The Wealth Trifecta with Holly Morphew

Hosted by Holly Morphew

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Jan 2024

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About the show

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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33 recent

January 23, 202424 min

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 inflation. Holly underscores the critical need for individuals to focus on wealth creation, especially given the escalating living costs and the formidable barriers to accessing financial advice. Tune in as Holly reflects on these issues and provides valuable insights into navigating today's complex economic landscape. In this episode, you’ll hear from Holly on: [00:52] - Choosing a Word for Your Year [01:40] - Reflecting on Global Changes and Challenges [05:24] - Addressing Financial Struggles and Questions [07:21] - The Three Pillars of Wealth Building [11:03] - Exploring Energy Healing and Personal Health Journey [19:53] - Upcoming Programs and Offerings Connect with Holly: - Holly's Reiki - www.financialimpact.com/reiki - Simple Wealth Online: www.financialimpact.com/swo - Easy Money: www.financialimpact.com/easy - Holly’s Instagram:⁠ ⁠@hollymorph⁠⁠ - Holly’s YouTube:⁠ ⁠@hollymorphew⁠⁠ - Holly’s book:⁠ ⁠⁠Simple Wealth: The Practical Guide to Transform Your Relationship with Money and Live in Abundance⁠⁠⁠ - Financial Impact’s Website:⁠ ⁠financialimpact.com⁠⁠ - Financial Impact’s Facebook Page:⁠ ⁠FinancialImpactSystem

December 26, 202335 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 will and a trust. Shalini shares some concerning stories about what can happen when an estate plan is not in place and emphasizes the benefits of being proactive in protecting your assets and planning your estate. In this episode, you’ll hear from Shalini on: - Why estate planning is not just for wealthy people- Addressing the procrastination around estate planning- Flexibility to amend the Wills or Trusts- The importance to maintain copies of important documents Get in touch with Shalini: - Instagram: @codispotilaw - Website: www.codispoti-law.com Connect with Holly: - Holly’s Instagram:⁠⁠ ⁠@hollymorph⁠⁠⁠ - Holly’s YouTube:⁠⁠ ⁠@hollymorphew⁠⁠⁠ - Holly’s book:⁠⁠ ⁠⁠Simple Wealth: The Practical Guide to Transform Your Relationship with Money and Live in Abundance⁠⁠⁠⁠ - Financial Impact’s Website:⁠⁠ ⁠financialimpact.com⁠⁠⁠ - Financial Impact’s Facebook Page:⁠⁠ ⁠FinancialImpactSystem

December 12, 20231 hr 1 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 scientists entering academia, offering a revealing look behind the prestigious titles. In this episode, you’ll hear from Ben on: - The role of empathy in social interactions - The financial reality of scientists - Understanding SSRIs and serotonin - The importance of empathy in wealth creation - Career path for a PhD scientist - Supporting young adults in pursuing science Get in touch with Ben: - Website: www.benrein.com - TikTok: @dr.brein - Instagram: @doctor.brein - Aspiring Scientist Coalition: www.ascscience.com Connect with Holly: - Holly’s Instagram:⁠ ⁠@hollymorph⁠⁠ - Holly’s YouTube:⁠ ⁠@hollymorphew⁠⁠ - Holly’s book:⁠ ⁠⁠Simple Wealth: The Practical Guide to Transform Your Relationship with Money and Live in Abundance⁠⁠⁠ - Financial Impact’s Website:⁠ ⁠financialimpact.com⁠⁠ - Financial Impact’s Facebook Page:⁠ ⁠FinancialImpactSystem

November 28, 202332 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 beyond conventional financial advice, as he shares profound insights about the multifaceted nature of 'wealth'—asserting that it transcends mere monetary considerations. Listeners are not only treated to practical strategies for intentional living but are also guided on a journey towards making personal wealth and financial independence a tangible and achievable real In this episode, you’ll hear from Mark on: - The significance of hard work and ethics - The role of a community in attaining success - The importance of self-investment - The principles of the Law of Attraction and the necessity of taking action Get in touch with Mark: - Mark's Daily Planner - www.lightcircle.org/dailyplanner - Mark's Light Circle - www.lightcircle.org - Mark's Cash Flow Machine - www.cashflowmachine.io - Mark's Podcast - wealtharchitectpodcast.com Sponsored by: Today’s podcast is sponsored by Financial Impact, a specialized financial coaching practice for entrepreneurs and professionals who want to create personal wealth and financial independence. Book your free consultation at www.financialimpact.com/chat Connect with Holly: Holly’s Instagram: ⁠@hollymorph⁠ Holly’s YouTube: ⁠@hollymorphew⁠ Holly’s book: ⁠⁠Simple Wealth: The Practical Guide to Transform Your Relationship with Money and Live in Abundance⁠⁠ Financial Impact’s Website: ⁠financialimpact.com⁠ Financial Impact’s Facebook Page: ⁠FinancialImpactSystem

November 14, 20231 hr 2 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 surroundings can have on overall well-being, unraveling the secrets of using Feng Shui to amplify positive energy in our homes. Marissa goes on to demystify the influence of color and offers practical tips for efficient decluttering, empowering listeners to embark on a transformative journey of intentional home design. Tune in for a dose of inspiration and practical wisdom on creating a sanctuary that not only reflects your personal style but also enhances your well-being. In this episode, you’ll hear from Marissa on: How to create a wealth corner The impact of decluttering on your space The ritual of letting go Creating a beautiful home on a budget The impact of color in your home Get in touch with Marissa: Marissa’s free decluttering workbook Marissa’s free color guide Honey Lune Hivery Instagram Honey Lune Hivery TikTok Honey Lune Hivery Website Links from this episode: Holly’s Instagram: ⁠@hollymorph⁠ Holly’s YouTube: ⁠@hollymorphew⁠ Holly’s book: ⁠⁠Simple Wealth: The Practical Guide to Transform Your Relationship with Money and Live in Abundance⁠⁠ Financial Impact’s Website: ⁠financialimpact.com⁠ Financial Impact’s Facebook Page: ⁠FinancialImpactSystem

October 31, 20231 hr 7 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, you’ll hear from Tracy on: Food as medicine The best eating habits to reduce inflammation Food allergies and sensitivities How to reduce your exposure to harmful toxins Get in touch with Tracy: Warriormom.org Pur Health Links from this episode: Holly’s Instagram: ⁠@hollymorph⁠ Holly’s YouTube: ⁠@hollymorphew⁠ Holly’s book: ⁠⁠Simple Wealth: The Practical Guide to Transform Your Relationship with Money and Live in Abundance⁠⁠ Financial Impact’s Website: ⁠financialimpact.com⁠ Financial Impact’s Facebook Page: ⁠FinancialImpactSystem

October 17, 202340 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: Digital estate planning and afterlife organization Creating, curating, and sharing your life story Creating your failure résumé Leaving a legacy, not a mess Get in touch with Katie: Website: My AfterLife - use code “wealthtrifecta” for a discount Instagram: @planyourafterlife Facebook: Plan Your Afterlife Links from this episode: Holly’s Instagram: ⁠@hollymorph⁠ Holly’s YouTube: ⁠@hollymorphew⁠ Holly’s book: ⁠⁠Simple Wealth: The Practical Guide to Transform Your Relationship with Money and Live in Abundance⁠⁠ Financial Impact’s Website: ⁠financialimpact.com⁠ Financial Impact’s Facebook Page: ⁠FinancialImpactSystem

October 3, 202346 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, sets out his strategy for sensible, successful, and anxiety-free investing. Today, you’ll hear from Jonathan on: The intersection of love and money Establishing your values and prioritizing your financial goals Staying focused and following your plan Building a retirement account that you can’t outlive Connect with Jonathan: Mindful Money Mindful Investing Book Links from this episode: Join the FREE financial impact wealth builder community: ⁠www.financialimpact.com/community⁠ Holly’s Instagram: ⁠@hollymorph⁠ Holly’s YouTube: ⁠@hollymorphew⁠ Holly’s book: ⁠⁠Simple Wealth: The Practical Guide to Transform Your Relationship with Money and Live in Abundance⁠⁠ Financial Impact’s Website: ⁠financialimpact.com⁠ Financial Impact’s Facebook Page: ⁠FinancialImpactSystem

September 26, 202353 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 build healthy boundaries that will protect their time, energy, and well-being. In this episode, you’ll hear from Kari on: - Reducing resentment and avoiding drama - Reaching a successful compromise - Asking the right people for advice - Building a wide-ranging support group of peers, mentors, and professionals Connect with Kari: - Kari’s website: Create Better Boundaries. Use code Holly to access her Start With Compromise course for free - Kari’s book: Better Boundaries - Kari's Virtual Latte Newsletter - Kari's Personal Website - Kari's Yoga Classes Links from this episode: - Holly’s Instagram: ⁠@hollymorph⁠ - Holly’s YouTube: ⁠@hollymorphew⁠ - Holly’s book: ⁠⁠Simple Wealth: The Practical Guide to Transform Your Relationship with Money and Live in Abundance⁠⁠ - Financial Impact’s Website: ⁠financialimpact.com⁠ - Financial Impact’s Facebook Page: ⁠FinancialImpactSystem

September 19, 202310 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 - Programming your mind to achieve results - Raising your vibration through visualization, meditation, and gratitude - The power of community Links from this episode: - The Self Talk Plus App: selftalkplus.com Get in touch with Holly: - Join the FREE financial impact wealth builder community: www.financialimpact.com/community - Holly’s Instagram: ⁠@hollymorph⁠ - Holly’s YouTube: ⁠@hollymorphew⁠ - Holly’s book: ⁠⁠Simple Wealth: The Practical Guide to Transform Your Relationship with Money and Live in Abundance⁠⁠ - Financial Impact’s Website: ⁠financialimpact.com⁠ - Financial Impact’s Facebook Page: ⁠FinancialImpactSystem