Kaysi shares the story how she came from Jamaica to managing money for ultra-high net wealth individuals, what keeps her moving forward even when she isn't sure it's going to be ok, and Kaysi gets Jason to open up about the story of how he met his wife (it's a good one.)
"It is difficult to give away kindness, it keeps coming back to you." -Kaysi (originally attributed to Cort Flint)
Kaysi is a seasoned professional who has worked in the financial industry for nearly 20 years. She is currently a Wealth Advisor at Clarus Group. Most recently, Kaysi was part of an elite 13 person team at UBS where she spent almost 17 years providing financial guidance and investment strategies for the firm’s “ultra-wealthy”, managing in excess of $500 Million in investable assets. Her client base consisted of entrepreneurs, CEOs and CFOs of Fortune 500 companies. Prior to joining the team at UBS, Kaysi began her career in Public Accounting.
Family and Community are important to Kaysi. She currently serves as the chairperson for her church's Finance and Stewardship Committee. She also teaches her church's youth bible class. Kaysi is a blogger and a published author of "Walking By Faith and Not By Sight: Learning to be Still in the midst of Life's Chaos". She is a sought after public speaker on both financial and faith topics. Kaysi enjoys being a mom, writing, reading and traveling with her daughter.
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Artwork by Jordan Snodgrass
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Casey. Good morning, and welcome to the show. How are you today?
Hey, Jason. How are you?
I'm doing really well. It's good to see you twice in two days and we'll talk a little fun. Yeah, well, and today we're doing it virtually. We're seeing each other over zoom meeting. Yesterday, we actually saw each other person, which we will talk one in a minute. So I know we've got a lot of stuff to cover today. You've got a lot of good news to share with the audience, so let's just kick it off. So first things first, Casey love, if you provide us with an introduction of who you are, where you are in the world and anything you'd like to share to get us started.
Sure. So my name is Casey and Gordon. I am from Jamaica, the beautiful island of Jamaica. Um, so every now and then I say something and it comes out with an act. Then I'm like, I'm jamaican. It's fine. Um, yeah, exactly. But sexy. I'm Aah! Financial advisor by training 20 years of experience. But lately I've had this column to write and I've been blocking for three and 1/2 years I published a book, and I'm just super excited about the story that I'm on.
Nice, nice work. I think we'll talk about it all that today and where you at in the world today, like where we doing this episode from?
So I'm in my home office, So it's Friday. It's freezing outside. So I decided whether I wanted to go into the office office or just or from the home office today. And I'm from the home office in Valley Stream, New York.
Yeah, no, it is. So we're recording this episode in mid January and yesterday I think we'll talk about how we know each other. I think yesterday I didn't even have a jacket. I'd set a blazer, and it was like 50 degrees yesterday morning. And I think today it's like 21 degrees or something here in the New York's tristate area. So, um, quite a cold front that comes in. We're not We're not that good at that here anymore. On your from Jamaica, I'm from Minnesota, so I like the cold Would like I don't like the 25 degrees shift in 24 hours, so
no, it doesn't dropped last night overnight and I looked at the weather this morning like my daughter's layering up today. Um,
yeah, yeah. So K C and I know each other were actually in a networking group Together, we meet once a week in its master networks and one of my other guests that I've had on the show and more people I will have on the show or other people in our group that we know we're all friends and we meet once week in midtown Manhattan. It's really fun. I was the first. I was this first official person to join, and I believe Casey, you were the second official person joined because we have another person who was there before us but didn't officially join until the end of the year. I would not call him up by name, but he knows it's a little joke of yours. You because we use his office to meet. So it's actually he providing us great value. So, yeah, I think we're the really the first 1st 1st 2 people to join the group, and it's been really fun toe build a group out together. Absolutely. So in terms of a traditional, you have here on the show is I like to talk about our first impressions of each other. And since it's my show and I get to make the rules, you get to tell me what your first impression was of me. And then, of course, I'll do the same.
You know what? I'm gonna have to have my own show so that I could make up my own rules as I go along, too. Um, but the first impression that kind of thought about that as I've listened to your other podcast, like, what was my first impression of you? So of course I walked in. I think the first. But remember, I don't remember that. But our very first meeting we had what? Four. Jason's in one room of what? Pixar stuffing of us, Right? I think a total of up there were a total of seven of us. And for Jason's, which was, um uh, like that ratio is crazy. First impression, Uh, pretty outgoing. Um, but I think I'm more got to know you on our very 1st 1 on one call where we decided to take it from or meeting. As is our tradition for Master networks. You meet somebody. It's just great to have that bonding experience with them. And we had our first zoom call. It was just so much fun. Like, we just let our guards down and had a real conversation. And, of course, you offer to to do your coaching thing on me, which I sent you a coaching thing on
me. Yes, it sounds like I could like you. It's your cell like it's a cult. Like I'm like, I'm gonna do this coaching thing on you.
Yeah, I think it's like new. I should do this exercise with you, but I'm super super appreciate about the exercise.
That that's great. That's funny. That's so good. Like, do that coaching thing on you like you didn't have a choice. Like I was like, leaving some sort of magic around.
I really have a choice way. Should you like. Okay. Yes, yes, whatever you want.
You're right. I It's funny because I said a couple of key words, and suddenly I had complete control over what case he was gonna do. It's amazing. It's amazing skill that I have, um that's that's I love that reframe. Um Well, good. So my My first impression of you is you are a just a warm, friendly, positive energy person. Yeah, And you exude. I think we talked with this in our exercise, Like for me, the word that comes to mind. And I think anybody who knows you say, like, you're a spirit like you bring it. You bring a spirit of like who you are, what you want to create in the world and just a really positive energy. It was like I'm like, I'm like, when I met you, I was like, Oh, that somebody I want to get to know like, Oh, I'm so glad you're here. The group has been like for people who do networking, and that's not always the case. He'll agreed. And we've We've talked about this with our with our group right now, like we've built this really nice camaraderie and positive giving energy. But that's a lot of networking groups. You don't always get that. And I think, you know, like we're all we're all in the place. We're supposed to be for a reason. Like I think it's like us being together and then like adding this group, um is just like a good, natural fit. So I was like, I'm like, I'm like, Yeah, that's like I looked at you like I'm gonna like her. Like it's that simple. Like, Yep, that's me. That's me, one of my people. And then,
you know, and even something that you said on the our very first call, it just kind of allowed me to step back. And I actually went googling um you said a couple of things that ended our call about my profession. Who I Why Woz And what I brought to the room even before we actually did the exercise. And I'm like, Oh, my goodness. Um, uh, I I jokingly say this, but I'm a unicorn. When I put everything, you know, we'll talk about this more about the journey like Don with a rose. Um, but, you know, I think something that some things that you said I just kind of really came to the forefront of my mind as I pulled out my best it and trusted friend Boo boo.
Yeah, yeah. I just want to tell you like my first impression. You've only let me down a little bit since then. It's you know, it was a one night, About 90%. So very good.
Okay. How about 95? I'm like, I'm not, you know, like failings, though. I'll give you about 95. And what did I D'oh?
That's right. As we'll probably talk about today. You're a You're a heck of a student with a lot of letters behind your name. So we know that you are. We know you're a very high achiever and, like, don't like to feel that anything is Well, so, um
So you tell me what I feel like I let you down. I'm
definitely not. I am definitely not gonna do that. No, no, you You've exceeded my expectations as we got to know each other. I have very high expectations, so I think that All right, Casey, let's get into today. We've got a lot to talk about, and you get to get on the hot seat for the next hour while most most of the next hour. Okay, First question for you is what is something that you nerd out about.
So I like talking to people about their finances. I know it's my profession, but I have, like, really been thinking about him. Like I get so excited to talk about their finances and now the fact that I'm able to not just talk about finances but also talk about the faith aspect off putting it all together because I realized that more and more as I'm having conversations, to be able to do something from a different perspective and like, Oh my gosh, this is making me so happy. And I also really, really love reading. So I preferred to read them to watch TV. So for, like, the TV's on. But that's because my daughter has it on in the background, whatever. But I must prefer to read more than tow watch TV, so I don't know anything about the latest show, so I'm usually out of those conversations.
All right, Well, we won't. We won't talk about the latest Netflix shows today, then.
No, I'm the wrong person. I don't even have Netflix. Don't tell anyone that. Oh,
you just out of yourself. You did not have Netflix
Netflix. I I'm not using this. I'll just cancel it. So that's why you're the only person on the planet who does not have Netflix nor has access to somebody else's neck like
right So you know what's gonna happen now is the next time you go on Facebook, you're gonna be something served with a bunch of Netflix ads,
like only 9 99 to come back. Why,
exactly? I have a question for you about the, you know, say, talking about finances. So that's obviously a very broad. That's a very broad topic. Is there anything specifically within finances? Like, what's the thing that you talk to clients about the most like, really nerds? You other geeks you up? Like, what's the What's the topic? Where you're just like, Oh, man, this is my This is that this is the genre inside or the nation's side of the financial discussion that really gets me excited
planning for their financial future.
Yeah. So you know, when I just think about some of the things that I started doing when I was younger, that's allowing me to do the thing that I'm doing now. Um, it would not have happened without Well, I didn't actually know it at the time, but without planning, um, and being consistent about what I was doing. So those are some of the things that now, as I'm talking by it, especially those who are in the earlier stages. Um, just what is the budget retirement look like for you? Like even when I did that presentation. That's not so much from the dollars and cents. It's also okay, What What do you envision for the future? And how are you going to get there and starting to put plans in place That will really get you to that point from where you are currently to where you want to go?
Yeah, the advice that I like, I've been so I haven't always been perfect with my money. I mean, who's perfect with it? But the one thing I've always done is 10% for retirement from the day I got out of college. So, um so I think like the thing that was instilled in me or the thing that I took on that I any financial planner, you talked to his like Do it now. Whatever it is, you are start now. It was really fun. It's really fun. You know, it's really fun to like, look at your balance to be like, Oh, wow. The market did well this year. Like that's That's a good sum of money when I retired. But then the next thing that comes up for me is I'm like, Oh, but that's an IRA, which means have to pay tax on it.
That's not all out, and you're still relatively relatively young. So they're still growth for some number of years. And but yet that to that point, it's like starting now, starting where you are. I'm just being consistent about it.
Yeah, it's like the dollar that, like, if I think if you're 22 I read that, if you put it every dollar is actually worth like something like between six and $8 or something along those lines or U.
S. O. There are a whole lot of their reason. Yes, this is where I feel like the minority starts coming in. But it's really about starting early and really investing in a way that makes sense for you but also being aggressive because you also have that longer time horizon. No one plan fits anyone. So I can't tell you that your dollar today is gonna be worth $6. But it's that consistency that's going to help you
wait. I want I want to clarify something so we can't hold you accountable to some exact financial advice in the podcast today. Like we can't hold you liable for that.
You know what? I'm gonna guarantee all your results,
which I, which I believe is actually, like specifically illegal.
So let's go back. Let's let's Wilson disclaimers on this performance is no guarantee a future perform. Perfect. Right. Get disclaimer, however, and I cannot I will not give very general attacked anyone part of their specific situation. I can't. I will not. And I always say this when I do presentations. If someone starts telling you the solutions before you tell them what your problems are, you should be running, right? Oh, yeah. Because the only way that someone can give you, um, or start giving you guidance is if they know that things that are important to you. Yeah, exactly. Nothing. That definitely one of the places I start, But what I can see with certainty is the earlier you start the longer time horizon you have on the more likely you are able to make her bowls when your insistence on dhe discipline about what you're doing.
Yeah, exactly. Cool. Good. So
but I'm not heard. Otherwise not.
All right, well, we'll see. We'll see. And also, nerds are great. It's like it's like the older you get, the more than more of the things that your nerd out about becomes the things that you actually make money doing, which is so funny,
which is good. Right? Straight. You're enjoying it.
Exactly. So, um so what's something that is inside of your comfort zone that might be outside of somebody else's?
A thing going up to complete strangers and starting conversations with Yeah, So I've done that. So I like to say I'm reserved. No feedback, no comments. That's not
really my experience of you. Not like that. You're not like a crazy. You're crazy in your face person. You're just more like your outgoing and like, light and bubbly. But you're not like, uh, like, whoa, too much. But I wouldn't say that you're also somebody was like, Damn, you're sitting in the corner with nothing to say. That's not my experience.
That's definitely me, right? I'm gonna be sitting in the corner with nothing to say. Um so and I love saw this story. My mom. That's when I was a teenager. We take the but I take the bus to Canada by myself. So she took me Thio Port Authority on Puts me on the bus. He said, Don't talk to anyone So I said, in the fronts to you and the person next to me She said before, and she's off course. She's just putting me on the bus, you know, to ride the bus to go see my grandmother, she said before the bust even pulls out. I'm already in conversation with someone, of course, a couple of hours with, um um So I had to talk to strangers a little bit easier. I think it kind of brings the guard down, come around people with its somewhat in my comfort zone. But sometimes I'm again because I think I'm reserved, Um, but also because the way I show up, people tend to talk to me and tell me all kinds of stuff.
Yeah, Yeah, make sense. I'm the, uh so I I'm literally run a podcast called Talking to Cool People. I love talking to people all day. I am the person on airplane who will have like the noise cancelling headphones in a hoodie on and like, don't bother me like I'm just or the subway, like I don't know. I don't know what I don't know what it is. That's, like my one place we might know. This don't like, I don't like talking to people on the plane, which I know is probably a miss for, like, rape connections of people. But I just don't I'm just now now. No, thank you. Mean
yeah. Yeah, actually. And sometimes I feel more impressed to do it, even if it's out of my comfort zone and I don't necessarily want to do it, and I'll share this story So my faith plays a big part in who I am, right? And I remember a couple years ago is like the beginning of the year. I stand in the middle seat on the train and of course, nobody wants to talk to you on the Commune in Art in Manhattan. Um, and this guy's reading his book and he's reading a devotional, and I'm like, Okay, so he believes in, you know, God. So I take out my little business card for my blogged, and I give it to him, and of course he looks at it and he's like Okay, Yeah, sure. And sticks it in his pocket Afterwards, he, you know, maybe about 10 minutes away from transition. He starts telling me, you know, like, yeah, he's been reading this book. It's his second time read through his mom had given it to him with our girls Fast forward, sometimes even yesterday. I text him because we sometimes take the train together or we're on the same time Train I testament. I'm like, Are you on the train? He's like, Yeah, but I'm farther back. I'm like, Well, you're waiting for me for me, the bossy person I am He and I have become friends over the years, and as we want to tell him that he was walking with me, We're walking tour networking group and he was walking to work on. And when we parted, he hugged me and kissed me. And he's just like he kissed me on the cheek in, just like I love you, Casey. And I'm just like the relationship or not even thinking that it would turn into a relationship in a friendship. Um, some guy I met on the train just out of nowhere because our connection and it's bear a faith based connection, right? Yeah, on. And now we have come so far together as friends and to the point where he expressed that strong emotion. I'm like, we couldn't be more different if you like. If we tried. Yeah, that's a miracle. It's getting that out of that comfort zone. And for me watching, especially when I feel like God told me to do it a little bit crazy. Um, but seeing how that end result look,
that's awesome. You're inspiring me to perhaps not be such a curmudgeon. Maybe. Well, you
could imagine sometimes
maybe, yeah, maybe I could teach you how to do that. Um, so now the reverse of that question. So what's something that is outside of your comfort zone that's likely inside of somebody else's
outside of my comfort zone? Um, I've been going back to you know what? Some people will watch movies like Bill Veg out on TV all day long. I mean that is that a major thing? But it's just like I literally even when I'm sick, I can't even lay in bed and watch TV all day long. It's not my thing. I lay in bed and read. Um, but not my things Watch TV like that. And I mean, that's not major, but I think a lot I've social media were a lot of people will be like in delay the shows. And I'm just like, Oh, sorry. No, not not my thing.
Yeah, I think what I'm what I'm inferring from all that, as well as saying it's likely outside of your comfort zone is just like, um, not doing anything, like, you're you're always doing something feeling productive. Yes, it's not a good thing or bad thing. But
I also learned that sometimes you have to that back in order to be super productive. And, you know, that's part of where meditating comes in, right, slowing down so that you can really move forward. And I think people just choose to slow down in a different way. Yeah, well, I like the productive, but I'm also learning to take us that back and slow down on Dhe. Appreciate where I've come from so that I can really see what I want to do next.
Yeah, awesome. So I know that you do a lot of public speaking is one of the things that you, you d'oh! And speak on a variety of topics, financial and other things. So I'm gonna give you a hypothetical situation. I have the ability and our friend Marie, our mutual friend Maria's. You saw, like, one of the logistics of how this is actually gonna work. We're gonna bring Just pretend this is gonna work Summary if you're listening. Yes. Thank you for being the only guest I've ever had Was like, Wait, that's not realistic.
I could make it. I did hear that. And I was actually laughing. I was laughing. I probably would not even have thought that
exactly like, it's for magic and possibility. And I'm the wizard. Uh, okay, So you have five minutes to deliver a speech to the whole wide world. What would you give your speech on and why?
Oh, my goodness. Um, I liked what mere Marie said a lot, um, with just being kinder to each other. Um, but going back to the thing I nerd out about its that finance thing, right? It's planning. It's a, um I don't believe you have to deprive yourself of everything to be able to get to your financial goals, right? So one of the things I would talk while I have the audience off the whole world or the U S. Or wherever Mija Geographic region is right. You're like, no contact condition, did you? Um, but wherever that is, it's starting where you are starting early, Start creating a find like look where you want your future to go and start thinking about the ways that you're going to get there. Um, start making those connections. Don't lose them, you know, because I think connections, as we're finding our networking group, is so important. You know, I would never have imagined that I'd be talking to are talking on a podcast where I'm considered a cool person. Right? But you've any forum, and I'm happy to be a part of it. And to sharing that with you. Yeah, but the more we brought in or Horizon, um, I think the more, um opportunities And also just being kind to people really taking us that back and being genuinely kind of, um I have this saying that freshly read it. Um, court Flint said it years ago, and I've been using it for a long time now, like you can't give away kindness. It always comes back to you. So you're kind to others and you don't know what people are going through. You see people and I think they show up, Um, on a daily basis, you don't know what it took for them to, but one pants on in or one or whatever else. However, for them to get dressed and get out of the house. So just always try to be as kind as you can. And it just has a way of coming back to you.
Yes, it's something. I love this topic. This is, you know, I've had a few guests on. It's in the It's in the realm of, like, Marie and yourself in a couple of people where it's like you just don't know what other people are going through. And for me, I realize, like, 42 now that for a long time this is where you get to learn more about me, by the way. Yeah, yeah, so So I realize for a long time. And one of my natural modes is being very judgmental. Hey. Ah, Very judgmental. I like to be right. I, you know, comes from the parsley personality. Partly the work I used to do and what I realized is like, Yeah, like, Oh, that person should be doing that or that person should be doing this. And what's why are they doing this thing or what? Something like it's old saying like You never know until you walk a mile in somebody else's shoes. And now that I get to do much for human work where like, sales is very human. But it's really a business relationship now that I'm doing a lot more networking with people like you, where you get to know people on a personal level. It's a business setting and also in coaching. It's a business relationship, but you get to know people want, want him like, Oh, now I get it like everybody is just different and, like, what? What? So I have a friend who calls it. You're, I think, calls it your sphere of your or your circle of greatness. And it's the thing that the Casey can do so easily. But don't even think it's a thing that it takes no require. It takes no energy and it takes no thought for you to do. There's somebody else that that's that. That's their worst nightmare or something they literally can't do. And I realize a lot of my sphere of influence things around like like, you know, like, kind of going up. The people networking. Um, like technology for me is really, really simple. Then I get and I get judgmental like, Well, why can't this person set up QuickBooks online? That's so easy. Then you're like, Well, no, it's not easy for them like it was easy. They would just do it like it's
I actually did some training in my four former corporate life, Um, and I That was one of my biggest takeaways from it, that it's the thing that we're that comes so easily to us that aggravates us the most in somebody else.
Oh, God, yes,
yeah. So when you start realizing that because it comes naturally to you does not necessarily mean it's gonna come naturally to that other person, I think we start or hopefully we start being a little bit kinder about it and the way that we respond to those people. So we talked about this, didn't walking in New York, right? And I sent you that picture last exam? Yes. Oh, by the way, little side note here. One of things I love about our Master Networks group is not. It's just that we're not just there for networking, you know, like toys sending texts to each other during the week. And, yes, it's called gifts. Jason and Mary. It's a, uh,
it's a never ending debate, but we'll settle it on the podcast at some point cause I've had this conversation. Other people. Yes, I'm a big I'm a big Jim's fan. So yes,
Yes, I remember you taught You taught me how to get that on my phone. So I did. It's not just about the networking. It's also about like developing these real friendships where we like each other outside of outside of for Thursday morning at 8 30 meetings. Yeah, I really like that. Um, where was I going with that, anyway?
Um well, we're just There's something that you said that I wanted to mention to you that I think was you'll appreciate so one of the things that we did in my coaching program. I've talked about this quite a bit on the show, like the coaching program, and there's 18 of us in the room we had to do. And we had to do an exercise where you had to look around the room and find the person who triggered you the most. And then you had to write down the things they do that trigger you, right? And then you had to take a look at that list and be like, What does that mean about me? And it is, And then you're like, Oh, crap. But the thing that triggers you must want something like, Oh, it's because I actually do that. Or it's because I actually think that, like, the thing that yeah, so it's like the whole It was a very and we didn't. Fortunately, we don't like share it with each other cause I've been like would kill each other. But it is a very confronting thing to like, man, what's the thing that annoys me so much? And you're like, Oh, boy, it's it's because it's actually the thing that, like, if I don't actually out really do it, I'm thinking, and I'm like, uh, doesn't mean about me when I get triggered by somebody else.
Now I remember where I was going by the way with that. It was that picture of that I sent you about. I heard on your podcast with Marie yesterday on it was talking about the tourists in New York, right. We live in your city, Andi. Thing that makes that annoys you, you know? And it's the same thing. While I'm from Jamaica, I no longer have that slower mentality. I'm a New Yorker through and through. I've been here for 25 years, Plus, um, so I walk fast. So, of course, the thing that's going to win or me is like when people are slowing down, taking pictures, like can you Can you move off to the side like I like this debate? All right. So, yeah, those are things that annoy us about others. Yeah. Friends?
Yeah, like Mama's got money to make. Get out of my way. Like I got I got people to see Mom's got money to make. Um, So this is the part of the show where you get to describe your journey. So the things we don't know about you so far as we know you're a mother. You mentioned that beginning to show you're originally from Jamaica. You've been You've been a New Yorker since. Really? It sounds like your teenage years or you've lived in the United States of teenage years. So, Casey, what would you like to share with with the audience around your journey to today and then what you're actually up to today?
So I feel like my journey has been So I moved here. How far back do you want? Did you do it? It's not your birthday I'm getting. You tell us about it before you know it. I spent the 1st 15 years in Jamaica.
We're in Jamaica,
Kingston. Everybody knows Kingston. So it's always easier to stay. Kingston Kingston Times 14 on. Then I moved to a part of the island called Work More, which isn't in Catherine for the last year that we were there, Um, and very humble beginnings. Right. But I went to high school there. I finished. I graduated high school into makeup. I was 15 when I moved here. I thought I was just too young to go to college, so I asked, you know, I asked to go back to high school. They tried to put me back three years, but I had because I had such a foundation, they realized that that wasn't going to work. But they said I still needed to be in the school for two years, which is completely fine with so ended up graduating top of my class from high school. Couldn't know. I'm
so shocked to hear that.
I don't know. You know, um, you know what? It actually was Just stuff that came easy to me. Yeah, it didn't. It didn't know. It helps that I'd already probably done quite a few of those courses in some wave before, so couldn't be valedictorian. But they allowed me to do a a big speech at, um ah, graduation, which was life. And then I went to Queens College on a full scholarship. Nice, thankfully, made pain maintained that. So I was able to get an internship. And for and if there are any younger people listening and this was almost 20 years ago now, how did I really say that? Yes, 20 years ago. Um, internships are important because that's where I got my foot in the door to the place that I ended up leaving after two and 1/2 years going into public accounting, minimizing the license and then being offered back a job at the place that I interned two years before. What
case s So you're in your college degree. Did you get an accounting degree?
Yes. And that's where the reasons I said, You know what? I wanted to get my c p a license. Because it's one of those things that you earn it and you never look. It can never be taken away from you unless you do something really, really bad. Right? Um So my goal was after college, too, to take all the parts of the CP exam. And I took a paper and friend. Do you know how long ago that was on DDE? By the way I failed. I failed on multiple occasions. I know we joke about that, but I failed multiple tests threw out, and I don't think without fail. You don't really appreciate what you have been the successes that you get when you get them. If you if you never learn how to fail. So I was Ah, howdy C student for the first couple years in high school in Jamaica. The C student. It wasn't until my later years that I became more of an A student came here, so and I think that's probably one of things that have set me up for more success being able, you know, when you feel it's a matter of what with the failures, I've held multiple parts of exams at different stages of my life. And in a matter of do I want to retake that test or not? And always, the answer has been even reluctantly. Yes, I'm gonna retake it. Um uh, So working for a big corporate firm, Corp. A team where I worked with ultra high net worth clients or 17 of my 20 years. Then what was the other two years in public accounting really set me out, too. Give me this, this death of knowledge. And while I was working there and seeing what the wealthy doing how we both treat the wall three kinds and the things that we tell them, it really taught me as well, cause of course I'm not from, um wealth by any means. But it taught me the fundamentals off. How to manage my own money.
I have a couple of a couple follow up questions for you on there, so I hear the term like ultra high net worth individuals. I hear that term quite a bit. What is What does that actually mean? Is there is that like is an industry term or is that more company? Get my company
term. It's a It's an industry term. So and some places will. He was a $1,000,000 for your ultra high net worth. The team that I worked with typically was five million and, yeah,
talking like we're talking top half percent of United States
uh, top 1%
Eso worked with a lot of those lines, and I really, really enjoyed my client relationships, and I learned a lot from them. But also realizing, you know, is that kindness thing. And most of my clients were stupor. Nice. Uh, so I don't think it carried the same stereotype of which people are nice. I thought that I had some of the nicest clients in our box, and I'll see that and one of the things that I'm also an always wolf days, that I learned a lot from the team that I worked with. So I'm just appreciative off the journey. The experience ends on the financial side. And then, as I mentioned before, three and 1/2 years ago, I started writing. And again, this was something very reluctant because I'm buried our private. Nobody knows what's going on and exactly the point I made earlier. Like you don't know what people are going through. Um, so you just got to be kind to them, Andi, when I had that ironic
that were isn't this ironic that we're talking about private? You are on your podcast that hundreds of houses, people gonna listen to it. I love it.
Let's talk about the fact that I've come a very, very, very, very far away.
Yes. Thank you, Casey.
So while I'm so private, I realized that. And is it okay to quote Scripture here?
Of course. Yes.
Look. So one of the things I struggled with when I felt the call to start writing is that I'm now going to be sharing these very personal stories of my life. And I didn't even know what we were right. I just knew that all of a sudden I'm going to be writing. And when and college were told that you have comma slices in front on sentences and one of growth. Now I'm putting my work out there not just for the professor to grade, but for whomever. Who's going to read this to see that I have these laws in my writing? So I had to get over that, Um, and I felt like I was sent Thio activist about most of making up all his excuses. Multiple times. Andi, I still came up with all the excuses, but as reluctant as I was to write, I felt the call to write was greater than all my excuses. Eventually run out of excuses and
kind of the way it works, like that's kind of the way it works. That's been my experience. Do when you're called to do something for people there spiritually. If it's God calling you over just like the universe. Whatever you believe, it's right to get some point. If it's really your thing you're supposed to do, it's not what you're like. Yeah, I got nothing left that tells me I can't
say that I'm out of excuses. One of them was like, I don't know how to start a block. It weren't your technology technologically, you know, sophisticated. I'm like computer Why'd you working? Right. Um, and my former colleagues stand right across the from me and we were pretty good friends. That's one of things. I also enjoyed my about my team. I had pretty good friends. Will do. And it's like God said, Okay, your colleague has a block that she has. How many hundreds of thousands of followers or whomever. Go talk to her on how to create a blogged. Yeah. Okay, so that was, I think, the last draw of my excuses. And I said I wanted to do that to start on my mom's birthday. It wasn't until the end of the day that I was walking into the restaurant with her to celebrate her brothers. And I'm like money. I started wanted today, and I remember just like this diddly eye. Oh, my gosh. Two weeks ago, I said I was gonna start on your birthday, but I was trying to push it out another two weeks because I wasn't ready. I didn't know what to do. But here it is. June 14th 2016 that I've started the log on DDE. So, as I said, it's three and 1/2 years later. I did it on the stories that I get and from it Now, I published a book in in the meantime or in the interim, and I'm working on book number two and I'm just like, this is all very crazy. So one of the things I've learned is, um sometimes you have to just step out on faith. And by the way, my book is called walking by Faith, Not by sight, um, learning to be still in the midst of ice chaos. So I'm divorced. I'm a single mom. And of course, you can imagine corporate woman career woman. My life can be very chaotic. And then God called me to be still and I'm like, but but But God, like how we're gonna do this on it's in those moments off slowing down and being still that the thoughts came I would wake up at two o'clock with a thought to write. I would write it, go back to bed and wake up at six or seven o'clock and re read it and actually made sense. And I'm like, What? Um, so sometimes you just have to step out of that there and do the thing that we've been called to do And what you know what's what happens that?
Yeah, amazing. Well, I know you're creating all sorts of amazing stuff. You're like the blogged with my talk, and I'm gonna get you a little bit. You're a published author as well. Which way don't need to talk about because you might be embarrassed by, but we'll just give you a shot at you are a published author and your it seems like you're really creating the career you want as well. And doing the thing that makes a difference in people's lives is an entrepreneur now working, you know, working for yourself, which is amazing. So gradually sends everything you've done and everything you're up to. And, uh,
let me add one thing to that for some, I think also in that first step off stepping out and doing the crazy thing of writing and sharing. Um, and I wanted to have a traditional publishing deal, right? Who doesn't? But I felt like and there's some crazy stories behind that, too. But I thought that God said, I don't want the traditional publishing. I want you and I'm like, but that's gonna be hard, you know, that's gonna be doing everything myself and doing whatever else in them. I was like, Yeah, this is the way. But I was introduced just through the craziest way of the person who would help me to self publish, walked me through it, never asked for a dollar and shout out to Paul Blackwell because I'm still completely amazed by her that she helped me without asking for anything in return and some time after I felt like gods. And now it's time for a change. As I was sitting at my desk at work and I'm like, Okay, what does that mean? Right on. It's in the times when we step out and we do that crazy thing that we've been called to do that got, uh, Now I can show you the next great thing. I want you to dio, but because you being and you've experienced the first crazy thing and you've done it now I'm ready to trust you to do that next crazy thing so that yes, it's only because I've done the first number of crazy things that I'm able to step out and be an entrepreneur and watch how my life has changed. and been transformed as a result.
Oh, man. And what I'm thinking is, like, you know, crazy crazy people like me and a crazy podcast. I'm just thinking for you, like, man, what's next, Right? You had a massive journey the last few years and taken some bold, bold steps Like, um, like I'm not a writer, but even doing a podcast, it's like a weird thing to put there like your baby out into the world. You're like, Oh, my gosh, People can, like, listen to Casey and I talk a day. People are gonna read your devotional. You're going to see your blocking. You're like, Oh, my God, people are gonna judge. People are gonna have They're gonna love it. They're gonna hate it there, you're gonna get feedback on. It's like a crazy thing. And then the fact that you did all that and then you're like, OK, now I'm gonna leave. Ah, really job that's pretty secure at a really great firm. And, like, make a difference is an entrepreneur like whoa, like so I don't know, maybe maybe we'll be talking in a year on the show again. I'll have you back on and you'll say, like you're you're gonna be on Oprah or something. I don't know. Like, who knows what's up. Whoever it is you want to be on what? Whatever's next for you, it's basic. So, yeah, I just want to tell you I admire greatly the things that you're up to, the things you're creating, entrusting in yourself and what you're feeling from your spirituality to, like, go out and actually take that chance knowing that it's going to be okay, then you're and that you're gonna be okay.
Thanks. I appreciate that. And sometimes, like, I don't know that it's gonna be okay, right? I don't have that, um, crystal ball that we all want tohave that it's gonna be okay, but guess what? If you don't try and feel I told you I'm okay with failing, right? The worst thing is look back in 10 or 20 years and look back and see. I should have done this thing and not do it. I think that's worse than me jumping out of the secure world that I lived in and to be in this place now, Andi not experiencing what I'm experiencing, I've just had such an incredible last seven months off being independence and meeting new people and the partners that I work with and the people I come in contact with in the lives that I can change not just talking about finance, but talking about faith, then being able to if I'm so inclined on one of my client calls to pray with somebody because I feel like there's something that we need the pretty do before we start addressing something on it gives me, like the sense of humility, right, to be able to have a call where we're talking about the things that are super important. Um, but to be able to stop and step back in city, um, to invite God's presence in so it and also when either my clients are my prospects. I followed up with quite a few people, and I give a lot of free advice before you might like to have that consulting call. And I'm giving advice and you know, I'm father, which which is a good and, uh, I don't know if it's not not so good thing, but I'm like reaching out, and they're like, Oh, you said, I need to do this, so I'm doing this first. That first before we You know, we go to the next stop, and I'm like, people are listening and they're taking those steps, you know, one work with me, but they may delay working with me because they feel like they need to get to a starting please on. I can get to that. Help them get to that place faster. But the fact that they're listening and they're making steps and they're they're taking action almost right away. Just give my heart so much happiness and joy.
That's awesome. Yeah. So shifting gears a little bit. I'm not gonna lie. I'm a little bit scared of this next topic.
Oh, okay. You're scared. I'm even more scared.
No, I think they're gonna be delighted by this next topic. So this is the part of the show where you get to ask me anything and I'm gonna You're on. You're the host, and I'm on the hot seat now. And I'm not really scared because I've had a few rush of an answer. But the offer to you is Casey. What would you like to ask me that I can answer for yourself and for the audience? today.
You know what I'm While I told you that there was some topics that we're like completely off guard was off guard for me. But it's not for you. Well, I could say no, but probably won't. I'm a hopeless romantic, right? Everything else. Um how did you meet your wife?
Oh, I love this question. I I shared this on an episode with another person who's not out yet. And I'm gonna share it again because I love this story. So Ah, So I met my wife, the most New York story possible. And every time I tell this story, people like, ah, and I aren't really much, I think I'm not really much. Ah, person. I'm not really a big Marine. I talked What? We don't like being in our feelings, but this story is is awesome. So I was dating. Ah, lovely young lady. Whose name? I won't say her name, but, um, it started with a K. And it was It was a common K name.
It's not Casey.
Casey. Casey and I are not the persons who were dating 20 like, 15 years ago. No, not Casey, but so And we were dating and we had my roommate at the time. I live on the Upper East Side of 96 a third, and my girlfriend at the time lived on the Upper East Side as well and is, as you know, in this area of the country, if anybody's ever watch Sex and the city or there's, like, always jokes about like, you kind of need to live kind of close to each other and make it work Like what? What I didn't really understand come for the Midwest when I moved out here is like If you live in the financial district and your girlfriend lives and let's say Queens, it's a really challenging commute, like we're talking about an hour, it's a commute. Yes, it's a tough commute. So my roommate was moving with his girlfriend out out of the out of the state, and so I need to find a new place to live. So I what was wanted to live in the village third year in New York City, actually, my second year New York City and I always wanted to live in the village. No, I decided like, Hey, we're moving out of the Upper East Side I'm gonna go on brakes. Listen, find something in the village and I found this really cool off with a really cool roommate. I had time and I just moved in there like I just found it moved in. And, well, the best part about that apartment. There's a lot of good things about the best thing about that apartment is We had a 400 square foot back on the inside of the building, an outdoor space that was phenomenal and, like, I didn't know this sort of thing existed in New York City. It was amazing. So what do I do? Being the social butterfly, I throw a party the first weekend, my friend John and his girlfriend, Gillian, come to the party and invite their friend, whose name is very, very similar to my girlfriend's name at the time. And my girlfriend was there. Party was amazing, and I ended up spending a lot of time talking to my not girlfriend, whose name begins with a K. My my wife's name is Kirsten, so it's a very, very similar thing believing that and we end up having a good time. But there's like no, like like I'm with this other person and we're just talking, having a good time. My girlfriend. I break up the next day not because not because of my future wife, but just partially the move it like, you know, it wasn't it wasn't the thing. It
was greatly from the upper thigh. It was
I wish I could say was a community was probably a lot more about meat. Is being an a hole,
which I will fully admit to. It was not not ideal. So yes, we actually broke broke up the next day. Mutual May It made sense that it wasn't it was not a long term relationship, just wasn't. And so I threw a party that I threw a party the next weekend again. Outdoor space. Amazing. It's like June in New York City. It's awesome, and person comes back again with her friends and like, there was no like, She's a very wholesome, lovely lady. I mean, obviously married her, but there was no like there was no like, um, you know, like anything other than just like, Oh, it was a fun party. Cool person like cool space. Let's go back party again. So this party was amazing and we started talking and we actually connected again. And then at one point it was my party that I was throwing this party, 30 or 40 people there. I remember saying like Hey, like, do you want to get some ice cream? And she's like, Well, no, I don't really like ice cream, but I like frozen yogurt and Michael, Oh my God, I like frozen yogurt better than I like ice cream do. And so we walked across the street, The deli, We just like talk a little bit, came back. And then I said to my buddy John, who, um, is now wife Gillian was best friends with person, and I remember seeing him like a curse is really cool, like, do you like, Could I get her number? And he's like, Yeah, that's fine. And like there was no, it wasn't like one of things like like she said, she liked you, too. It wasn't like that, just like a Let me let me let me get Let me get aggressive here. Let me let me go after. And so you know, we we connected again and I think he emailed her taxidermy like 80 want to get together sometime. But you said yes, obviously. And we went out on our first date was at a place that's now called J G Melon. It said, uh, leaguer and MacDougal and the one in the West Village of really cool spot and I'll never forget. We're sitting down and she's like my wife's very lake not should not aggressive, but she's also, like, friendly, very social reform. Like she's not like a She's not like you, Casey. Super shy.
Exactly. I'm super super
shy. Nothing to say it all. And, um So we're sitting down and, you know, like, I'm very not shy. And I said, I'm like, a like I'm okay. It's so good to get together. I'm like, Don't you want to ask me just like, yeah, I want to ask you what's up, like you were with this other person 10 days ago that I met. And I'm like, I'm like, Yeah, I'm like I can, you know, like I wanted to talk to you about that. Like it It wasn't really good. We were on our last legs with it. You know, this is kind of a transition, and I said. Like I really liked our conversation. I just wanted I wanted to get to know you right? And so we ended up Wait a really fun dinner like we had like it was a really like, empowered, honest conversation, which wasn't my natural mode at that point in my late twenties as a male in New York City. And because that's actually what's funny is I actually had these dreams off, like, not of being single, living in the village of the department, of having like this, like awesome bachelor life in New York City, like you see on TV and all these things like not didn't happen at all. So we we went from there. We went to this place called The Dove, which is no longer there. It's on Thompson Street in the Village, also super cool little bar. And she was cursed. Wasn't drinking at the time because she's training for the New York Marathon here, City Marathon using like super health mode. And then we just had a good time and, um, we went out. Then we saw each other a couple more times, and I think it was our fourth date where we're both like, Yeah, we're gonna get buried like it was, like, that sort of thing. Ah, yeah. So from there, you know, like, we've never I've never dated anybody else we were dating for 11 months. Got engaged. We actually got engaged in the Caribbean. We got engaged in the Dominican Republic. Nice. Not not quite to make up with Dominican. And then we
got you know, that's where um, that's remote is from
That's Ramona's from Yeah, she's Dominican. I have to tell her that story sometime and then And then a year later, we got married in the Dominican Republic. So nice. Yes, so we went from I went from having a girlfriend with a name, almost like my wife's name. Two married in two years and then see it happen. So that's how we did it. So we met at a party in my apartment in the village, which I think is a pretty cool in New York City story,
of course, totally is,
Yeah, yes, and we've been in yet. Now I've mentioned this a few times. I've talked about her in the show we've been married for, will be celebrating 11 years in May. May 2nd Yeah, we actually have two weddings. We got married here in the city at Long and Long Island City because we're not Catholic and in Dominican, really. All you can get is like a Catholic priest, right? I also didn't want to worry about if we ever needed our marriage license. Calling the Dominican government be like, Hey. Ah, you know, we don't speak Spanish either, so right, so, yes, we got married legally here in New York City on in Long Island City. And then we got married by our pastor. Then we got married. Our ceremony would like our destination Wedding was in the Dominican. So that's how we met. And that's red. And where you're going on 11 years come May
and a kid to boot
and the kids to boot, we now we have Ah, I've talked about our daughter as well. She's she'll be four years old in a couple weeks. So, yes, we've created a little human.
Yes, Um, donors are a lot of fun, but let me tell you, they have their personalities.
It's already it's already completely case. Oh, my gosh. Yes.
Cool. Well, thank you for the question. I'm boys having a sure that story that was that was painless. That one's not
know. I like easy questions, and I'm really, really such a hopeless romantic. Like it's Ask another one,
you could do one more. Yeah,
you know, I'm very ambitious. Come on. You know this already. Why did you decide to start this podcast?
Um, it's pretty simple. Hey, when I was little, my dream was to be Johnny Carson. Okay, Johnny Carson. And then when I was growing up, it became Jay Leno. So I think Johnny Carson retired in Jay Leno. Right? My dream is a lake. Talk to cool people like, Oh, how fun would it be to have people come on a show and like, we just have a great conversation about whatever. And then as I got older, I thought about how I wanted to make it a little more snow. Like united. I think the seek not so secret, is when you go in like Jimmy Fallon or something. The person's publicity's just like, here's the five questions you can ask Christian Bale. And then I was like, Oh, my new movie is this and you know, like they have like, these kind of prepared sound bites, right? It's still fun, but I wanted to make it more improvisational and make it more almost like, um, like Larry King or something where you like you get people that come on and you get deep and get vulnerable. You have fun like all that stuff. And then in October, I was on the super cool pod podcast called Jim Jim's Revolution, and it's About I was a guest on the It's about people that are making career transitions, and it's kind of coupled with technology. So I was like a perfect guest technologist who's also made a transition, and I got done. I'm like, Hey, this is so fun! And then I remember I'll never forget I was talking to my coach or in if you're listening. My coach's name is Oren. He's amazing, Orin hoed h o d. He was like, Well, what do you want to create their cereal like I'm gonna do a podcast? He's like what I'm like, Yeah, I just start a podcast. Okay. What coaches we do is like, Okay, what by when I've got what I win. I'm like, I'm gonna launch January 5th, right? Like he's like, Okay, is that what do you do for me? I'm like, it's only accountable, Right? Like I literally, um, created this podcast from, like, a glimmer in my eye, as I call it, and I was having this conversation with somebody yesterday. It's been such a blur that I don't actually remember how I got my first guess. I don't remember how I came up, came up with a flow. I vaguely remember picking up the technology. I used to do it, but it's kind of a fever. Had this where I think I was in such a flowing. It's such a thing that I love doing that. I don't really remember the details. And so then here we are today, Yeah, like it was just It's an example of what? What could be possible for me, like two years ago? Like you said, You know, I never imagined we'd be here on a podcast, right? If you'd have told me a year ago, I'd be the president of Networking group on a podcast with somebody, I'd be like, What, do you know what you talking about? That's like No, like, No, that's not what it was that possible. What's the point? What's money inflated? And now I'm like, Hey, like I actually you have the power to create whatever I want and do it out of a place of fun and spirit and light and creating good energy in the world, and I have no idea where it's gonna go. But, you know, I literally created this from a and the other thing that I should mention is is might be obvious to the listeners listening to somebody earliest episodes. I have no idea. I don't know anything, but I knew nothing about broadcasting. I don't wanna listen to them, But I'm like, What do you need? So I'm like, Hey, what do you need like, Here's the microphone. What else do you need like Google? That like? Okay, I'm like, I could set all that up, and I just little we've created it all from scratch, like it's all just my own, my own baby at birth, and it's now it's growing. With each episode, it's growing, which is really fun. So
you know it's totally resonates with me like what you say. It's a blur, so I don't know if it's a complete blur for me, but being able to write consistently for three and 1/2 years. I checked my posts at the end of the year because I wanted to write a topic on being consistent about something. And by the way, I do have a podcast. I started it in the midst off leaving my corporate company, and that was just busy things. I only did a few episodes on it, Um, and they were, like, short, like, really short episodes. But it's that showing up consistently to the thing that you're doing and all of a sudden watching it grow from the thing that you never even thought was possible, right? You being able to do all the things that you're able to do because you've taken and moved with one step at a time. And I read something recently like, What do you do when you don't know what? But next to do, you do the best thing. Yeah, um, so that's become a huge thing for me. And sometimes I don't know what the next thing is to dio. Um, but I take a pause of, um and for me, I pray about it and continually pray about stuff um as what's my next step? What should I be doing? How should I be doing this? Um, like you. For me, Google is my best friend. So I googled it.
Yeah, well, I mean, it's the thing is, the thing is, in some ways, we're Trailblazers. But we're actually not like how many people have left big financial firms to do their own thing? Thousands, if not hundreds of thousands. How many people have started a podcast? Thousands, if not hundreds of thousands. You don't have to trail blaze much of anything anymore because somebody has done it. And Google, between Google and masterminds, unity groups like it's all out there. You just have to You have to be willing to try. I think the the thing that Marie, you know, talking about our mutual friend Marie Marie's episode released yesterday on January 16th. Amazing episode. The quote that she leaves the audience with is you know, you can't You can't be good until you're bad. I mean, you can't be great until you're good. You can't be good until you're bad. And you can't be bad until you try. Like you just got to go and do it like, I don't know, like this episode that they think I'm like, I've declared this to some people declared here on the show, like I'm doing 100 episodes this year. I've got enough. I've got enough people who want to be on that. I'm gonna release every single week starting this week until the end of the year, two episodes a week. That's a lot to do. To go from 0 to 100 episodes is unlocked. Do. But I love it, and I'm going to do it.
You know, it's pretty awesome, and I think not to. Comparing by this by no means is the comparison. But that's what I did the first year I wrote. I wrote and posed it three times a week, Um, for a year. And can you imagine, like, what that looks like when you multiply it out and you do it consistently? By the way I said it was quote scripture and I didn't. But you just triggered the memory again. Ecclesiastic is 19 There's nothing new under the sun, so if you are afraid to do something and this might be my quote right, there's if you're afraid to do something. There really is nothing new on the thing that you're afraid that somebody's gonna judge you about people gonna judge you whether you do it. Yeah, right. So you might as well do the thing and do the thing that's going. So, um, I think make you happy while not hurting uppers.
Yeah. What? Just the rap on this one. This topic There's a really cool saying that I'll work of client sometime. It's, like kind of consent. Snap people out of there like stories is, um why not you? And why not now? What is it? What is it about you that like there's nothing new under the sun like there's a lot of people who have done what case he's doing, But if they could do it, you've already told us that you're wildly brilliant, very likable, like you know, your stuff, like there's no reason you can't do it. The only reason people, in my opinion, most people don't get what they want is it's all about themselves. And I I'm I'm also very good example of for years of like limiting beliefs, but what I actually can do or not do its bear and yeah, That's it. You know,
they're big. They're plays a big part of it. Um, and I think being afraid of Bill.
Yeah, Yeah. Which is, You know, I don't know something. We go, this podcast stinks like Okay, well, like, do I really? I mean, do I carry a? Of course I care. I want people to like it. And I like, I want people to like it, But it's also like, what Some people failure, like out then Then I'll get attacked from, like, Hey, I listen to that episode and maybe cry with the message that Casey, you know, spoke about Really? Maybe crime like that's all worth it. So
Right. Um guess what? You're not gonna please everyone.
And then the beauty of podcast or blog's or books is
Don't read it. Don't listen to it. I don't really
actually care if I don't. I'm not expecting the whole world to live. Podcast. Yeah, It's like I said, go find a block. You want us to go find a podcast? Wanna listen to you? There's probably wonders of straight. Well, thank you for the two questions. Those are both fun and cool Topic I have never shared the story. The podcast. So thank you. We've got I've got a couple more questions for you if you've got a couple more minutes for for us. Sure. All right. So, Casey, what's the thing you're most proud of?
It's not a thing. It's my It's my little me. Um, my Amelia, She is just a touch of blasting. And she is seven. And the conversations that were ableto have is incredible. She's like this little old lady. Me, she really is. You have to meet her one of these days. I was like this little lady with her wisdom, and our kind is I prayed for her kindness and the wisdom all the time. But one of the sweetest compliments I got recently, one of her friends, um, is forever show you talk about shy? She She used to be very shy when she came to the school and I walked in, and they're always saying hi, Miss Casey. And, um, we're all gathered in like getting three little girls. By the way, they act like teenagers. Now it's up to you. So wish me all the years old to exactly. And one of the little kids does something and this project girl she she stood up for herself on Dhe. She said something. I texted her mom afterwards, and I am like, I'm so I'm so happy to see where your daughter is coming from, You know, um, because we all know that she's shy and she's like, Why do you say that? I'm like, It's not anything that I can really articulate It's just like the girl that I've seen in her on the mom responded She she she just was still appreciated off my daughter's influence in her daughter's life. You know that at seven, she's already being a leader, and she's already empowering others to kind of stand up for themselves and to do that thing for themselves. So, yeah, that's amazing. Makes me super happy.
Yeah, so it's funny because every any question I've ever asked us to of a parent is always there, Child, Really. It's funny because most parents were like, Oh, it's super corny or oh, I know it's cliche. I'm like, Yeah, but like every parent says that, that's what that's what I That's basically what I said when somebody asked me the same question. So those of you who don't have Children and are considering. That should probably tell you something
right now. My kid is and everybody says this. But, Mike, it's pretty amazing.
She really is the best. She truly is. The best kid out there.
Yes, exactly. Exactly. You know, you can see that for yourself, but for me? Yeah. Yeah,
exactly. Um, so, a little bit different type of question. This is something where, maybe get a little bit vulnerable with you if you're up for it. Which I think at this point, we're in a good place to do that. So, Casey, what is what's something that you are afraid might actually be true about you,
I'm afraid might actually be true about me. Mmm. That's a hard one. Um, do you always ask these hard questions?
Yes, I d'oh. Okay. Um, you're not You're not special today. You're being treated like everybody else.
Oh, mad. I am super special. That would be it that I'm not special. That it. Um but ask me the question again.
Yeah. What's something? That you were afraid I might actually be true about you.
Uh, so I'll say this And this goes back many, many years ago um So when I started, um, my corporate life I was sent to the national advisor training. And one of the things that the guy said would be waas I would be I gave advice. I shared the things that I had learned too easily and that people would take that in use it, um, to their advantage into my disadvantage. Um, so it's funny over the years, while it's true people, I think they have found it to be more of an advantage. And it hasn't changed who I am. It makes me think about it. But it doesn't change the fact that I am a nice I'm going to give you advice. And I'm gonna still show up and be be nice to you even when I know some things that you think I don't know.
Yeah. Yeah. So So I have a second part of this question that I think will also be thought provoking. And you've covered a little bit of it already, but this is always a surprise. So what do you do to compensate for that fear? What do you What do you do? Thio? Push that fear to the side or compensate for it, cause that's the way we work. A human's, right. You have this thing. You believe about yourself? Yeah. Yes.
Oh, for me. And it has been a lifelong or my adult life long thing is that I will still show up and be who I am because it goes back to that kindness thing that I really believe I truly, truly believe it That But whatever it is that you give away, that that's kind. And whether it's a part of you are giving giving away money or whatever. It just has a way of coming back to you. So I actually go out of my way to be nice to people, even when they don't think it on And Children writing book number two on and funny enough, the top it was kindness begets kindness on. I'll share this story. Yeah, um, and this is in my book will be in boat number two and it sounds about the day I went to get a banana for myself from the office country. I don't know that my colleague like bananas on dhe. I went and I saw Really, He doesn't know how to choose. He did not know how to choose good bananas. I'm from the Yeah, come on. So I picked up a banana for him. And I, like, made this whole big Children presenting it to him And whatever else you know, that you've been Adam. It is a very simple thing, right? And the next day come as a usually happened, the patch will be a friend. Look on Seltzer and he knew I like flavored seltzer. And what does he do? This is somebody who would never in his own mind think to do something like this. He brought me about kinda CellStar No. And he came in and he's like, Look what I got. And he was so happy toe do that thing right, because it waas um I had shown kindness to him the day before, so he was duplicated the next day. And so, while it's not the norm or may not be the second nature thing because somebody extends it, you go a little bit out of your way to do the same.
Yeah, that's great. That's awesome. Thank you. We about out of time. But I do want Thio ask you a couple more things. So the first thing is. You know, after you know, we're gonna have a lot of people listening this episode. I'm sure that they want a connected to you. Learn more about you as a person. Read your blogged. Um, maybe even find out about the kind of work you do then the financial planning arena. So where can people find you and connect with you? Casey.
So I am on Facebook and my name is uniquely spelled. It's Casey and Gordon K. Y s I a N Gordon Dorton. Um, that's Facebook. Lengthen is the same. I'm a wealth adviser, so it makes me a little bit easier to find. And as you like to tease me, I have all those credentials. Yeah, you connect to our left and super. Um, I'm also as I mentioned, an author and my website because I'm very, very creative. That was one of things that was so laughable when God asked me to write. I'm like, but I don't have a creative bone in my body. So guess what my website is. My name is Casey Kyi. Extra g o r G o m dot com Sec. Gordon. Doc.
Yeah. Oh, great. Sendai. Obviously, I will also leave those in the show. Notes, please. Do connect with Casey's. You could probably tell me now She is an amazing human being. I would be remiss if I didn't quickly, uh, talk with letters behind your name. And I want to see if I get this right, cause I'm not looking at Lincoln. So let me let me and here with me. So you mentioned your a c. P. S a certified public accountant. You haven't. You have an m b a. So masters in business administration. I know you just got I think it's c f d. A certified know CDF a Is it certified divorced financial analysts or yeah, analysts. And then there's and then your ah, is it a c f p certified financial planner?
I have. That's impressive. And I just realized that I did not give you my way to contact me professionally. My email is K. Gordon K G O R d'oh! And at Claris C L a r us financial dot com.
Awesome. So, wait, Did I get all the letters right the first time?
Did I think you forgot to mention those were the letters behind my name? You forgot to mention all the other things that I D. Oh,
no, of course. Well, so the last question gonna leave you with before before we wrap up here, is it? What are the next letters that are coming behind your name? Because there's obviously gonna be more like Is there something else coming?
Really? At my business card. Can't hold anything else. Your
your your limit, your limit to your educational credentials.
Is your backed out? Because my business card, um, as I figure it out on you, Leo through using my own coach. And I can't tell you how invaluable coaches are. Honest, actually, a good one. Yeah, um are I've figured out that I'm a high Lerner and I just liked morning and that, but they're not kind of, you know, drove me and allowed me to do the things that I do. I just enjoy the morning and different opening to the classroom or whether it's learning more googling some particulates happy that's abstract or what anyone else would be thinking that the thing that drives me Yeah,
yeah, yeah, I'm similar. Like my don't have it on my Lincoln now, But my coaching also has a lot of letters, and it's actually kind of silly how many letters I could put my name. And most of them are like they mean something. But they're not. You know, it's like a the end of the day at the other day. Like I would not hire you. I'm not gonna hire a financial planner because they have the letters. I'm not hire them because I connect with them and I think they understand me. And like you said, they're asking. They're trying. They're trying to help me not even solve a problem. But, like, not, like, throw much of products, that means the same thing. In coaching, you can you can find coaches with all sorts of letters. Although there are certain letters behind a coach's name which really demonstrates skill and the fact they could grow a big practice coach is out there to have all these things. And like if you don't connect to them, you're not gonna hire him. It doesn't matter how experience they are. So
that simply isn't an actual world.
Yeah, exactly. Yeah. Um and I know we've run across in our networking things together. Like sometimes you run into people. You like I know you say you do this, and I'm sure you do this, but I'm not not hire you.
Remember that one meeting that we have? Like, um, yeah, Okay. It's okay if you don't know that
for those coming. Like if you come into our master networks meeting, we're very selective.
not that selective, but we weigh, like to protect our turf a little bit. But we would love to have you, right? No,
I was going to be vice president, but I decided on a better role that was going to challenge me in your area, right? That's right. I said I like my new role. And I think actually, I think I'm doing well.
You're doing really well. You're doing? Yeah, you're killing it. So, um, so, Casey, thank you so much for being on today. The last tradition I have in the show is I love if a guest would leave all of us audience myself in you with words of wisdom. And you've already done a lot of that today. But words of wisdom and they need to fit on a post it note. What would the words of wisdom you want to leave us would be.
You know what? Um I think I'm gonna go back to the the one that we just talked about. We talked about it a couple of times before. So this is by court friends, and it says it is difficult to give away kindness. It keeps coming back to you. And I think that's super super important. As, um, we go into the world and we encounter different people who are going through very struggled. And we don't know what those struggles are and they show up and we don't necessarily see it. Um, but they have to deal with it in their own heads. And typically, when you stay in your stay in your own head, the problem becomes more magnified. So just be kind.
Amazing. I love it. Thank you so much, Casey. Thank you again for being on. It was awesome to catch up with you. And I'm sure we'll be seeing each other very soon.
Absolutely looking forward to it.
Thanks. Thanks for listening to another episode of talking to cool people with me. Jason Frizzell enjoyed today's episode. Please tell your friends give us a shout out on a follow on Facebook and Instagram and take a moment to leave us a review on iTunes. It's something from this episode is piqued your interest, and you'd like to connect about it. Please email us at podcast that Jason gazelle dot com we love.