Financial Fitness

Mind Over Money: The Book That Redefines Wealth Thinking In this episode of Financial Fitness, we break down one of the biggest truths about money that most people overlook—your financial habits are learned, not inherited by chance. From generational mindsets to the reality of how income is taxed, we dive deep into why relying on W-2 income may be limiting your financial growth, and how shifting your perspective can open the door to smarter, more strategic wealth-building. We also explore the powerful concept of being a "saver vs. grower"—and why focusing on growth instead of fear can completely transform your financial future. If you're looking to understand how money really works, reduce your tax burden, and start building tax-free income streams, this episode is for you.

Mia Medina (COO and Chief Compliance Officer of One on One Financial). The discussion covers her personal journey, resilience through family loss, career growth from first employee to leadership, insights on operational processes, and the evolution of the company.

Host Philip Board in the "hot seat," answering in-depth personal and professional questions.

Welcome to Financial Fitness, where we talk about growth, leadership, and building lasting success in the world of financial advising. 💼   In this episode, host Philip Board and co-host Mia Medina sit down with Tyler Shumaker to discuss what makes 1on1 Financial a truly unique place to grow your career — whether you're a seasoned financial advisor, newly licensed professional, or student intern exploring opportunities in the financial services industry.   You'll hear firsthand how 1on1 Financial combines culture, systems, and mentorship to empower advisors to do their best work while maintaining balance, collaboration, and purpose.   We cover: ✅ Why financial advisors choose to join 1on1 Financial ⚙️ How our systems and processes help advisors work smarter 🌱 The mindset and values that drive long-term success 💬 Who thrives in this culture (and who might not) 🚀 How the company supports growth at every career stage   If you're passionate about helping others achieve financial freedom — and looking for a team that helps you do the same — this episode is for you.   Follow Philip Board on:   Instagram: https://www.instagram.com/philipboard/ Website: https://www.1on1financial.com/  🎧 Listen on: Spotify | Apple Podcasts   #PhilipBoard #financialfitness  #financialadvisor  #financecareers  #financialplanning  #teamculture  #leadership #wealthmanagement  #financialpodcast

Join hosts Philip Board and Mia Medina on Financial Fitness as they chat with Tyler Shumaker about his journey from real estate and mortgage to financial services—and how teamwork, adaptability, and leadership drive success in the industry. 💡 Real stories. Smart insights. Lessons in growth, collaboration, and building a thriving financial practice. Follow Philip Board on: Instagram: https://www.instagram.com/philipboard/ Website: https://www.1on1financial.com/  #FinancialFitness #FinancialAdvisors #Leadership #Teamwork #WealthBuilding #FinancePodcast #BusinessGrowth #MoneyMindset

AI is not something to fear — it's a game-changer for business and productivity. In this episode, we explore how Artificial Intelligence can help you work smarter, not harder, and why it's becoming essential for growth in today's fast-paced world.  Whether you're running a business or simply looking to use AI in your daily workflow, this episode will help you turn uncertainty into opportunity. Follow Philip Board on: Instagram: https://www.instagram.com/philipboard/ Website: https://www.1on1financial.com/  #AIForBusiness #ArtificialIntelligence #FutureOfWork #ProductivityTools #DigitalTransformation #Entrepreneurship #BusinessGrowth #WorkSmarter 

Ready to build a powerhouse financial advisory team that thrives? In this episode, Philip Board, CEO of 1on1 Financial, shares proven strategies for hiring top talent, developing leadership excellence, and scaling your advisory practice with purpose. Learn how to attract the right people, create a culture of growth, and achieve lasting success — both in business and life. If you're a financial advisor, entrepreneur, or team leader looking to grow your firm and create true abundance, this conversation is for you. 📲 Follow Philip Board for more insights: Instagram: https://www.instagram.com/philipboard 🌐 Website: https://www.1on1financial.com/   #FinancialAdvisors  #LeadershipDevelopment #TeamBuilding #FinancialPlanning #Entrepreneurship #PhilipBoard #1on1Financial #ScalingYourBusiness

Tony Nori's story is all about bold transitions and breakthrough growth. In this episode, Philip Board, CEO of 1on1 Financial, and co-host Mia sit down with Tony Nori to uncover his inspiring journey into the financial services industry — from starting over to building success in a competitive field. Tony opens up about the mindset shifts, challenges, and lessons that shaped his career, offering practical insights for anyone navigating change or striving for personal and professional growth. If you're exploring a career transition, building a business from the ground up, or simply need a dose of inspiration, this episode delivers motivation, perspective, and proven wisdom from real-world experience. 📲 Follow Philip Board for more insights: Instagram: https://www.instagram.com/philipboard 🌐 Website: https://www.1on1financial.com/   #PhilipBoard #1on1Financial #FinancialFitnessPodcast #CareerGrowth #MindsetMatters #LeadershipDevelopment #FinancialAdvisors #CareerChange #Entrepreneurship #SuccessMindset #PersonalDevelopment #BusinessInspiration #OvercomingChallenges

Financial literacy isn't just important — it's essential. In this episode, Philip Board, CEO of 1on1 Financial, with co-host Mia and guest Tony Nori, dive into the heart of what keeps so many people stuck in financial struggle — and how education can break the cycle for good. They discuss why understanding money matters more than ever, how financial literacy empowers families and future generations, and what steps you can take today to build financial confidence and long-term stability. Plus, learn how 1on1 Financial is helping bridge the education gap through new online financial literacy courses, designed to make financial knowledge accessible to everyone. If you're ready to take control of your finances and make smarter money decisions, this episode is the perfect place to start. 📲 Follow Philip Board for more insights: Instagram: https://www.instagram.com/philipboard 🌐 Website: https://www.1on1financial.com/   #FinancialLiteracy #1on1Financial #PhilipBoard #FinancialFitnessPodcast #MoneyEducation #FinancialFreedom #WealthBuilding #FinancialWellness #SmartMoney #TonyNori #MiaCoHost #FinancialPlanning #PersonalFinance #MoneyMatters #InvestInYourFuture

A new administration always brings new opportunities — and new challenges. In this episode, Philip Board, CEO of 1on1 Financial, and co-host Mia Medina unpack how the recent U.S. election and leadership shift could influence the economy, stock market, and overall financial landscape. They explore what investors and everyday individuals should keep in mind during times of political transition — from potential market trends to long-term financial strategies that help you stay focused and resilient, no matter who's in office. This discussion isn't about politics — it's about perspective. Learn how to navigate uncertainty, position yourself for growth, and make informed decisions in a changing economy. 📲 Follow Philip Board for more insights: Instagram: https://www.instagram.com/philipboard 🌐 Website: https://www.1on1financial.com/   #EconomyUpdate #StockMarketInsights #PhilipBoard #1on1Financial #FinancialFitnessPodcast #InvestingTips #MarketTrends #EconomicOutlook #FinancialPlanning #WealthManagement #SmartInvesting

Join us as we dive deep into the world of financial services—exploring today's biggest challenges, hidden risks, and exciting potential. Get the insights you need to stay ahead in a fast-evolving industry!

This episode is all about retiring smart! We're covering the risks and strategies you need in order to retire and enjoy every moment after.

Ever wonder what can go wrong when accounts aren't registered properly? We're breaking down real-life examples of registration issues, from simple mix-ups to complex legal problems. Learn what to watch out for, how to fix common mistakes, and the steps you can take to avoid these headaches altogether. Don't miss out—get your accounts in order!

In this follow-up episode, Philip and Mia dive even deeper, focusing on the differences between trusts, powers of attorney (POA), and estate distribution. They'll discuss how each of these legal tools can help safeguard your assets and ensure your wishes are respected. If you're looking for practical advice on estate management, this episode will provide the clarity you need to make smart, informed choices for yourself and your loved ones.

Join Philip Board and Mia Medina as they break down the essentials of estate planning, explore the legal processes involved, and discuss the potential drawbacks of probate. If you're planning for the future or managing a loved one's estate, you'll gain valuable insights to help you make informed decisions.

Confused by investment jargon? Join Philip Board, Mia Medina, and Kurt Moseley as they explain the most important investment terms you need to know. Whether you're just starting out or aiming to expand your financial knowledge, this podcast will clarify key concepts and empower you to make smarter financial decisions.

Curious about what it takes to succeed in the world of finance? In this podcast, I share my personal journey of how I got started in the financial industry—sharing the challenges, breakthroughs, and key lessons that helped me grow. Whether you're new or advancing in your career, this podcast provides inspiration to help you succeed in the financial world!

In this episode, we're diving into the internal workings of our office and why we are different. Join us as we explore the innovative strategies and financial investments that make our culture thrive. Let's uncover what truly sets us apart!