Like it or not, money can be quite a touchy subject. With inflation affecting everything from daily expenses to savings, it makes you wonder: How does our view of money reflect our trust in God during these uncertain times?
In this episode of the Leveraging Success Podcast, Jeff Gerhardt sits down with Tim O’Connor, founder and senior advisor of O’Connor Financial Group. O’Connor Financial Group helps individuals and families understand and make wise financial decisions so they can pursue their goals with confidence.
Tim discusses the critical role of trust in financial advising and the importance of creating a comprehensive financial roadmap for clients. He emphasizes achieving financial contentment by defining “enough” and highlights the transformative power of radical generosity. The conversation covers the significance of celebrating the impact of giving, maintaining a long-term view of the market, and living a life by design. Tim also shares insights on financial discipleship and aligning financial decisions with one’s values and faith.
In This Episode
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[02:08] Introduction to Tim O’Connor
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[03:43] Dealing with financial anxiety
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[09:22] Best case scenario of success and financial contentment
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[14:59] Kingdom-class financial management
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[24:08] Why be radically generous now?
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[30:38] Financial discipleship
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[40:13] Living by design
Notable Quotes
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[31:02] “Friendship is about wanting the good of another. If you think of a world filled with people like that, you really can’t find the end of the good that comes from that life.” – Tim
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[37:38] “If money is leaving you anxious or fearful, the next level is to get to contentment and get a plan in place.” – Jeff
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[42:10] “There’s nobody that’s ever accomplished anything of any significance that got there by accident.” – Tim
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[48:37] “Radical generosity is a process of leveraging your success into significance.” – Jeff
Our Guest
Tim O’Connor is the founder and Senior Advisor of O’Connor Financial Group, LLC. Tim and his team have dedicated themselves to a crucial mission: helping people overcome money anxiety and achieve financial peace of mind. They are coaches who guide their clients through a transformative process, tackling significant financial issues head-on. Tim’s approach focuses on replacing anxiety with confidence and contentment. His passion lies in empowering clients to experience greater freedom by entrusting their financial matters to O’Connor Financial Group. Tim is happily married to Julie, a proud father of three adult children, and a doting grandfather to “the cutest little girl in the history of cute little girls.”
Resources & Links
Tim O’Connor
Jeff Gerhardt
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e-course – LifeMastery with Jeff Gerhardt: https://priorityliving.org/lifemastery/
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Leveraging Success Podcast – https://www.leveragingsuccesspodcast.com/
Mentioned
- Noah Elias’ podcast: Creating a Life by Design