Coach Or Planner? The Truth About Getting Your Money To Move | Let's Get Real Ep. 26 NoBS Wealth podcast

Coach Or Planner? The Truth About Getting Your Money To Move | Let's Get Real Ep. 26

7d ago 10:13

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Most owners wait to hire a planner until everything is “ready.” That’s how you stay stuck. I asked my communities why more people aren’t working with planners and the answers were clear. Not enough money yet. Bad advisor experiences. Confusion about what planners actually do. I lay out the truth and the path forward.

This is an audio-first breakdown of coach vs planner, what licensed planning includes, and how to move from survival decisions to strategic ones. Especially for women, minority, and LGBTQ owners who are building without a safety net.

In this episode:

Real reasons folks don’t hire planners
Coaching for mindset, planning for systems
Why licensing and accountability matter
Holistic planning for life and business
Behavior, relationships, and money
First steps you can take this week

Full video is on YouTube: https://youtu.be/SKhLCYAtuZs

As always we ask you to comment, DM, whatever it takes to have a conversation to help you take the next step in your journey, reach out on any platform!
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DISCLOSURE: Awards and rankings by third parties are not indicative of future performance or client investment success. Past performance does not guarantee future results. All investment strategies carry profit/loss potential and cannot eliminate investment risks. Information discussed may not reflect current positions/recommendations. While believed accurate, Black Mammoth does not guarantee information accuracy. This broadcast is not a solicitation for securities transactions or personalized investment advice. Tax/estate planning information is general - consult professionals for specific situations. Full disclosures at www.blackmammoth.com.

Chapters

1. Why you still don’t have a planner (00:00:00)

2. What people said on Threads and Facebook (00:00:52)

3. The “I’m not ready” myth, and why that’s a trap (00:01:47)

4. Trauma, truth, and who we serve (00:02:58)

5. Coach vs Planner. The real difference (00:03:42)

6. Advisors, licensing, and accountability that protects you (00:04:55)

7. What we actually do at Black Mammoth and No BS Wealth (00:06:15)

8. Behavior and relationships. Survival mode money (00:07:36)

9. Taxes, legacy, benefits. Building the system (00:08:22)

10. Real-world support. Crises, fast growth, IRS letters (00:09:14)

11. Why this isn’t coaching. Modern Family Office and close (00:09:58)

194 episodes