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Take the Long View

Author: Matt Hall

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Searching for a podcast filled to the brim with the best from thought leaders? Open to reframing the way you think about money, emotions, behavior, and time? Take The Long View® with Matt Hall will help you learn to live richly. Subscribe now for stories and conversations that will put the odds of long-term success on your side.
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Husband/Wife dynamic duo Sid and Ann Mashburn are doing big things with their signature styles.  In this episode, you’ll learn about their journey working with legends like Ralph Lauren and the leaders of Vogue magazine, how they chose Atlanta as their home base, the powerful pillow talk that comes when working with your spouse, and how they define success in the future!    Thanks for listening! Be sure to subscribe now on Apple, Google, Spotify, Stitcher, TuneIn, or wherever you like to listen to podcasts. Follow the Take the Long View Podcast on Instagram @takethelongviewpodcast and Facebook, and follow host Matt Hall on Instagram @matthallstl, Twitter @matthallhig, or on LinkedIn Connect with the Hill Investment Group on Instagram @hill_investment_group, Facebook @hillinvestmentgroup, Twitter @takethelongview, and on LinkedIn We love our listeners! If you would like to drop us a line or be a guest on the show, please contact Matt.
Why would a man pursuing a career in law and politics suddenly give it all up and gamble his future on a restaurant? Just ask St. Louis native Danny Meyer, who turned that one restaurant into a hospitality empire and eventually founded Shake Shack, the beloved burger spot with over 250 locations around the world. Aside from the countless awards Danny Meyer has earned as a restaurateur, he also penned Setting the Table, which distills his philosophy on hospitality and leadership. But in his earlier years, he wouldn’t have predicted this future for himself.  After the success of his first restaurant, he wanted to prove to himself that it wasn’t a fluke. That challenge brought him face to face with a harsh reality: he was a horrible manager. If he was going to make both restaurants work, he had to sharpen his leadership skills and instill the values of enlightened hospitality into his team so they could carry on in his absence. This self-improvement mission would be the spark for Danny’s restaurant empire: Gramercy Tavern, Blue Smoke and Jazz Standard, Shake Shack, The Modern, and many more. Today, with his philosophy of enlightened hospitality and belief in the importance of building community wealth, Danny Meyer continually prods the restaurant industry to level up and create better career opportunities for its workers, while challenging himself to share his insights with new industries through his investment fund. Key Topics: Introducing Danny. [00:42] Why Danny wrote Setting The Table in secret. [01:51] Missing out on genuine interactions in a highly transactional society [03:08] Danny’s philosophy on hospitality as an organizational principle. [04:12] The turning point of Danny’s professional life. [06:53] Developing a unique leadership style by managing volunteers. [10:04] Having a growth mentality towards employees. [11:42] Early lessons from Rich Melman. [12:42] Finding and hiring for the 51%. [14:16] Why Danny was so hesitant about opening a second restaurant. [16:45] Being forced to become a better manager. [18:14] Managing difficult family dynamics. [19:41] Why you shouldn’t spend too much money on your first venture. [20:31]  Learning what it means to be responsible to your investors. [22:28] Early inspiration for Shake Shack. [25:25] Restoring Madison Square Park. [25:51] Testing Danny’s theory of enlightened hospitality with a hot dog cart. [27:17] Building community wealth. [30:06] The role Shake Shack plays in the Madison Square Park community. [30:51] The downside of the tipping system. [32:45] Taking the restaurant industry to the next level. [37:25] Managing with constant gentle pressure. [41:32] Investing in enlightened hospitality. [43:11]   Mentioned in this Episode:   Danny Meyer’s Book | Setting the Table: The Transforming Power of Hospitality in Businesshttps://www.amazon.com/Setting-Table-Transforming-Hospitality-Business/dp/0060742755   Rich Melman, Founder and Chairman of Lettuce Entertain You Enterpriseshttps://www.leye.com/about/partners/?richard-melman Bill Shore’s Book | The Cathedral Within: Transforming Your Life by Giving Something Backhttps://amazon.com/Cathedral-Within-Transforming-Giving-Something/dp/0375758291 Share Our Strength https://www.shareourstrength.org/ Enlightened Hospitality Investments https://ehi.fund/ Resy https://resy.com/ Goldbelly https://www.goldbelly.com/ Salt & Straw https://saltandstraw.com/ Dig https://www.diginn.com/ Madison Reed https://www.madison-reed.com/ Thanks for listening!Be sure to subscribe now on Apple, Google, Spotify, Stitcher, TuneIn, or wherever you like to listen to podcasts. Follow the Take the Long View Podcast on Instagram @takethelongviewpodcast and Facebook, and follow host Matt Hall on Instagram @matthallstl, Twitter @matthallhig, or on LinkedIn Connect with the Hill Investment Group on Instagram @hill_investment_group, Facebook@hillinvestmentgroup, Twitter @takethelongview, and on LinkedIn
David Kabiller is hugely successful and doesn’t need to do podcast interviews, in fact, he rarely grants requests. Enjoy this special episode with the influential leader who assembled one of the most important quantitative money management firms (AQR) in the world. Key Topics: Introducing David Kabiller [00:46] Tennis talk and how the sport impacted David’s career  [01:56] The early days and how David got interested in the investment world  [6:35] David’s decision to work for Goldman Sachs [9:39] Meeting Cliff Asness, John Liew and Robert Krail and his ability to judge people [12:47] His path to leaving Goldman and starting AQR [15:05] The rewards of managing your own firm [20:42] What David considers his unique ability [22:31] How they identify talent and institutionalize that in their hiring [24:48] How success changed things [28:42] The QUⱯNTA Academy and Insight Program and how both impact the firm [31:36] The importance of work-life balance for AQR’s corporate culture [34:19] How David has taken the long view [38:57] How David defines the money management world [42:26] Mentioned in this Episode: The Best-Connected Man in Hedge Funds - Institutional Investor [27:12] To Live [37:12]  David Kabiller Bio Thanks for listening!Be sure to subscribe now on Apple, Google, Spotify, Stitcher, TuneIn, or wherever you like to listen to podcasts. Follow the Take the Long View Podcast on Instagram @takethelongviewpodcast and Facebook, and follow host Matt Hall on Instagram @matthallstl, Twitter @matthallhig, or on LinkedIn Connect with the Hill Investment Group on Instagram @hill_investment_group, Facebook @hillinvestmentgroup, Twitter @takethelongview, and on LinkedInWe love our listeners! If you would like to drop us a line or be a guest on the show, please contact Matt. Additional note from AQR: All investment involve risk, including loss of principal.   The views expressed reflect the current views as of the date hereof and neither the speaker nor AQR undertakes to advise you of any changes in the views expressed herein. It should not be assumed that the speaker will make investment recommendations in the future that are consistent with the views expressed herein, or use any or all of the techniques or methods of analysis described herein in managing client accounts. AQR and its affiliates may have positions (long or short) or engage in securities transactions that are not consistent with the information and views expressed in these recordings. No representation or warranty, express or implied, is made or given by or on behalf of AQR, the speaker or any other person as to the accuracy and completeness or fairness of the information contained in these recordings, and no responsibility or liability is accepted for any such information.   AQR Capital Management, LLC is not affiliated with Hill Investment Group
Can you continue to pursue and achieve success without raising spoiled children? Marilyn Wechter, returning guest from our very first episode, has over 35 years of experience as a wealth counselor and financial therapist. In this episode, Matt and Marilyn talk about raising children to have a good relationship with money.  What are the characteristics of a spoiled child? How do parents help young people develop patience and learn to love delaying gratification? When do you give your kid a credit card? These are a few of the topics Marilyn covers with Matt. The takeaway is a new lense around how to raise competent, confident, autonomous adults.  Key Topics: Re-introducing Marilyn. [00:44] Changing the way we use money and material benchmarks with kids. [01:56] Exploring why people don’t like talking about money. [02:56] Why you need to get clear about what money means to you. [03:42] Being aware of the messages you’re sending to children. [04:22] Using everyday opportunities to teach your kids about money. [05:46] Raising kids to be competent adults. [08:38] Four characteristics of spoiled kids. [10:11] The positive traits we want to help our kids to develop. [11:04] Holding financial values as a constant. [11:33] Teaching kids patience around money. [12:43] The danger of substituting things for time. [15:34] Using debit cards to teach kids about budgeting. [16:58] Distinguishing an allowance from earned money. [17:53] Engaging your kids in conversations about money. [19:03] Helping your kids develop a realistic context and perspective. [20:31] Making sure kids have some skin in the game. [23:06] Marilyn’s seven key principles for raising successful young people. [26:14] Mentioned in this Episode: Ron Lieber’s Book | The Opposite of Spoiled: Raising Kids Who Are Grounded, Generous, and Smart About Money https://www.amazon.com/Opposite-Spoiled-Raising-Grounded-Generous/dp/0062247026 Thanks for listening! Be sure to subscribe now on Apple, Google, Spotify, Stitcher, TuneIn, or wherever you like to listen to podcasts. Follow the Take the Long View Podcast on Instagram @takethelongviewpodcast and Facebook, and follow host Matt Hall on Instagram @matthallstl, Twitter @matthallhig, or on LinkedIn Connect with the Hill Investment Group on Instagram @hill_investment_group, Facebook @hillinvestmentgroup, Twitter @takethelongview, and on LinkedIn   We love our listeners! If you would like to drop us a line or be a guest on the show, please contact Matt.
In Matt’s words “Cheree Berry Paper is the best paper resource you can find” Cheree Berry is a friend and a total beast in the business world, she is  Founder, CEO and Creative Director of Cheree Berry Paper, an award-winning graphic design and social stationery company known for creating unexpected event invitations and collateral. She is also an author and a former Kate Spade New York art director. Cheree Berry Paper has won 28 American in Graphic Arts awards. Notable partnerships include an occasion-focused retail stationery line for Target, digital invite designs for Paperless Post and a set of 56 U.S. State-themed snowflakes that graced the East Hall of the White House. They have created wedding invitations for celebrities and notable individuals including Chelsea Clinton. They are, at heart, a graphic design company and believe that this is just the tip of the iceberg. Cheree Berry Paper is currently working to expand their product line and aiming to grow their presence in cities across the country. In this episode, Cheree shares how the importance of handwritten communication was instilled in her from a young age, and her tips for maintaining this in a digital age. She discusses what shaped her career after moving to New York City from a small town in Missouri. She reflects on important moments working with Kate and Andy Spade, and how she started her own business. Cheree shares the challenges and benefits of being a female entrepreneur and so much more.  Social Media: https://www.facebook.com/ChereeBerryPaper https://twitter.com/ChereeBerry https://www.pinterest.com/chereeberry/ https://www.instagram.com/chereeberrypaper/ Key Topics: Introducing Cheree Berry [01:26] How one of her cards grabbed the attention of a teenager [02:58] How Cheree become a paper person [05:34] The process of going from a small town to NYC and working for Kate Spade [06:48] Cheree’s best memories of working with Kate and Andy Spade [08:34] How she went from New York back to Missouri with confidence [11:34] From freelancing to owning Cheree Berry Paper [12:30] Celebrities she has worked with [13:40] What does CBP do beyond weddings and what do you say to people about the price of the correspondence they create [15:38] The most challenging or vulnerable moment in starting and/or running CBP [19:56] Debbie Millman and Emily McDowell inspire her creative thinking [21:24] Cringeworthy mistakes people make with written correspondence [22:33] Challenges and benefits of being a female entrepreneur [24:58] Being a paper maverick in a digital world, how do you combat that [27:12] CBP stands by the value for the price of their products [32:55] Cheree tells us who she would love to work with but hasn’t yet [34:25] The future growth of CBP [36:09] The components of a great handwritten note [37:19] Things consumers should appreciate about correspondence communications [44:15] How does CBP take the long view? [47:01] Links https://chereeberrypaper.com/ https://www.katespade.com/ https://www.aiga.org/AIGA-awards/ https://chereeberrypaper.com/about/collaborations/target/ https://www.ksdk.com/article/entertainment/television/show-me-st-louis/the-reason-celebrities-love-this-clayton-company/63-400912862 https://chereeberrypaper.com/shop/hoorah-for-the-bra/  www.pentagram.com https://chereeberrypaper.com/about/special-projects/ http://www.debbiemillman.com/ https://emilymcdowell.com/
Joe Saul-Sehy was a financial planner for 19 years and has been an award-winning member of the financial media world for over a decade. But that’s a totally opposite direction from where he started, growing up in a household where talking about money was taboo. Like many families, his parents would shut down and send him and his siblings out of the room whenever any money talk came up. With nothing to change his course, the financially illiterate boy became a financially illiterate man, and when Joe faced an American Express table on his very first week in college, guess who fell into a predatory credit trap? A couple of lunches “on me” later (and a sweater that would make Duran Duran proud) and Joe was left with bad credit and a bill he had no idea how to settle. But painful as it was, that lesson awoke his passion for personal finance. And he followed that passion straight to his first job in finance, and he hasn’t looked back since. When talking finance, for many people the word brings up images of people in stuffy suits wagging a finger about being more responsible with your money. If you got that same image, you’ll throw that notion away once you listen to Joe. An amazing storyteller, Joe is the co-host of two well-loved financial podcasts: “Stacking Benjamins” and “Money with Friends.” Joe’s entrance into podcasting started, with his co-host OG, as two friends talking about finance, but being frustrated by their slow growth and low ranking. It wasn’t until Joe went to a podcasting conference that he came face-to-face with the reality that his show had the low ranking that it deserved and made the decision to become more professional. They redid their entire show, lost a third of their audience, but then came back better than ever, smashing records and winning awards. Joe attributes the show’s success to being deliberate about changing the podcast from being two guys trying to be funny, to being two comedians practicing their craft and making a comedy show about finance. Both co-hosts spent time in comedy training and put even more effort into producing the show: it takes them 5 weeks to put 1 episode together. Talk about commitment. Not wanting to become another Dave Ramsey or Suze Orman, they went in a completely different direction. With their philosophy that “If you don't think you’re learning, you’ll be much more open to learning” they’re reaping dividends.   Key Topics: Introducing Joe. [00:41] Why Joe still records “Stacking Benjamins” in a basement. [01:56] Joe’s first experience with the dangers of credit. [04:04] From podcast enthusiast to podcaster. [06:42] The road to Stacking Benjamins. [09:26] Taking a short-term loss for the long-term gain. [11:21] Getting serious about play. [13:04] Balancing practical guidance and light-hearted play. [14:15] Life lessons from DJing. [15:18] “Stacking Benjamin’s” most requested topics. [17:51]  Fighting the fee battle. [19:45] The drawback of compliance. [22:40] Differentiating between “Stacking Benjamins” and “Money with Friends”. [24:49] Moving away from comparison-based financial goals. [27:28] Taking the emotion out of money decisions. [30:13] Systems for financial independence. [31:21] Lean into being a contrarian. [35:02] The future of “Stacking Benjamins”. [37:05] Joe’s love of running. [39:15] The minibar story. [41:07]   Mentioned in this Episode: The Vanguard Group https://about.vanguard.com/ Jack Bogle https://about.vanguard.com/who-we-are/a-remarkable-history/founder-Jack-Bogle-tribute/ Walter Updegrave https://realdealretirement.com/about/ Austin Kleon’s Book | Steal Like An Artist https://austinkleon.com/steal/   Thanks for listening!Be sure to subscribe now on Apple, Google, Spotify, Stitcher, TuneIn, or wherever you like to listen to podcasts. Follow the Take the Long View Podcast on Instagram @takethelongviewpodcast and Facebook, and follow host Matt Hall on Instagram @matthallstl, Twitter @matthallhig, or on LinkedIn Connect with the Hill Investment Group on Instagram @hill_investment_group, Facebook @hillinvestmentgroup, Twitter @takethelongview, and on LinkedInWe love our listeners! If you would like to drop us a line or be a guest on the show, please contact Matt.
Matt says Dave Butler is one of the most important figures in modern investing. Dave’s path to co-CEO of Dimensional was not a straight one. In fact, it required a detour to Istanbul. Enjoy this conversation taped in Austin, TX. Reaching a height taller than most (6’9”, by some accounts), it was almost inevitable that Dave Butler would play basketball. When an NBA players’ strike meddled with Dave’s professional tryouts, he accepted an offer to try out for a professional team in Istanbul. He nailed it, and for several years played overseas. Unfortunately, an injury derailed his career.  After taking a break to finish his MBA at Berkeley, his mother notified him that he had received a job offer on Wall Street. 48 hours later, Dave was sitting at a desk, learning the ropes at his first job in finance.   But after three years, Dave was disillusioned. The high-pressure culture around buying and selling felt futile. Dave opted to return to his hometown in California and possibly become a teacher and coach basketball. He wanted to make a positive impact in the lives of others, working for a cause he could believe in.    As soon as he seemed to have it all figured out, Dave came across an ad in the paper for a money manager in Santa Monica. He scheduled an interview, and almost canceled it at the last minute. Good manners took over, however, and he kept his appointment. That was the start of Dave’s journey at Dimensional.   Dave instantly saw that Dimensional was different. Here, he could pursue his interest in investing while also doing right by clients. 20 years later, Dave has no doubt he made the right decision. “I think the spirit of Dimensional is really the pursuit of truth.” What could be a greater cause than that?   Key Topics Introducing Dave. [00:42] Dave’s background in professional basketball. [04:10] Dave’s transition from basketball to finance. [06:14] Dave’s early days in finance. [07:17] Starting out at Dimensional. [11:04] The origins of indexing. [14:02] Early days of Dimensional and the 9-10 fund. [16:10] Setting and meeting expectations. [18:35] Philosophical alignment. [19:45] Dan Wheeler’s influence. [21:52] Dimensional’s reach and its growth over the years. [26:17] Finding balance between work and other areas of life. [30:14] Dave’s favorite part of working at Dimensional. [33:32] Dimensional as a visionary in the field. [35:57] Dimensional’s investing philosophy. [38:25] Talking finance at parties. [42:08] Current projects. [44:23] See the show notes and transcript here Thanks for listening! Be sure to subscribe on Apple Podcasts, Google Podcasts (coming soon), Spotify, or wherever you like to listen to podcasts. Follow the Take the Long View Podcast on Instagram @takethelongviewpodcast and Facebook, and follow host Matt Hall on Instagram @matthallstl, Twitter @matthallhig, or on LinkedIn Connect with the Hill Investment Group on Instagram @hill_investment_group, Facebook @hillinvestmentgroup, Twitter @takethelongview, and on LinkedIn We love our listeners! If you would like to drop us a line or be a guest on the show, please contact Matt.  
Rick Hill is the word integrity personified. Enjoy this special episode as Matt interviews his friend, partner, and mentor! Rick Hill has seen his share of market booms and busts. Cutting his investment teeth at Wharton, he first practiced investment strategy by advising his own father on his DuPont stock. (Rick was right; Dad should have sold when he told him to.) Realizing he had a passion for investing, Rick set out to become a stock broker, intent upon helping people as an investment advisor. When his first job turned out to be less advising and more selling, Rick knew he wanted to make a change. There was a distinct lack of strategy in the field at the time, and Rick felt he owed his clients more than a sales pitch. Rick decided to switch gears by utilizing his background in finance. He earned a spot at Anheuser-Busch and moved his family to St. Louis. In his time there, he helped to institute the ground-breaking practice of utilizing index funds for pension plans and 401(k)s over actively managed funds, saving the company money and providing better retirement benefits for employees.   Rick had been at Anheuser-Busch for 24 years when he decided he was ready to return to the financial services industry. He went to work for Buckingham Strategic Wealth, and shortly thereafter met Matt Hall, who would ultimately become his business partner. Over many meals together, Rick and Matt decided to capitalize on their complementary skills to create their own firm, Hill Investment Group. It was a risky move. “Would clients leave an established firm and go with two guys working in a basement?” Well, they did. Rick and Matt built their firm upon empirical evidence that supports long-term investment success, and most importantly, a desire to help their clients make a better life for themselves. When they started the company in 2005, Rick said he’d give Matt five years before he retired. Now, 14 years later, he still can’t think of anything he’d rather be doing. “I always used to think back on my day, at Anheuser-Busch and even now, ‘Was I productive today? Did I add value to somebody? Did I help a client? Did I help a co-worker? Did I contribute anything to the firm or the clients?’ And I always feel the answer is, ‘Yes.’”     Key Topics Introducing Rick. [00:42] The importance of setting modest expectations. [02:04] The value of being prompt. [04:16] Rick’s background [05:54] Finance in the 1960’s vs. today. [14:00] Rick’s time at Anheuser-Busch, and how that influenced his view of investing. [16:21] Making money through work vs. investing. [22:25] How choosing index funds over individual stocks saves time. [23:55] Shared values and complementary skills in friends and co-workers. [26:11] Rick’s transition back into the investment world. [27:33] The importance of managing fear when the market drops. [32:41] Matt and Rick’s history together. [37:30] Why Rick still enjoys work. [47:39] See the show notes and transcript here Thanks for listening! Be sure to subscribe on Apple Podcasts, Google Podcasts (coming soon), Spotify, or wherever you like to listen to podcasts. Follow the Take the Long View Podcast on Instagram @takethelongviewpodcast and Facebook, and follow host Matt Hall on Instagram @matthallstl, Twitter @matthallhig, or on LinkedIn Connect with the Hill Investment Group on Instagram @hill_investment_group, Facebook @hillinvestmentgroup, Twitter @takethelongview, and on LinkedIn We love our listeners! If you would like to drop us a line or be a guest on the show, please contact Matt.  
Where do investment experts come from? Do they hatch from Ivy League MBA programs? Or is it possible to have one of the most gifted investment thinkers emerge from rural America? Jared Kizer grew up on a farm in Tennessee in a small town of 5,000 people. Growing up an avid baseball player, finance was never on his radar. A series of injuries led Jared to an interest in physical therapy, and for a time it looked like that would be how he’d spend his career. Fresh out of physical therapy school and married to a lovely dietician, Jared realized that neither he or his wife had the financial know-how to guide their businesses. Jared went to the local bookstore in search of resources. There, in the quiet aisles of Barnes and Noble, Jared came upon “The Only Guide to a Winning Investment Strategy You’ll Ever Need”, written by the person who would become his future colleague at Buckingham Strategic Wealth, Larry Swedroe. On a whim, Jared reached out to Larry, and eventually their correspondence led to a job interview. While Jared lacked experience, he proved to be a natural fit in the finance world. Several years into his work at Buckingham, Jared received national acclaim for an article he co-authored, entitled, “The Death of Diversification Has Been Greatly Exaggerated.” Since then, Jared’s analyses have been published multiple times, including a book he co-authored with Larry Swedroe himself. Now a CFA and CIO of Buckingham, Jared helps people make sense of this often-complicated world on a daily basis. He even maintains a blog devoted to finance education at MultifactorWorld.com. Here, he shares his story, strategy and insights for tackling successful investing head-on.   Key Topics Introducing Jared. [00:42] Jared’s background and what led to his interest in finance. [03:16] Jared’s relationship with Larry Swedroe. [07:31] An evidence-based approach to investing. [10:27] Changes in the styles of investing over the last 15-20 years. [11:39] The stock picker’s ability to beat the average. [13:11] Three categories of investment philosophy. [15:03] Buying index funds directly vs. the evidence-based approach. [18:18] Evidence-based vs. total market approach in regard to Vanguard’s out performance of active vs. index funds. [20:09] Jared’s family life. [21:47] Larry Swedroe’s impact. [22:32] Drawing an analogy between sports and investing. [24:49] How Jared’s perception of investing has grown over the years. [29:45] Misconceptions in the investing world. [33:19] Jared’s winning paper for The Journal of Portfolio Management. [38:25] Institutional vs. individual investors. [42:54] Investment advice. [45:47] Jared’s current writing projects. [47:15] Where you can connect with Jared. [50:42] See the show notes and transcript here Thanks for listening! Be sure to subscribe on Apple Podcasts, Google Podcasts (coming soon), Spotify, or wherever you like to listen to podcasts. Follow the Take the Long View Podcast on Instagram @takethelongviewpodcast and Facebook, and follow host Matt Hall on Instagram @matthallstl, Twitter @matthallhig, or on LinkedIn Connect with the Hill Investment Group on Instagram @hill_investment_group, Facebook @hillinvestmentgroup, Twitter @takethelongview, and on LinkedIn We love our listeners! If you would like to drop us a line or be a guest on the show, please contact Matt.  
Welcome to the inaugural episode of Take the Long View, hosted by Matt Hall of Hill Investment Group! This is a podcast to help reframe the way you think about your money, emotions, behavior, and time. The goal? Helping you live richly. Matt will talk with the best thought leaders he knows to learn from their meaningful experiences. The common thread will be a view or perspective that isn’t obvious. Take the Long View will highlight world-class thinking and stories in conversation, helping you put the odds of long term success on your side. Joining us on this first episode is Marilyn Wechter. With over 35 years of experience as a financial therapist and wealth counselor, Marilyn is an expert on how human beings relate to money, love and power. Money is often a taboo topic of conversation, and yet it plays a critical role in how we view ourselves. Marilyn has made it her mission to focus her practice on the psychological relationship between wealth and wellbeing. Marilyn’s practice encompasses counsel for individuals and families, as well as lawyers, financial planners and advisors. At the core of her work is a desire to illuminate areas of discomfort. According to Marilyn, perspective is everything. When you’re able to look at your situation through a new lens, it’s possible to see opportunities that would normally fly under the radar, paving the way for new outlook on money and life. Key Topics Introducing Marilyn. [00:41] Marilyn’s background in psychotherapy.  [02:07] Niche work of psychotherapy as it relates to finances. [03:09] How Matt and Marilyn met. [04:21] The pseudo-separation of money and humanity. [05:39] The taboo around discussing money. [07:04] Toughness vs. resilience. [13:12] Day to day life as a therapist. [16:45] Money as it relates to raising children. [21:00] The importance of having good mirrors in others. [24:30]   See the show notes and transcript here Thanks for listening! Be sure to subscribe on Apple Podcasts, Google Podcasts (coming soon), Spotify, or wherever you like to listen to podcasts. Follow the Take the Long View Podcast on Instagram @takethelongviewpodcast and Facebook, and follow host Matt Hall on Instagram @matthallstl, Twitter @matthallhig, or on LinkedIn Connect with the Hill Investment Group on Instagram @hill_investment_group, Facebook @hillinvestmentgroup, Twitter @takethelongview, and on LinkedIn We love our listeners! If you would like to drop us a line or be a guest on the show, please contact Matt.
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