIED FINANCIAL PLANNER™....
info_outline
62 | Justin King | From Tea Boy to Trusted Planner: A Journey to Values-Based Wealth
Wealthy Advisor Mindset
Join me for an honest and engaging conversation with Justin King - Chartered Financial Planner, Registered Life Planner, and founder of MFP Wealth Management - who talks about how one’s values, purpose, and vision can and should inform financial planning. A remarkable personal journey: From being turned away from the Air Force, clocking in as a tea boy at 16, globetrotting, experiencing a near-fatal motorcycle crash, to ultimately launching his own successful financial planning firm. Beyond the technical: Justin argues that true financial advice stems from understanding what lies beneath...
info_outline
61 | Joshua Herring | Confidence, Service, and the Mindset Behind Client Impact
Wealthy Advisor Mindset
From managing over $2 billion in assets at Alliance Bernstein to leading a global nonprofit funding cutting-edge research, Joshua Herring’s career path is anything but traditional. In this episode, Joshua shares his journey from private wealth management into longevity science, and the mindset principles that have fueled his success in both industries. We explore how confidence, relationship-building, and a service-first approach set apart top financial advisors, and how those same qualities translate into leadership, fundraising, and making an impact on global health. Joshua also opens up...
info_outline
60 | Lorie Jones | The Mindset Shifts That Transformed My Career
Wealthy Advisor Mindset
In this inspiring conversation, Lorie Jones, founder of Fearless Financial Advisors, shares how her mindset has shaped her journey from back-office operations to running her own successful financial advisory practice. Lorie opens up about the challenges of entering a male-dominated industry, the importance of role models, and how surrounding herself with fearless women gave her the courage to step fully into the role of financial advisor. She explains why mindset and attitude are crucial to business growth, how to balance the roles of “advisor” and “therapist,” and why process and...
info_outline
59 | Shannon Paul | You Don’t Need a Fancy Background to Serve the Top 1%
Wealthy Advisor Mindset
How do you deliver exceptional service to high-net-worth clients without burning out? In this episode, Shannon Paul, Chief Operating Officer at Axiom Wealth Management, reveals the mindset, boundaries, and strategy it takes to serve at the highest levels - without losing your sense of self in the process. With over 15 years of experience, Shannon shares what it really takes to thrive in wealth management, especially in the ultra-affluent space. She opens up about her journey from South Africa’s private banking world to leading a U.S.-based advisory team, and the intentional choices...
info_outline
58 | Gary Sinderbrand | Beyond the Numbers: Mindset, Legacy, and Reinventing Financial Advice
Wealthy Advisor Mindset
In this powerful conversation, I sat down with Gary Sinderbrand - veteran financial advisor, nationally recognized coach, and founder of Better Path Training. With over four decades of experience, including 22 years at Merrill Lynch, Gary shares his remarkable journey from a fresh college graduate to a million-dollar producer, mentor, and coach to some of the industry’s top advisors. He delves deeply into the roles of mindset, purpose, and disciplined focus—revealing how the best financial advisors are not just skilled with numbers but also committed to making a lasting impact on their...
info_outline
57 | Susan Glusica | How to Shift Your Mindset to Build Wealth
Wealthy Advisor Mindset
After two decades in corporate finance, Susan Glusica had a crisis of legacy and shifted paths - choosing a client-first, energy-based approach to wealth building. In this episode, she shares why mindset and energy are inseparable for building wealth and how advisors can step into financial power by shifting their self-image. We dive into Susan’s signature framework, the Seven Money Realities and Seven Levels of Money Consciousness, and discuss the hidden money blocks that hold back advisors from keeping, growing, and giving more. If you’re ready to feel more empowered around your...
info_outline
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...
info_outline
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...
info_outline
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...
info_outline💡 Have you ever had a great idea but hesitated to act on it? In this episode, Rifka Lebowitz shares how she broke through fear, embraced action, and built a thriving financial advisory business that helps thousands. From stepping into the spotlight to writing a book, Rifka proves that waiting for the “right time” is just an excuse.
🔑 What you’ll learn:
âś…How providing value builds trust, positions you as an authority, and attracts more high-quality clients
âś… Master a mindset shift that helps you take bold action instead of staying stuck in hesitation.
âś… How a simple gratitude practice can elevate your confidence, resilience, and results.
âś… Why coaching accelerates personal and professional breakthroughs, helping you reach your next level faster.
âś… How to align your financial decisions with your values so you create wealth with purpose and fulfillment.
✨ “Don’t wait—create!” The biggest opportunities come when you take action before you feel ready!
About Rifka Lebowitz
Rifka Lebowitz is a Certified Financial Planner (CFP®) and the founder of Living Financially Smarter in Israel, a thriving community of 40,000+ members. She is also the author of Smarter Israeli Banking and a respected member of Israel’s Financial Planning Association and the Union of Home Economic Advisors. With a background as a licensed portfolio manager, investment advisor, and budgeting expert, Rifka helps individuals transform their relationship with money, plan their financial future, and make choices that align with what matters most.
đź“Ś Connect with Rifka:
🌍 Website: rifkalebowitz.com
đź“– Book: Smarter Israeli Banking
đź“Ś Facebook Group: Living Financially Smarter in Israel
đź“© Email: [email protected]
🤝 Connect with me, Nina Cooke:
✍️Want to know what’s stopping you from making more money? Take The Millionaire Mindset Mastery Scorecard here.
👉 Feeling stuck? You want more, but you don't know how to get it? Schedule a call now
🎧 Subscribe to my podcast for more actionable advice to grow your business and create your dream lifestyle
✍️ Leave a review and let me know how this episode inspired you!