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What You Really Care About
71 Plays22 days ago
Dive into the Uncommon Wealth Podcast with host Phillip Ramsey as he explores the power of financial choices in reflecting our true values. Ramsey shares insightful stories from his career, such as a client who prioritizes their pet's well-being despite financial strain, showcasing how money can reveal deeper truths about personal commitments. Discover the impact of these financial decisions, whether through career achievements, managing inheritance, or reaching debt-free milestones. With a unique perspective from the front row of people’s financial lives, Ramsey emphasizes aligning personal finances with your core values.
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Transcript
Introduction to Uncommon Wealth Podcast
00:00:00
Speaker
Everyone dreams of living an uncommon life and the best asset you have to achieve your dreams is you. Welcome to the Uncommon Wealth Podcast.
00:00:12
Speaker
We're going to introduce you to people who are living uncommonly. We're also going to give you some tools and strategies for building wealth and for pursuing an uncommon path that is uniquely right for you.
00:00:28
Speaker
Welcome back to another episode of the Uncommon Wealth Podcast where I'm your host, Philip Ramsey. And today i wanted to share something with you that I don't think I talk about enough. I want to talk about what it actually feels like to do what I do.
00:00:41
Speaker
Not the technical side, not the financial plans or the investment strategies. I want to talk to you about the view that I have.
True Values Revealed Through Money
00:00:50
Speaker
Because after years of sitting across the table with people, learning about their lives, understanding about their fears, I've watched what they've done with their money. And I've realized something.
00:01:00
Speaker
I have one of the most unique and uncommon front row seats of any professional out there. And I'm super grateful for it. All right, so let's talk about what I'm talking about.
00:01:13
Speaker
Here's something that I believe with everything in me. Money doesn't lie. You can tell me what you value all day long. People talk about their family, what they value, they talk about their faith, talk about their health, their freedom, their legacy, all of it.
00:01:31
Speaker
But when I look at what somebody actually does with their money, where it goes, what they protect, what they sacrifice for, I see the truth. Not in a judgment way, not to call anybody out, but in an amazing way.
00:01:46
Speaker
Like money is one of those most honest reflection of a person and who they are. And I get to see that every day.
Client Stories: Integrity and Values
00:01:56
Speaker
So let me tell you about the reason why I started wanted to do this podcast. Let me tell you about the one specific client.
00:02:03
Speaker
He has a dog. He adopted this dog. And this dog has a serious medical need. I'm not talking about one treatment. I'm talking about an ongoing treatment with monthly, significant monthly cost. The kind of expenses most people would look at and say, I can't do this.
00:02:21
Speaker
But every single month, this client makes sure those bills are paid. He adjusts other things, he makes it work. Because he wanted to be a man of his word. And when he adopted this dog, he told him, I'm going to everything I can to make it sure it's an amazing life for that dog.
00:02:37
Speaker
Now, some people might scratch their head and be like, why would you ever pay that much for the dog and the care? Because this guy made an honest, reflection and wanted to be true to his word and give that dog an amazing life.
00:02:51
Speaker
And I think a lot of advisors would say, hey, why are you doing that? Like, don't spend that much money. But it's in value of not only his his word, but his value. And i encourage that. That's amazing.
00:03:06
Speaker
All right. But it's not just every quiet moment. Some of my favorite moments when I get to work with people are the celebrations. They're not just thinking like, hey, this is happening or this isn't happening, but I get to see that and I get to celebrate with them. Let's say they're debt free or they have years of sacrifices to get to this point and I get to celebrate with them. It's not like they talk about this at the dinner table with some friends. I get to see that.
00:03:32
Speaker
It happens a lot. It's real. You can see it on their face. The weight is lifted and I get to celebrate that with them. It's pretty sweet.
Celebrating Client Successes
00:03:41
Speaker
I've seen grown adults cry. I've seen couples hold hands. I've seen couples get angry at each other, more like counseling.
00:03:49
Speaker
And I get to be in the front row seat of that. How awesome is that? And then there's business owners, the ones that poured out everything to do something they've to something they love and they built something amazing. And then they get to the end of the day and they get to sell it. They get to sell something that they created and now somebody sees value in it.
00:04:09
Speaker
I've sat at those tables and I've seen people work through what the value it is and how it impacts their financial plan. It's powerful. Talking about taxes, talking about things they don't even understand at that point, but they do wanna make sure that they're maximized.
Supporting Clients in Tough Times
00:04:24
Speaker
It's amazing.
00:04:27
Speaker
All right, so let's just talk about for a second why I love what I get to do, because not everybody gets to see that.
00:04:36
Speaker
But I also need to be honest with you. This job isn't just about celebrations and different things and different ways people are spending their money. But I also get to see when people are scared.
00:04:47
Speaker
When people are going through tremendous turmoil and trials. And I get to sit down with those people. Ones that they maybe lost somebody. Maybe they lost a parent, a spouse.
00:04:58
Speaker
It's tough. But I get to see that. And I get to walk people and counsel people through that. That's what Uncommon Wealth is about. I also get to see people and what happens when they get inheritance. There's a lot of financial strings, a lot of emotions, lot of psychological things that are happening. And be able to counsel people through that.
00:05:19
Speaker
It's awesome. And also sometimes hard and heavy.
Exploring Uncommon Financial Paths
00:05:24
Speaker
But that's what it is. So if you're sitting there holding something precious, something that your loved ones that you've worked for your whole life or maybe a loved one has gifted you, I'm happy to say that I'd be happy to sit down with you and work through that stuff.
00:05:39
Speaker
Please go to www.uncommonwealth.com and schedule time with me. But you don't have to, right? Like you can ask somebody else to. But that's what I feel like at Uncommon Wealth I love most about my job is because I get to walk people through heavy things, exciting things, celebrations. I get to encourage people to continue to use their money in an uncommon way, even if it's for their dog that they said they promised to take care of when they first adopted him, knowing it was going to be financial strain.
00:06:09
Speaker
How lucky am I? Pretty lucky. So, if you want to go down this uncommon path, again, please let me know. I know that I have a very different perspective and a lot of professionals don't get it to see that.
00:06:25
Speaker
And I know doctors get to see people in vulnerable ways physically.
Honesty in Financial Narratives
00:06:29
Speaker
Pastors get to see people at their most vulnerable spiritual times. Financial advisors, the good ones, we see people on all their levels, in different ways, fears, dreams, regrets, all of the things, they're all on the table.
00:06:42
Speaker
I get to see what people actually are made of when times are tough or when they've given their word to something and they continue to do it. the real version, as I like to call it.
00:06:53
Speaker
The guy who sacrifices for a dog, couple who finally got completely debt free, the business owner who built everything from nothing and now gets to sell it, the widows who's holding back her husband's life and financial perspective in her hands.
00:07:07
Speaker
These are real people, they're real lives, and I get to be a part of them. I get to have that perspective that not a lot of people do. So, like I said, if you're listening to this right now,
00:07:18
Speaker
Maybe you're client, maybe you're not a client. Maybe you're someone who's thinking about getting into a financial life together or putting a financial plan together.
Aligning Financial Stories with Values
00:07:27
Speaker
Or maybe you've stumbled upon somebody or you stumbled on this podcast and you think about somebody that might need this.
00:07:33
Speaker
Please send this to them. It would be awesome to be able to talk to them and just kind of work through if we're a good fit or not. Your money is telling a story and that story is about you.
00:07:44
Speaker
What you love, what you fear, what you're building towards, My hope is that the story of your money tells something that matches your values and what you're excited to be. And if it's not, that's what Uncommon Wealth is all about.
00:08:00
Speaker
Thank you for spending time with me today. If this episode meant something to you, please share it with somebody. You can subscribe in all the ways you can get your podcast, Apple, Spotify, lot, a lot, a lot.
Conclusion and Listener Invitation
00:08:12
Speaker
And if you want to schedule time with me, like I said, UncommonWealth.com, hit that ah consultation. It's free. Till next time, go live an uncommon life. Thanks for listening. That's all for this episode brought to you by Uncommon Wealth Partners.
00:08:28
Speaker
Be sure to visit UncommonWealth.com to learn more about our services. Don't miss an episode as we introduce you to inspiring people who are actively pursuing an uncommon life.