The Salty Advisor Podcast

Jim Munchbach
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The Salty Advisor Podcast

Welcome to The Salty Advisor Podcast where we share invaluable lessons and transformative experiences shared by our community of Financial Planning Professionals. In this season of The Salty Advisor Podcast, we pay tribute to the life-changing principles imparted by our mentor and Executive Life Coach, Doug Carter. For almost 20 years, I have been a part of the Doug Carter Summit along with a beautiful community of Financial Planning Professionals. We’ve all had the privilege of one-on-one executive coaching sessions with Doug throughout our careers. Executive Life Coaching is the focus of this season and I hope you’ll join us as we Video Live Stream each episode of The Salty Advisor Podcast: 📽YouTube @JimMunchbach, and - Facebook: http://www.facebook.com/JMunchbach - Twitter: http://twitter.com/JimMunchbach - Instagram: https://www.instagram.com/jimmunchbach - LinkedIn: http://www.linkedin.com/in/JimMunchbach - YouTube: https://www.youtube.com/@JimMunchbach This season will focus on Executive Life Coaching for Women of Wealth, Business Leaders, and Financial Planning Professionals. Here is a quick list of some reasons to engage in Executive Life Coaching: 🔷 Clarity of Vision and Purpose: Enhance your understanding of both professional and personal objectives, empowering you to lead with purpose and clarity. 🔷 Alignment of Business Strategies with Personal Values: Learn from our experiences on integrating business strategies with personal values for a fulfilling professional life. 🔷 Reinforced Leadership Confidence: Hear firsthand how bolstered confidence in decision-making can align with long-term visions and goals. 🔷 Enhanced Strategic Communication Skills: Discover the importance of communicating strategic visions and business values effectively to various stakeholders. 🔷 Mastery of Purpose-Driven Storytelling: Explore the art of narrative creation that motivates teams and aligns with business purposes. 🔷 Strategic Business Growth and Personal Development: Witness strategies that expand businesses while fostering personal growth and aligning with life’s purpose. 🔷 Balanced Professional and Personal Life: Understand how to achieve a satisfying balance between professional responsibilities and personal life. 🔷 Authentic Executive Presence: Learn to cultivate an executive presence that reflects true personal values and professional ambitions. 🔷 Purpose-Driven Business Planning: See how strategic planning can aim for financial success and create a lasting impact aligned with personal values. 🔷 Renewed Sense of Fulfillment and Legacy: Experience the renewed purpose and fulfillment that comes from leading a business that truly reflects your vision, values, and purpose. The Salty Advisor playlist will include a collection of powerful stories featuring Women of Wealth, Business Leaders, and Financial Planning Professionals who have experienced personal transformation as a result of Executive Life Coaching authentic community. Join our community to discover how these lessons can inspire and guide your own professional journey as we Pay it Forward.

  1. MAY 29

    Succession Planning for Business Owners, Financial Advisors and Investors

    Succession Planning for Business Owners, Financial Advisors - and INVESTORSSuccession Planning: 7 Critical StepsSuccession planning is a critical process that impacts both investors and their investment advisors. Understanding this process ensures that clients' financial interests are protected and that advisors can smoothly transition their businesses when necessary. Here’s a guide to help you and your investment advisor navigate this important journey together.Watch it on YouTube!

    27 min

  2. MAY 17

    Purpose-Centered Financial Planning for Women of Wealth, Business Leaders, and Financial Planning Professionals

    Purpose-Centered Financial PlanningFor Women of Wealth, Business Leaders, and Financial Planning Professionals  Purpose-Centered Financial Planning: Aligning Your Financial Goals with Your ValuesIn today's complex financial landscape, many individuals and business owners struggle to find financial advice that truly aligns with their values and long-term goals. Purpose-Centered Financial Planning aims to bridge this gap by focusing on What Matters Most to clients, offering a holistic approach that integrates their personal and professional aspirations. Watch on YouTube

    36 min

  3. MAY 10

    Max Dixon Inspired Library for Doug Carter, The Brazos River, and Mother's Day

    Max Dixon Inspired Library for Doug Carter, The Brazos River, and Mother's DayThe Salty Advisor Podcast May 10, 2024Season 3Episode 1•Introducing The Doug Carter Library•The Brazos River Update •Happy Mother’s Day•What’s NextExecutive Life Coaching for Women of Wealth, Business Leaders, and Financial Planning ProfessionalsEpisode Page Watch on YouTube - Click Here In this season of The Salty Advisor Podcast, we pay tribute to the life-changing principles imparted by our mentor and Executive Life Coach, Doug Carter. For almost 20 years, I have been a part of the Doug Carter Summit along with a beautiful community of Financial Planning Professionals. We’ve all had the privilege of one-on-one executive coaching sessions with Doug throughout our careers.

    19 min
  4. Day 7 of 30 Days to Make Your Money Count - Powered by Purpose - Missional Money Podcast

    09/15/2023 · BONUS

    Day 7 of 30 Days to Make Your Money Count - Powered by Purpose - Missional Money Podcast

    Day 7: Clarifying What Matters Most - to You 📽‼️ Welcome to Day 7 of "30 Days to Make Your Money Count." Today, we embark on a journey of self-discovery and clarity as we explore the importance of defining what matters most to you.Click Here to Download Chapter 3 Powered by Purpose

    40 min
  5. Meet The Millionaire Next Door - Missional Money Podcast

    08/22/2023 · BONUS

    Meet The Millionaire Next Door - Missional Money Podcast

    Meet The Millionaire Next DoorThe Millionaire Next Door was written by Thomas J. Stanley and William D. Danko. The Millionaire Next Door was originally published in 1996.The book explores the concept of wealth accumulation and challenges common misconceptions about millionaires. The authors conducted extensive research to understand the characteristics, habits, and lifestyles of millionaires in the United States. The main premise of the book is that many millionaires are not the flashy, extravagant individuals often portrayed in the media. Instead, the millionaires next door tend to live modest and unassuming lives. The authors identify seven key characteristics of these “millionaires next door”: Frugality: Many millionaires are diligent about controlling their expenses and living within their means.Savings and Investing: Millionaires focus on saving a significant portion of their income and investing wisely. They prioritize long-term financial goals over short-term consumption.Education: Education is highly valued among millionaires. They tend to be lifelong learners and invest in their own knowledge and skills.Entrepreneurship: A significant portion of millionaires are self-employed or own small businesses. Entrepreneurial ventures have contributed to their financial success.Avoiding Debt: Millionaires tend to avoid excessive debt and are cautious about taking on financial liabilities.Ownership of Appreciating Assets: Millionaires often invest in assets that appreciate over time, such as real estate, stocks, and businesses.Discipline and Persistence: Achieving millionaire status requires discipline, hard work, and perseverance over the long term. Watch the Video - Click Here!

    10 min

  6. 08/08/2023

    30 Days to Make Your Money Count

    30 Days to Make Your Money Count Over the last decade a small, secret group of Jesus Followers have been working to raise up a new breed of wealth managers.  This special group of wealth managers is focused on helping people create a better plan for using their money, to make a difference. To make a difference in their communities. To make a difference in culture. To make a difference, in the world. And, as always, to make a difference in the lives of the people they love.  We all know, that true wealth, is not about having more toys and trinkets. True wealth is about influence, and impact.  Money is tangible, but money is also emotional in nature. It's necessary for the exchange of goods and services, but money is also, often, what divides spouses and families. Money is a primary source of permanent scars among loved ones. It's used to rebuild entire nations and their infrastructure, but money is equally vitalto support the poorest among us, for food and shelter. If you're a Financial Advisor, and if you want to learn more about our special group of financial influencers, join me, on The Salty Advisor Podcast. In each episode, we take a fresh dive into the principles, and the process, of building wealth. If you're ready to take your Financial Planning Process to the next level, Join Us Today. Watch this Video - click here!

    6 min
  7. Amazon Employee Investment Strategies - Missional Money Podcast

    08/07/2023 · BONUS

    Amazon Employee Investment Strategies - Missional Money Podcast

    Amazon Employee Investment StrategiesHey Amazon employees, welcome to an enlightening episode of The Missional Money Podcast. Today, we're exploring Amazon 401k Optimization Strategies with an eye on maximizing returns and minimizing risk. Back in 2019, Nick had $100,000 invested solely in the VANGUARD TARGET 2040 Blended Fund. However, after meeting with me (Jim Munchbach, CFP® Professional, for a quick Financial Planning Review, I suggested that Nick consider putting a couple of my favorite investment strategies to work in his Amazon 401k plan. I wanted to test my marketing team with our new army of AI soldiers (too many to list here in this post, much more to come in future posts about AI and the AI Tools we use at BayRock Financial). Watch this Video in YouTube!

    6 min

  8. 07/14/2023

    WealthCare Client Onboarding Process

    Client Onboarding ProcessWelcome to BayRock! Our Client Onboarding Process is designed to set the stage for your financial success. Our MissionAt BayRock, we’re dedicated to helping individual investors, families, and business owners manage the risk and opportunity of everyday life, recover from the unexpected, and realize their highest purpose. We’ll be here every step of the Financial Planning Process, including the client onboarding process. Let’s take a few minutes to highlight the first steps we employ to ensure a smooth and seamless transition to help you get started as a new BayRock Client. Step 1: Quick Call To Kick ThingsOnce you’ve decided that you’re ready to start working with us, we’ll schedule a quick call to go over the next steps and review all the information that’s already been gathered. This helps us to know if we’re missing anything so we can start preparing your paperwork to get the ball rolling. Step 2: Get Your Risk NumberTo initiate the Financial Planning Process, you will complete a quick risk questionnaire. This questionnairecomprises a series of targeted questions designed to evaluate your financial goals, investment knowledge, time horizon, and risk preferences. By analyzing your responses, RiskAlyze generates valuable insights into your risk tolerance and creates Your Risk Number. Click here to Get Your Risk Number.Watch the Video - Click Here!

    30 min
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About

Welcome to The Salty Advisor Podcast where we share invaluable lessons and transformative experiences shared by our community of Financial Planning Professionals. In this season of The Salty Advisor Podcast, we pay tribute to the life-changing principles imparted by our mentor and Executive Life Coach, Doug Carter. For almost 20 years, I have been a part of the Doug Carter Summit along with a beautiful community of Financial Planning Professionals. We’ve all had the privilege of one-on-one executive coaching sessions with Doug throughout our careers. Executive Life Coaching is the focus of this season and I hope you’ll join us as we Video Live Stream each episode of The Salty Advisor Podcast: 📽YouTube @JimMunchbach, and - Facebook: http://www.facebook.com/JMunchbach - Twitter: http://twitter.com/JimMunchbach - Instagram: https://www.instagram.com/jimmunchbach - LinkedIn: http://www.linkedin.com/in/JimMunchbach - YouTube: https://www.youtube.com/@JimMunchbach This season will focus on Executive Life Coaching for Women of Wealth, Business Leaders, and Financial Planning Professionals. Here is a quick list of some reasons to engage in Executive Life Coaching: 🔷 Clarity of Vision and Purpose: Enhance your understanding of both professional and personal objectives, empowering you to lead with purpose and clarity. 🔷 Alignment of Business Strategies with Personal Values: Learn from our experiences on integrating business strategies with personal values for a fulfilling professional life. 🔷 Reinforced Leadership Confidence: Hear firsthand how bolstered confidence in decision-making can align with long-term visions and goals. 🔷 Enhanced Strategic Communication Skills: Discover the importance of communicating strategic visions and business values effectively to various stakeholders. 🔷 Mastery of Purpose-Driven Storytelling: Explore the art of narrative creation that motivates teams and aligns with business purposes. 🔷 Strategic Business Growth and Personal Development: Witness strategies that expand businesses while fostering personal growth and aligning with life’s purpose. 🔷 Balanced Professional and Personal Life: Understand how to achieve a satisfying balance between professional responsibilities and personal life. 🔷 Authentic Executive Presence: Learn to cultivate an executive presence that reflects true personal values and professional ambitions. 🔷 Purpose-Driven Business Planning: See how strategic planning can aim for financial success and create a lasting impact aligned with personal values. 🔷 Renewed Sense of Fulfillment and Legacy: Experience the renewed purpose and fulfillment that comes from leading a business that truly reflects your vision, values, and purpose. The Salty Advisor playlist will include a collection of powerful stories featuring Women of Wealth, Business Leaders, and Financial Planning Professionals who have experienced personal transformation as a result of Executive Life Coaching authentic community. Join our community to discover how these lessons can inspire and guide your own professional journey as we Pay it Forward.

Information

  • Creator
    Jim Munchbach
  • Years Active
    2022 - 2024
  • Episodes
    16
  • Rating
    Clean
  • Copyright
    © The Salty Advisor Podcast 2024 | All Rights Reserved | Jim Munchbach
  • Show Website
    The Salty Advisor Podcast

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