Financial Mindset

Explore how beliefs, habits, discipline, and decision-making shape financial outcomes. These resources help readers replace fear and complexity with clarity, responsibility, and more intentional behavior around money.

Fear Is the Most Expensive Financial Advisor You’ll Ever Have

By Rachel Marshall / June 15, 2026 /

The most expensive financial advisor many people will ever have doesn’t send an invoice. It doesn’t show up on a fee disclosure. It never introduces itself. But it has shaped more financial decisions, and quietly eroded more wealth, than almost any market downturn, bad product, or conflicted advisor ever could. That advisor is fear.  Fear…

When Financial Complexity Hurts More Than Helps

By Rachel Marshall / May 25, 2026 / Comments Off on When Financial Complexity Hurts More Than Helps

There’s a belief in the financial world that complexity equals sophistication. The more moving parts a strategy has, the smarter it must be. The harder it is to understand, the more impressive the advisor must be. And if you can’t quite follow what’s happening with your own money, well, that’s just the price of having…

Hidden Money Traps: How to Recognize and Overcome the Sabotage Blocking Your Wealth

By Rachel Marshall / October 20, 2025 / Comments Off on Hidden Money Traps: How to Recognize and Overcome the Sabotage Blocking Your Wealth

The Corvette and the $80,000 Lesson Have you ever made a money decision that felt right in the moment… only to realize later it pulled you further from your goals? You’re not alone—and you’re likely facing one of the hidden money traps that quietly sabotage even the most well-intentioned wealth-builders. Imagine this: You’ve worked hard,…

Spouse Financial Preparedness: Ensure Your Partner Can Flourish—Not Fumble

By Rachel Marshall / July 14, 2025 / Comments Off on Spouse Financial Preparedness: Ensure Your Partner Can Flourish—Not Fumble

I’ll never forget the moment my co‑host Bruce Wehner shared a powerful story: Nelson told his wife, Mary, “I need to teach you how to be a widow.” That striking phrase stopped us in our tracks. It wasn’t morbid—it was strategic. Nelson recognized that spouse financial preparedness is the cornerstone of true legacy planning. If…

Building an Exceptional Life

By Rachel Marshall / March 31, 2025 / Comments Off on Building an Exceptional Life

What does it take to build a life of true success? Not just financial wealth, but success in all areas—business, family, health, faith, and relationships? If you’ve ever felt like you’re hitting a ceiling in one or more areas of your life, this is for you. In a recent episode of The Money Advantage Podcast,…

Key 16 Habits of Rich People

By Rachel Marshall / September 9, 2024 / Comments Off on Key 16 Habits of Rich People

What sets apart the people who are wealthy and successful from those who struggle with money their whole lives?  What are the Key Habits of Rich People? It’s not luck.   Some people were familiar with wealthy habits, and some learned them. Today, we’re talking about the fundamental habits and disciplines of an ordered life. What if…

Stop the Hustle and Grind, with Christine Jewell

By Rachel Marshall / June 3, 2024 / Comments Off on Stop the Hustle and Grind, with Christine Jewell

Are you an ultra-high achiever, but feeling the cost of that success? Christine Jewell, author, keynote speaker, faith-based executive coach, and host of the Breaking Chains podcast, joins us today to provide a fresh solution. In her new book, Drop the Armor, Christine teaches you a transformational approach that allows you to stop the hustle…

Becoming Your Own Banker, Part 27: 7 Money Myths that are Costing You, Continued

By Rachel Marshall / April 8, 2024 / Comments Off on Becoming Your Own Banker, Part 27: 7 Money Myths that are Costing You, Continued

Is what you think about money actually true? Is it helping or hurting you? Moving you forward and expanding your influence, or limiting you and your potential? If you joined us last week, you know that in true Bruce and Rachel fashion, we only covered half of our intended conversation, so we’re back to reveal…

Becoming Your Own Banker, Part 26: Top 7 Money Myths, Lies That Are Costing You Money

By Rachel Marshall / March 25, 2024 / Comments Off on Becoming Your Own Banker, Part 26: Top 7 Money Myths, Lies That Are Costing You Money

What if what you think about money turned out not to be true? Even worse, what if you’re believing lies that are costing you money? Embark on a journey as we unravel the twisted web of money myths holding you back from true wealth. Inspired by Nelson Nash and flavored with insights from David Stearns,…

Surviving the Storm: Navigating War in Israel with Rabbi Lapin

By Rachel Marshall / January 29, 2024 / Comments Off on Surviving the Storm: Navigating War in Israel with Rabbi Lapin

When war across the world could mean war close to home or a whole world war … when conflicts thousands of years old can’t be solved overnight … when truth seems defined by who’s in power … when totalitarianism seems stronger than freedom and free markets … when open borders looked like compassion but instead…

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