What’s Keeping You Up at Night?

Episode 28:

When people ask us what we do, we don’t really have a pat-answer elevator speech to give them. Phillip was recently approached at a party, and answered with the question: “What keeps you up at night?”

This episode of the Uncommon Life Podcast is all about that question. When we work with clients, we want to discover those financial questions – the concerns that gnaw at you and maybe even keep you up at night. Helping you move beyond those concerns is right in our wheelhouse, and it’s what we are digging into here in Episode 28.

Most of the time, people’s concerns boil down to: how can I pursue a dream I have now, without stealing from the money I will need in retirement? You’d be surprised at the creative solutions you might have right at your fingertips to answer that question. That’s really where we come in – to help you find those creative solutions.

So if your question is just, “how can I fund a Roth IRA?” we might not be the right fit for you. We can definitely help you with that, but our wheelhouse is really to take your uncommon goals and help you find uncommon ways to solve that equation so you can meet those goals.

What You Will Learn in this Episode:

  • Why rate of return does not keep most people up at night
  • The kinds of financial concerns that DO keep people up at night
  • How exploring what you are passionate about can be the financially prudent thing to do
  • Creative ways to finance your dreams today, rather than putting them off until retirement
  • The mindset shift needed to give yourself permission to chase your dreams
  • Why benefits alone shouldn’t be a barrier to escaping your cubicle prison
  • Why taking the uncommon path can be the best decision to make
“We try to help people find ways to save on or defer tax liabilities without tying up their money where they can’t access it.” – Bryan Dewhurst Click To Tweet “Rate of return on its own is not going to fulfill all your hopes and dreams.” – Phillip Ramsey Click To Tweet “Banking, insurance, and investing: I think what we help people do is really synergize those three channels based on the goals that they communicate.” – Bryan Dewhurst Click To Tweet “The number one thing that stops people from pursuing their dream work is the idea of losing benefits. But we have some creative ideas around healthcare, retirement – all of that – so you can pursue those dreams.” – Phillip Ramsey Click To Tweet “Sometimes we’ve got to get out of our comfort zones. Jesus was not comfortable. God is with us as we answer the call on our lives. Don’t miss out on those opportunities to draw closer to Him and other people.” – Bryan Dewhurst Click To Tweet “When someone can come to us and then they let their guard down enough to really tell us what is keeping them up at night, we can offer potential solutions to that problem.” – Phillip Ramsey Click To Tweet “How do you prioritize the things in your life you want to get done? And how can you design your own life to have more passion, more money, and more time freedom right now?” – Bryan Dewhurst Click To Tweet “It really is a matter of mindset. We have people tell us their goals and objectives. We show them that they can actually achieve those goals and objectives. Some choose to act on that, and others do not.” – Phillip Ramsey Click To Tweet “There’s what I call a Jumanji drum beat inside of you – that thing you must do, money aside. You're going to figure it out. You have to figure it out. And the older you get, the louder that drum beat gets.” – Bryan Dewhurst Click To Tweet “We had a client who funded a crazy dream – to play professional basketball in Australia – which led her on a path that she never would have taken if she had taken the common path.” – Phillip Ramsey Click To Tweet