The Money Script

The Money Script Podcast featured Phil Weiss of Apprise Wealth Management for a practical conversation about retirement, spending, burnout, and the limits of AI in financial planning. Phil shared why many people save well but struggle to use their money with confidence, how health and family shape retirement timing, why FIRE may be a bad fit for emergency physicians, and why good planning still ne...

In this episode of The Money Script Podcast, Yohance talks with Krista Patterson, co-founder and CEO of The Positioning Collective, about brand positioning, entrepreneurship, and how founders can communicate with more clarity. Krista shares how she and Alex launched their firm during COVID, why positioning is bigger than a logo, and how businesses earn trust through every interaction. They also di...

On this episode of The Money Script Podcast, Yohance talks with therapist and financial coach Constance McConnell about money shame, financial literacy, and the real impact of systemic barriers on historically marginalized communities. They cover Labor Day’s roots, redlining, the wealth effects of delayed access to VA benefits, and how neurodivergence can shape money habits. Constance also shares...

In this  episode of The Money Script Podcast, Yohance talks with Tyler Aubrey about what money is really for in retirement. They unpack cash reserves, retirement spending, sequence of returns risk, and why financial planning should help people dream, not just save. Tyler shares how clients use “sleep well at night” money to handle uncertainty and create meaningful life experiences. The episode als...

In this Money Script Podcast, Yohance talks with Rebecca Jackson about one of the hardest money questions people face: how much is enough. They explore lifestyle creep, meaningful spending, concentrated stock risk, RSUs, taxes, behavioral bias, and the emotional side of financial planning. Rebecca shares practical ways to think about money decisions, including how values, family history, and fear...

In this Money Script Podcast episode, Yohance Harrison talks with Emily Rassam of Archer Investment Management about one of the hardest parts of retirement planning: helping people actually spend the money they worked so hard to save. They cover retirement income, financial independence, client psychology, gifting, charitable giving, and the emotional side of wealth. Emily shares the questions she...

On this episode of The Money Script Podcast, Yohance Harrison talks with Nick Covyeau of Swell Financial about financial planning, money mindset, retirement spending, and the role of AI in advisory firms. Nick shares his first lessons around saving, why many good savers struggle to spend in retirement, and how books like Die With Zero shaped his thinking. They also talk about writing, client trans...

In this Money Script Podcast episode, Yohance Harrison talks with Lawrence D. Sprung about books, financial planning, family, and the real purpose of money. Lawrence shares the story behind Financial Planning Made Personal , why one-size-fits-all advice falls short, and how personal loss shaped his belief that money should support joy, meaning, and legacy. They also discuss Even More Than Money ,...

In this episode of The Money Script Podcast, Yohance Harrison talks with Justin Castelli  return on life, financial planning, and the new book Even More Than Money . They cover how advisors can think beyond traditional ROI, what it took to bring a multi-author financial planning book to life, and why real advice is still deeply human. Justin also shares his personal money script, his dream of usin...

In this episode of The Money Script Podcast, Yohance sits down with Rahkim Sabree, author of Overcoming Financial Trauma , for a candid conversation about how money stress, fear, and past experiences shape financial behavior. Rahkim breaks down what financial trauma is, how it shows up through investing, scarcity, and identity, and why even high earners carry it. The episode also explores financia...

On this episode of The Money Script Podcast, Yohance Harrison talks with Dana Wilson, founder and CEO of CHIP, about building a career in financial services while often being the only person in the room. Dana shares her journey from SunTrust banking to Wall Street, why representation in wealth management still matters, and how CHIP helps people connect with trusted financial professionals. They al...

On this episode of The Money Script Podcast, Yohance Harrison sits down with returning guest Dasarte Yarnway to talk about Bench, a new sports media and creator monetization platform. They dig into how athletes, teams, leagues, and youth sports programs can turn content into revenue through subscriptions, pay-per-view, sponsorships, and streaming. They also get into the ethics of sports gambling,...

The Money Script Podcast, hosted by Yohance Harrison, returns with guest Sahirenys, author of "The High Five Banking Method." In this episode, they discuss the origins and impact of the High Five Banking Method, personal stories about overcoming financial crises, and practical strategies for better money management. Listeners will hear about first money memories, the importance of budget...

In this episode of Only Human, host Yohance Harrison welcomes Ryan Sullivan, founder of Podcast Principles, to discuss the intersection of podcasting, AI, and financial advisory. Listeners will hear actionable advice on how financial advisors can launch their own podcasts, leverage AI to streamline processes, and build sustainable marketing and client engagement strategies. Key highlights include...

Legacy Mode: a conversation with Madre Harper on Building Wealth, Brand, and Purpose Beyond the NFL NFL player turned entrepreneur Madre Harper joins to talk football, finances, and forging a legacy that lasts. From playing for the Raiders, Giants, Panthers, and Steelers to winning a UFL championship, Madre has done it all on the field—but off the field, he’s even more intentional. He opens up abo...

In this episode, Caleb Brown, CEO of New Planner Recruiting and CFP, shares his insights on financial services, compensation models for financial professionals, and the role of AI in financial planning. He also offers advice for those looking to enter the industry, highlighting essential skills and starting points.  Caleb reflects on his earliest money memory and recommends his book, “Finding Your...

In this engaging episode of Between Two Advisors , we welcome Matt Halloran, a professional therapist turned advisor to financial advisors and accomplished author. Matt’s unique journey takes center stage as he shares how he unexpectedly became “Santa Claus” and what led him to a successful career in financial advising.  We dive into his latest book, Shut the F Up and Listen , which explores the t...

In this episode of The Money Script Podcast , host Yohance Harrison welcomes certified financial planner Katy Song to discuss the importance of balancing the four pillars of life: spiritual, physical, mental, and financial health. Katy shares her journey from investment banking to holistic financial planning and how her innovative flat-fee approach makes financial literacy accessible to families a...

In this episode of The Money Script Podcast , host Yohance Harrison is joined by Jamie Hopkins, financial thought leader and author of The Soul of Wealth . Together, they discuss the unique financial challenges faced by medical professionals transitioning through medical school, residency, and into practice. Topics include the power of delayed gratification, aligning spending with personal values,...

In this engaging episode of The Money Script Podcast , host Yohance Harrison sits down with Diana Cabrices, founder of Diana Cabrices Consulting and a fractional Chief Evangelist. Diana shares her journey from surviving hurricanes in Tampa to revolutionizing WealthTech marketing through her innovative role. Learn how Diana uses AI tools to energize advisor outreach, why human connection still matt...

In this episode of The Money Script Podcast , host Yohance Harrison sits down with TJ van Gerven, CFP®, and host of The Do More With Your Money Podcast . Together, they unpack the financial implications of the recent U.S. presidential election, discuss strategies for optimizing taxes, and highlight the importance of building diversified financial "buckets." TJ shares a deeply personal me...

On this episode of The Money Script Podcast , host Yohance Harrison welcomes Ben Beck, financial advisor and host of The No Bonds Podcast . Together, they explore timeless strategies for managing client behavior, the importance of financial planning as the cornerstone of investments, and lessons learned from legendary mentor Nick Murray. Ben shares his journey from professional baseball to financi...

In this episode, Yohance shares his insights on the current economic events, discussing unemployment trends, cooling inflation, and declining interest rates, and how these factors impact the local economy and clients. Yohance welcomes guest Tom Sylvester from 2x who outlines his vision for success, emphasizing long-term planning and introducing a framework called "Model One" for business...

In this episode of The Money Script Podcast , host Yohance Harrison welcomes Sherri Fitts, a pioneer in behavioral finance and financial services marketing, to explore the fascinating psychology behind our financial decisions. Together, they discuss the impact of financial stress, anchoring biases, and inertia on our money habits. Sherri shares practical tips to overcome these challenges, along wi...

In this episode, we chat with Lauren Hong, founder of Out and About Communications , about the world of outsourced marketing and B2B strategies. Lauren shares how her firm supports companies with their marketing needs, her inspiration for starting the business, and her journey from graphic design and international studies to building a successful marketing firm. She also discusses her focus on fin...