Magic in the Room #123: Spreading Financial Freedom with Sherrie Grabot
October 11, 2022
This week on Magic in the Room, Hannah and Luke sit down with Sherrie Grabot, CEO and Founder of both GuidedChoice and 3Nickels. Together they discuss her journey to financial advisement, how we need to change the way we think about money, and what leaders can do to foster financial literacy within their organization.
GuidedChoice is a digital retirement advisory firm whose mission is to bring financial freedom to everyone, whether you are saving for, nearing, or in retirement. 3Nickels is a free companion app and a financial tool individuals can use to reach their goals and achieve financial freedom.
Find GuidedChoice at www.guidedchoice.com
Find 3Nickels at 3nickels.com
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Music by evangrimmusic.com
Recorded on location
Support from techblogwriter.co.uk
Welcome to a new season of Magic In The Room! In this episode, hosts Hannah Bratterud, Chris Province, and Luke Freeman reflect on the evolution of their podcast as they enter this new season. They discuss the concept of seasons in both personal and professional contexts, emphasizing the importance of recognizing transitions and growth. The team shares insights from their recent strategic planning session, highlighting the theme of "Year of the Snake," which symbolizes shedding old layers and embracing renewal. They also reflect on the challenges and successes of 2024, noting rapid growth and the need to address structural weaknesses. Looking ahead to 2025, they focus on themes of agility, purpose-driven leadership, and building capacity in various aspects of life and business.
In today’s episode of Magic in the Room, Chris and Luke sit down with Kelley Francen and April Carter to discuss leadership development at the Citizen Potawatomi Nation. Kelley and April developed a unique program that integrates the traditional cultural teachings of the Citizen Potawatomi Nation into leadership development. The goal of this program was to make sure that the values of the community are activated by the leaders. Even if you do not work in a Tribal setting, there are valuable lessons in this episode about you can develop leaders who live the organizations values.