How to Build a Career in Finance With Penny Phillips

How to Build a Career in Finance With Penny Phillips

The guest for this episode is Penny Phillips, the co-founder of Journey Strategic Wealth, a Registered Investment Adviser for advisors. She’s also the founder of Thrivos Consulting, where she coached and consulted financial advisors.

I invited Penny because of her ideas about wealth building that she’s been sharing on Twitter and YouTube. On this episode, we talked about her journey, personal values, building a career in finance, coaching people who were older than her, and many more topics.

Follow her on Twitter: https://twitter.com/ThrivosLLC

Read more about her bio: https://journeyswadvisor.com/who-we-are/penny-phillips/

Thanks for listening!

I’ve put together 6 resources with proven tips for optimizing your life and work. It’s free for my newsletter subscribers. Get your free Growth Kit here: dariusforoux.com/growth-kit

Timestamps:

00:12 - Introducing Penny Phillips
01:33 - Her backstory
07:00 - Family values to be successful
12:35 - Age discrimination
18:11 - What success feels like (Visualization)
20:44 - Finding balance
21:10 - Do not compare yourself to others
21:25 - The Paradox of Happiness: Why Desiring More Makes Us Miserable
23:06 - From being in the corporate world to building a business
33:05 - Work life and personal life
39:21 - Surround yourself with people who understand you
40:50 - Perception is reality
43:25 - Be your own hype person
45:42 - Geraldine Wise, the first successful woman on Wall Street
52:24 - Penny on building her first business
57:19 - Rely on things you know to be true
59:55 - Consulting vs coaching
1:04:02 - The role of behavioral change
1:04:33 - What financial advisors do
1:09:25 - The best way to learn as a financial adviser

Episoder(179)

3 Stoic Rules for a Wealthy Life

3 Stoic Rules for a Wealthy Life

There are 3 rules to become wealthy and still live like a Stoic. Because, if you’re like me, we don’t really aim to become famous or own fancy cars. We simply want to build wealth so we can have pea...

21 Jul 202414min

The Stoic Path to Wealth book summary read by the author

The Stoic Path to Wealth book summary read by the author

What does it mean to be wealthy? It's a common belief that being wealthy means having lots of money. That’s true on some occasions, but it’s not always the case. My book “The Stoic Path to Wealth”, i...

16 Jul 202438min

The Stoic Path to Wealth Q&A

The Stoic Path to Wealth Q&A

In this episode, I share my answers to the most frequently asked questions about my new book, The Stoic Path to Wealth. Enjoy! Grab your copy of The Stoic Path to Wealth: stoicpathtowealth.com⁠

15 Jul 202426min

Stoicism + Investing: Become a Wealthy Stoic

Stoicism + Investing: Become a Wealthy Stoic

How can you become a wealthy Stoic? Stoicism is about living a simple, virtuous life. That’s why many people have the misconception that being Stoic means refusing material wealth. But that’s not th...

14 Jul 202420min

Flow + Pomodoro The Super Productivity Stack

Flow + Pomodoro The Super Productivity Stack

In my experience, you do your best work when you’re in a good mood and you’re focused. You can also look at it as being a state of “Flow,” which is a term the psychologist Mihaly Csikszentmihalyi coi...

21 Jun 202413min

Wealth and Money Are Two Different Things

Wealth and Money Are Two Different Things

I wanted to be rich so bad for my entire life. In high school, I watched Wall Street with Michael Douglas and Charlie Sheen. It was supposed to be a cautionary tale but I saw it as inspiration. I wa...

10 Jun 202410min

The Key to Picking Stocks like Warren Buffett

The Key to Picking Stocks like Warren Buffett

I analyzed three of Warren Buffett's biggest stock picks (GEICO, Coca-Cola, Apple) and drew lessons from that. By understanding the thought process of his stock picks, we can emulate his mindset. Whe...

6 Jun 202422min

Stop Putting Imaginary Pressure on Yourself

Stop Putting Imaginary Pressure on Yourself

I think having a sene of urgency and responsibility when it comes to your career is one of the biggest motivators. But if you put too much pressure on yourself to succeed, it can work against you. Th...

3 Jun 20248min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
lydartikler-fra-aftenposten
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
pengepodden-2
finansredaksjonen
tid-er-penger-en-podcast-med-peter-warren
livet-pa-veien-med-jan-erik-larssen
utbytte
morgenkaffen-med-finansavisen
rss-markedspuls-2
lederpodden
pengesnakk
rss-pa-konto
liberal-halvtime
rss-fa-makro
rss-investering-gjort-enkelt
boligbobla