Guest: Danielle Howard, a Certified Financial Planner and the Founder of Wealth By Design, a boutique wealth services firm that works with individuals and families that value a holistic financial approach to the fall season of life. Danielle is also the author of Your Financial Revolution: Time To Recognize, Revitalize & Release Your Financial Power.

In a Nutshell: Living a rich, full life goes well beyond how much money someone has. On this episode, Danielle Howard and I discuss how advisors who put their clients' lives ahead of their money can help them break free of the limiting beliefs, delusions, and scripts around money that can prevent them from enjoying the journey, especially in retirement.

Guest: ChatGPT, a natural language processing tool driven by AI technology that allows you to have human-like conversations and complete a variety of other mind-blowing things. This artificial intelligence (AI) chatbot developed by OpenAI was released in November 2022 and has been upgraded since then.

In a Nutshell: With all the excitement and interest around artificial intelligence, particularly ChatGPT, I thought it was time I did an episode on AI. And as I looked around for potential guests, I thought, why not go directly to the source and interview ChatGPT. So I connected ChatGPT to a text-to-speech AI from ElevenLabs named Rachel. She was gracious enough to answer my questions and give me a snippet of what AI is capable of.

Guest: Dan Haylett, Director, Head of Growth & Financial Planner at TFP Financial Planning in Essex, England.

In a Nutshell: My business partner, Mitch Anthony, calls it "Life-Centered Financial Planning." Dan Haylett's firm uses the term "human-focused financial planning." However you describe the process, the fundamentals are the same: a growing movement of financial advisors putting people first and prioritizing the relationships they build with their clients over time. On today's show, Dan and I discuss what that level of personalized service looks like, how it's priced, and how he's built a team to support every client on their journey to retirement.