In this special episode, I get to help a friend launch his new Registered Investment Adviser (RIA), which is a huge honor. Allow me to introduce you to Matt Fizell, founder of Harmony Wealth. Matt is a great friend of mine, a fellow member of The AGC™, a top-notch financial advisor, and an overall great human being. I asked him to join me for a special episode of The Pursuit to discuss how starting his own company aligned with his vision and allowed him to continue down the path of his own Pursuit. We may be talking about launching a financial planning firm but Matt's experience translates to all entrepreneurs and dreamers. As of today, July 2nd, the audio version of the podcast is not ready--full disclosure I haven't had the chance to record my introductory segment but I will this weekend. So, be sure to check back next Tuesday for the audio version of this episode. For now, check out the video--you're only missing my ramblings, so you'll probably be just fine. https://youtu.be/gO6K7_i9NcQ Google Podcasts Apple Podcasts (Coming Soon) Spotify (Coming Soon) Matt's Twitter Harmony Wealth All About Your Benjamins: Build The Addition Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining to your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimers page.

All About Your Benjamins™

The Pursuit–Introducing Harmony Wealth With Matt Fizell

In a recent call with Khe Hy, he challenged me to consider planting a single seed--shaking out everything else I work on to go all-in on one thing. This episode of All About Your Benjamins is an extension of that call. This was a fun conversation and a little personal as we each shared insight into decisions we make and why we've planted so many seeds in the past. This will also be the last episode before taking a short break from the podcast to focus more energy on nurturing the existing trees I've grown and focusing more attention on a single seed. I'll be back and I have no doubt the podcast will be better than ever because I'll have more time and energy for it--it will be one of the couple seeds I'll be focusing on at that time ?. I also want to encourage you to consider Khe's next cohort of The $10k Bootcamp. If you're looking for help breaking through and arranging your time and energy to free you up to spend time on the high-value things in your life, this class is for you! https://youtu.be/imovb4EVwpo Google Podcasts Apple Podcasts Spotify (coming soon) Khe's Twitter Rad Reads Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining to your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimers page.

Khe Hy: Planting A Single Seed

As you go along your Pursuit you will most likely need a little help from loved ones, friends, and even strangers. You will not be able to open every door needed to reach your goals but others will--that door being opened could be an introduction to someone, could be an offer of employment, or it could just be a little emotional support to pick you up and keep you on your journey. Others cannot help you---they cannot open those doors--if they do not know where you are going. Talking about your goals and aspirations is good because it has a similar effect as writing down your goals, which we've discussed in the past. But speaking about your aspirations is the only way other people will know when and if they can help you. So, without being selfish and making conversations solely about yourself, share where you would like to be going or what you would like to be doing with others. You never know who might be able to help you get to the next stop on your Pursuit. And don't forget to open doors for others whenever you can!   Manifest everything. — Dasarte Yarnway (@DasarteYarnway) April 29, 2021   Google Podcasts Apple Podcasts Spotify Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining to your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimers page.

The Pursuit–Speak It Into Existence

This week's episode was inspired by my friend Derick Grant's visit to The AGC™. Derick's talk was centered around mindset but he spent a little bit of time discussing "fear" and he lead off with "Fear is not real. It's the feeling of fear that is real." Insert head exploding emoji here. Tune in to hear more about Derick's visit, how the feeling of fear, not fear itself, is slowing your Pursuit, and a few examples of how to handle your fear. Also be sure to check back on the blog Monday for a blog post that will have some exercises to help identify and overcome your feelings of fear. "Fear, fear’s a powerful thing. I mean it’s got a lot of firepower. If you can figure out a way to wrestle that fear to push from behind rather than to stand in front of you, that’s very powerful." -Jimmy Iovine Google Podcasts Apple Podcast Spotify Derick Grant's Website Derick Grant's Twitter   Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining to your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimers page.

The Pursuit–Fear Is Not Real

In this week's episode, we'll take a look at how the last few years have led me to taking the position of VP of Marketing and Brand at Onramp Invest--in hindsight it's so obvious why I was doing the things I was. We'll also talk about how when you're living on purpose the ability to manage multiple ventures and accomplish more becomes easier. Read more about this week's announcement here. Google Podcasts Apple Podcasts Spotify Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining to your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimers page.

The Pursuit–Hindsight is 2020: The Path To Onramp

In this week's episode of The Pursuit I briefly put my financial advisor hat on to discuss the importance of financial planning for your pursuit and share how a financial advisor, who understands you have bigger aspirations that retirement and college planning, can help not only identify what you value the most, but help you align your finances with your pursuit. It's a little self-serving as this is the type of planning we do at RLS Wealth but I share this because it is important for your personal pursuit and to let you know there are more financial advisors taking this approach to planning--help is out there, you just need to know where to look. If you need help finding the "right" advisor to help you with your pursuit, let me know--I know plenty and would happily connect you with the advisor I think would be best to assist you. Before we get to the importance of planning, I share some thoughts about how along your pursuit opportunities, conversations, and even chapters of a book present themselves at the most important, yet unexpected times. Google Podcasts Apple Podcasts Spotify Notes For The Episode During the episode, I reference Lao Tzu's Tao Te Ching, which you can grab a copy of here, and the specific chapter below. The Empty Heart From Lao Tzu's Tao Te Ching translated by Urusula K. Le Guin "The greatest power is the gift  of following the Way alone. How the Way does things is hard to grasp, elusive. Elusive, yes, hard to grasp, yet there are thoughts in it. Hard to grasp, yes, elusive, yet there are things in it. Hard to make out, yes, and obsucre, yet there is spirit in it, veritable spirit. There is certainty init. From long, long ago till now it has kept its name. So it saw the beginning of everything. How do I know anything about the beginning? By this." Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining to your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimers page.

The Pursuit–Unexpected Signs And The Importance Of Planning

What if I told you by putting your pursuit out in the Universe you are more likely to reach your destination or goals than if you kept it to yourself? Now, I don't have any scientific data to back this up, but I have numerous real life experiences, both personally and through others, to convince me that I am more likely to reach my goals by sharing them with others--I rarely keep a goal or important aspiration to myself. I need it out in the universe so it can manifest itself. Let's talk a little more about this... Google Podcast Apple Podcast Spotify My Notes For The Episode I don't usually "script" as much as I did for this episode, but as I began to write out my thoughts I couldn't stop writing. I ultimately decided it could have been a blog post and maybe someone would rather read it. So, don't get use to having a written version of every episode ? I didn't edit this--just copied and pasted it from Notion--so please excuse the errors. Thanks, fellas. You'll have to excuse my voice. It's spring time, which means allergies are kicking up and this is the result of a full day of talking... I came into this evening's recording feeling confident I had a great subject planned out—earlier this week an idea came to me in the middle of the night. I confidently scribbled in a notebook next to my bed just enough to remember what I wanted to talk about. I opened my notebook this evening to start recording and laughed—"leave open doors and not fully our journey" was what I wrote down. Leave open doors and not fully our journey—-what did this mean?!? Well, I'm still not fully sure—I've got to make sure I do a better job of taking notes in the middle of the night going forward. But—the notes still worked. As I struggled to remember exactly what I was thinking, a idea along a similar thread came to me. I think it's connected to the doors and I'll eventually get there. As we continue to discuss our pursuit—the pursuit of happiness, of purpose, of the next phase of life, whatever it is you might be pursuing I want to discuss the power of putting your wishes out into the universe to manifest themselves. What do I mean by this? There are many ways... 1.) write it down—your eyes only. But what fun is that? 2.) Tell someone 3.) Create content 4.) Social media You have to do more than just think it—-there's something about saying or writing it down. A real life example—I may have shared in a past episode—I can't remember since most of these episodes I'm just sitting down and hitting record. I love this story... Last year my wife found a piece of paper she had written goals down on in 2019. Part of the key to this story is she FOUND the piece of paper—meaning it was "lost", forgotten about, and not something she looked at every day as a reminder. As she reviewed her goals, every single one of them had come true, even though she wasn't intentionally focused on them. Some of these goals, like revenue goal for her business, were out of her control and yet she still reached them. Now obviously, writing them down—that action in itself did not make them come true—but she never would have reached them if she didn't write them down. A goal cannot be reached—-your pursuit cannot be successful if the destination is not documented somewhere. Another benefit of sharing your goals is the ability of others to help you. If you never share where you want to go how can anyone make an introduction, an investment, or offer support to help you on your pursuit? If they don't know, they can't help. I have a good friend, Nyle Bayer who is ridiculously talented when it comes to many things—but his passion is music. He's in finance but I know his first and true love is music. The intro music to this podcast and many of my videos is his work—I love it. In an effort to help him pursue his passion and find a new source of purpose and happiness, I put it out in the universe that I wanted him to m...

The Pursuit–Manifesting Our Own Path

Chef Lauren Owens, the official chef of FinTwit, joins me for a real life look at leaving a "safe" situation for one that brings more fulfillment, purpose, and happiness. In this episode, Lauren shares her journey to becoming a chef, then to branching out to become her own boss, to becoming the finance community's favorite chef, and her pursuit to opening The Tiny Onion. Following your passions and aligning your career and life with those passions is not always possible and it certainly is not easy. But, hearing from those who have successfully navigated those waters and are on their way to bigger and better can be inspiring, informative, and even entertaining. I will bring more guests on to share their journey, but today, let's hear from Chef Lauren Owens... Video Coming Early Next Week Listen On: Google Podcasts Apple Podcasts Spotify Lauren's Twitter Lauren's Instagram While Lauren promotes eating your veggies, and not so much ice cream, I couldn't pass up the opportunity to sneak in a video from hip-hop's chef ? https://youtu.be/jgh10of6DKA Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining to your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimers page.

The Pursuit–The Tiny Onion With Chef Lauren Owens

Amanda Goetz took the lessons she learned with her first startup to help her launch her latest venture, House Of Wise. There's one major difference between the two businesses, House Of Wise is being built on a mission fueled by passion. In this episode, Amanda shares how she came to discover cannabis and how that led to the launch of House Of Wise. She shares how she was able to take a non-traditional approach to her startup, how it fuels her desire to help and empower women, why it is important for her to have purpose in her work, and how she balances it all while being a mom. There's a lot jam-packed into this episode. https://youtu.be/RTcO8WnAoYk Listen On: Google Podcasts Apple Podcasts Spotify House Of Wise Amanda's Twitter Amanda's Instagram Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining to your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimers page.

Amanda Goetz: Building House Of Wise With Passion

The description of feeling like a "cog in the wheel" came up in two conversations this week and I really felt the pain these individuals felt when they were in scenarios where they felt underappreciated or lacked the ability to make the impact they desired. Not everyone finds themselves feeling like a cog, but for those who do it is a feeling that has to be addressed and addressed quickly. As we talked about last week, life is too short to not feel fulfilled and as if you can't reach your full potential. This week on The Pursuit, I talk about my experience as a number within a large organization and why it's important for those feeling stuck to find their next stop--I also talk about how it is 100% ok to never feel like a cog in a wheel because it's not something everyone will experience. Google Podcasts Apple Podcasts (Coming Soon) Spotify (Coming Soon) Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining to your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimers page.

The Pursuit–Feeling Like A Cog In The Wheel

Your pursuit does not always have to be career-oriented. As the great Stoic Seneca, reminds us life is short and it is important to live today. In this episode, I share some thoughts on pursuing happiness and fulfillment today, while still being responsible for your long-term goals. Google Podcasts Apple Podcasts Spotify (Coming soon) https://youtu.be/koVHN6eO4Xg Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining to your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimers page.

The Pursuit–The Shortness Of Life

  https://youtu.be/cVBpjBYGuBM Erin Angerer and Nate Wyne left comfortable jobs with a bank to build a company that will help reinvent the financial system. Floodlight was born to help investors and financial professionals make values-aligned investing decisions and this is their story of how and why they made values-aligned decisions for their careers. Listen On: Google Podcasts Apple Podcasts (Coming soon) Spotify (Coming soon) Floodlight Erin's Twitter Nate's Twitter Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining to your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimers page.

Erin Angerer and Nate Wyne: Shining The Light On Purpose With Floodlight

Pursuing your passion may not be right for you. But, if it is you'll want to shorten the leap of faith you'll be taking to increase your chances of success. I discuss this and more on this week's episode of The Pursuit. Listen on your favorite podcast player: Google Podcasts (Coming Soon) Apple Podcasts (Coming Soon) Spotify (Coming Soon)     Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining to your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimers page.

The Pursuit–Shortening Your Leap Of Faith

In the last episode we discussed the importance of saying "no" to be able to say "yes" to the people and activities that mean the most to you. Before you can find your way to knowing what you should say "no" to you need to say "yes" to a lot. Confusing...right? Let me explain why you have to say yes to be able to say no to be able to say yes ?. Listen on your favorite podcast player: Google Podcasts Apple Podcasts (coming soon) Spotify    Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining to your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimers page.

The Pursuit–Saying Yes To Be Able To Say No

It's tough to say no to people or opportunities when saying yes has always been so rewarding. But, once you find something so important you begin to pursue it, a 'no' to something outside of your pursuit is actually a 'yes' to something else in line with your goals. Accepting that a 'no' can actually mean a 'yes' is not something most of us can do without experiencing the benefit on of well intentioned 'no' ourselves. My hope is that by discussing how I've come to realize saying no more often will actually help me reach my goals sooner you might be able to reach that conclusion on your own a little faster than I did---took me five years to finally wake up. I mention the book Essentialism and would highly recommend you give it a read! Google Podcasts Apple Podcasts (coming soon) Spotify (coming soon) Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining to your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimers page.