The Power of the Family Office

In this transformative episode of The Richer Soul, we are joined by Dane Czaplicki, co-founder of Members' Wealth, as he reveals the blueprint for achieving financial peace and purpose. With over 20 years of experience in financial services, Dane's path to success wasn’t a straight line—he self-educated, made early mistakes, and ultimately built a thriving business that helps others preserve their wealth. If you’ve ever wondered how to turn your financial struggles into triumphs, this episode is packed with powerful insights.

Discover how Dane took lessons from “Rich Dad Poor Dad” and transformed his life, using real estate and investments to build a solid foundation. Plus, learn how you can implement these strategies in your own life today. Let’s dive in!

Key Takeaways:

1. Self-education is the Key to Financial Success. Dane credits much of his financial knowledge to his self-driven education. He emphasizes the power of reading, learning from books, and, most importantly, learning through trial and error. It’s not always about what you’re taught but what you’re willing to teach yourself that makes all the difference.
2. Real Estate is the Ultimate Wealth Builder. Real estate is a core pillar of Dane’s wealth-building strategy. From house hacking to managing rental properties, Dane explains how real estate has allowed him to build consistent passive income that secures his future. It’s not just about buying property—it’s about learning how to make real estate work for you.
3. Work-Life Balance is Essential for Long-Term Success. Achieving financial freedom is only part of the equation. Dane shares how he learned the hard way that balancing work with family, health, and personal passions is the real key to happiness. He talks about how focusing on your core values and living with intention can create an abundant life in all areas.
4. The Power of Legacy Planning. The conversation delves deep into the importance of preparing the next generation for wealth. Dane discusses his approach to legacy education, where families can pass down not just assets, but wisdom, values, and the tools to manage that wealth for years to come.

Money Learning:
Dane’s financial philosophy is all about preserving, growing, and enduring. While many people focus on getting rich quickly, Dane takes a long-term approach that prioritizes stability and consistency. His multifamily office, Members' Wealth, helps clients with everything from risk management to tax strategies, ensuring that their wealth can endure and thrive for generations. In today’s volatile world, understanding how to protect your wealth—while continuing to grow it—is crucial. This episode is an essential listen for anyone who wants to build sustainable wealth, not just short-term success.

Bio:
Dane Czaplicki is the co-founder of Members’ Wealth, a multifamily office with over 20 years of experience in financial services. His career spans portfolio management, investment analysis, and leadership roles at West Capital Management and The Vanguard Group. With an MBA from Wharton and a CFA charter, Dane is committed to helping families preserve wealth and achieve financial peace. Known for his authenticity and commitment to continuous learning, he empowers both his team and clients to make decisions that align with their life’s purpose​​.

Key Discussion Points: 

1. How Financial Education Can Be Self-Taught. While Dane didn't receive much formal financial education growing up, he made it his mission to learn everything he could about investing. From watching TV shows in his youth to reading books like Rich Dad Poor Dad, Dane explains how anyone can become financially educated by taking initiative.
2. The Power of Real Estate for Financial Freedom. Real estate has been a cornerstone of Dane’s investment strategy. He discusses how buying properties and turning them into income-generating assets allowed him to build a solid financial foundation. Whether it’s house hacking or commercial real estate, Dane breaks down how real estate can provide the cash flow needed to achieve financial freedom.
3. Creating a Life of Intention and Purpose. For Dane, achieving wealth was just the beginning. He shares how he learned to balance his work with health, family, and personal passions. He explains how living with intention, focusing on his core values, and prioritizing the things that matter most has led to a richer, more fulfilling life.
4. Passing on Wealth and Knowledge to the Next Generation. Beyond just financial management, Dane is passionate about teaching his clients how to pass down wealth—and wisdom—to future generations. He talks about the importance of legacy planning, ensuring that children and grandchildren are equipped to manage the wealth they inherit.

Conclusion:
Dane Czaplicki’s story is proof that wealth isn’t just about money—it’s about living intentionally, making informed choices, and sharing knowledge. Through his work at Members' Wealth, Dane is helping families achieve financial peace, create lasting legacies, and live lives of purpose. If you’re ready to build wealth that doesn’t just accumulate but endures, this episode is a must-listen.

If you’ve ever struggled to find balance in your financial journey, or wondered how to make your money work for you, Dane’s wisdom can light the way. Don't just chase money—chase a life of intention, purpose, and financial freedom.

Links:

Website: https://www.memberswealthllc.com/

Facebook: facebook.com/daneczaplicki 

LinkedIn: linkedin.com/in/danecfa

Watch the full episode on YouTube: https://www.youtube.com/@richersoul

Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that out together. At the core is the financial well-being to be able to do what you want, when you want, how you want. It’s about personal freedom!

The Power Of Culture

Culture is at the core of everything we do—both personally and professionally. In this episode of Richer Soul, we had the pleasure of speaking with Laura Hamill, an organizational psychologist, ex-Microsoft director, and co-founder of Limeade, an employee experience software company. Laura now leads the Paris Phoenix Group, helping organizations transform their workplace culture. She is also the host of the Happy at Work podcast and the author of The Power of Culture (coming November 12, 2024).

In our conversation, we dive deep into the role of workplace culture, how personal experiences shape our professional ambitions, and what it takes to build environments that empower people to thrive.

Key Takeaways: 

1. Your Upbringing Shapes Your Drive. Laura grew up in a unique environment—her parents were true hippies, living off the grid without electricity. This unconventional upbringing gave her a strong desire to change her circumstances. Her ambition, discipline, and hard work became the tools she used to create a different life for herself.
2. Culture Drives Performance and Well-being. The workplace isn’t just about productivity—it’s about fostering a culture that helps people feel valued and engaged. When organizations invest in their employees' well-being, it leads to greater performance, retention, and innovation. Laura emphasizes that leaders must be intentional in creating a positive culture, not leaving it to chance.
3. Authenticity Matters in Leadership. Leadership isn’t about imposing rules and systems; it’s about authenticity. When leaders create a space where employees feel safe to bring their full selves to work, the entire organization thrives. This means prioritizing well-being, fostering inclusion, and building trust from the top down.
4. You Can Change Your Circumstances. Laura’s journey—from a childhood without electricity to working at Microsoft and starting her own company—demonstrates that our circumstances don’t define us. With the right mindset, learning, and action, we can shift our trajectory and create the life we envision.

Money Learnings:

Growing up with limited resources, Laura learned at an early age the challenges that come with financial struggles. However, rather than seeing it as a limitation, she viewed it as motivation to build a different life. Her experience highlights an important lesson: financial literacy isn’t just about knowledge—it’s about belief. The belief that you can change your financial reality through effort and smart decision-making.

She became highly focused on excelling in school, pushing herself in every way possible, because she believed that education and hard work would be her way out of scarcity. Her story is a testament to resilience and determination.

Laura Hamill’s Bio:

Laura Hamill is an organizational psychologist and the co-founder of Limeade, an employee experience software company. She now runs Paris Phoenix Group, advising companies on transforming their workplace cultures. She is also the host of the Happy at Work podcast and author of The Power of Culture: An Economist Edge Book (releasing November 12, 2024).

Key Discussion Points: 

1. Laura’s unique upbringing and how it shaped her drive for success.
2. The role of culture in employee engagement and business success.
3. Why companies need to prioritize well-being and authenticity in leadership.
4. How leaders can intentionally shape culture rather than leaving it to chance.
5. Lessons from Laura’s personal journey in overcoming financial scarcity.
6. Her work with organizations to help them create better work environments.
7. Insights from her upcoming book, The Power of Culture.

Conclusion

Laura’s story is a powerful reminder that culture—both in our personal and professional lives—has a profound impact on our success and well-being. Whether it’s the culture we create at home, the workplace environment we build, or the mindset we adopt towards money and opportunity, intentionality is key.

By actively shaping culture, we create spaces where people thrive, businesses flourish, and individuals unlock their full potential.

Links:

Email: laura.hamill@parisphoenixgroup.com 

Website: www.parisphoenixgroup.com 

LinkedIn: www.linkedin.com/in/laurahamill

Watch the full episode on YouTube: https://www.youtube.com/@richersoul

Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that out together. At the core is the financial well-being to be able to do what you want, when you want, how you want. It’s about personal freedom!

The Inner Journey

In this episode of Richer Soul, we welcome Seth Spears, a business strategist and entrepreneur with a passion for purpose-driven ventures. Seth shares his journey growing up in a large, homeschooled family, the early money lessons that shaped his mindset, and his evolution from hard work to smart wealth creation. He delves into entrepreneurship, personal development, and the intersection of mission and business.

Key Takeaways: 

1. Shifting from Hard Work to Smart Work. Seth grew up with a strong work ethic, believing money had to be earned through hard labor. Over the years, he has had to unlearn this mindset and embrace the idea that money can flow easily when one works in alignment with their skills and passions.
2. The Power of Mission-Driven Entrepreneurship. Seth emphasizes that success isn’t just about profit but about purpose. His companies, Wellnesse and Rewild Gear, are built on sustainability, conservation, and ethical business practices.
3. Overcoming Scarcity Mindset. Coming from a large family where money was always a concern, Seth had to reframe his beliefs around abundance. He discusses the importance of recognizing and overcoming financial scarcity patterns inherited from childhood.
4. Leveraging Your Strengths in Business. As an entrepreneur, Seth has learned that focusing on his natural abilities—rather than forcing himself into roles that don’t suit him—leads to greater success. He highlights the value of delegation and surrounding yourself with the right team.

Money Learning:

Seth’s early exposure to money was rooted in working for every dollar, which instilled discipline but also ingrained a belief that making money had to be difficult. Through his entrepreneurial journey, he learned that financial success is about leverage, investing wisely, and aligning work with personal strengths. His evolution reflects a shift from trading time for money to building businesses that generate wealth through value creation.

Seth Spears’ Bio:

Seth Spears is a business strategist for conscious entrepreneurs who prioritize mission over margin. He is the founder of Wellnesse and Rewild Gear, businesses committed to sustainability and ethical practices. A former co-founder of Wellness Mama, Seth played a key role in growing it into one of the largest health and wellness platforms. Beyond business, he is an adventurer, podcaster, and angel investor passionate about self-improvement.

Key Discussion Points: 

1. Seth’s experience growing up as the oldest of six kids in a homeschooling family.
2. Early exposure to money and the lessons of hard work vs. financial leverage.
3. His journey as an entrepreneur and the challenges of building mission-driven businesses.
4. The mindset shift required to move from scarcity to abundance.
5. How he integrates sustainability and ethical business practices into his ventures.
6. The importance of aligning business with personal strengths and passions.
7. Overcoming the mental blocks around making money without struggle.

Conclusion:

Seth Spears’ story is a testament to the power of shifting mindsets, embracing purpose-driven business, and learning to let money work for you rather than against you. His entrepreneurial journey highlights the importance of aligning passion with purpose to create long-term success. Whether you’re an aspiring entrepreneur or someone looking to reframe your relationship with money, Seth’s insights offer valuable takeaways on the path to financial and personal freedom.

Links:

Website: https://sethspears.com , https://wellnesse.com

Facebook: https://www.facebook.com/sethspears

X: https://x.com/spearsmarketing

Instagram: https://www.instagram.com/spearsmarketing

LinkedIn: https://www.linkedin.com/in/sethspears/

YouTube: https://www.youtube.com/@SethSpears

Watch the full episode on YouTube: https://www.youtube.com/@richersoul

Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that out together. At the core is the financial well-being to be able to do what you want, when you want, how you want. It’s about personal freedom!

Living Authentically

In this episode of Richer Soul, we welcome Brian Bogert, a human behavior and performance coach, business strategist, and speaker. Brian’s journey is one of resilience, transformation, and intentionality. After a traumatic injury at age seven, he learned how to embrace pain to avoid suffering—a philosophy he now teaches to help others unlock their full potential.

Brian challenges the traditional norms of success, pushing individuals and leaders to connect with their authentic selves rather than simply chasing external achievements. His work is about building a life of sustainable growth, personal mastery, and deep fulfillment.

Key Takeaways:

1. Embrace Pain to Avoid Suffering. Brian believes that pain is inevitable, but suffering is optional. By facing challenges head-on and learning from them, we can avoid prolonged suffering and grow stronger. His own experience of recovering from a traumatic injury taught him that leaning into discomfort can be transformational.
2. Identity Over Actions. Success isn’t just about what you do but who you are. Many people chase financial or career success but feel empty inside. Brian encourages people to focus on identity first, ensuring their external success aligns with their internal values and purpose.
3. Rewriting Your Money Story. Growing up, Brian’s relationship with money was shaped by his father’s experiences—avoiding financial discussions and feeling undeserving of wealth. These subconscious beliefs impacted his early financial decisions, but he learned to reframe his mindset around self-worth and value.
4. The Power of Intention and Self-Awareness. To create meaningful change, you must be intentional. Brian shares that self-awareness is the first step to transformation. Whether in personal relationships, business, or finances, being clear about why you do what you do can unlock greater fulfillment and success.

Money Learning:

Brian’s early experiences with money were shaped by contrast—earning his own money versus watching others have wealth given to them. He worked hard to save for his first car, while some of his peers had luxury vehicles bought for them. His father’s unspoken scarcity mindset led to moments where Brian was told to return money he earned because it was “too much.”

These experiences shaped his financial beliefs, creating a mix of hard work, self-worth challenges, and scarcity programming. Over time, Brian realized that earning money is not about taking from others but about delivering value—a key shift in perspective that allowed him to thrive financially and professionally.

About Brian Bogert:

Brian is a human behavior and performance coach, speaker, and business strategist dedicated to helping people unlock their limitless potential. His work is centered around deep self-connection, fostering growth, and redefining success from the inside out. He aims to impact a billion lives by 2045 through his transformative coaching and leadership programs.

Key Discussion Points: 

1. The Story Behind Brian’s Injury: How a near-death experience shaped his philosophy on pain and growth.
2. The Role of Emotional Intelligence in Success: Why self-awareness and emotional processing are the foundation of transformation.
3. Scarcity vs. Abundance in Financial Mindset: The unspoken lessons from his childhood that shaped his relationship with money.
4. Breaking Free from Limiting Beliefs: How early experiences can subconsciously affect career, relationships, and self-worth.
5. Building a Purpose-Driven Life: How to align your actions with your deeper values to create lasting impact.

Conclusion:

Brian Bogert’s journey teaches us that true success starts from within. While external achievements—money, career, status—may bring temporary satisfaction, real fulfillment comes from embracing your identity, rewriting your story, and living with intentionality.

What pain are you avoiding that could actually be the key to your growth? How can you redefine your relationship with success, money, and self-worth?

Join us in this powerful conversation as Brian shares how to break free from limitations, step into your true power, and live a life of abundance and impact.

Links:

Website: https://brianbogert.com/

Flipping the Lid Podcast: https://flippingthelid.com/ 

Rapid Fire Community Coaching: https://go.brianbogert.com/rfcc 

Facebook: https://www.facebook.com/bogertbrian

Instagram: https://www.instagram.com/bogertbrian/

LinkedIn: https://www.linkedin.com/in/brianbogert/

YouTube: https://www.youtube.com/channel/UCmhaMgY8q-tMMCj0rpGg7iw

Twitter: https://x.com/BogertBrian

Watch the full episode on YouTube: https://www.youtube.com/@richersoul

Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that out together. At the core is the financial well-being to be able to do what you want, when you want, how you want. It’s about personal freedom!

F Happiness

In this episode of Richer Soul, we welcome Shawn Nowotnik, a therapist, author, artist, and filmmaker. After the devastating loss of his son to suicide, Shawn embarked on a deep exploration of mental health, addiction, and the pursuit of meaning. His insights challenge the conventional idea that happiness is the ultimate goal in life. Instead, he encourages people to focus on finding purpose and personal fulfillment.

Shawn’s book, Fck Happiness: The Search for Meaning in a World Gone Mad Chasing Happiness*, delves into these themes, questioning why our culture is obsessed with chasing fleeting moments of joy instead of building meaningful lives.

This conversation dives into the myths around happiness, the impact of trauma on mental health, and how society needs to redefine success. Let’s explore key takeaways from our discussion with Shawn Nowotnik.

Key Takeaways:

1. Happiness is Overrated—Seek Meaning Instead. Many people believe that happiness should be their ultimate goal, but Shawn argues that this pursuit often leads to disappointment and anxiety. True fulfillment comes from embracing a life of meaning, even when it involves struggle and discomfort. He suggests that rather than avoiding pain, we should learn to navigate it in a way that helps us grow.
2. The Role of Trauma in Mental Health and Addiction. Shawn discusses how unresolved trauma can manifest in destructive ways, from addiction to self-sabotaging behaviors. His work focuses on helping individuals reframe their past experiences and find healthier coping mechanisms. He emphasizes that society needs better mental health education and more holistic treatment approaches to address these deep-rooted issues.
3. Society's Narrative on Success is Flawed. People often define success based on external achievements—money, status, or material possessions. However, Shawn believes that a more sustainable and fulfilling success is found in personal development, authentic relationships, and a sense of contribution to something bigger than oneself. He challenges listeners to redefine what success means on their own terms.
4. Art, Writing, and Film as Therapy and Advocacy. Beyond his clinical work, Shawn is an artist and filmmaker who uses creative expression as a healing tool. He believes that storytelling—whether through books, movies, or visual art—can help normalize conversations around mental health, grief, and addiction. His upcoming projects aim to raise awareness and challenge social stigmas around these critical issues.

Money Learnings:

Shawn's first lessons about money came from his grandfather. Growing up in a tough Chicago neighborhood, he learned the basics of commerce and money exchange by helping at his grandfather’s fish market. His early experiences showed him that money is a tool for survival and opportunity, but also that financial education was largely missing from both his home and school life. This lack of structured money education made him realize the importance of financial literacy, especially in the mental health field, where many professionals and clients struggle with money-related stress. Shawn emphasizes that financial stability plays a significant role in mental well-being, and more open discussions about money are needed.

Shawn Nowotnik's Bio:

Shawn Léon Nowotnik, MSW, LCSW, is a therapist, author, artist, and filmmaker based outside of Chicago. After experiencing the devastating loss of his son to suicide, he dedicated his life to understanding and addressing mental health, addiction, and trauma. He has developed holistic treatment programs and is an advocate for improving mental health care. His new book, Fck Happiness: The Search for Meaning in a World Gone Mad Chasing Happiness*, challenges traditional notions of happiness and offers a more purpose-driven approach to life.

Key Discussion Points:

1. Shawn's early experiences with money and business.
2. How the loss of his son changed his approach to life and mental health.
3. Why the pursuit of happiness can be counterproductive.
4. The role of trauma in addiction and mental illness.
5. How creative expression (art, film, writing) can be a healing tool.
6. Why financial stability is a crucial yet often overlooked part of mental health.
7. How to shift from chasing happiness to creating a meaningful life.

Conclusion:

Shawn Nowotnik’s journey is a powerful testament to resilience and transformation. His perspective challenges the mainstream obsession with happiness, urging us to seek deeper fulfillment through meaning, connection, and personal growth. His work is a reminder that pain and struggle are part of the human experience, and by embracing them, we can build a richer, more purposeful life.

Links:

Website: https://www.shawnleonnowotnik.com/

https://www.am-biv-a-lent.com

Facebook: https://www.facebook.com/shawn.nowotnik

LinkedIn: https://www.linkedin.com/in/shawn-l%C3%A9on-nowotnik/

Watch the full episode on YouTube: https://www.youtube.com/@richersoul

Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that out together. At the core is the financial well-being to be able to do what you want, when you want, how you want. It’s about personal freedom!

Life As A Masterpiece

In this episode of Richer Soul, we dive into the inspiring journey of Cathy Christen, a serial entrepreneur, speaker, and executive business coach who is passionate about helping others craft a "Life by Design." Cathy shares her personal growth story, how she overcame early money mindsets, and how she now empowers women through GoBundance WomenⓇ to live abundant, fulfilling lives.

Key Takeaways: 

1. Overcoming Early Money Programming: Cathy grew up in a low-income household with a fear-driven attitude toward money. Through personal development, including transformative experiences like Tony Robbins' Date with Destiny, she reframed her beliefs to view money as a tool for impact and freedom.
2. Defining Success Beyond Money: By 25, Cathy was making over $400,000 annually but felt burnt out and dissatisfied. She realized that true success for her included time freedom, health, and living with purpose, not just financial milestones.
3. Money Equals Impact: Cathy’s financial journey shifted when she embraced the mindset that more money allows for greater impact. Her goal of giving away $1 million in a year exemplifies her commitment to generosity.
4. Empowering Women to Thrive: As a co-founder of GoBundance WomenⓇ, Cathy creates spaces for female entrepreneurs to connect, grow, and achieve balance in all aspects of life, from business success to personal fulfillment.

Money Learnings:

Cathy’s early years were marked by scarcity and negative money beliefs, yet she always aspired for more. While she initially equated earning money with happiness, her financial success didn’t bring her fulfillment. It wasn’t until she addressed her subconscious money programming that she found alignment between wealth and purpose. Now, Cathy encourages others to view money as a means to create positive change, not as a source of fear or greed.

Bio:

Cathy Christen is a vibrant entrepreneur, speaker, and executive coach with over 20 years of experience helping individuals and teams achieve their dreams. Known as the "Culture Queen," Cathy specializes in fostering team dynamics and guiding entrepreneurs to reclaim their time. She co-founded GoBundance WomenⓇ, a network dedicated to empowering female leaders to live abundant and balanced lives.

Key Discussion Points:

1. Breaking Limiting Beliefs: Cathy discusses how deeply ingrained beliefs about money being "evil" shaped her early behavior and how she worked to overcome them.
2. The Power of Purpose: Cathy shares how aligning money with purpose—like her aspiration to make large charitable contributions—shifted her view of wealth.
3. Balancing Wealth and Well-Being: She highlights the importance of balancing financial success with time freedom, health, and relationships.
4. Empowering Women: Through GoBundance WomenⓇ, Cathy focuses on fostering a community where women can thrive professionally and personally.
5. Strategies for Growth: Cathy shares practical tips for personal development, wealth creation, and mindset shifts, offering tools that listeners can apply to their own lives.

Conclusion:

Cathy Christen’s journey is a testament to the power of reframing money beliefs and intentionally designing your life around what matters most. Her mission to empower others to build wealth and make an impact demonstrates that financial success is about more than just dollars—it's about living a purpose-driven life.

Links:

https://cathychristen.com/

GOBUNDANCEWOMEN.COM

Instagram: CathyVChristen

Facebook: CathyVChristen

Watch the full episode on YouTube: https://www.youtube.com/@richersoul

Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that out together. At the core is the financial well-being to be able to do what you want, when you want, how you want. It’s about personal freedom!

Can You Be Reasonably Happy

In this episode of Richer Soul, I had the privilege of speaking with Paul Ollinger, a stand-up comedian, podcast host, and author who left a lucrative career at Facebook to chase his dream of comedy. Through his podcast, Reasonably Happy, Paul explores the interplay between money, happiness, work, and purpose. His life journey, marked by bold choices and valuable lessons, offers incredible insights into navigating life’s financial and emotional complexities.

Key Takeaways:

1. Childhood Money Scripts Matter: Paul grew up in a large Catholic family where money was stable but never abundant. This upbringing shaped his initial belief that wealth equates to freedom from stress—a script he reevaluated later in life.
2. Chasing Dreams Is Risky but Rewarding: Paul’s decision to leave Facebook to pursue stand-up comedy was financially unprofitable, but it brought him immense personal growth and fulfillment.
3. Money and Happiness Are Interlinked but Complex: Paul’s podcast and essays examine how financial success can coexist with personal happiness, emphasizing balance over blind ambition.
4. The Power of Giving Back: From supporting his family as a child to providing thoughtful insights through his podcast, Paul embodies the spirit of contribution, proving that fulfillment often lies in lifting others.

Money Learning:

Paul’s journey reveals that our financial habits often stem from childhood experiences. His early lessons about saving and frugality played a pivotal role in his career choices. However, he emphasizes the importance of not letting outdated beliefs limit your growth. For Paul, real financial wisdom lies in balancing practical discipline with pursuing meaningful experiences.

About Paul Ollinger:

Paul Ollinger is a stand-up comedian and the host of Reasonably Happy, a podcast where he discusses money, happiness, and work with renowned guests like Judd Apatow and LL COOL J. His latest book, Reasonably Happy, compiles over 200 interviews into humorous and insightful essays. Based in New York City, Paul lives with his wife, two teenagers, and their French bulldogs, Theo and Colonel Tom Parker​​.

Key Discussion Points:

1. Early Money Lessons: Paul shared how his upbringing in a frugal, Catholic family shaped his financial mindset. His parents’ values emphasized stability over luxury, which initially instilled in him the belief that wealth equated to stress-free living​.
2. The Psychological Impact of Wealth: Paul discussed the emotional challenges of growing up with financial stress. He later learned to untangle these experiences to adopt a healthier relationship with money​.
3. Balancing Career Risks and Fulfillment: Leaving a well-paying job at Facebook for comedy was a gamble. Paul explained how this decision was fueled by the desire for purpose and authenticity over monetary gain​.
4. Cultural Narratives Around Money: Paul touched on societal attitudes towards wealth, noting how Catholicism often associates financial success with moral compromise—a narrative he actively worked to rewrite​.
5. Teaching Financial Lessons to the Next Generation: As a parent, Paul is mindful of the lessons his children absorb from him, ensuring they learn the value of money without developing unhealthy attachments or anxieties.

Conclusion:

Paul Ollinger’s story is a testament to the fact that money, while essential, is just one piece of the happiness puzzle. His journey from corporate success to personal fulfillment through comedy and podcasting showcases the courage it takes to align your financial habits with your values and passions. Tune in to this episode to gain deeper insights into how money, happiness, and meaning intersect.

Links:

Book on Amazon: Reasonably Happy: Essays on Money, Work and Other Things that Piss Me Off- https://www.amazon.com/Reasonably-Happy-Essays-Money-Things/dp/0997270659/ref=sr_1_1?crid=326TDOT9XWWGI&dib=eyJ2IjoiMSJ9.dLZOV_Igvsr40nXuxzsMbULjnDLojjeLCAnUkSK67wDL2ByRXdMpN6QwaDis5Ewq.RqJ-nLbHhL2CsP6768q3Ko-D9W2Wo1HMtxKDr_cs7Es&dib_tag=se&keywords=paul+ollinger&qid=1733763670&sprefix=paul+ollinger,aps,208&sr=8-1  

Substack: https://words.paulollinger.com/

Watch the full episode on YouTube: https://www.youtube.com/@richersoul

Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that out together. At the core is the financial well-being to be able to do what you want, when you want, how you want. It’s about personal freedom!

Surges Of Income

In this episode of Richer Soul, we welcome Chris Moore, a property investor, entrepreneur, and business development consultant. Chris’s journey from a hardworking entrepreneurial family to becoming a successful author and digital marketing expert is full of insightful lessons on growth, resilience, and wealth creation. His reflections on family, money, and building a purposeful life provide listeners with actionable wisdom.

Key Takeaways:

1. Money as a Tool and Responsibility: Growing up in a household where money was part of everyday conversations, Chris learned early on how to earn and manage it. This set the stage for his journey into entrepreneurship and his current mission to instill financial responsibility in his children.
2. Family Legacy Shapes Financial Mindset: Chris’s upbringing in an entrepreneurial family taught him about the discipline and sacrifices needed to achieve financial success. He carries these lessons forward while ensuring his children understand the value of their privileged upbringing.
3. The Role of Ambition and Grit: From working for his goals at a young age to building and scaling businesses, Chris emphasizes the importance of hard work and ambition. He also reflects on balancing ambition with contentment, a challenge many high achievers face.
4. Building Purpose Beyond Wealth: While financial success is vital, Chris believes in using wealth to create impact and live a purposeful life. His approach to combining business acumen with personal values highlights the power of aligning goals with a higher purpose.

Money Learning:

Chris’s early lessons about money came from observing his entrepreneurial father and through personal experiences. He shared how receiving tools like a lawnmower as gifts helped him earn his own money from a young age, fostering independence and self-reliance. Today, he emphasizes teaching his children to value money by encouraging them to work and contribute to family businesses.

Bio:

Chris Moore is a property and acquisitions investor, full-stack digital marketer, and business development consultant. With two INC 5000 awards under his belt, Chris has scaled multiple businesses and helped entrepreneurs achieve rapid growth. He partners with Carl Allen in the Dealmaker Wealth Society and owns numerous ventures across industries. He is also a best-selling author passionate about sharing his knowledge of wealth creation and business strategies.

Key Discussion Points:

1. Chris’s Upbringing and Early Lessons in Money: The role of family conversations and reflections in shaping his financial habits.
2. Teaching Financial Values to Children: Strategies for helping kids understand the value of money in a privileged setting.
3. Entrepreneurial Lessons: Insights into scaling businesses, including navigating challenges and embracing innovation.
4. Balancing Ambition and Contentment: Chris’s perspective on maintaining ambition without losing sight of personal fulfillment.
5. Building Impact Beyond Wealth: Using financial success to create meaningful change and support others in their journeys.

Conclusion:

Chris Moore’s story is a testament to the power of intentionality, resilience, and ambition. His journey reminds us that wealth is not just about accumulation but also about creating a meaningful impact. By sharing his strategies for managing money, instilling values in the next generation, and building a purposeful life, Chris inspires listeners to take actionable steps toward their financial and personal goals.

Links:

YouTube: https://www.youtube.com/@Chrismoorespeaks

Instagram:@chrismoorespeaks- https://www.instagram.com/chrismoorespeaks/

Watch the full episode on YouTube: https://www.youtube.com/@richersoul

Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that out together. At the core is the financial well-being to be able to do what you want, when you want, how you want. It’s about personal freedom!

Embody: Feel, Heal, and Transform Your Life through Movement

In this episode of Richer Soul, Rocky Lalvani welcomes Toni Bergins, M.Ed., an embodiment trailblazer and creator of JourneyDance. Toni shares her deeply personal journey of self-discovery, healing, and how movement transformed her life. From growing up in a household where money was a source of tension to building a holistic career path that speaks to her heart, Toni inspires us to embrace authenticity, let go of fear, and embody our true selves.

Key Takeaways: 

1. Transformational Power of Movement: Toni explains how movement goes beyond fitness. It’s a practice of emotional and spiritual healing, allowing people to express, release, and find clarity in their lives.
2. Unpacking Money Mindsets: Growing up, Toni observed financial anxiety and arguments around money in her household. She later realized that her beliefs about scarcity and abundance needed to be reprogrammed to achieve personal and financial success​.
3. Following a Non-traditional Path: Despite having professional degrees, Toni chose a career in the expressive arts, defying societal expectations. She highlights the importance of following one’s passion, even if it means walking an unconventional road​.
4. Healing Emotional Trauma through Art: Toni emphasizes how art and movement helped her navigate emotional trauma. Her workshops and her upcoming book, Embody: Feel, Heal, and Transform Your Life through Movement, aim to offer the same healing to others.

Money Learning:

Toni grew up in a family where money was seen as a source of tension. Although her family lived an upper-middle-class life, financial worries persisted. Her father, despite being a Harvard-educated lawyer, struggled with feelings of not being successful enough. Her mother’s decision to pursue a career later in life inspired Toni’s belief in self-empowerment.

Bio:

Toni Bergins, M.Ed., is the founder of JourneyDance, a transformational movement practice. Over the past 27 years, she has been teaching at premier holistic healing centers, including the Kripalu Center for Yoga & Health. Toni’s mission is to help individuals feel and heal through the power of movement. Her new book, Embody, is set to release in October 2024​.

Key Discussion Points:

1. Childhood Financial Dynamics: Financial discussions were rare in Toni’s household but observing her parents’ relationship with money shaped her early perceptions. Her father’s entrepreneurial spirit clashed with societal expectations of success, creating a complex family dynamic around money.
2. Choosing a Heart-Centered Career: Toni reflects on how she rejected the conventional paths of using her professional degrees and instead pursued her passion for dance and expressive arts. She had to overcome societal pressures and personal doubts to embrace her unique calling.
3. Breaking Generational Patterns: Toni’s journey was about breaking free from the financial anxieties she inherited. She shares how working on her money mindset allowed her to achieve financial independence and thrive in her chosen career.
4. Upcoming Book: Embody: Toni’s book offers a guide on using movement as a form of healing. It’s a culmination of her decades of work in the field and her personal story of transformation.

Conclusion:

Toni Bergins’ story is a testament to the power of following your heart and transforming pain into purpose. Her work reminds us that healing isn’t just an internal process—it can be a physical journey too. By listening to her inner voice and embracing her authentic path, Toni has created a life of fulfillment and financial stability, proving that success doesn’t always follow a traditional route.

Links:

Learn more at journeydance.com.

https://www.facebook.com/toni.bergins/

https://www.facebook.com/JourneyDance/

https://www.facebook.com/ToniBerginsJourneyDance

https://www.instagram.com/tonibergins/

https://www.instagram.com/journeydanceofficial/

Watch the full episode on YouTube: https://www.youtube.com/@richersoul

Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that out together. At the core is the financial well-being to be able to do what you want, when you want, how you want. It’s about personal freedom!

Creating Intentional Life Focus

In this episode of Richer Soul, Dave Lubelczyk, also known for the "The Focus Turbine," joined us to discuss how to align your actions with your deeper motivations to create a life of fulfillment and success. Drawing from his expertise in leveraging the brain’s focus systems, Dave shared invaluable insights on living authentically and intentionally while balancing achievement with personal happiness.

Key Takeaways: 

1. The Power of Focus: Dave emphasizes that what you focus on becomes your reality. He encourages listeners to concentrate on what matters most to craft a life that aligns with their true desires​.
2. Fulfillment vs. Achievement: He highlights the importance of balancing fulfillment with achievement, likening it to a scale that requires constant counterbalancing rather than perfect harmony.
3. The Blend, Not Balance: Dave prefers the term "blend" over "balance," suggesting that fulfillment and achievement coexist dynamically rather than existing as perfectly balanced entities​.
4. Redefining Success: Success, according to Dave, is not just about financial growth but also involves designing a life that aligns with one’s personal values and sense of purpose​​.
5. Money Learning: Dave’s relationship with money was influenced by his father, who prioritized fulfillment over financial gain. This upbringing shaped his understanding of the importance of aligning financial decisions with personal values rather than pursuing wealth for its own sake​.

About Dave Lubelczyk:

Dave Lubelczyk, "The Focus Turbine," is a coach dedicated to helping individuals live with intention and authenticity. By leveraging the natural systems of the brain, he assists clients in achieving clarity and designing their lives around their deepest motivations. Learn more about Dave at TheFocusTurbine.com​.

Key Discussion Points: 

1. Growing Up and Money: Dave shared how his upbringing shaped his financial psychology. His father’s decision to leave a corporate job for a fulfilling career as a craftsman demonstrated that happiness often outweighs financial rewards​.
2. Fulfillment First: Dave admits that placing fulfillment above financial stability in his early years was a challenge. It wasn’t until he worked on counterbalancing the two that he found personal and professional success​.
3. Work-Life Blend: Instead of striving for balance, Dave promotes a blend where different priorities come to the forefront at different times. He believes that true success lies in understanding when to emphasize fulfillment and when to focus on achievement.

Conclusion:

Dave Lubelczyk’s message is a reminder to focus intentionally on what truly matters in life. By aligning actions with core values and maintaining a dynamic blend between fulfillment and achievement, we can design a life that not only meets our needs but also inspires joy and purpose. His insights serve as a guide for anyone looking to harmonize success with personal happiness.

Links:

www.TheFocusTurbine.com

Watch the full episode on youtube: https://www.youtube.com/@richersoul

Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It’s about personal freedom!

The Purpose Code How to Unlock Meaning, Maximize Happiness, and Leave a Lasting Legacy

In this thought-provoking episode of Richer Soul, we reconnect with Jordan Grumet, a hospice doctor, financial expert, and acclaimed author of Taking Stock. Jordan shares his reflections after the release of his book and addresses a common paradox about purpose: its undeniable importance and the anxiety it can cause. This conversation dives deep into how purpose intertwines with health, longevity, and financial well-being.

Key Takeaways: 

1. Purpose Is Multifaceted: Jordan discovered that purpose is not a singular entity but comprises at least two distinct forms. One form leads to happiness and health, while another can trigger anxiety and dissatisfaction​.
2. Purpose Anxiety Is Widespread: Research indicates that 91% of people experience purpose anxiety at some point in life, signifying how common and stressful this quest can be​.
3. Finding Purpose Through Action: Jordan emphasizes that purpose does not necessarily precede actions or achievements. Instead, it often emerges through life’s trials and experiences, dispelling the myth that one must "find" it first​.
4. The Role of Reflection: Conversations, life changes, and challenges can ignite a re-evaluation of one’s priorities, paving the way to understand and refine purpose​.

Money Learning:

Jordan's journey reiterates that financial planning is not just about amassing wealth but ensuring it aligns with a meaningful life. Purpose, as he asserts, must be a precursor to financial strategies, enabling money to serve a life well-lived rather than becoming its sole pursuit​.

Guest Bio:

Jordan Grumet is a doctor and financial independence expert whose unique career bridges the worlds of hospice care and financial education. He is the host of the award-winning Earn & Invest podcast and author of Taking Stock: A Hospice Doctor’s Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life. His forthcoming book, The Purpose Code, further explores the intersection of life’s meaning and financial wellness​.

Key Discussion Points: 

1. Impact of Hospice Care: Jordan shares how working closely with terminally ill patients revealed deep insights into life priorities and regrets.
2. Purpose and Financial Independence: Aligning your money decisions with life’s purpose leads to a richer, more fulfilling life.
3. Purpose vs. Anxiety: How to navigate the stress of seeking purpose while understanding its profound benefits.
4. Lessons from the Book’s Reception: Insights from readers and audiences have expanded Jordan's understanding of purpose and its challenges​.

Conclusion

Purpose is not a destination but an evolving journey shaped by our actions, reflections, and decisions. Jordan Grumet reminds us to start with what matters—our relationships, values, and experiences—and let finances serve as a supportive framework rather than the focal point. Whether you are redefining your path or exploring new directions, this episode will inspire you to find clarity and peace in the journey of purpose.

Links:

Website: jordangrumet.com, earnandinvest.com

Twitter/Instagram: @earnaninvest

Facebook: earnandinvest.com/facebook

Watch the full episode on YouTube: https://www.youtube.com/@richersoul

Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It’s about personal freedom!