The Wealth Confidant

The Wealth Confidant

www.jcchristianson.com
Financial freedom creates a new set of choices an…


Building Resilience in Children with Dr. Marshall Duke
Jul 9 • 47 min
The future feels uncertain and families around the world are concerned about how this stress will affect their children. In a special webinar event for our Living Fully community, I spoke with Dr. Marshall Duke about how we can help our kids build…
Mike Erwin on the Value of Service
Jan 23 • 48 min
Mike Erwin lives life by three principles: faith, family, and service. He truly understands the impact of selfless service and community. Mike is a graduate of The U.S. Military Academy at West Point where he was commissioned as an officer and went on to…
Reflecting on 2019
Dec 26, 2019 • 28 min
Join me as I revisit just a few of the many inspiring conversations I had this year, including: Margie Warrell, Author Duncan Campbell, Friends of the Children Khe Hy, Rad Reads Kendra Vandermeulen, NCF Northwest To learn more about turning meaningful…
Embracing Generosity with Scott Chin of Seattle’s Union Gospel Mission
Dec 12, 2019 • 37 min
Often, we equate giving solely with the act of donating money, but it is so much more than that. Giving can be a transformative act, moving you beyond yourself and cultivating a genuine ability to empathize with the struggles of our fellow human beings. I…
Trevor Moawad on the Power of Neutral Thinking
Oct 28, 2019 • 40 min
Be positive. Think on the bright side. We’ve all heard advice like this at some point in our lives. We also know that changing your mindset isn’t as easy as flipping a switch. While studies do show that thinking and speaking negatively can have a hugely…
Erin Lowry, the “Broke Millennial”
Oct 14, 2019 • 45 min
Millennials make up the largest generation in our country. How are they navigating life’s major financial milestones as they get older? What are the unique challenges they face and how does money affect their relationships? Erin Lowry helps millennials…
Rethinking Financial Independence with Khe Hy
Sep 27, 2019 • 42 min
Khe Hy calls himself an accidental entrepreneur—he started his own business, RadReads, when he got tired of the “winners and losers,” scarcity mentality he experienced during his fourteen-year career on Wall Street. Today, Khe spends his time writing and…
Back to School for Wealth Creators and Kids
Sep 9, 2019 • 12 min
Parents have tremendous influence over their kids when it comes to money. As kids of all ages head back to school, it’s a great time for families to reevaluate the way we address money. On this special episode, I discuss: —The importance of talking to…
Embracing Fear with Patrick Sweeney
Aug 22, 2019 • 47 min
Patrick Sweeney is turning fear on its head to help others live a more fulfilled life. Patrick is a full-time adventurer. He’s on a mission to help others use fear as fuel. The key to unlocking your inner adventurer might not be what you think. Patrick…
Simplifying the Complex World of Money with Brian Portnoy
Aug 12, 2019 • 44 min
One of the main reasons people seek out financial professionals is because money can be so complicated. A great financial advisor is someone you can trust. A person who can listen and translate what you want and need in your life into actionable plans,…
Empowering India’s Youth with Amitabh Shah
Jul 25, 2019 • 38 min
One common misconception around generosity is that you have to have abundant financial resources in order to affect change. But philanthropy can go beyond writing checks — we all have time, talent, and experience we can contribute to make the world a…
Cameron Huddleston, Author of ‘Mom and Dad, We Need to Talk’
Jul 12, 2019 • 46 min
Navigating the emotional and practical challenges of having aging parents is one of the difficult realities of life. Most people don’t want to talk about it — after all, managing our own finances and lives can be demanding enough! It’s a complicated…
Unlocking Your Potential with Beri Meric
Jun 27, 2019 • 36 min
Beri Meric is the co-founder and CEO of IVY: The Social University, a community that unites rising leaders through a lifetime of learning, growth, and impact. After attending Harvard Business School, Beri and his co-founder were inspired to bring the…
NBA Veteran Troy Murphy on the Realities of Sudden Wealth
Jun 13, 2019 • 31 min
Former NBA star Troy Murphy has made it his mission to assist clients in managing their newfound resources. He’s also committed to creating financially prepared, responsible, and savvy consumers. Troy entered the professional sports world at age 20 to…
Living Bravely with Margie Warrell
May 30, 2019 • 40 min
While we’ve all heard that “money can’t buy happiness,” our society makes the accumulation of money and material possessions look like the ultimate aspiration. My guest today, Margie Warrell, emphasizes the idea of what she calls “enoughness” in her work…
Bridging the Opportunity Gap with Craig Hall
May 16, 2019 • 32 min
Craig Hall is an author, civic leader, and philanthropist who has started multiple businesses, including HALL Group when he was just eighteen years old. Today, HALL Group’s business interests include everything from winemaking to early-stage investments…
Modeling Medicine’s Future with Lucas Nivon, Founder of Cyrus Biotechnology
May 2, 2019 • 46 min
Today’s guest, Lucas Nivon, is the founder of Cyrus Biotechnology, a company whose mission is to help scientists harness powerful technology to create drugs that save lives. Lucas attended Harvard in the early 2000’s surrounded by ambitious and inventive…
Becoming a Financial Grownup with Bobbi Rebell
Apr 18, 2019 • 39 min
On this episode of The Wealth Confidant, I talk with Bobbi Rebell, a Certified Financial Planner, award-winning journalist, and the host of two podcasts: Financial Grownup and Money in the Morning. She’s also the author of the best-selling book, How To Be…
Mastering Your Money with Danielle Town
Apr 4, 2019 • 39 min
My guest today, Danielle Town, is a great example of someone who has put her money to work in a responsible way. Danielle is a former corporate startup attorney and now co-hosts the InvestED podcast with her father, Phil Town, noted investor and author of…
Finding Your Summit with Mark Pattison
Mar 21, 2019 • 35 min
Not only is Mark Pattison a former NFL player, but he’s also a passionate philanthropist and a successful businessman. Since his time playing for the L.A. Raiders and New Orleans Saints, Mark has climbed six of the Seven Summits. Once he climbs Mount…
Tips for Redefining Success with Kendra VanderMeulen
Mar 7, 2019 • 49 min
I’m excited to have Kendra VanderMeulen of NCF Northwest join me on this episode of the Wealth Confidant. Kendra is a veteran of the wireless telecommunications industry, having served as an Executive Vice-President at InfoSpace and as the Senior…
Overcoming Obstacles with Duncan Campbell
Feb 14, 2019 • 45 min
On today’s episode of the Wealth Confidant, I sit down with Duncan Campbell, a successful businessman turned philanthropist who was born to two alcoholic parents and grew up on welfare. At the age of nine, Duncan made a conscious decision to not be like…
The Keys to Entrepreneurial Success with Martina Welkhoff
Dec 6, 2018 • 53 min
I find myself drawn to people who are on a mission to change the game and challenge old ways of thinking. Martina Welkhoff is one of those people. Martina is a serial entrepreneur whose entrepreneurial journey has resulted in many successful business…
Wealth Creator Moment: The Importance of Thank You
Nov 29, 2018 • 5 min
Today I want to talk about the power of “thank you.” In March, I’m releasing my debut book — it’s called ‘The Wealth Creator’s Playbook,’ and it’s a guide to maximizing your return on life and your money. The main focus of the book is that we all have…
Maximize Your Giving with Tony Mestres, CEO of Seattle Foundation
Nov 15, 2018 • 50 min
On today’s episode of the Wealth Confidant, I sit down with Tony Mestres, CEO of Seattle Foundation, one of the largest community foundations in the country. Seattle Foundation helps philanthropists unite passion and discipline to create lasting change.…
Why Art Matters with Ida Cole, Founder of Seattle Theatre Group
Nov 1, 2018 • 35 min
The creation and appreciation of art is universal across countries, cultures, and classes, yet at the same time it’s very personal. Does that make it worth studying, funding, or doing? Does art matter? These questions arise in conversations among…
Wealth Creator Moment: Money EQ
Oct 17, 2018 • 3 min
My goal is to help wealth creators become more conscious of their emotional responses to money, taking into account their financial history and how it plays out in their current relationship to money and wealth. That’s why I created the The Money EQ…
How to Find More Purpose with Sebastian Terry
Oct 3, 2018 • 35 min
At the ripe-old age of 27, Sebastian Terry realized that like most people, he had not achieved anything on his long-forgotten bucket list. After the unexpected death of a close friend, Sebastian decided to put pen to paper and create his list. He called…
Make Your Life Count: The Story of Steve Fleischmann
Sep 20, 2018 • 41 min
Steve Fleischmann has tenacity, perseverance, and inspiration in spades. Steve is a four-time prostate cancer survivor who now balances his time with his family, playing a variety of different sports, fundraising for cancer research, and advocating for…
Wealth Creator Moment: How to Deal with Stress and Anxiety
Sep 13, 2018 • 7 min
Finishing my book manuscript has been an all-consuming emotional and practical project that took all of me. I’m proud of the work I’ve completed, but it didn’t happen without a ton of anxiety and stress. In this Wealth Creator Moment, I’ll share a few…
Cultivating the Next Generation of Wealth Creators with SPU President Dan Martin
Sep 6, 2018 • 30 min
On today’s episode, I talk with Dan Martin, President of Seattle Pacific University. SPU’s mission is to engage the culture and change the world. During our conversation, we discuss: - Seattle Pacific’s unique approach to teaching the next generation of…
Wealth Creator Moment: Money and Forgiveness
Aug 30, 2018 • 6 min
Money can be an instigator of stress on relationships. This can come in the form of spending issues, budget problems, and sometimes a lack of appreciation, especially around gifts. Money can be used for manipulation and control. Sometimes money is placed…
How to Dream and Do with Reetu Gupta, Founder of CirkledIn
Aug 8, 2018 • 41 min
Reetu Gupta is living the American dream. She grew up in a tiny town in Northern India and against all odds, she found her way to an education and a job at a software company. In the late 90’s, she immigrated to the U.S. with a job offer from AT&T…
Wealth Creator Moment: Overcoming the Fear of Failure
Jul 26, 2018 • 9 min
Over the last five years, my calling has evolved in the money and life space — I have an opportunity to share what I’ve learned in my career through observing wealth creators and the issues they face. I felt that writing a book was part of that journey,…
Mastin Kipp, Author of ‘Claim Your Power’ and ‘Daily Love’
Jul 5, 2018 • 46 min
I’m always drawn to people who are on intentional journeys of self discovery and growth. Mastin Kipp is a self proclaimed, “Disciple of Depth”. I love that, especially as someone who seeks out meaningful conversations. Mastin’s vulnerability and focus is…
Taking a “Heart Tour” with Heather Tuininga, Principal of 10|10 Strategies
Jun 28, 2018 • 60 min
Heather Tuininga is a woman on a mission. Heather’s mission is to help people and organizations figure out what they’re passionate about and then make an impact in those areas. A few years ago, my wife and I knew that we wanted to be more generous, but we…
Darin Leonard, CEO of Dream Dinners
Jun 21, 2018 • 50 min
Darin Leonard had it all: a high powered career at a well known corporation and unbelievable success at a very young age. As he gained more recognition at work, he found he was getting more criticism at home. He wasn’t present for his wife and kids. His…
Whitney Johnson, Author of ‘Build an A-Team’
Jun 6, 2018 • 33 min
Whitney Johnson and I first met each other several years ago through social media. She had published her very first book, ‘Dare, Dream, Do,’ and was working on her second book, “Disrupt Yourself.” We’ve since had the pleasure of getting together in person…
Wealth Creator Moment: How to Embrace Risk
May 30, 2018 • 8 min
When it comes to life, how does risk come into play? Through my work with wealth and life coaching clients, I’ve found that risk is harder to embrace than most people expect. There are often different parts of our life we want to change, whether that be…
Mike Metzger, CEO of PayScale
May 24, 2018 • 35 min
Smart employers know that when you pay right, you attract and retain the best talent. Smart employees know that it’s important to understand what your skills are worth in the marketplace. In today’s world, that equation can change rapidly, especially in…
Wealth Creator Moment: Holding Loosely
May 16, 2018 • 7 min
In this Wealth Creator Moment, I share some of the challenges and successes I’ve experienced around writing my first book. I believe this book is a big part of my purpose or calling to help people turn meaningful wealth into a meaningful life. How can you…
Bryan and Rebecca Pape, Founder of MiiR and Director of Impact at MiiR
Apr 25, 2018 • 40 min
This episode is coming to you “live” from MiiR’s headquarters in the Fremont neighborhood of Seattle! Bryan Pape is the Founder and CEO of MiiR, a Product to Project™ company. Becca Pape is MiiR’s Director of Impact (she decides which projects to invest…
Wealth Creator Moment: Life Portfolio 101 (Part 2)
Apr 18, 2018 • 7 min
In this Wealth Creator Moment, I want to continue explaining the concept of the Life Portfolio. There are seven different “stocks” that make up your Life Portfolio. Similar to what we look for in traditional investing, we want a well-balanced,…
Andy Hnilo, Founder of Alitura Naturals
Apr 11, 2018 • 45 min
On today’s episode, I talk with Andy Hnilo, Founder and CEO of Alitura Naturals, a high growth skin care company based in Glendale, CA. Andy started Alitura Naturals after a car accident that left him in the hospital with a collapsed lung, broken ribs,…
Wealth Creator Moment: Life Portfolio 101
Apr 5, 2018 • 9 min
In this Wealth Creator Moment, I want to introduce the concept of a Life Portfolio and its seven different “stocks.” In Part 1, I’ll cover the first four components: #1 Financial Capital #2 Vocational Capital #3 Social Capital #4 Experiential Capital To…
Wealth Creator Moment: What’s Your Highest Contribution?
Mar 21, 2018 • 6 min
On this Wealth Creator Moment, I explore how to find your own unique calling and bring your highest contribution to the world. 1 - Look to Your Past. 2 - Forgive Yourself…and Others. 3 - Dream Big! To learn more about turning meaningful wealth into a…
Bob Goff, Author of ‘Love Does’ and ‘Everybody Always’
Mar 7, 2018 • 38 min
Are you looking for a stronger connection to your life’s purpose? If so, I encourage you to listen to my conversation with Bob Goff. Bob is a New York Times best-selling author, speaker, and encourager of millions. After 25+ years as a lawyer, Bob saw a…
Cliff Feigenbaum, Founder of the GreenMoney Journal
Feb 21, 2018 • 39 min
On this episode of The Wealth Confidant Podcast, I talk with Cliff Feigenbaum, creator of The Green Money Journal. Cliff started The Green Money Journal 25 years ago to provide readers with information about how to align their money and values. This…
Wealth Creator Moment: The Importance of Emotional Health
Feb 14, 2018 • 7 min
On the second Wealth Creator Moment, I dive into another section of the Life Portfolio and share my thoughts on the importance of taking care of your emotional health. To learn more about turning meaningful wealth into a meaningful life filled with…
Howard Behar, Former President of Starbucks
Jan 31, 2018 • 39 min
Today’s guest is the former president of Starbucks Coffee Company, Howard Behar. During his 21 year tenure as president, Howard participated in the growth of the company from only 28 stores to over 15,000 stores spanning five continents. Since retiring,…
Wealth Creator Moment: 5 Steps for Making 2018 Your Best Financial Year Yet
Jan 23, 2018 • 11 min
In the first installment of the Wealth Creator Moment, I share five tips for making 2018 your best financial year yet: 1. Understand the “all-in” cost of your financial advisory relationship. 2. Align your portfolio with your values. 3. Understand the…
Chris DeVore, Founders’ Co-op, Techstars
Jan 10, 2018 • 36 min
Chris DeVore is an entrepreneurial change agent here in the Pacific Northwest. His unique interest in Seattle’s start-up ecosystem drove him to start a seed stage venture fund called Founders’ Co-op. The fund helps extraordinary founding teams located…
Martin Edlund (Malaria No More) and Jennifer DuHamel (DuHamel Architecture)
Dec 6, 2017 • 56 min
On this episode of The Wealth Confidant Podcast, I sit down with Martin Edlund and Jennifer DuHamel. This extremely bright, successful entrepreneurial couple is determined to use their time, energy, and talents to make an impact on the world around them.…
Carter Crockett, Founding Director of the Center for Entrepreneurial Leadership
Nov 1, 2017 • 42 min
Entrepreneurship wasn’t discussed during Carter Crockett’s undergraduate years at Westmont College. After graduating from Westmont’s business school in the early nineties, Carter began his career at Microsoft and found himself gravitating to the newer,…
Larry Snyder, Author of ‘Miracles in Montanare’
Oct 5, 2017 • 22 min
It only takes a few minutes with Larry Snyder to realize how good he is at what he does. He’s a humanitarian, philanthropist, and author, but most importantly he is a convener. Larry convenes people, money, and organizations and shifts them from watching…
The Secret Sauce for a Successful Family Business with Joseph, Taylor, and Cody Brazen
Sep 11, 2017 • 38 min
Joseph Brazen built a successful family business by accident. Over the past four years, his millennial-aged daughters have joined him in his various business pursuits. The result? A game changing level of energy and passion that keeps his businesses…
Paul Shoemaker, Author of ‘Can’t Not Do’
Aug 9, 2017 • 26 min
Paul Shoemaker is the Founding President of Social Venture Partners International and was the Executive Connector of SVP Seattle for 17 years. He’s the Northwest’s leading expert on activating social change agents and a global thought leader on how…
Brent Poole, Founder of Mindbloom
Jul 19, 2017 • 39 min
On this episode, Brent Poole, CEO and Founder of Mindbloom and former Amazon executive, shares his views on setting priorities, money, and the challenges he faces as he embarks on the next season of life after the sale of his company. Brent joined Amazon…
Michele Borba, Author of ‘UnSelfie’
Jun 28, 2017 • 36 min
Does it seem to you that kids today are more self-absorbed and have less empathy? Many of my wealth management clients are concerned about raising altruistic children -– kids with empathy -– who are not only successful in school and extracurricular…
Joel Solomon’s Clean Money Revolution
May 31, 2017 • 47 min
Joel Solomon worries about where his money spends the night and he thinks you should too. He’s on a mission to heighten the awareness of our money’s impact on the world as we anticipate that more than $50 trillion will change hands through inheritance…
Kobi Yamada (Compendium) and Heidi Wills (The First Tee)
May 9, 2017 • 43 min
The first episode of The Wealth Confidant Podcast features lifestyle author Kobi Yamada and his wife, Heidi Wills. Kobi is the President and creative powerhouse behind Compendium Inc., a custom publisher, creator, and distributor of inspiring, sustainable…
Introducing: The Wealth Confidant
Apr 27, 2017 • 1 min
Financial freedom creates a new set of choices and challenges. Join John Christianson, CEO of Highland®, a boutique wealth advisory firm, as he talks with successful individuals and couples about their journey of turning meaningful wealth into a…