🎙️ 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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