The Four Rules to Break for Financial Freedom - with Brandon Clark, CPA

The Two Piers Podcast

In this episode of the Two Piers Podcast, host Erica D'Eramo is joined by Brandon Clark, a seasoned financial planner and former public accountant, to explore the intricate relationship between financial planning and mindset. With a background that spans roles at both a Big Four firm and small businesses, Brandon shares his journey from the world of accounting to finding his true passion in financial planning. Throughout the conversation, Brandon and Erica dive deep into the psychology of money, discussing how beliefs, trauma, and cultural narratives shape financial decisions. They also highlight the importance of financial coaching, particularly for marginalized communities, and offer practical advice on overcoming limiting beliefs around money and work. Whether you're seeking to achieve financial freedom or simply want to better understand your money mindset, this episode offers valuable insights and actionable tips.
To find out more about Brandon's leadership and mindset coaching practice, check out Reexamine Wealth. You can find information about his Financial Advisory services at Toler Financial Group.
During this episode, Brandon provides several prompts for you to reflect on as you grow your understanding of your own relationship with money. We're including those here for easy reference:
Prompts:

1. What mistakes have you made with money? What mistakes did your caregivers make with money? What warnings do you remember your caregivers saying about money?
2. What were the conversations or memories from your childhood around work?
3. What’s your first memory of money? What’s your most vivid memory of something that money buys?
4. What would you do with the proceeds if you won the lottery?

He also mentions a resource called Money Scripts. You can find more information on their website.
Lastly, we want to be sure to include the proper disclosures for this episode:

• Toler Financial Group and Cambridge Investment Research do not provide tax or legal advice.
• Any discussion of markets and economic factors are general information only, and no claim is made regarding future performance or trends.
• Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, Member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Toler Financial Group and Cambridge are not affiliated.