『Money Conversations with Marshall Moore Director of Community Banking at On Tap Credit Union』のカバーアート

Money Conversations with Marshall Moore Director of Community Banking at On Tap Credit Union

Money Conversations with Marshall Moore Director of Community Banking at On Tap Credit Union

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 🎙️ WalletGyde Presents: The Money Conversation with Marshall MooreEpisode Theme: Empowered • Mission-Driven • TransformationalJoin WalletGyde founder Caleb Keel and special guest Marshall Moore of Untapped Credit Union for a powerful and passionate conversation about personal finance, money psychology, building systems, and defining true success. Whether you're just starting your financial journey or refining your wealth-building strategy, this episode will challenge your mindset and give you real tools to take control of your financial future.⏱️ Topics & Timestamps00:00 – Intro & Money EnthusiasmCaleb and Marshall open with energy, setting the tone for an enthusiastic dive into personal finance.02:41 – Marshall's Money Origin StoryMarshall shares his upbringing, how money shaped his childhood, and why he once believed money was the root of all evil.04:44 – Generational Money MindsetsStories of Marshall’s father and grandfather shed light on inherited beliefs and how they shape our attitudes toward money.06:50 – From Teaching to Financial CoachingMarshall discusses transitioning from a science teacher to creating a real-world personal finance curriculum.09:35 – Why Money Conversations MatterThe case for removing the taboo around money and teaching foundational knowledge as early as high school.11:33 – Financial Influences & Building a SystemCaleb and Marshall name key gurus and sources that shaped their philosophies—like Ramit Sethi, Paco de Leon, and Robert Kiyosaki.15:00 – Mastering Cash Flow & Simple SystemsA breakdown of how to manage variable income/expenses and the importance of automation and intuition in budgeting.19:39 – WalletGyde’s Core Tools: Income & Net Worth SummariesHow these two financial summaries help users understand their personal economy in a chaotic global market.25:00 – Rethinking the 50/30/20 RuleMarshall proposes a modernized approach to the classic rule and how guilt-free spending and automation are key.32:08 – Financial Principles vs. PersonalizationWhy one-size-fits-all advice doesn’t work. Context, culture, and personal goals matter more than any formula.35:00 – The Psychology of Money & Financial CoachingMoney is emotional. Learn why awareness, coaching, and individualized support matter more than budgeting spreadsheets.38:30 – Behavioral Economics & Psychology GurusMarshall introduces Danny Kahneman, Amos Tversky, and Richard Thaler—who transformed how we understand decision-making.40:00 – Money Is Made Up? The History of CurrencyA fascinating look at the social contract of money, the gold standard, and how fiat currency changed the game.43:57 – Understanding Cultural Money StoriesHow different communities (Latin, Black, immigrant families) view and use money based on lived experience and systemic history.50:00 – The Role of a Financial CoachMoney coaching is about more than numbers—it’s emotional, relational, and essential for financial healing.59:21 – Redlining, Generational Trauma & Financial AccessHow systemic issues like redlining shaped the financial outlook of entire communities.1:05:48 – 🔥 Defining Success: Wealth vs. PurposeCaleb and Marshall dive deep into the meaning of success, mission-driven entrepreneurship, and redefining what it means to win.1:10:45 – Growth vs. Value: Small Business MindsetsHow success can be impact-focused rather than billionaire-driven—business as a value exchange and movement.1:15:00 – Designing a Financial Life with IntentionSpecific systems, mindset shifts, and decision-making frameworks to support intentional, purpose-driven living.1:25:00 – Credit Card Debt & Emergency FundsWhy automated debt payments and savings reserves are the foundation for true financial freedom.1:29:50 – Closing Message: Be the Hero of Your JourneyMarshall’s final advice—gain competency, confidence, and clarity in your financial life. Customize your life.🔔 Subscribe for more mission-driven money conversations.💬 Got questions or want to share your money story? Drop a comment below!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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