The Wealth Trifecta with Holly Morphew

Holly Morphew
The Wealth Trifecta with Holly Morphew

Welcome to the Wealth Trifecta, where we explore all things health, wealth, and happiness. I'm your host, Holly Morphew, a personal finance expert, accredited financial counselor, and life enthusiast. This podcast is designed to uplift and ignite your journey to financial independence and lifestyle design. True wealth is the convergence of health, happiness, and good fortune. And what I love most about wealth building is that it doesn't matter where you start, what matters is that you start. Wealth is for everyone, and that includes you!

  1. 23/01/2024

    The Wealth Trifecta - What's Next

    In this episode, Holly shares a significant announcement, revealing her decision to temporarily pause the podcast to concentrate on various aspects of her business. Delving into her chosen word for the year, 'power,' Holly draws connections between this theme and her personal journey, as well as its relevance to broader global issues. The episode delves into pressing socio-economic challenges of recent years, touching upon the impact of movements like Me Too, the pandemic, and the rising tide of inflation. Holly underscores the critical need for individuals to focus on wealth creation, especially given the escalating living costs and the formidable barriers to accessing financial advice. Tune in as Holly reflects on these issues and provides valuable insights into navigating today's complex economic landscape. In this episode, you’ll hear from Holly on: [00:52] - Choosing a Word for Your Year [01:40] - Reflecting on Global Changes and Challenges [05:24] - Addressing Financial Struggles and Questions [07:21] - The Three Pillars of Wealth Building [11:03] - Exploring Energy Healing and Personal Health Journey [19:53] - Upcoming Programs and Offerings Connect with Holly: - Holly's Reiki - www.financialimpact.com/reiki - Simple Wealth Online: www.financialimpact.com/swo - Easy Money: www.financialimpact.com/easy - Holly’s Instagram:⁠ ⁠@hollymorph⁠⁠ - Holly’s YouTube:⁠ ⁠@hollymorphew⁠⁠ - Holly’s book:⁠ ⁠⁠Simple Wealth: The Practical Guide to Transform Your Relationship with Money and Live in Abundance⁠⁠⁠ - Financial Impact’s Website:⁠ ⁠financialimpact.com⁠⁠ - Financial Impact’s Facebook Page:⁠ ⁠FinancialImpactSystem

    25 min
  2. 26/12/2023

    The Importance of Estate Planning with Shalini Codispoti

    In this enlightening conversation, estate planning attorney Shalini Codispoti shares her insights into the importance of estate planning and dispels some common myths surrounding the process. Shalini stresses that estate planning is not just for the wealthy, but for anyone who hopes to transfer their wealth and ensure they have a plan in place for their loved ones in case of their demise or incapacity.  She also breaks down the components of an estate plan and highlights the difference between a will and a trust. Shalini shares some concerning stories about what can happen when an estate plan is not in place and emphasizes the benefits of being proactive in protecting your assets and planning your estate. In this episode, you’ll hear from Shalini on: - Why estate planning is not just for wealthy people- Addressing the procrastination around estate planning- Flexibility to amend the Wills or Trusts- The importance to maintain copies of important documents  Get in touch with Shalini: - Instagram: @codispotilaw - Website: www.codispoti-law.com Connect with Holly: - Holly’s Instagram:⁠⁠ ⁠@hollymorph⁠⁠⁠ - Holly’s YouTube:⁠⁠ ⁠@hollymorphew⁠⁠⁠ - Holly’s book:⁠⁠ ⁠⁠Simple Wealth: The Practical Guide to Transform Your Relationship with Money and Live in Abundance⁠⁠⁠⁠ - Financial Impact’s Website:⁠⁠ ⁠financialimpact.com⁠⁠⁠ - Financial Impact’s Facebook Page:⁠⁠ ⁠FinancialImpactSystem

    35 min
  3. 28/11/2023

    Lighting the Path to Prosperity: Mark Yegge on Hard Work, Ethics, and Community

    In this episode of the Wealth Trifecta podcast, Holly engages in a thought-provoking conversation with Mark Yegge, a distinguished personal finance expert and the visionary behind the Light Circle mastermind community. Together, they navigate the intricate principles of financial success, shining a spotlight on the transformative power of self-connection, the cultivation of robust relationships, unwavering honesty, dedicated hard work, and the artistry of lifestyle design.  Mark's wisdom extends beyond conventional financial advice, as he shares profound insights about the multifaceted nature of 'wealth'—asserting that it transcends mere monetary considerations. Listeners are not only treated to practical strategies for intentional living but are also guided on a journey towards making personal wealth and financial independence a tangible and achievable real In this episode, you’ll hear from Mark on: - The significance of hard work and ethics - The role of a community in attaining success - The importance of self-investment - The principles of the Law of Attraction and the necessity of taking action Get in touch with Mark: - Mark's Daily Planner - www.lightcircle.org/dailyplanner - Mark's Light Circle - www.lightcircle.org - Mark's Cash Flow Machine - www.cashflowmachine.io - Mark's Podcast - wealtharchitectpodcast.com Sponsored by:  Today’s podcast is sponsored by Financial Impact, a specialized financial coaching practice for entrepreneurs and professionals who want to create personal wealth and financial independence. Book your free consultation at www.financialimpact.com/chat Connect with Holly: Holly’s Instagram: ⁠@hollymorph⁠ Holly’s YouTube: ⁠@hollymorphew⁠ Holly’s book: ⁠⁠Simple Wealth: The Practical Guide to Transform Your Relationship with Money and Live in Abundance⁠⁠ Financial Impact’s Website: ⁠financialimpact.com⁠ Financial Impact’s Facebook Page: ⁠FinancialImpactSystem

    32 min
  4. 14/11/2023

    Declutter for Wealth: A Holistic Approach to Home Design with Marissa Lada

    Join Holly Morphew in this episode of the Wealth Trifecta podcast as she sits down with Marissa Lada, a holistic designer and home coach, to explore the art of cultivating a harmonious home through holistic design and Feng Shui principles. Marissa's wealth of knowledge shines as she imparts insights into elevating the relationship individuals have with their living spaces, fostering improved health, happiness, and energy within the home.  Holly and Marissa discuss the profound impact our physical surroundings can have on overall well-being, unraveling the secrets of using Feng Shui to amplify positive energy in our homes. Marissa goes on to demystify the influence of color and offers practical tips for efficient decluttering, empowering listeners to embark on a transformative journey of intentional home design. Tune in for a dose of inspiration and practical wisdom on creating a sanctuary that not only reflects your personal style but also enhances your well-being. In this episode, you’ll hear from Marissa on: How to create a wealth corner The impact of decluttering on your space The ritual of letting go Creating a beautiful home on a budget The impact of color in your home Get in touch with Marissa: Marissa’s free decluttering workbook Marissa’s free color guide  Honey Lune Hivery Instagram Honey Lune Hivery TikTok Honey Lune Hivery Website  Links from this episode: Holly’s Instagram: ⁠@hollymorph⁠ Holly’s YouTube: ⁠@hollymorphew⁠ Holly’s book: ⁠⁠Simple Wealth: The Practical Guide to Transform Your Relationship with Money and Live in Abundance⁠⁠ Financial Impact’s Website: ⁠financialimpact.com⁠ Financial Impact’s Facebook Page: ⁠FinancialImpactSystem

    1 h 2 min
5
sur 5
13 notes

À propos

Welcome to the Wealth Trifecta, where we explore all things health, wealth, and happiness. I'm your host, Holly Morphew, a personal finance expert, accredited financial counselor, and life enthusiast. This podcast is designed to uplift and ignite your journey to financial independence and lifestyle design. True wealth is the convergence of health, happiness, and good fortune. And what I love most about wealth building is that it doesn't matter where you start, what matters is that you start. Wealth is for everyone, and that includes you!

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