The Wealth Trifecta with Holly Morphew - podcast cover

The Wealth Trifecta with Holly Morphew

Holly Morphewpodcasters.spotify.com
Welcome to the Wealth Trifecta, where we explore all things health, wealth, and happiness. I'm your host, Holly Morphew, a personal finance expert, accredited financial counselor, and life enthusiast. This podcast is designed to uplift and ignite your journey to financial independence and lifestyle design. True wealth is the convergence of health, happiness, and good fortune. And what I love most about wealth building is that it doesn't matter where you start, what matters is that you start. Wealth is for everyone, and that includes you!
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Episodes

The Wealth Trifecta - What's Next

In this episode, Holly shares a significant announcement, revealing her decision to temporarily pause the podcast to concentrate on various aspects of her business. Delving into her chosen word for the year, 'power,' Holly draws connections between this theme and her personal journey, as well as its relevance to broader global issues. The episode delves into pressing socio-economic challenges of recent years, touching upon the impact of movements like Me Too, the pandemic, and the rising tide of...

Jan 23, 202425 min

The Importance of Estate Planning with Shalini Codispoti

In this enlightening conversation, estate planning attorney Shalini Codispoti shares her insights into the importance of estate planning and dispels some common myths surrounding the process. Shalini stresses that estate planning is not just for the wealthy, but for anyone who hopes to transfer their wealth and ensure they have a plan in place for their loved ones in case of their demise or incapacity. She also breaks down the components of an estate plan and highlights the difference between a ...

Dec 26, 202335 min

Empathy, MDMA & Wealth with Ben Rein, PhD

In today's captivating episode, Holly speaks with Stanford University's PhD neuroscientist, Ben Rein. Join the intriguing conversation as they explore the profound impact of empathy on our lives and how synthetic drugs, including MDMA, may enhance this essential quality. Tune in to discover the fascinating intersection of neuroscience and personal wealth, gaining insights into how understanding our brains can shape financial success. Ben also candidly addresses the financial hurdles faced by sci...

Dec 12, 20231 hr 2 min

Lighting the Path to Prosperity: Mark Yegge on Hard Work, Ethics, and Community

In this episode of the Wealth Trifecta podcast, Holly engages in a thought-provoking conversation with Mark Yegge, a distinguished personal finance expert and the visionary behind the Light Circle mastermind community. Together, they navigate the intricate principles of financial success, shining a spotlight on the transformative power of self-connection, the cultivation of robust relationships, unwavering honesty, dedicated hard work, and the artistry of lifestyle design. Mark's wisdom extends ...

Nov 28, 202332 min

Declutter for Wealth: A Holistic Approach to Home Design with Marissa Lada

Join Holly Morphew in this episode of the Wealth Trifecta podcast as she sits down with Marissa Lada, a holistic designer and home coach, to explore the art of cultivating a harmonious home through holistic design and Feng Shui principles. Marissa's wealth of knowledge shines as she imparts insights into elevating the relationship individuals have with their living spaces, fostering improved health, happiness, and energy within the home. Holly and Marissa discuss the profound impact our physical...

Nov 14, 20231 hr 2 min

Healing Through Nutrition: A Warrior Mom's Guide to Holistic Health with Tracy Slepcevic

In today’s episode, Holly speaks with Tracy Slepcevic, the author of "Warrior Mom: A Mother’s Journey in Healing Her Son with Autism." Tracy's remarkable journey is a testament to the power of love, hope, and unwavering determination as she shares the pivotal steps she took to enhance her son's health and overall well-being. This conversation underscores the importance of embracing a holistic approach to well-being, one that prioritizes the healing of the mind, body, and soul. In this episode, y...

Oct 31, 20231 hr 7 min

Leave a Legacy, Not a Mess with My AfterLife Founder, Katie Campbell

Holly’s childhood friend Katie Campbell joins her to discuss My AfterLife, the company she founded to help people securely store important information about their final wishes and preserve precious photographs and memories. Katie’s mission is to make things easier for our loved ones once we die, and she encourages listeners to consider building a digital legacy that celebrates their lives, clarifies their intentions, and keeps their memories alive. In this episode, you’ll hear from Katie on: Dig...

Oct 17, 202341 min

Stop Predicting, Start Planning, Stay Mindful with Financial Expert Jonathan DeYoe

Holly discusses money, love, and mindfulness with financial coach, author, and trainee meditation teacher Jonathan DeYoe. As a practicing Buddhist who has spent over a quarter of a century working in the financial services industry, Jonathan takes a mindful and long-term approach to money management. When it comes to investing, his mantra is ‘Stop predicting, start planning, stay mindful,’ and his latest book, Mindful Investing: Right Focus, Better Outcome, Greater Well-Being, s ets out his stra...

Oct 03, 202347 min

Better Boundaries: A Journey to Self-Care & Advocacy with Kari Kwinn

Holly talks about yoga, self-fulfillment, and building personal boundaries with Kari Kwinn, a Yin Yoga teacher whose academic background and study of Eastern philosophy have helped her understand that we all have unique paths to follow in life. As the author of Better Boundaries and the creator of an online Boundaries Curriculum, Kari believes in self-care and self-advocacy. She specializes in helping people figure out how they fit into the world and provides them with the tools and resources to...

Sep 26, 202353 min

Programming Your Mind for Success with Holly Morphew

In today’s episode, Holly reflects on her personal journey to health, wealth, and happiness and describes how our thoughts can profoundly shape our reality. She shares the practices that have helped her create a rich and rewarding life and invites listeners to join her free online community, which offers support and encouragement and provides practical tools and resources to help you transform into the person you want to become. In this episode, you’ll hear from Holly on: - Positive self-talk - ...

Sep 19, 202310 min

Unleash Your Authentic Self: Anna Cley's Journey of Truth and Adventure

Today's guest, Anna Cley, author of The Journey of the Heart , shares her thoughts on finding your inner truth and creating a life full of authenticity and adventure. Anna’s journey of self-discovery led her from her native France to the US and inspired her to abandon her previous careers as a rocket scientist and an opera singer. Today, she’s an author, a meditation coach, and the founder of Vocalise, a nonprofit focusing on healing childhood trauma and helping young people lead confident and j...

Sep 12, 202332 min

Mindful Selling: A Million Dollar Journey with Jaime Rowe

In this enlightening episode, Holly engages in a conversation with Jaime Rowe, a serial entrepreneur and unconventional sales coach. Together, they dive deep into the world of mindful selling and the significance of inner growth in achieving success. Jaime shares her heart-centered approach to selling, emphasizing the power of storytelling, while dispelling common myths about sales and salespeople. In this episode, you’ll hear from Jaime on; - Building a million-dollar business - Trusting your i...

Sep 05, 202333 min

Mastering Your Money: Strategies for Crushing Debt with Holly Morphew

In this informative episode, Holly takes an in-depth look at debt and sets out multiple strategies for paying it off. She explains the pros and cons of each method and gives clear, practical advice about how to effectively eliminate debt and start building a healthier financial future. In this episode, you’ll hear from Holly on: - The Debt Crush and The Debt Avalanche vs. The Debt Snowball Method - Debt consolidation - Debt settlement - Bankruptcy Links from this episode: - Holly’s Instagram: ⁠@...

Aug 29, 202346 min

Empowerment Through Cycles: Women, Business and Integrity with Shannon Grayce

Holly engages in a thought-provoking conversation with Shannon Grayce, the dynamic founder of Integrity Coaching, delving into the profound journey of female entrepreneurship. In this enlightening discussion, they explore themes of empowerment, harnessing the power of one's menstrual cycle for heightened productivity and creativity, and the art of crafting authentic businesses from the ground up. In this episode, you’ll hear from Shannon on: - How energy and business are connected - Doing busine...

Aug 22, 202342 min

Beyond Income: Jenn Uhen's Insights on Financial Empowerment

Jenn Uhen, the founder of The Pledgettes female-only financial community, joins Holly to discuss normalizing money talk and clarifying your financial goals. She encourages listeners to take control of their money and commit to improving their financial situation. For Jenn, what matters most is not how much money you make but what you do with that money, and she shares the lessons she’s learned from creating and participating in a supportive community of values-driven, financially-curious women. ...

Aug 15, 202349 min

Thank God For Depression: Exploring Mental Health with Kyle Nicolaides

Holly speaks with singer, songwriter, and author Kyle Nicolaides about his new book Thank God For Depression. For ten years, Kyle suffered from debilitating bouts of depression, and his mind was consumed by feelings of anxiety, panic, and self-doubt. Recently though, he has started to regard his depression as a valuable teacher and a catalyst for spiritual development. Today, Kyle and Holly talk about plant medicine, creativity, and taking a multi-layered, holistic approach to our mental health....

Aug 08, 202341 min

How Ketamine Can Rewire your Money Perspective with Financial Therapist, Amanda Kruger

Holly and her guest financial therapist Amanda Kruger shed some light on the seldom-discussed subjects of financial trauma and financial abuse. As a specialist in financial trauma, Amanda explains how negative experiences such as growing up in poverty or living with a partner who controls your finances can seriously impact your mental health. In this episode, Holly and Amanda share some of their strategies to alleviate anxiety, and Amanda describes the methods she uses (including parts work, EMD...

Aug 01, 202344 min

Human Design, Gene Keys, and the Path to Prosperity with Jess Bubbico

Holly learns about Human Design with Human Design and Gene Key expert Jess Bubbico. Jess is the co-founder of Messaging by Design, a company that uses the system of Human Design to help people bring more flow, peace, and prosperity into their lives. Jess loves to help her clients gain a deeper understanding of themselves and discover the work they came here to do. She supports entrepreneurs to march to the beat of their own drum, and in this episode, she reads Holly’s Gene Keys Chart and conside...

Jul 25, 202356 min

No Lies, No Excuses, Never Quit: Tony Drees' Rules for Success

This week on The Wealth Trifecta, Holly chats with champion adaptive athlete, Purple Heart recipient, and motivational speaker Tony Drees. Despite Tony’s chaotic early life and traumatic combat experiences, his determination and resilience are inspirational. Tony lives each day with passion and purpose, and he’s currently attempting to become the first adaptive athlete to perform a one-legged backflip on skis. In this episode, you’ll hear from Tony on; His three rules; No Lies, No Excuses, and N...

Jul 18, 202349 minSeason 1Ep. 14

Thriving as a Highly Sensitive Person & Breaking Up With Debt with Melanie Lockert

Holly chats with writer Melanie Lockert about the connection between money, debt, and mental health. As the author of Dear Debt: A Story About Breaking Up With Debt, Melanie shares her experience of paying off her student loan debt. In addition, she describes her perspective of life as a Highly Sensitive Person and outlines the actions she takes to stay grounded and avoid feeling overwhelmed. In this episode, you’ll hear from Melanie Lockert on: Writing her way out of debt Depression and debt Th...

Jul 11, 202344 minSeason 1Ep. 13

From Victim to Victor: Reshaping Your Story with Sabrina Victoria

Holly talks with entrepreneur and mentor Sabrina Victoria about time management, organization, and transformation. Sabrina is a successful businesswoman and a single mom who escaped an abusive relationship and acquired financial independence through cultivating multiple income streams. Today, she’s the creator of Human Better365, Her Nation, and Sober Society, and she’s on a mission to help other women step into their power and reframe the narrative of their lives. In this episode, you’ll hear f...

Jul 04, 202346 minSeason 1Ep. 12

Demystify Money Management: Expert Advice on Retirement Accounts & Life Insurance with Amanda Kinderman

Holly chats with financial professional Amanda Kinderman about financial planning, income diversification, and wealth-building. Like Holly, Amanda is passionate about spreading financial literacy, and she specializes in helping clients on lower to middle incomes take control of their finances, create multiple income streams, and manage their money more effectively. In this episode, you’ll hear from Amanda on: Traditional and Roth Retirement Accounts The different types of life insurance Multiple...

Jun 27, 202353 minSeason 1Ep. 11

Breaking Free from Impulse Buys with Holly Morphew

Holly addresses the subject of impulse spending and explores simple and effective ways to recognize and control it. She distinguishes between essential and non-essential expenses and explains how to stop wasting money on purchases that provide instant gratification but do not improve our long-term financial and emotional well-being. In this episode, you’ll hear from Holly on: - The psychology of spending and the reasons why we impulse buy - Manipulative marketing and merchandising - Tips to mini...

Jun 20, 202337 minSeason 1Ep. 10

Fearless Explorers: Embracing Adventure and Designing a Life of Passion with Ricardo Wilkins

Ricardo Wilkins is an adventurer, travel coach, and voluntourist who, after spending 14 years stuck in a secure but uninspiring job, decided to expand his horizons and volunteer as an English teacher in Cartagena, Colombia. Ricardo’s transformational experience of living and working in a different culture inspired him to explore more locations in South America, Africa, and Asia, and today he’s committed to helping others challenge their boundaries and shift their mindset through traveling and vo...

Jun 06, 202349 min

The Wolves Within: Choosing Happiness over Anger with Holly Morphew

Today, Holly considers how our thoughts and emotions shape our perception of reality. She reminds us that happiness is a choice and uses the Native American parable of The Two Wolves to encourage us to prioritize joy, peace, and compassion over anger, regret, and self-pity. In this episode, you’ll hear from Holly on: The Wolf of Anger and the Wolf of Love Nurturing positive emotions Realizing you already have all you need to be happy Projecting positive energy and avoiding judgment Links from th...

May 23, 202311 minSeason 1Ep. 8

Accessing Your Inner Wisdom: A Guide to Writing and Publishing Your First Book with Catherine Gregory

Holly recalls writing her first book Simple Wealth and chats with her book coach and publisher, Catherine Gregory, about the creative process. As an award-winning author and the co-founder of Modern Wisdom Press, Catherine uses her decades of experience in the publishing industry to guide her clients through the writing process. Her approach is unique, supportive, and super-effective, and she explains how she empowers authors to connect to their inner wisdom and write the books they’ve been call...

May 16, 202327 minSeason 1Ep. 7

Trusting Your Voice: Practical Strategies for Building Your Confidence and Making Yourself Heard with Karen Laos

Holly talks with communication expert and confidence cultivator Karen Laos whose mission is to eradicate self-doubt in 10 million women in the next 10 years. Karen helps women believe in themselves, get clear about what they want, and have the confidence to ask for it. She’s the author of Trust Your Own Voice: Growing Your Influence Through Confident Communication, and in today’s show, she shares some powerful practical strategies that will help you stand out from the crowd and make yourself hea...

May 09, 202353 minSeason 1Ep. 6

Thriving Without Alcohol: Molly Ruggere's Journey to Redefining Sobriety and Finding Happiness

This week on The Wealth Trifecta, Molly Ruggere, the founder of Counterculture Club, shares her story of giving up drinking at 27 and resetting her relationship with alcohol. As an Alcohol Freedom Coach, Molly debunks some popular misconceptions about alcohol and describes how she found healthier and more sustainable ways of dealing with stress and social anxiety. In this episode, you’ll hear from Molly Ruggere on: Why you don’t need to drink to have a good time Normalizing socializing without a...

May 02, 202348 minSeason 1Ep. 5

Unlock the Power of a Wealth Mindset with Holly Morphew

Join Holly Morphew as she delves into the fascinating world of quantum consciousness and its transformative power to shape our material reality. In this episode, she shares powerful insights on how envisioning future abundance and acting as if we're already rich can create a powerful vibrational shift towards wealth, flow, and joy. Through a unique combination of financial planning and conscious living, Holly shows us how to cultivate a wealth mindset that attracts more prosperity and abundance ...

Apr 18, 202335 minSeason 1Ep. 4

Breaking Free from the Rat Race: Discover the Path to Financial Independence and Early Retirement with David Baughier

David Baughier is an ex-Navy Commander whose approach to acquiring financial independence enabled him to retire in his forties after a 20-year career in the military. Today, David is free to pursue his passions, but he still finds time to help others achieve financial independence through his free educational program Fiology, which provides carefully curated advice about saving and investing your way toward financial freedom. In this episode, you’ll hear from David Baughier on: The 25x rule. He ...

Apr 11, 202344 minSeason 1Ep. 3
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