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Welcome to Pressend.

I'm Shane Alexander and this is the podcast where we talk through your problems and we give you our best

advice. Today we have a very special episode and I think every episode

special but this one is extra special. It's actually a two-parter with my friend Shannon. She started the financial gym and we are talking

about finances today. This was, you know, a highly requested episode by you guys, so much so that we got 60 emails in 24 hours

about money.

Shannon, tell us about you. Tell people about you. Give us a brief little story of you and the

financial gym.

Yeah, so I'm not surprised you got so many questions because I do this for a living and yeah I I tell people I

graduated from college 19 years ago and just wanted to have a career making money

and I was in investment banking, you know,

me too was totally me, all of that. But I loved working on a trading floor. I loved

investment banking. I loved making money. I thought it was so great. Then I hit my 30s and just felt like I was looking for meeting in life. Got life coached and felt like I wanted to help people. I read a book about happiness and the what is the book name

the book is happiness and the author is a Buddhist monk named Matthew

Mathio Ricard so it's M A T T I E you Ricard and it's a lot-A-T-T-I-E-U-R-R-R-E-R-R-R-E-R-R-R-R-E-R-R-R-R-R-R-R-R-R-R-R-T-T-T-I-E-R-R-R-R-R-R-R-R-T-T, and it's a lot of W-O-O-O-O-O-O-O-O-O-O-R the best way to get long-term happiness is to help other people without expecting anything in return.

And that was my first aha on the way to the gym, you know, starting the financial gym.

I was like, that sounds like what I should be doing in my life.

And that kind of led me on this journey I decided to

become a financial advisor at Merrill Lynch because I was looking for a financial

advisor at this point and I tell people in the process of looking for myself I

became woke to the financial advisory space. I would say

...