In Today's Episode...

Jordan Pendleton and Dave Won discuss the concept of being 'bad with money' and how it relates to our relationships. Dave shares his personal journey of understanding his own money mindset and the emotional barriers that were preventing him from living his life to the fullest. They also explore the importance of getting on the same page emotionally with your partner when it comes to money and how childhood experiences shape our money habits. Dave emphasizes the need to address the root causes of our financial behaviors and offers insights on how to cultivate compassion, empathy, and understanding in our relationships.

Connect with Dave Won

Website

Linkedin

Ted Talk- "You're Not Bad With Money"

More about Dave

Dave Won is a TED Speaker, Certified Money Coach (CMC)®, and the Founder and CEO of Budget Captain®, a holistic corporate financial wellness company. Dave has been recognized as one of the 30 world’s leading subject matter experts by The Outlier Project, an exclusive community of CEOs, Founders, Olympians, Professional Athletes, and Bestselling Authors. Dave speaks across the country and helps people alleviate the personal money stress they carry day in and day out. He believes that financial freedom can only be experienced when emotional freedom is experienced first. Being the son of South Korean immigrants, Dave personally knows the struggles of living through financial hardship. He is a former Air Force Captain with a decorated military career that includes work supporting the Air Force One along with an overseas tour. He is a graduate of the U.S. Air Force Academy and earned his MBA from Indiana University. He has been featured by TEDx, ABC, EBN, Military Media and the Air Force. Away from work, Dave loves to travel and try new recipes with his wife and two daughters.

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In 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 - shaneb@risebeyondmoney.com

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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In Today's Episode...

Jordan sits down with, Talia Bombola to discuss the addiction to personal growth and development, particularly within the entrepreneurial space. They explore the ethical concerns and accessibility issues surrounding high-ticket coaching programs and the pressure to achieve certain financial goals. They also delve into the importance of discernment as a consumer and the need for coaches to be transparent about their results and qualifications. The conversation highlights the balance between making money and providing valuable services. In this conversation, Talia also discusses the relationship between money and abundance while emphasizing the importance of giving money a purpose and role in our lives, rather than feeling pressured to make a certain amount. Lastly, she shares her personal journey of healing her own money wounds and finding a healthier relationship with money.

Connect with Talia Bombola

@Taliabombola - Instagram & TikTok

https://www.therapywithtalia.com

https://taliabombola.com

More about Talia

Talia Bombola, The Confidence & Assertiveness Specialist™, is a Certified Psychodynamic, Licensed Psychotherapist, and Relationship Mentor for Women. She has won Newport Beach’s Best Therapist 3 years in a row, 2022-2024 and is in the Business Hall of Fame. She helps you heal the "not enoughness" that is blocking you in your business. In her coaching, she addresses entrepreneurial insecurities, money wounds, feelings of unworthiness, and overthinking tendencies that keep ambitious women from living a life overflowing with satisfaction and abundance.

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Whatever platform you are listening on, make sure to follow or subscribe & sign up for notifications for when weekly episodes drop every week! And if you feel called, please leave a rating and review. This helps us to reach more people!

In Today's Episode...

Josh and Kaitlin Saenz share their journey of raising kids and creating a family culture of generosity. They emphasize the importance of giving with both time and money and how their faith has played a role in their generosity. They discuss the tension between cultural norms of holding onto wealth and the call to be generous. In this conversation, Josh and Kaitlin highlight the significance of instilling the value of generosity in their children and casting a vision for why it's important. Finally, the Saenzs also discuss the dynamics of their marriage regarding financial decision-making and how they balance each other's strengths and weaknesses.

Connect with Josh & Kaitlin Saenz

More About Josh & Kaitlin

Josh and Kaitlin both attended Biola University (Josh studied Biblical and Theological Studies, Kaitlin studied Elementary Education and minored in Bible) and love helping people live their fullest potential. Josh has worked in pastoral ministry, marketing and business development, and serves as a lay elder at Park Church. Kaitlin has worked as a teacher, Executive Director of Family Ministries at Park Church, and currently coaches church and nonprofit leaders.
Together, Josh and Kaitlin run a fractional donor development company, Compel You, serving Christian nonprofits in fundraising solutions. They live in Denver, CO and with their two sons, Josiah and Levi, who they homeschool. For fun they love to travel, entertain and ski as a family.

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In Today's Episode...

Our conversation with Marshall Moore explores the concept of "vacations" and the unique perspectives and approaches individuals have towards planning and experiencing them. It delves into the psychology of money, the impact of societal expectations, and the importance of aligning vacation experiences with personal values and enjoyment. The discussion also touches on the significance of financial planning, money lenses, and money dials in shaping vacation decisions and experiences.

Join the Wealthy : Together Course!

This is a 6 module course to help couples on the same page about money so they can create a life they truly love together. This is the first round of this course and will be open to only 15 founding members / couples at a discounted rate!

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In Today's Episode...

Jordan discusses the concept of being on the "same page" about money as a couple. She addresses the misconceptions and myths surrounding this concept and breaks down what it REALLY takes to get on the "same page". Jordan highlights the need for proactive communication and understanding of each other's beliefs and tendencies around money. She also introduces a course called Wealthy Together, aimed at helping couples align their financial goals.

Join the Wealthy : Together Course!

This is a 6 module course to help couples on the same page about money so they can create a life they truly love together. This is the first round of this course and will be open to only 15 founding members / couples at a discounted rate!

Reminder: Subscribe to this podcast!

Whatever platform you are listening on, make sure to follow or subscribe & sign up for notifications for when weekly episodes drop every week!

Welcome to another episode of 'You, Me and Money' hosted by Jordan Pendleton.

In Today's Episode...

Speaker, founder, and Amazon best-selling author, Chris Felton shares his personal journey with money and how it impacted his relationships. He discusses his financial struggles, including a quarter of a million dollars in credit card debt and a divorce. Chris emphasizes the importance of letting go of control and highlights the need for humility and acceptance to create positive change.

Chris and Jordan discuss the misconception of middle-class comfort and the resistance to accepting responsibility for one's actions. They also explore the dynamics of couples with different personalities and how they can find common ground when it comes to money.

FREE Webinar! 3 Secrets to Building a Wealthy Life Together

UPDATED DATE: Weds, June 5th @ 12pm MST REGISTER HERE

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In Today's Episode...

Jordan answers a common question: How do you have an effective conversation about money without fighting or arguing?!

She explains that fighting is a fear response and that it's important to acknowledge and understand the underlying fears that are triggered during these conversations. Jordan discusses the fear responses of fight, flight, freeze, and fawn, and emphasizes the need for connection and vulnerability in order to have productive conversations. She also highlights the importance of recognizing and addressing the core fears that money represents to each individual. Jordan offers practical steps for having more constructive conversations about money and announces an upcoming webinar on creating wealth together.

Upcoming FREE Webinar! 3 Secrets to Building a Wealthy Life Together

UPDATED DATE:Weds, June 5th @ 12pm MST

REGISTER HERE

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Whatever platform you are listening on, make sure to follow or subscribe & sign up for notifications for when weekly episodes drop every week!