Financial Fitness

Mind Over Money: The Book That Redefines Wealth Thinking In this episode of Financial Fitness , we break down one of the biggest truths about money that most people overlook— your financial habits are learned, not inherited by chance. From generational mindsets to the reality of how income is taxed, we dive deep into why relying on W-2 income may be limiting your financial growth, and how shifting...

Mia Medina (COO and Chief Compliance Officer of One on One Financial). The discussion covers her personal journey, resilience through family loss, career growth from first employee to leadership, insights on operational processes, and the evolution of the company.

Host Philip Board in the "hot seat," answering in-depth personal and professional questions.

Welcome to Financial Fitness, where we talk about growth, leadership, and building lasting success in the world of financial advising. 💼   In this episode, host Philip Board and co-host Mia Medina sit down with Tyler Shumaker to discuss what makes 1on1 Financial a truly unique place to grow your career — whether you're a seasoned financial advisor, newly licensed professional, or student intern e...

Join hosts Philip Board and Mia Medina on Financial Fitness as they chat with Tyler Shumaker about his journey from real estate and mortgage to financial services—and how teamwork, adaptability, and leadership drive success in the industry. 💡 Real stories. Smart insights. Lessons in growth, collaboration, and building a thriving financial practice. Follow Philip Board on: Instagram: https://www.i...

AI is not something to fear — it's a game-changer for business and productivity. In this episode, we explore how Artificial Intelligence can help you work smarter, not harder, and why it's becoming essential for growth in today's fast-paced world.  Whether you're running a business or simply looking to use AI in your daily workflow, this episode will help you turn uncertainty into opportunity. Fol...

Ready to build a powerhouse financial advisory team that thrives? In this episode, Philip Board , CEO of 1on1 Financial , shares proven strategies for hiring top talent , developing leadership excellence , and scaling your advisory practice with purpose. Learn how to attract the right people, create a culture of growth, and achieve lasting success — both in business and life. If you're a financial...

Tony Nori's story is all about bold transitions and breakthrough growth. In this episode, Philip Board , CEO of 1on1 Financial , and co-host Mia sit down with Tony Nori to uncover his inspiring journey into the financial services industry — from starting over to building success in a competitive field. Tony opens up about the mindset shifts, challenges, and lessons that shaped his career, offering...

Financial literacy isn't just important — it's essential. In this episode, Philip Board , CEO of 1on1 Financial , with co-host Mia and guest Tony Nori , dive into the heart of what keeps so many people stuck in financial struggle — and how education can break the cycle for good. They discuss why understanding money matters more than ever, how financial literacy empowers families and future generat...

A new administration always brings new opportunities — and new challenges. In this episode, Philip Board , CEO of 1on1 Financial , and co-host Mia Medina unpack how the recent U.S. election and leadership shift could influence the economy, stock market, and overall financial landscape . They explore what investors and everyday individuals should keep in mind during times of political transition —...

Join us as we dive deep into the world of financial services—exploring today's biggest challenges, hidden risks, and exciting potential. Get the insights you need to stay ahead in a fast-evolving industry!

This episode is all about retiring smart! We're covering the risks and strategies you need in order to retire and enjoy every moment after.

Ever wonder what can go wrong when accounts aren't registered properly? We're breaking down real-life examples of registration issues, from simple mix-ups to complex legal problems. Learn what to watch out for, how to fix common mistakes, and the steps you can take to avoid these headaches altogether. Don't miss out—get your accounts in order!

In this follow-up episode, Philip and Mia dive even deeper, focusing on the differences between trusts, powers of attorney (POA), and estate distribution. They'll discuss how each of these legal tools can help safeguard your assets and ensure your wishes are respected. If you're looking for practical advice on estate management, this episode will provide the clarity you need to make smart, informe...

Join Philip Board and Mia Medina as they break down the essentials of estate planning, explore the legal processes involved, and discuss the potential drawbacks of probate. If you're planning for the future or managing a loved one's estate, you'll gain valuable insights to help you make informed decisions.

Confused by investment jargon? Join Philip Board, Mia Medina, and Kurt Moseley as they explain the most important investment terms you need to know. Whether you're just starting out or aiming to expand your financial knowledge, this podcast will clarify key concepts and empower you to make smarter financial decisions.

Curious about what it takes to succeed in the world of finance? In this podcast, I share my personal journey of how I got started in the financial industry—sharing the challenges, breakthroughs, and key lessons that helped me grow. Whether you're new or advancing in your career, this podcast provides inspiration to help you succeed in the financial world!

In this episode, we're diving into the internal workings of our office and why we are different. Join us as we explore the innovative strategies and financial investments that make our culture thrive. Let's uncover what truly sets us apart!