Uncommon Wealth podcast

Player FM - Internet Radio Done Right

Vor vier Jahren hinzugefügt

Inhalt bereitgestellt von Phillip Ramsey and Uncommon Wealth Partners. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von Phillip Ramsey and Uncommon Wealth Partners oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.

The Innovators & Investors Podcast

1
AI in Wealth Management: Scaling Financial Advisory & Democratizing Access 45:49

vor 9 Tagen45:49

Später Spielen

Listen

Gefällt mir

Geliked

45:49

In this episode of The Innovators & Investors Podcast hosted by Kristian Marquez, guest Sindhu Joseph, founder and CEO of CogniCor, shares how artificial intelligence is transforming the financial services and wealth management industry. Sindhu discusses the significant wealth disparity she has observed globally and how CogniCor’s AI-powered co-pilot platform empowers financial advisors to scale their services, reaching beyond the traditional 30% of affluent households to potentially 70-80%. By reducing administrative burdens and providing a unified, real-time 360-degree view of client households, CogniCor enables advisors to deliver personalized, data-driven financial advice efficiently. Sindhu also reflects on her 15+ years of experience in AI, her global upbringing across India, Europe, and the US, and how her human-first approach shapes CogniCor’s mission to democratize access to wealth management. The episode explores the future impact of AI on work and society, the importance of domain expertise combined with AI knowledge, and the challenges posed by fragmented legacy systems in financial services. Listeners gain valuable insights into the intersection of AI innovation, fintech disruption, and ethical leadership in building scalable, impactful technology solutions. Whether you’re a financial professional, investor, or tech enthusiast, this episode offers a deep dive into AI’s transformative potential in wealth management and the inspiring journey of a visionary founder driving meaningful change. Learn more about Sindhu's work at https://www.cognicor.com/ Connect with Sindhu on LinkedIn at https://www.linkedin.com/in/sindhujoseph/ Think you'd be a great guest on the show? Apply at https://finstratmgmt.com/innovators-investors-podcast/ Want to learn more about Kristian Marquez's work? Check out his website at https://finstratmgmt.com…

Uncommon Wealth Podcast

Serie-Home•Feed

Don’t wait until you retire to begin to live out the life of your dreams. Make choices today that allow you to live in an uncommon way. Let the Uncommon Wealth podcast and its host Phillip Ramsey guide you to asking different questions, considering different paths and building a life that fits your unique definition of what your uncommon life might be.

286 Episoden

#Wealth #Buildwealth #Pursueyourdreams #Entrepreneur #Business #Phillip Ramsey #Uncommon Wealth Partners #Podcasting Education #Dream #After Life #Entreprenuers #Uncommon Wealth #Money Management

Uncommon Wealth Podcast

updated vor etwa einem Tag

Serie-Home•Feed

286 Episoden

#Wealth #Buildwealth #Pursueyourdreams #Entrepreneur #Business #Phillip Ramsey #Uncommon Wealth Partners #Podcasting Education #Dream #After Life #Entreprenuers #Uncommon Wealth #Money Management

All episodes

Uncommon Wealth Podcast

1
Movin' On Up 10:26

vor 1 day10:26

10:26

In this engaging episode of the Uncommon Wealth Podcast, host Phillip Ramsey takes listeners on a personal journey through the strategic decision-making process that led his company, Uncommon Wealth Partners, towards acquiring a physical office space. Phillip candidly shares the trials and tribulations he faced in attempting to inspire and lead a remote team effectively. The storytelling in this episode underscores his realization of the importance of face-to-face interaction to foster a coherent team spirit. This episode is filled with valuable insights and strategic considerations relevant for business owners contemplating whether to lease or own…

Uncommon Wealth Podcast

1
Walk Through It 23:26

vor 8 Tagen23:26

23:26

In this insightful episode of the Uncommon Wealth Podcast, host Phillip Ramsey welcomes back Cody Kowalski, an intern with Uncommon Wealth Partners, for a follow-up interview. The discussion delves into Cody's experiences and growth during his 10-week internship with the company, highlighting the challenges and learning opportunities that have shaped his professional journey. With the backdrop of an unexpected team change, Cody's role quickly expanded beyond initial expectations, providing him with invaluable hands-on experience in financial planning. Throughout the episode, Cody shares how he learned to adapt to a fast-paced environment, becoming more comfortable with uncertainty and learning from mistakes. His proactive approach to improving the firm’s efficiency through leveraging technology demonstrates the transformative impact an intern can have. Cody's reflections on balancing his aspirations between ministry and financial advising reveal his evolving career outlook and commitment to helping others. The episode concludes with practical offers for listeners, showcasing Uncommon Wealth’s readiness to embrace new clients and test their refined financial planning processes. Key Takeaways: Cody Kowalski, initially hesitant about financial planning as a career, eventually found a deep passion for the field through his internship at Uncommon Wealth Partners. Efficiency and automation became focal points for Cody during his internship as he navigated new responsibilities following unexpected staffing changes. The support and mentorship Cody received at Uncommon Wealth helped him to integrate his personal values with his professional ambitions, marrying his interest in ministry with a career in finance. An offer is extended to listeners for a complimentary financial plan, part of a broader initiative to test new, streamlined processes at Uncommon Wealth Partners. Cody's journey underscores the importance of resilience, adaptability, and the willingness to embrace change in professional environments. Notable Quotes: "I learned how to be uncomfortable... getting thrown into meetings with clients was nerve-wracking but empowering." "Phillip does a good job of throwing you around and saying, figure it out, and you make some mistakes." "Seeing that work as a way to love people... God uses different people in different careers to do God's work." "When a door opens, you walk through it... that's kind of where I'm at, and I'm excited for where I am." "You'll get on the phone with some service representative... and you try to make fun out of these super mundane tasks, be uncommon."…

Uncommon Wealth Podcast

1
REPLAY: Failing Up 26:28

vor 15 Tagen26:28

26:28

In this episode of the Uncommon Wealth Podcast, hosts Phillip Ramsey and Arron Cramer tackle the often unspoken topic of failure and its critical role in shaping successful lives and careers. The hosts delve into personal stories of setbacks and missteps, drawing from their own experiences to illustrate how failures, rather than hindrances, can serve as crucial stepping stones to growth and resilience. This candid discussion aims to de-stigmatize failure and highlight its importance on the path to uncommon wealth and life satisfaction. Key Takeaways: Embracing Failure: Understanding that failure is an integral part of personal and professional growth. Learning from Setbacks: Using failures as opportunities to gain insights and improve future decisions and actions. Self-Awareness: The importance of recognizing and addressing personal weaknesses and setting healthy boundaries. Hard Conversations: The necessity of having honest and difficult discussions to foster growth and resolve issues. Value of Resilience: Building resilience through consistent self-reflection and perseverance despite challenges.…

Uncommon Wealth Podcast

1
Built From Scratch: Interview with Allison O'Grady 27:31

vor 29 Tagen27:31

27:31

Allison O'Grady joins host Phillip Ramsey on the Uncommon Wealth Podcast to share her journey of founding St. Francis Veterinary Care. After graduating from Iowa State University, Allison's vision of creating something from nothing led her to establish a thriving veterinary clinic. Throughout this episode, Allison discusses the challenges of starting a business, the importance of a supportive partner, and the role of faith in her entrepreneurial journey. Discover how her passion for animals and dedication to service have shaped a unique approach to veterinary care.…

Uncommon Wealth Podcast

1
REPLAY: Freeing Slaves with Brandon McNace 48:02

vor 5 weeks48:02

48:02

In this riveting episode of the Uncommon Wealth Podcast, host Phillip Ramsey welcomes Brandon McNace to discuss his extraordinary journey from corporate America to humanitarian work in Pakistan. What began as a clear corporate career path took a dramatic turn through divine intervention and spiritual calling, leading Brandon to establish Exodus 5:1. The organization he founded focuses on freeing Christian slaves in Pakistan, demonstrating an innovative approach to tackling modern slavery by paying off generations-old debts that bind these families. With discussions around wealth, faith, and freedom, this episode delves into the intricate process of liberating thousands from bonded labor, a modern form of slavery. Brandon details the operational aspects of his mission, including the establishment of schools, churches, and community projects that not only offer immediate relief but also seek to change societal structures. Through heartfelt anecdotes and insights, listeners will learn about the profound impact of one man's willingness to say "yes" to a higher call, leading to real-world impact and meaningful change. Key Takeaways: Brandon McNace's Transformation : From corporate finance to liberating slaves, Brandon's journey exemplifies a heartfelt pursuit of purpose over profit. Exodus 5:1's Impact : The organization has successfully freed nearly 1,600 people in Pakistan, changing countless lives through strategic debt repayment. Faith-Driven Motivation : Brandon's commitment to his faith has fueled his unwavering resolve to pursue an uncommon path in life. Community Building : Beyond liberation, the organization invests in education and community infrastructure, providing sustainable opportunities for freed individuals. Legal and Safe Practices : Exodus 5:1 works within legal frameworks to secure the freedom and rights of those they lib…

Uncommon Wealth Podcast

1
Simple Step | Good Stress 3:11

vor 6 weeks3:11

3:11

In this enlightening episode of the Uncommon Wealth Podcast, host Phillip Ramsey tackles the pervasive issue of stress, exploring its roots and implications as a part of our responsibilities. Phillip shares a transformative perspective on stress, promoting it as a potentially positive force when understood and managed effectively. By focusing on the responsibilities that often accompany stress, listeners are invited to view it as a sign of engagement with meaningful work and opportunities. The episode invites listeners to reflect on their own stressors and consider how they might take ownership of the underlying responsibilities. This change in perspective not only shifts stress from a burden to an opportunity but also enhances personal growth and stewardship. Phillip's uncommon take on the topic encourages individuals to transform their relationship with stress, fostering gratitude and ownership instead of frustration and avoidance. Key Takeaways: Stress as a Responsibility Indicator: Stress often highlights underlying responsibilities that we have taken on or been entrusted with, marking areas of our lives that we deeply care about. Positive Perspective on Stress: Viewing stress through a new lens can transform it into a sign of meaningful engagement and personal growth. Taking Ownership: Evaluating and owning the responsibilities behind our stress can lead to increased stewardship and development. Gratitude for Responsibilities: Seeing stress as an opportunity allows us to be grateful for the responsibilities we manage, leading to a more fulfilling life. Transformation through Perspective: Changing how we perceive stress can turn a common struggle into an uncommon opportunity for personal betterment. Notable Quotes: "When there is stress in your life, that means there's a responsibility behind it." "Looking at stress as something positive, as something you care about very deeply and want things to go well." "Try to look at stress as a positive because that's what I'm going to do from here on out."…

Uncommon Wealth Podcast

1
When to Pivot - Interview with Justin Wise 43:17

vor 7 weeks43:17

43:17

Phillip Ramsey sits down with Justin Wise, an entrepreneur and former pastor, to discuss his unconventional career path and the lessons learned from transitioning across diverse fields. They explore the challenges of entrepreneurship, the importance of creating a business that aligns with personal values, and the possibility of finding fulfillment outside traditional work environments. Justin shares his journey from media to ministry, and eventually to marketing, underscoring the pivotal moments that reshaped his goals. This episode offers insights and encouragement for anyone considering taking an entrepreneurial leap.…

Uncommon Wealth Podcast

1
Retirement Anxiety 13:32

vor 8 weeks13:32

13:32

In this episode of the Uncommon Wealth Podcast, Phillip Ramsey dives deep into the common anxieties associated with transitioning into retirement. This episode offers valuable insights and practical strategies for easing the stress many feel as they approach this pivotal life phase. Whether you’re planning your retirement or already enjoying it, Phillip provides guidance on how to maximize this period, focusing on maintaining purpose, managing finances wisely, and embracing new opportunities. Phillip discusses the psychology behind retirement, addressing the fear of running out of money and illustrating the concept of the "retirement curb" when you shift from earning a paycheck to relying on your nest egg. He emphasizes the significance of having a trusted advisor and explains the three stages of retirement: the go-go years, the slow-go years, and the no-go years. Phillip also highlights maintaining social connections, prioritizing health, and finding purpose beyond the traditional work environment—essential elements for a fulfilling retirement journey. ### Key Takeaways: * **Retirement Planning**: Engaging with a financial advisor or planner can alleviate much of the anxiety associated with transitioning into retirement. * **Retirement Stages**: Understanding the three stages of retirement—go-go, slow-go, and no-go—can help prepare for the varied experiences you may face. * **Financial Security**: A common concern is running out of money; having a well-thought-out financial strategy and increasing cash flow through investments or businesses can mitigate this worry. * **Maintaining Purpose**: Finding new purposes or projects in retirement ensures a continued sense of identity and reduces the risk of a decreased lifespan associated with a lack of engagement. * **Health and Social Connections**: Prioritizing health and maintaining social connections are crucial to experiencing a rewarding retirement.…

Uncommon Wealth Podcast

1
Simple Step | Per Stirpes 4:10

vor 9 weeks4:10

4:10

Phillip Ramsey delves into the intricacies of estate planning with a focus on the lesser-known term "Per Stirpes." Using relatable family examples, he explains how selecting this option affects the allocation of IRA benefits and ensures inheritance flows along family lines. Learn how to navigate beneficiary designations to align with your financial intentions, ensuring provision for descendants. Whether you're new to estate planning or looking to deepen your understanding, Phillip's insights offer clarity on making informed decisions to achieve an uncommon life.…

Uncommon Wealth Podcast

1
What's Next | Interview with Beast Games Winner Jeff Allen 34:42

vor 10 weeks34:42

34:42

In this captivating episode of the Uncommon Wealth Podcast, host Phillip Ramsey engages with Jeff Allen, winner of the inaugural Beast Games—a monumental contest hosted by YouTuber Mr. Beast with a historic $10 million prize. The episode unravels the thrilling experience of participating in such a vast-scale event, Allen's strategy and emotions during the competition, and the profound impact winning has had on his life. The conversation seamlessly transitions from the spectacular to the personal, offering insights into Allen's journey as a father and his mission to harness this newfound attention to advocate for rare disease research. From discussing his initial career in medical device sales to his transformation into a notable media figure, Allen shares the serendipitous events that shaped his path, including the pivotal role his family has played throughout. Listeners are invited to contemplate the importance of faith and resilience as Jeff recounts his faith journey which was deepened by his son Lucas's rare diagnosis. The conversation is laden with themes of perseverance, the power of faith, and the pursuit of purpose-driven goals. Jeff offers a genuine glimpse into how he plans to utilize his winnings beyond personal gain to support families confronting the challenges of rare diseases. Key Takeaways: Jeff Allen transitioned from a career in medical sales to becoming a content creator and advocate, having won the $10 million Beast Games hosted by Mr. Beast. Jeff’s journey is deeply rooted in family values and faith, which played a crucial role in his life, particularly when coping with his son Lucas’s rare disease diagnosis. Despite the daunting odds at Beast Games with 1,000 contestants, Jeff was able to maintain composure and make strategic moves, ultimately securing a life-changing victory. Winning the hefty prize has sparked a new mission for Jeff: investing in research for creatine transporter deficiency and supporting other families navigating rare diseases. The experience at Beast Games fostered lifelong friendships and reinforced Jeff’s resolve to turn personal successes into meaningful, broader impacts. Notable Quotes: "Finding the beauty in the bumps. You think things happen, and good is going to come from it." "Lucas brought the light of God back to me." "You can really see somebody's character when things don't go your way."…

Uncommon Wealth Podcast

1
Meet Cody | Interview with Cody Kowalski 15:38

vor 11 weeks15:38

15:38

Phillip Ramsey hosts the latest Uncommon Wealth podcast episode featuring Cody Kowalski, the first-ever intern at Uncommon Wealth. Cody shares his journey, including his recent marriage and honeymoon, his passion for financial planning, and a potential career in ministry. Cody discusses his current role and responsibilities as an intern, focusing on creating a one-page financial plan and formulating a marketing calendar. This episode offers insights into Cody's aspirations and provides a glimpse into the unique approach Uncommon Wealth takes towards financial planning. Timestamp Summary 0:00 Introduction and Guest Welcome 0:41 Cody's Background and Internship Choice 3:13 Phillip's Perspective on Cody's Role 5:03 Cody's Excitement and Responsibilities 7:06 Day-to-Day Operations at Uncommon Wealth 10:08 Cody's Future Vision 13:29 Reflection and Conclusion…

Uncommon Wealth Podcast

1
Simple Step: Being Grateful 3:53

vor 12 weeks3:53

3:53

Explore the power of gratitude with host Phillip Ramsey in this episode of the Uncommon Wealth Podcast. Delve into the profound insight that gratitude is a choice, not a consequence, and discover how embracing this mindset can shift your perspective on life. Ramsey offers an engaging analogy comparing small bites to a buffet, emphasizing appreciation for life's simple pleasures. Learn how gratitude fosters abundance and joy, encouraging you to view your journey through an uncommon lens. Tune in for strategies to enrich your life with thankfulness in every circumstance.…

Uncommon Wealth Podcast

1
Scaling Up | Interview with Jon and Hanna Shiplett 44:43

vor 13 weeks44:43

44:43

Phillip Ramsey hosts Jon and Hanna Shiplett of Eden and Gray, as they return to discuss their business journey since 2018. They delve into the evolution of their design and build company, highlighting changes in client types, project scales, and business challenges. With a growing team and higher project demands, they explore the nuances of leadership, maintaining their brand, and managing personal life alongside business growth. This episode provides insights into their dynamic partnership in business and marriage, reflecting on past experiences and future aspirations Timestamp 0:01 Eden and Gray's Journey from Humble Beginnings to Success 5:30 Evolving Client Niches and Business Growth in Design Build 10:42 Challenges of Leadership and Business Growth 13:37 Growing a Business While Maintaining Brand and Culture 18:14 Rising Costs of Design and Construction Projects Over Time 19:34 Balancing Family Growth and Business Amidst Life's Challenges 22:42 Evolving Business Processes and Client Management in Design Projects 27:56 Challenges and Rewards of Working on Different Home Projects 29:12 Transforming Homes by Adding Character and Structural Changes 30:45 Lessons in Leadership and Growth from Business Challenges 38:31 Balancing Marriage and Business Partnership 40:57 Teamwork and Vision in Building Eden and Gray Interiors…

Uncommon Wealth Podcast

1
My Path to Uncommon - Phillip Ramsey 55:27

vor 14 weeks55:27

55:27

In this deeply personal solo episode, Uncommon Wealth Podcast host Phillip Ramsey walks us through his winding, inspiring, and God-orchestrated career journey—from uncertain college grad to founding Uncommon Wealth Partners. With characteristic vulnerability and humor, Phillip reflects on his early setbacks, unlikely breakthroughs, and the faithful mentors who helped guide his path. He shares how being nearly fired from his first job ignited a transformation in how he served others, why his time in customer service turned out to be pivotal, and how chance encounters (including on a plane!) led to unexpected opportunities in leadership, retail, and pharmaceuticals. Along the way, Phillip reveals the moments that taught him how to lead with humility, sell with integrity, and trust that setbacks are often setups for something greater. This episode is a reminder that your story—peaks, valleys, detours, and all—matters. Phillip challenges listeners to reflect on their own path and trust that purpose can be found in even the most uncertain seasons.…

Uncommon Wealth Podcast

1
Simple Step: Peaks and Valleys 3:18

vor 15 weeks3:18

3:18

In this quick "Simple Step" episode, Philip Ramsey challenges listeners to reflect on their own life journey by charting out the peaks and valleys—from career moves to personal milestones. He shares how this simple exercise of gratitude and self-awareness can offer unexpected clarity and direction. It’s a prelude to the next episode, where Philip unpacks his own uncommon path in full.…

Willkommen auf Player FM!

Player FM scannt gerade das Web nach Podcasts mit hoher Qualität, die du genießen kannst. Es ist die beste Podcast-App und funktioniert auf Android, iPhone und im Web. Melde dich an, um Abos geräteübergreifend zu synchronisieren.

Höre 500+ Themen zu

Ailun 3 Pack Screen Protector for iPhone 16 Pro Max [6.9 inch] + 3 Pack Camera Lens Protector with Installation Frame,Sensor Protection,Dynamic Island Compatible,Case Friendly Tempered Glass Film

TERRO Ant Killer Bait Stations T300B - Liquid Bait to Eliminate Ants - Bait System - 12 Count Stations for Effective Indoor Ant Control

Bounty Quick Size Paper Towels, White, 8 Family Rolls = 20 Regular Rolls

Podcasts, die es wert sind, gehört zu werden

Uncommon Wealth Podcast

Uncommon Wealth Podcast

Podcasts, die es wert sind, gehört zu werden

Willkommen auf Player FM!

The Let Them Theory: A Life-Changing Tool That Millions of People Can't Stop Talking About

The Let Them Theory: A Life-Changing Tool That Millions of People Can't Stop Talking About

Apple AirTag. Keep Track of and find Your Keys, Wallet, Luggage, Backpack, and More. Simple one-tap Set up with iPhone or iPad

Zevo Flying Insect Trap & 3 Refill Cartridges - Plug in Fly Trap & Indoor Bug Catcher for Gnats, House & Fruit Flies - Blue & UV Light Technology, Mess-Free Alternative to Bug Zapper

The Let Them Theory: A Life-Changing Tool That Millions of People Can't Stop Talking About

Kurzanleitung