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Balancing Financial Wisdom and Emotional Well-being with Brendan Frazier (Ep. 19)

Balancing Financial Wisdom and Emotional Well-being with Brendan Frazier (Ep. 19)

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Achieving financial success involves understanding and managing your financial decisions, which can be influenced by your emotions and behaviors.

How can you improve your relationship with money while staying true to your values?

In this episode, Marcia Miller chats with Brendan Frazier, the Chief Behavioral Officer at RFG Advisory, about mastering the emotional and psychological aspects of money management. 

With over 25 years in financial services and additional insights from Brendan’s Human Side of Money podcast, you’ll learn strategies to shift from saving to spending and ways to incorporate behavioral finance into your financial planning.

They discuss: 

  • Strategies for shifting from being a saver to a spender in retirement
  • The importance of mental accounting in achieving financial goals
  • How clarity and vivid visioning can change your financial behavior
  • Identifying and aligning your life’s purpose with your financial decisions
  • And more!

Resources:

Connect with Marcia Miller: 

Connect with Brendan Frazier:

About our Guest: 

Brendan Frazier is the Chief Behavioral Officer at RFG Advisory. He joined RFG after founding Wired Planning, a global training platform for financial advisors. Brendan utilizes his knowledge in behavioral finance to assist RFG advisors and their clients. He holds a BBA in Marketing from Belmont University.

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The Power of 401(k) Plans for Veterinary Practice Owners with Paul Villanueva (Ep.10)

The Power of 401(k) Plans for Veterinary Practice Owners with Paul Villanueva (Ep.10)

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Veterinary practice owners are incredibly busy. The thought of setting up a 401(k) plan is overwhelming and likely low on the ever-growing list of priorities.

In this episode, Marcia Miller sits down with Paul Villanueva, a retirement plan professional, to explore the importance of 401(k) plans for veterinary practice owners. They discuss the evolution of 401(k) plans, the benefits for both employers and employees, as well as the flexibility and simplicity offered by modern 401(k) solutions, specifically provided by Human Interest. The conversation highlights the significance of early retirement planning, the impact on attracting and retaining talent in veterinary practices, and the advantages of Roth options within 401(k) plans. 

Marcia and Paul discuss: 

  • Benefits of 401(k) plans for both employers and employees
  • Modern 401(k) solution options
  • Attracting and retaining talent through employee benefits
  • Comparison of 401(k) plans with IRAs and Simple plans
  • Impact of technology on simplifying and modernizing retirement planning
  • And more

 

Resources:

Connect with Marcia Miller: 

Connect with Paul Villanueva: 

 

About Our Guest: 

Paul Villanueva is currently the Regional Director of the Financial Advisor Channel at Human Interest. He is a highly experienced Director of Partnerships with 25+ years in the financial services industry. A University of Houston graduate, he excels in Securities, Asset Management, Retirement Planning, Mutual Funds, and Management. Paul’s strategic insights and business development prowess have consistently driven success in his dynamic career. 

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Making Hay: Coming Soon!

Making Hay: Coming Soon!

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Welcome to the Making Hay podcast with Marcia Miller from RFG Advisory. In this podcast we help veterinarians, from new graduates to seasoned practitioners navigate the sometimes tricky waters of personal finance. We all know the saying “Making Hay While the Sun Shines”. As cheesy as it sounds, it represents a lot of what we help people do in their financial lives and businesses. We know each of you faces unique challenges, and we’re here to offer advice tailored just for you, anchored in service, stewardship, and a genuine understanding of your profession. Join Marcia Miller, your guide on this journey. Marcia has spent over 25 years in financial services, and her passion is helping vets like you get a handle on your finances. Tune into each episode as we meet at the intersection of veterinary practice and financial management. With help from experienced guests and insights from Marcia’s own expertise, we’re going to tackle your biggest financial questions head-on.

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