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Aligning Spirit, Mind, Body & Money with Justin Castelli
Episode 2121st November 2024 • Resolve Riffs Investment Podcast • ReSolve Asset Management
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In this episode, the ReSolve team delves into a profound conversation with Justin Caselli, a financial advisor and life coach, who shares his journey of self-discovery and alignment of spirit, mind, and body. He discusses how this alignment influences financial stability and the concept of living an authentic life.

Topics Discussed

• Justin's personal journey of self-discovery and the importance of aligning spirit, mind, and body for overall happiness and financial stability

• The concept of life design and the pursuit of an authentic life

• The role of introspection in understanding one's authentic self and how it impacts financial decisions

• The impact of consciousness levels on the effectiveness of financial advisors and the quality of their advice

• The concept of Life Design Planning and its role in helping clients live their best life

• How aligning personal values with financial planning can lead to a more fulfilling and financially secure life

• The concept of the 'authentic life' and how it influences financial decisions and overall life satisfaction

• The importance of living an authentic life and its impact on client relationships and business growth

• Justin's daily notes as a part of his process and his vision for them

This episode is a must-listen for anyone seeking to understand the connection between personal fulfillment and financial stability. Justin's insights provide a fresh perspective on financial advising, emphasizing the importance of living an authentic life and aligning one's spirit, mind, and body.

*ReSolve Global refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association (“NFA”). Further, ReSolve Global is a registered person with the Cayman Islands Monetary Authority.

Transcripts

Justin Castelli:

I think the more clarity you have around what it is you want to do,

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the easier it becomes to find that time.

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At least that's how it was for me.

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Like once I realized what was most

important to me, then it became

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a lot easier to take time from

the things that, that weren't.

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So it's kind of like the,

is it a no or a hell yes?

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It has to be a hell yes or it's a no.

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And I think as you start to begin to

figure that out, then just like money,

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time becomes easier to allocate.

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Mike Philbrick: All right.

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Welcome, ladies and gentlemen,

to the Resolve Riffs.

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We're welcoming back an old pal

from way back in the day, Mr.

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Justin Castelli.

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He's, uh, he's here to talk about aligning

your spirit, mind, body, and money.

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So you can live your authentic life.

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This is the guy who brought

you the authentic life.

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Be you.

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I remember back in the day, sitting

in some places and you had your

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good Michael Jordan kicks on.

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Justin Castelli: Yeah,

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Mike Philbrick: to, that's probably a

lifetime ago for you now as an advisor

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talking about living an authentic

life and building an authentic

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practice from that perspective.

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But what are you up to now?

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Justin Castelli: I just, it's been,

it's been an evolution and you've kind

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of Mike, you've seen the evolution.

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You've been a part of those conversations.

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I was alluding to our, our lunches

when I used to go down to eat the

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ETF exchange conference down in Miami

and pinging you and giving you ideas.

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I think Rodrigo is at one

of the lunches as well.

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still, I still have my Jordans.

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I haven't gotten rid of

those, still rock them.

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And it's funny, like I have different

outfits for how I'm feeling for the day.

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So some days I'm more trendy,

other days I'm more sporty.

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it just depends on what kind

of creative move I'm in.

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So Jordans haven't gone anywhere.

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it's just been an evolution of kind of

continuing to kind of live my authentic

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life and then learn what that means and

then try to help other people live theirs.

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the last couple of years have

been, have been like pretty

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big on the, on the growth side.

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Mike Philbrick: Yeah.

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Let's take us through the journal

journey for the last couple of years.

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Let's catch everybody up to where

you've been and where you've come.

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Justin Castelli: Yeah.

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So, I mean, From a logistics standpoint,

still in Fishers, Indiana, I still

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have my advisory firm, Arliss Wealth.

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Like those things are

all still a big part.

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The, the big difference has been

just kind of going through, I can't

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remember the last time we talked,

but really the big kind of leap

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forward personally was my time that

I spent at OnRamp and the startup.

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And, you know, going through balancing,

having all this wealth and taking

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care of my clients kind of in the

first part of the day, shifting

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over to startup mode in the second

part of the day, being a father.

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And ultimately it was kind

of a moment of, of burnout.

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And I don't love the word burnout

cause I didn't have any dramatic event.

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I didn't have a health scare, but just,

I realized that I was doing way too much.

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And that as much fun as being

in a startup was, it didn't

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really align with what I was most

interested in and that needed to go.

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And I had done an exercise thanks

to Jason Wank over at Altruist,

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where I planned out my ideal day.

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And what I realized was that if

I took On Ramp away, I had my

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ideal day sitting in front of me.

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so that was kind of like, all right,

if this is what I said, I would

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love to have and restructure my day.

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And it's in front of me,

like I have to go do it.

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Right.

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And, so I ended up leaving

On Ramp and that was when I

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started to Spirit mind and body.

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And I never really, it

wasn't even intentional.

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It just kind of happened.

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Mike, you introduced me to

John years ago and that was

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my introduction to meditation.

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And so I worked with him for

a while and learned about the

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brain waves and these things.

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And it, Kind of took, but

it didn't stay with it.

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And I tried meditating after that and just

never really was able to figure it out.

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realizing that there was

nothing to figure out.

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It took me a while to understand that.

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But once I, once I did and

realized there's no right

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way, I started to meditate.

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I got back to taking care of myself.

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One of the things I wasn't doing at

on ramp was working out regularly.

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I wasn't eating right.

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I wasn't getting rest.

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So I got back to taking

care of my physical self.

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And then I started to see

these things come together.

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I just realized how much happier I was

and how things were falling into place.

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And I had this greater clarity

of where I was supposed to go.

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And that was kind of when I first

started talking about the alignment

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of spirit, mind, and body, and then

being a financial advisor and that

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being my whole career, I ultimately

connected that, you know, if you have

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alignment of spirit, mind, and body.

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And understanding of who you really

are, which I think you find when

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you have that alignment, the money

kind of takes care of itself.

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you you're better able to

align it with your values.

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You're better able to

understand where it needs to go.

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And then even on a bigger picture, I

think sometimes money just magically

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comes your way, or you understand

that, Hey, all these things I'm

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trying to do to find happiness.

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It's really to please other people.

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And I know who I am and I

don't need to do these things.

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And, and now I need less money and

my financial situation's better off

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than I thought it was because I was

doing all these things to impress

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people when that no longer matters.

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Cause I know who I am and my

happiness comes from it from within.

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So when I started to understand

that, that's when I started

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writing my, my daily notes.

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I shifted kind of my podcast, to focus

more on talking about this idea of life

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design, plus designing the life that

you want, pursuing your authentic life.

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And I won't lie to you and tell

you that I have it all figured out.

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I was talking to somebody today and I'm

like, you know, I still feel like I'm

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in the phase of figuring out exactly how

to explain what the authentic life is.

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I haven't got the right clear message.

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That's kind of like easy

to understand right away.

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So I'm just going to keep on

exploring and writing and sharing.

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And ultimately those words will come.

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And along the way.

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I'll hopefully plant some seeds for

some people to realize some things

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about their life that they would have

maybe never understood or understood

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at a much later point in life.

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Rodrigo Gordillo: Justin, you

mentioned your ideal day when you,

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when you took all the froth away,

you had an ideal day in front of you.

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We didn't quite articulate

what was that ideal day.

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What does that look like for you?

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Justin Castelli: So my ideal day consists

of, you know, having the mornings to

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myself, to, to be there with the boys,

get them ready for school, drop them off.

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Like I want to be at home and be a part

of the morning routine, have some time

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to, to do my daily writing, get into

the office, take care of Arlo's wealth

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clients, but like what I really want to

do more and more and more of is having

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time to create content, to express myself.

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Like I really have turned into a creator.

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I think I am a creator who happens to be

a life planner slash financial advisor,

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not a financial advisor slash creator.

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And it wasn't always that way, but it

was creating all about your Benjamins

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and starting the podcast and continuing

to go that I realized I really enjoy

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creating and expressing myself.

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And a variety of ways

and trying new things.

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And then, and through that creation

and the content trying to help people.

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So it was finding more time to create.

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And one day I think the majority of my

time will be centered around writing

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and podcasting and speaking and video.

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And then time with clients

will be the smaller part as

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kind of things shift over time.

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My ideal day is simple time to

take care of myself, time to be

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with my family, time to take care

of my clients, time to create.

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And that's really all I want to do.

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Rodrigo Gordillo: You know, that's

an interesting, concept because

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literally Mike and I were having

an internal conversation with some

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employees about the difference between

working to get the operation done.

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Like you're doing your day to day,

uh, admin and feeling like you work

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really, really hard, then there's

a lack of working either on the

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business or on yourself, right?

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This idea of I'm going to create,

cause creating, establishing value.

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Once you establish value,

you have to execute it.

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And that needs to, you need to

have a tight team to do that.

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But how do you create additional value?

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I've always thought you need to create

space for yourself on a daily basis.

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To navel gaze and really have that.

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But I think everybody I

talk to struggles with that.

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What do you say to people that,

that feel like they're too busy

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to be creative or they're too busy

to work on themselves or work out?

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Like, how do you work?

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How do you deal with that

question with that barrier?

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Justin Castelli: I think part of the

problem might be not really knowing what

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it is that they're they want to create

or what it is that they really want to

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how they want to take care of themselves.

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I think the more clarity you have

around what it is you want to do, the

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easier it becomes to find that time.

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At least that's how it was for me.

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Like once I realized what

was most important to me.

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Then it became a lot easier to take

time from the things that, that weren't.

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So it's kind of like the,

is it a no or a hell?

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Yes.

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It has to be a hell yes or it's a no.

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And I think as you start to begin to

figure that out, then just like money,

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time becomes easier to allocate.

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So it might just take a little bit

of honesty and self exploration

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to figure out, okay, what is

it that I really want to do?

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And ultimately that's what I, the idea

of the authentic life is to figure out.

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What is it that you're

supposed to be doing?

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Like the concept of the authentic

life is I have grown to believe

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that we were all created to do a

certain, certain thing on this world.

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We all were given unique gifts and

talents that no one else has that we can

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do something better than anybody else.

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We can be the Kobe Bryant.

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We can be the Michael Jordan of

something, but we're not necessarily

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given what that is right away.

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So part of life is exploring

to figure out what that is.

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And I think one of the best.

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One of the best guides we have are

our passions and our interests.

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Like that's how I've operated.

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Like the reason you look back over

my career and you see me wandering

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all over the place, you know,

new podcasts, different themes.

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Like it was me exploring things

that were interesting to me.

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And in the moment I didn't really

know why I wanted to do it,

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but I was just following that

interest, following that call.

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And that was the guide that led me

to all these things to learn, to

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ultimately find where I am today, which

I honestly believe, I think that this,

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this concept of the authentic life.

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Bringing spirituality, mindfulness,

taking care of yourself to finance.

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I think that's my thing.

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I think that is the thing that I

had to go through all these other

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experiences to learn, to then be

able to bring my own unique way.

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And I've talked about, you know, I

have gifts and talents as a financial

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advisor and I'm good at being an advisor.

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I think I take really

good care of my clients.

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They seem to enjoy working with me.

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We've had good outcomes, but if I'm being

honest, you can probably pluck somebody

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else, another financial advisor down and

they can have the same outcomes as I can

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from the right capital output, output,

the portfolio output, my skills as a, as

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a financial advisor are interchangeable,

but my skills as a creator.

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And expressing myself.

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That's where I'm unique.

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Like nobody can do the things

that I can do as well as I can.

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And it's more about finding the right

setting for me to share those gifts.

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And that's where I find my lane.

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So I think the years of creating were

to learn how to enjoy myself and figure

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out what I'm good at and how to do these

things and how to get efficient at it.

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And then it was finding this

concept of the authentic life and

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aligning spirit, mind, and body say,

okay, here's where you go create.

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This is all that practice

was for this topic.

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And this is where you need to go.

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And if you look back

over the last two years.

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I really haven't deviated from this

concept of the authentic life and spirit,

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mind and body, other than continuing

to explore and go down that path.

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Previously, it was all over the

place learning different things.

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So to go back to your original question,

I think it's just, it's getting

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a better understanding of who you

are and what really makes you tick.

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And then that's where

you can find the time.

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Because if it's not something

you're really Attached to

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or emotionally invested in.

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It's easy to let it go to the side.

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That's why people, when they have a

health scare, that's when they find

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the time to start working out because

now it's a priority, we had a reason

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to get to the gym or clean up our diet

because we got spooked until then.

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It's it's, yeah, I know I should probably

do it, but it's not that important

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because we haven't had that experience

or that emotional attachment to it.

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So it's finding those things

that really make you excited.

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Then if it's not moving you towards that,

then it's easy to set those things aside.

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Rodrigo Gordillo: Mike, I, I,

can I just ask you a question,

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Mike Philbrick: crisis necessity change.

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Rodrigo Gordillo: it's always

Chris, if there's any change.

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I think Mike is a good example

of somebody who has been, has

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always found time for that.

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Especially the, uh, the

spirit and the body.

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Like you've always, you, I don't think

I've ever seen you miss a, a gym day.

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I also don't, I also think you're one of

the people that, that takes advantage of

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the weekend better than anybody I know.

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how much of that is planned?

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Like how much of that

came to you naturally?

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And how much of that

was you growing into it?

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Mike Philbrick: yeah,

that's a good question.

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I would say Yeah, if you want something

done, do it in the morning, right?

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It's the workout.

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I work out in the morning generally,

and that's because the, the

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puck hasn't dropped and things

haven't gone horribly wrong.

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So, you know, you're, you're

not responding to things.

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So prioritizing those things.

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that you, that, that are for yourself,

put your own air mask on when you're

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on the plane, then help the person

beside you, that sort of thing.

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I think that I've learned all

that though, to be honest, I came

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across, you know, thinking back

on it, I came across when I was in

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university and I was playing football.

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I came across a guy who introduced

me back then to meditation and to

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visualization through the avenue of sport.

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And, it was brought to my attention

You know, think about the competitive

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nature of any landscape that you're in.

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let's, let's go with sports cause it's

kind of easier in the sense that is

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everyone practicing harder than you?

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Or are they using better protein powder?

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Did they have better strategy and schemes?

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Sometimes they do, sometimes they don't.

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They probably don't have better

supplements or protein powder than

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you, unless you're, you're cheating.

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do you have better durability than them?

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You know, Michael Jordan and Kobe

Bryant are legendary for being

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able to have the durability to

practice at a level that most can't.

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so do you have that gift where you

actually have the durability to do more?

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Not everybody has that.

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but when you think about the idea

of meditation and visualization and

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and gaining clarity on some of the

things that Justin's talked about.

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Like, how do you decide where to go?

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What do you do?

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you can run from here to there doing a lot

of things, or you can sit and just silence

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your monkey brain for a little while and

see what presents itself, so to speak.

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So I think it's, I think it's, you

know, it's always nature and nurture.

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But I think there's a great deal of

it that you can actually prioritize

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and learn, but it does take time.

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And Justin, although you felt like you

learned nothing or you learned some things

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from that, but couldn't quite get it.

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in that journey of that first round

of meditation, you are always on

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the journey, but you are always

on a path getting somewhere.

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And then you'll come back to it later.

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And you're like, Oh, here it is.

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The light goes on all of a sudden,

sometimes you need a break.

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But, I would say that, that the thing

about the morning and prioritizing the

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things that you really want to self care

and things like that are morning items.

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5 a.

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m.

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type stuff.

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Justin Castelli: Like, I think you alluded

to something that's really important is

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that, like, We're in society, we're taught

to be selfless and that we think by, you

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know, skipping our, our workout to see

a client or to do something like that.

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We're being selfless and we're actually

doing people a favor when the reality

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of it is when you're not taking care

of yourself because you're selfless,

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it ends up being selfish because you're

only giving a fraction of yourself

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to the people who really need you.

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And if you just took a little bit of your

time, Whatever it is you need to do to

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put yourself feeling the best, whether

if it's the working out or if it's the

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meditation or whatever it might be, if you

take that little bit of time and you act

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a little selfish, you're actually bringing

more of yourself to the world and to

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everybody that cares about you and you're

actually doing a better service for them.

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But for that was one of the things

that I had to learn that, and

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I think you're the point it is.

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It is a lot of things

that have to be learned.

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I think conversations like this are

great because we can put these ideas in

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front of people for them to hopefully

experience it sooner rather than later.

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But like, no one's going to take

what we say today and actually change

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anything on their own, but they're

going to have a moment where something

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that we talk about registers and

the light bulb is going to go off.

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And then, Oh, that's what

they're talking about.

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Let me try this.

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And once you experience it,

that's when you're hooked.

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Like, that's why I'm

so excited about this.

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And.

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You know, passionate about it is I know

what all this stuff has done for me.

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And I want other people to experience

all of the good that I have

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experienced that's come from this.

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so I think that there's that

selfish versus selfless.

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Sometimes we get backwards

and I, I certainly did

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Mike Philbrick: Yeah.

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I think Rod, you and I were having this

discussion, as you said, with some, some

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employees about some things of, of the

idea of like, we just talked about crisis

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necessity change rather than thoughtful

introspection, planning and change.

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and those, it's hard to

complete that latter part.

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If you're not doing the latter part.

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And it's not one podcast or

one set of people talking on a

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podcast that are going to do it.

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It's the constant drip of

making this a priority.

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And this is where I'm coming back

to some of the discussions we

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were having, earlier today, Rod.

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It's the, it's the constantness of it.

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the, the fellow Voss, right?

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When he talks to the hostage

negotiator, who's been, um, Chris

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Voss, very popular, but He's a hostage

negotiator, but he uses his techniques

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when he orders a Starbucks coffee.

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The idea of being mindfulness and

centered and you're, you're always

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using that and you're always seeking

information that continues to reinforce

349

:

those behaviors to some degree.

350

:

That's in the fitness industry.

351

:

When you're on a path,

you're, you're not watching.

352

:

you know, how to party in Vegas all night.

353

:

You're kind of like watching,

well, how do I do my squat better?

354

:

Or, you know, so it's, it's a

constant journey of reinforcement on

355

:

some set of, lifestyle choices that

you want to make to some degree.

356

:

Rodrigo Gordillo: So, so Justin,

has that been the toughest part?

357

:

the most challenging part?

358

:

I, I certainly would, has been for me.

359

:

But, you know, what has been for

you the most challenging part of, of

360

:

you searching your authentic self?

361

:

has it been that telling people that

you're going to be a bit more selfish?

362

:

Maybe you can expand on that.

363

:

And

364

:

Justin Castelli: not the telling

people I'm going to be more selfish.

365

:

It's actually holding myself to do it.

366

:

I'm still.

367

:

So I know exactly what I need

to do to be feeling my best.

368

:

It's getting up and going downstairs

in the basement and doing some type

369

:

of movement, hopping on the Peloton,

doing a short tonal workout, getting my

370

:

meditation in, doing Wim Hof breathing.

371

:

You know, I go to yoga at 9 30, go do my

work day, lift weights in the afternoon.

372

:

Like if I do that, That is

when I am peak performance.

373

:

I'm feeling my best.

374

:

Despite knowing that I don't

do that every single day.

375

:

I, you know, we, I go to bed later

because the boys get home from practice

376

:

late and I, okay, I need to get my

sleep because sleep is important

377

:

and that pushes other things off.

378

:

So the, it's not been my accountability

to other people directly.

379

:

It's the accountability to myself that

I am going to do these things regularly.

380

:

And what I've realized is that.

381

:

In order for me, I think to keep on

moving in the direction that I want

382

:

to go, I need to be the epitome.

383

:

Of spirit, mind, and body.

384

:

And you know, money is still

important, but spirit, mind, and body.

385

:

I need to be the epitome of that.

386

:

Whether it is when I'm at a conference,

you see me heading out to the beach

387

:

in the morning to go do my meditation.

388

:

when the food trucks are out

there, you see me eating health.

389

:

Like it's not, I'm not doing it for

show, but you see that I'm living it.

390

:

Or if you're around me, the energy

that's coming off of me is just like,

391

:

this guy is, He is what he says he is.

392

:

And I, and I am that way most of

the time, but I could be better.

393

:

And I want to be better for myself.

394

:

And I know that if I'm better for myself,

then that will be better for what it is.

395

:

I want to help other people do as well.

396

:

So I just need to get more.

397

:

Discipline and stay with it.

398

:

But I will tell you that when I, When I

noticed that I'm falling out of alignment,

399

:

whether I feel it, or I just noticed that

the energy around me is not where I want

400

:

it to be, I do prioritize those things.

401

:

So it's almost like I give myself a

band that, okay, if, if I don't hit

402

:

yoga every day, but everything else

is feeling really good, I'm okay.

403

:

But if I start to notice things

aren't flowing the way I want it to,

404

:

or my flow has been disrupted, then

I'm, I'm back to that discipline

405

:

to pull the alignment back in.

406

:

And then I give myself some, some room.

407

:

Cause I don't want to be a robot either.

408

:

Like I know these things are

important, but I don't want to.

409

:

I don't want to become, you know, reliant

on them all the time to be my best.

410

:

I want to kind of have some,

some freedom in my life to, to do

411

:

the things I know I need to do.

412

:

But then sometimes if I want to

take a break, I can take a break.

413

:

Rodrigo Gordillo: so when you, you're

looking to, you've created a community

414

:

and you're looking to impart a lot

of those values onto the community,

415

:

how do you, do you advise people

to pursue their authentic self?

416

:

Like, what are the, what are the

some tactics that you generally,

417

:

discuss in, in your groups?

418

:

Justin Castelli: Yeah.

419

:

So this is going to be where my, my

message is weaker and fails to some of

420

:

like the, the big experts out there,

because I don't believe in absolutes.

421

:

So I know to have like, A lot of

success with a message or a method.

422

:

It's like, this is the only way to do it.

423

:

And you either, you know, reflect

every people or you attract people.

424

:

Like I, I do believe in the

alignment of spirit, mind and body,

425

:

but where I don't have an absolute

is I don't care how you do that.

426

:

So spirituality is up to the individual.

427

:

I just think having a

connection to a higher power.

428

:

It's something that's

really, really important.

429

:

So I encourage you to do that and explore

that and do what feels right for you.

430

:

Mind is more about being,

you know, control of your

431

:

thoughts, controlling your mind.

432

:

Our attention is one of the greatest

commodities that are out there.

433

:

And everybody wants to get control

of our mind and our attention and

434

:

just being mindful of that and being

aware of what you're putting into

435

:

your mind and also what your thoughts

are, like our thoughts really are

436

:

really powerful and they do create our

perception, which creates our reality.

437

:

So being in control of your, your

mind, trying to be optimistic,

438

:

finding the silver lining.

439

:

I think that is very powerful and

moving in the direction you want to go.

440

:

And then however you want to take care

of your body, whether it's weights,

441

:

if it's walking, if it, whatever

it might be doing those things.

442

:

So what I encourage people is to figure

out what are the things that you enjoy

443

:

that feel right to you and then do those.

444

:

And then the other thing is just,

I'm a big believer in all of the

445

:

answers that we seek lie within us.

446

:

Like we have all the answers inside

of us and it's getting everything

447

:

out of the way that's been put

into us to find those answers.

448

:

So really getting in touch with

your intuition and trusting it,

449

:

following your heart's guide.

450

:

I think that tail that that will take you

a lot of places you're supposed to go.

451

:

and I, and.

452

:

Like I wrote a daily note today talking

about how the last few months I've

453

:

been in talks with a company to bring

all this wealth there, join their

454

:

firm, create content to help grow it.

455

:

It was the perfect situation.

456

:

And ultimately my mind was telling

me, do it for all these reasons.

457

:

And the mind was not wrong.

458

:

But at the end of the day, my heart told

me I had to maintain my independence.

459

:

Like at this stage of my life,

I need to be a free agent.

460

:

I need to be able to explore the things

I want to explore, collaborate with the

461

:

people that I want to collaborate with.

462

:

And that despite the perfection of this

opportunity, it wasn't right for me.

463

:

And I literally had the conversation with

him yesterday, letting him know that.

464

:

And the deciding factor was my heart.

465

:

How I felt about the situation because

on paper, it was the perfect opportunity

466

:

for me to find somewhere to join, bring

my clients, still work with them, have

467

:

them taken care of, be a part of a bigger

system that's building what I believe in.

468

:

But it, My heart told me it wasn't right.

469

:

And that's not an easy thing to trust

because we live so much in our heads

470

:

that to like go against what our mind is

telling us, because it feels a certain

471

:

way, like that's a scary thing to do.

472

:

Cause we can, we can understand

reason, but like understanding a

473

:

feeling it's kind of hard to do.

474

:

But the more you do it, the more

confidence you get in trusting your

475

:

intuition and listening to your heart.

476

:

So one of the things I have to figure

out is I, I know I need to figure out

477

:

a framework of like, do these things

and like, you'll find alignment, but

478

:

I don't know if there's a uniform

framework for everybody to follow.

479

:

So I just fall back to these kind

of broader things of figure out how

480

:

these things bring you into alignment.

481

:

And notice how you feel.

482

:

Notice how the

opportunities come your way.

483

:

Notice how your energy elevates.

484

:

I'm a big believer in

the law of attraction.

485

:

so what we put out is what we

attract and who we surround

486

:

ourselves can influence that as well.

487

:

But notice how life changes when

you find that alignment and then

488

:

trust where you're being called to

go and you'll go in that direction.

489

:

and I think that things

work themselves out.

490

:

it's almost like it's, it's, it's like,

it's magical the way it works out.

491

:

If you let it.

492

:

but it's not always easy to do that.

493

:

And I, you know, I have had to slow

down where I've being pulled at what

494

:

I want to do because I have a family,

like what I would be doing today would

495

:

look a lot different if it were just me.

496

:

So I have to balance this idea of,

okay, there's a calling that I have

497

:

and something that I really want to

do, but I may not be able to fully do

498

:

that today because I have a family.

499

:

And when I look at the calling

versus taking care of my family,

500

:

Their happiness, our lifestyle

today is more important than that.

501

:

So let me still move in their

direction of that calling.

502

:

I just have to move a little bit slower.

503

:

and then if one day things will change,

the boys will be out of the house.

504

:

And you know, if I, if I still feel

like I'm called in that direction,

505

:

I can go a lot harder into it,

but I can still move in that way.

506

:

I can still be true to myself and

be authentic to myself and take care

507

:

of my family the way that I want to.

508

:

Mike Philbrick: Yeah, I think

intuition is underrated too.

509

:

you know, especially the more

experience you have in a certain domain.

510

:

And who has more experience

of being you than being you?

511

:

but you know, your intuition, you know,

you can put things on a, on a piece

512

:

of paper, but at the end of the day,

it's the unconscious that really has

513

:

the capacity to do a lot of, reasoning

beyond the grasp of the reasoning mind.

514

:

And, I think people should take the time

to build rapport with their intuition.

515

:

as it's, a very powerful thing.

516

:

And, uh, I think leads to, better

answers and not that you shouldn't

517

:

go through the logical steps of

thinking those things through.

518

:

You should, but at the end of

the day, what your intuition

519

:

tells you is the unconscious

mind trying to give you feedback.

520

:

And when the universe speaks

that you should listen,

521

:

Rodrigo Gordillo: so.

522

:

Justin Castelli: And this,

this all gets dismissed as woo

523

:

Rodrigo Gordillo: I was going to, I

was about to tell you that my question

524

:

there is what's the biggest obstacle

because the first thing that my wife

525

:

says, whenever I bring any of this

up is that we don't believe my family

526

:

just doesn't believe in self help.

527

:

And so how do you, how do

you push back against that?

528

:

Justin Castelli: the only pushback

I can give is to try to get people

529

:

to notice the woo woo things

that have happened in their life.

530

:

Because again, back to my early

comment, I can't convince people.

531

:

We can't convince people that

the universe gives you signs.

532

:

Until they receive a

sign and they notice it.

533

:

So it's, it, to me, it's, that's

why I write my daily notes.

534

:

It's why I have conversations like this

is just to put my experience out there

535

:

as one person, and there's a lot of

people out there who are sharing these

536

:

stories to just allow somebody to connect.

537

:

Like one of the universal omens that I

have, like the Alchemist is my favorite

538

:

book, like, I love that story and I have a

539

:

Rodrigo Gordillo: I'll look well,

540

:

Justin Castelli: it.

541

:

I have, yeah, I have a custom piece of

art that's influenced by it over here.

542

:

And.

543

:

I just love it.

544

:

And you know, the idea of the

personal legend to me is very much

545

:

like the authentic life, but it

talks about following the omens.

546

:

And one of my omens is another

tattoo I have now is the bald eagle.

547

:

If anybody's followed me on social media,

you've seen me talk about bald eagles

548

:

and it, it may not seem like a big deal,

but I never saw a bald eagle in the wild.

549

:

Until I started to have this

alignment of spirit, mind, and body.

550

:

So Indiana has a bald eagle population.

551

:

I've lived here my whole life.

552

:

It wasn't until I was like 38 or 39

that I actually saw a bald eagle.

553

:

In, in the wild.

554

:

And so I Googled like the, the

spiritual meaning of a bald eagle.

555

:

And it is basically, a sign from

your, your Angie, your angels or

556

:

power, higher power telling you

you're moving in the right direction.

557

:

And just to show you how powerful this is.

558

:

I mentioned the opportunity that I

was exploring as great as it was.

559

:

And I wasn't looking for the

bald eagle to confirm anything.

560

:

I never saw a bald eagle.

561

:

And the first few months of these

conversations, everything felt right.

562

:

All these other synchronicities,

but no bald eagle.

563

:

And towards the end of the, the decision

making process, I started to really

564

:

focus on my value of independence.

565

:

And I started working with a coach.

566

:

I was telling you guys with in the

first Thursday, I met with him.

567

:

The theme was independence.

568

:

I want to be able to do what I want to

do when I want to do how I want to do it.

569

:

I don't have to answer anybody,

but my clients and my family, and

570

:

just really felt good about that.

571

:

I saw a bald eagle that evening.

572

:

I'm not, I can't make it up.

573

:

Like you can go check my social media.

574

:

There's pictures of it.

575

:

Like I saw, I saw a bald eagle.

576

:

The next Tuesday is my next coaching

class coaching session with him

577

:

because we had to move from Thursday

independence is the theme that evening.

578

:

I see another bald eagle.

579

:

And then the final bald eagle in this

trifecta and just a two week span.

580

:

I was driving to Michigan

state on fall break with Leo.

581

:

I was speaking at Michigan state.

582

:

I was listening to the alchemist

on Spotify on the way up.

583

:

It was four hours to listen to.

584

:

My drive was four hours.

585

:

I'd never listened to it before.

586

:

I've read it multiple times.

587

:

I'm at the point of the book where

they're talking, they're, they're telling

588

:

Santiago to always follow the omens.

589

:

And as I'm listening to the story, I'm

playing out this journey that I'm on.

590

:

I listen to the book, I can see me in

this decision I'm making as I'm Santiago.

591

:

Like it's a really cool visual I had

when I'm driving and I look off in the

592

:

distance and I see this big bird and it

kind of turns a little bit and I think

593

:

its tail is white, but I'm not sure.

594

:

And Leo's with me.

595

:

So I'm like, Hey Leo, look out there.

596

:

That might be a bald eagle.

597

:

And I kid you not.

598

:

I turned to look back to the And a bald

eagle flies over us, like to the point

599

:

where I can see its eyes and its beaks.

600

:

So I'm at the moment of the book,

listen to the omens, and I'm visualizing

601

:

myself and thinking about independence

and my personal omen flies over us.

602

:

And I don't have a picture of that one.

603

:

But I have Leo in the back

seat who can vouch for me

604

:

that the bald eagle flew over.

605

:

And I would be lying if those bald

eagle sightings did not weigh in on

606

:

confirmation of what my heart was telling

me on this big decision that I had.

607

:

So like, sure, you can try to

dismiss those as that's coincidence.

608

:

And you're making something that's not

really there, but I've had it happen way

609

:

too many times and for somebody else that

might be a Robin or it might be a Blue Jay

610

:

or a Beetle or, or whatever it might be.

611

:

But there are these things that are, that

show up, that let you know that, Hey,

612

:

you're moving in the right direction.

613

:

Maybe it's repeating numbers.

614

:

Like I see, I catch 333 and 444

and 555 on the clock all the time.

615

:

I don't have a, I don't

have an alarm to check it.

616

:

It just, I, I happen

to catch those moments.

617

:

And.

618

:

To those of us that believe in

the universe and signs, those

619

:

are just little winks of like,

Hey, you're, you're in alignment.

620

:

You're in flow.

621

:

You're where you're supposed to be going.

622

:

Things are moving in the right direction.

623

:

I can't convince somebody to

believe in that until they

624

:

experienced that themselves.

625

:

but I think that if you look back

over history, we're like, we're not

626

:

the first ones talking about this.

627

:

Go read John Templeton.

628

:

John Templeton has a

daily book like of laws.

629

:

I forget what it's called.

630

:

And John Templeton was basically

talking about spirit, mind, and body.

631

:

I've never heard anybody

in finance talk about it.

632

:

I'll, I'll, I'll find the

book and send it to you guys.

633

:

You can put it in the, in the show notes.

634

:

Mike Philbrick: Soros talks about his sore

back and selling out of his positions.

635

:

Justin Castelli: Yeah.

636

:

And,

637

:

Mike Philbrick: It's not, there's

lots of people who talk about the

638

:

manifestations of these things.

639

:

Go ahead.

640

:

Justin Castelli: Albert Einstein, Benjamin

Franklin, like it's throughout history.

641

:

You look at Think and Grow

Rich by Napoleon Hill.

642

:

Like these things have been right

in front of us for so long and they

643

:

just, for whatever, well, they have

been deemed as woo or crazy or not

644

:

real, but there are a lot of people

that have subscribed to these things.

645

:

You know, Bob Proctor.

646

:

There's a lot of evidence out there

that there is some truth to these.

647

:

And now there's even science.

648

:

There's a book, it's called

mind magic or magic mind.

649

:

I think it's mind magic that talks

about the science of visualization.

650

:

That, you know, part of manifestation

is having a strong image and

651

:

visualization, and that our brain

doesn't know the difference between a

652

:

strong visualization and a real image.

653

:

So that if you can hold this vision

of what your life could be, and you

654

:

can believe in it, then you will

naturally begin to do the things

655

:

and move into that direction.

656

:

So whether it's this magical being of

manifestation, Or it's just a belief

657

:

that pulls you in that direction

because you see it and you believe it.

658

:

So now you're taking the actions.

659

:

Like if, if you're holding this

visualization of you with a six

660

:

pack and you believe it, and you're

visualizing it and your mind doesn't

661

:

know that you don't have a six pack,

you're going to start eating healthier.

662

:

You're going to start embodying

that version of yourself.

663

:

And then ultimately you're

going to have the six pack.

664

:

So whether it was magic that

manifested it, or you tricked

665

:

yourself into doing the things.

666

:

I don't care what you call it, but it

was because your brain believed it.

667

:

And you saw it so much that it, that

it pulled you in that direction.

668

:

Rodrigo Gordillo: it's the idea

of assigning a persona to yourself

669

:

that you want to aspire to be

and saying, I am that person.

670

:

And what does that

person act, feel, and do?

671

:

How does that, how, how, how does

that person, execute their day?

672

:

And

673

:

Justin Castelli: there's a difference,

674

:

Rodrigo Gordillo: that person.

675

:

Justin Castelli: and there's a

difference in faking it till you make it.

676

:

And then believing that that

is you and embodying that and

677

:

moving

678

:

Rodrigo Gordillo: It's an exercise

towards the, that belief of that persona.

679

:

You are a fit person

680

:

Justin Castelli: I think the,

681

:

Rodrigo Gordillo: wake up and you do it.

682

:

Justin Castelli: I think faking it

till you make it is, it's an external

683

:

Fake it to the make it is okay.

684

:

I don't have a million dollars, but

I'm going to buy the watch and buy the

685

:

clothes that makes it look like it.

686

:

And then I'm going to grow into

it, but you're doing it from an

687

:

external standpoint and chances

are, you really don't believe it.

688

:

And if you don't believe it, then

you're never going to achieve that

689

:

status versus okay, If I had a million

dollars, how would I feel about myself?

690

:

Like, how would I walk?

691

:

How would I move?

692

:

How would I talk?

693

:

Like, how would I feel?

694

:

And if you embody it from the inside,

to me, I think that's what moves you

695

:

towards that, and then ultimately

you're doing the things, luck happens,

696

:

the magic doors open, and then you

find yourself in that situation.

697

:

So I think that like, I think it's

important to understand that when you

698

:

are visualizing who it is you want

to become or what it is you want to

699

:

accomplish, it starts from the inside.

700

:

And it's not the fake it till you make it

where you present on the outside, because

701

:

if it doesn't match up on the inside, the

outside is not going to bring it there.

702

:

The inside can bring it,

but the outside can't.

703

:

I, I don't think.

704

:

Mike Philbrick: Well, I think you

said earlier, the answers lie within.

705

:

Justin Castelli: Right.

706

:

Mike Philbrick: And which

people will tilt their heads

707

:

and I'm, why is that confusing?

708

:

Where do you think the answers

lie for you if not within?

709

:

Somebody else is going to tell

you your authentic life and the,

710

:

and the things that you should do.

711

:

Rodrigo Gordillo: well, I just

don't think people are very

712

:

introspective, generally speaking.

713

:

I think there's this concept of

letting, letting life happen to

714

:

you or you happening to life.

715

:

And most people kind of just

let life happen to them.

716

:

Like they, they end up where they end

up because they, they're a billiard

717

:

ball that got pushed in a thousand

different directions over time.

718

:

And all of a sudden you're an accountant

in, in a cubicle and you ask yourself,

719

:

like, is this, is this what life is about?

720

:

a

721

:

Mike Philbrick: No offense to

all the accountants in cubicles.

722

:

Justin Castelli: And

for, and for, but for,

723

:

Rodrigo Gordillo: if

it's your authentic self,

724

:

Justin Castelli: exactly.

725

:

For some people, that is

what they're supposed to

726

:

Rodrigo Gordillo: no judgment.

727

:

Right.

728

:

But the point is that I find when you

ask people, how have you, Have you

729

:

thought about what you want in life

and how are you going to accomplish?

730

:

And most people are like, I haven't

thought about myself in a decade.

731

:

I like, I had this

conversation this weekend.

732

:

Like I don't, I don't,

I don't have hobbies.

733

:

I make money and so that my wife

and kids going to have a good

734

:

standard of living and I'm stuck now.

735

:

So it really, the, the big break here for,

I would say 90 percent of the population,

736

:

if not more, is how do you get them?

737

:

To start being introspective.

738

:

And I think that's a really scary thing.

739

:

I think it's really scary to wake

up and be like, well, I can't, I

740

:

can't look at the last 40 years of

my life and realize that I haven't

741

:

done anything that I wanted to do.

742

:

Justin Castelli: Mm

743

:

Rodrigo Gordillo: Right.

744

:

So I think fear is what holds people back.

745

:

And there's the fear of, of

addressing it, of recognizing it.

746

:

And then there's the fear of

like, well, in order for me

747

:

to pursue my authentic self.

748

:

I got to burn the ships,

749

:

Justin Castelli: hmm.

750

:

Rodrigo Gordillo: you know,

like that is really scary.

751

:

So, you know, walk us through your

experiences of, uh, have you, have

752

:

you, where are you meeting people?

753

:

Are you meeting people?

754

:

Like once they're past the introspection

are ready to take action, like, are

755

:

you leading horses to water or are

they already drinking and you're

756

:

providing them, you know, better, better

mineral water for their experience?

757

:

Justin Castelli: like to think that

through my content, I'm leading

758

:

people to the, to the water.

759

:

But the folks that I have worked

with in Life Design Plus and doing

760

:

this, like they're already there

and they just know they need help.

761

:

And some of them are like,

okay, I know where I want to go.

762

:

And other people are like.

763

:

I just know there's something more for me.

764

:

I'm at that more like more money

is not going to make me happy.

765

:

More fame, more success is

not going to make me happy.

766

:

Like I understand that's not it.

767

:

There's something more in me

and I don't know what it is.

768

:

and that's where last year

I did George Kinder's, evoke

769

:

training, the life planning.

770

:

process.

771

:

My whole plan was just to go through

evoke and learn the process and kind

772

:

of cut out and not get the designation.

773

:

And I fell in love with the process.

774

:

so I've, I'll finish up the

designation and I'll actually have my

775

:

Rodrigo Gordillo: Tell us

a little bit about that.

776

:

I've never heard of this.

777

:

Justin Castelli: So George Kinder is

like basically the godfather of life

778

:

planning and real quick, like life

planning is like, I believe it's a

779

:

compliment to financial planning.

780

:

It's technically financial life

planning, but the focus of life

781

:

planning is the individual.

782

:

And what it is they want to, what

is it want their life to look like?

783

:

And George has three questions

that are really famous.

784

:

Um, I think that'll kind of help people

understand what life planning is about.

785

:

The first question is

centered around abundance.

786

:

So you have all the money in the world.

787

:

You wake up one day, your bank is flush.

788

:

You're never going to need money again.

789

:

Like what would you do and dream

big and have no restrictions.

790

:

There's nothing off the table and

just start letting yourself go.

791

:

Because I think so many of us don't even

allow ourselves to dream about what it

792

:

is we would do if money wasn't an issue.

793

:

And we hit like.

794

:

Not have to worry about money, but like

if you're at the beginning phases of

795

:

figuring out what's missing or what do

you want to do, just throw money at the

796

:

table and what would life look like?

797

:

And I think a lot of us sometimes think

our dreams and aspirations are going

798

:

to be so far gone that we can never

really achieve them, but I think most

799

:

people have reasonable goals in life.

800

:

Like you might have one or two people that

genuinely want to be billionaires, but

801

:

most people don't want a billion dollars.

802

:

They just don't want to have to worry

about money and they want to struggle.

803

:

So you can start to back down what we

think is going to be unreal and see

804

:

that maybe it's not that far away.

805

:

You just never allowed

yourself to dream about it.

806

:

So that's the first question.

807

:

Second question kind of starts

to get to our mortality.

808

:

You go to the doctor, you find out

you have three to five years left.

809

:

in that time period, you won't feel bad.

810

:

You'll, you won't be sick, but you

won't know when you're going to pass,

811

:

you know, restructuring your life.

812

:

What does that look like?

813

:

and then the final one is

really the most important one.

814

:

You've go to the doctor today.

815

:

You find out today's your last day.

816

:

What did you not get to do?

817

:

Who did you not get to become?

818

:

What was left undone?

819

:

And like from the life planning process,

that is whatever those answers are, are

820

:

really what focus a lot of our energy.

821

:

Because if, if you're honest and you

know what those answers are, then

822

:

thankfully today's not your last day.

823

:

How do we make those no

longer future regrets?

824

:

How can we, how can we change that?

825

:

So that in the future, if I ask you this

question, those aren't your answers.

826

:

And hopefully you might say, I've

done everything I've wanted to do.

827

:

I've been the person I wanted to be.

828

:

I can't think of anything.

829

:

Bronnie Ware wrote a book called

the five regrets of the dying.

830

:

And she was a woman who worked with,

and you know, palliative care and worked

831

:

in hospice and you were all around

all these people in their last days.

832

:

And they had these five and I haven't

memorized them all, which is a shame.

833

:

I just know the first one because

it's about authentically living.

834

:

It's I wish I'd have been more

true to who I was supposed to be

835

:

or who I felt I was supposed to be.

836

:

And there's other ones.

837

:

I wish I would have been a better friend.

838

:

And, but none of them around

money, none of them about prestige.

839

:

I'm about work.

840

:

It's all these other

things that we forget.

841

:

so those three questions, I think kind of

encapsulate what life planning is about.

842

:

It's about putting your life that you

want to live, what I would call your

843

:

authentic life at the center, and then

building the plan around that to bring

844

:

that life to become your reality.

845

:

And then ultimately, Part of

that becomes the financial plan.

846

:

Like there's some other

things you need to shift.

847

:

Like you said, you may have to burn,

burn the bridges, burn the boats and,

848

:

and, you know, start from scratch, or

maybe you don't, but there's things that

849

:

need to be planned for and obstacles

that need to overcome, in that play.

850

:

And then eventually the money comes to it.

851

:

And that's where I think

money solves itself in that.

852

:

When you have a clear vision of the life

that you want, you know, what's important.

853

:

So just going back to our

conversation about time.

854

:

Now I know where I don't need to

allocate my dollars because that doesn't

855

:

move me towards this authentic life.

856

:

And now I'm truly aligning my money.

857

:

With the life that I want to live.

858

:

And we have this beautiful

harmony that goes on.

859

:

And not to say that life is perfect when

you do a life plan or if you're living

860

:

your authentic life, like there's always

going to be ups and downs, but I've

861

:

just noticed that those ups and downs

become a lot easier to navigate when.

862

:

You're operating where

you're supposed to be.

863

:

So,

864

:

Mike Philbrick: when you have a why

865

:

Justin Castelli: yeah,

866

:

Mike Philbrick: thing, things are easy

when you know why you're doing them.

867

:

Rodrigo Gordillo: So a lot of this, I

imagine a lot of people that are going

868

:

through this, that are in your circle,

I imagine, have families already.

869

:

How often do you find that the individual

can do it on its own, on their own versus

870

:

having to bring their, significant other

into the fold and, and get that person

871

:

to, you know, join you in the journey?

872

:

Uh, do you find a lot of resistance there?

873

:

Justin Castelli: I mean,

ultimately the, the, the partner

874

:

has got to join the table.

875

:

Like the, the, the authentic

life and the plan for that needs

876

:

to be everybody bought into it.

877

:

So like, In the, in the evoke

planning process, each person goes

878

:

through answering those questions

and each person gets their own time.

879

:

So what ends up happening is you

kind of create two individual life

880

:

plans that need to fit together.

881

:

And so we're all on the

same page, an ideal world.

882

:

That's where we're flow, where you

can see some of the conflict is with.

883

:

Oh, not conflict, but resistance

is if one of the partners is

884

:

maybe a little bit more into this.

885

:

Maybe a little bit more connected

to their self and the other isn't.

886

:

that was one of my, one of my fears is

I was going through this personal growth

887

:

and like elevation of consciousness, if

you will, I was afraid that I was going

888

:

to progress through this understanding

and this growth faster than my wife might

889

:

keep up because she's not necessarily.

890

:

Into all the things that I'm into.

891

:

And I was afraid that there was going

to be this, this gap between us.

892

:

And that was one of my fears of doing

this was that I'm like burning things

893

:

down, that I was going to somehow ruin

my relationship because I was growing

894

:

at a different way than my wife.

895

:

And thankfully I feel like.

896

:

She has been moving up with me.

897

:

Like we may not be on the same exact

plane, but I think we're close enough

898

:

that there hasn't been any problems.

899

:

So going back to your, your question, I

think if, if one person is at a higher

900

:

level of consciousness, if we want to use

that term and another is not quite there.

901

:

You might not get the person who's,

who's well, Kind of a little bit

902

:

behind to really dive in and be honest.

903

:

But what I've noticed is once you

get into the process and you start to

904

:

see light bulbs go off and, and more

importantly, people connect emotions

905

:

to the things they want, finding

their why, then they start to kind of

906

:

speed up and catch up a lot faster.

907

:

So I think the biggest.

908

:

Resistance or the biggest obstacle to

overcome is just people being able to

909

:

go to the depths they need to go to, to

really uncover their, their why, because

910

:

the true answer of the answer to the

question of why is never the first answer.

911

:

It's like five or six iterations further.

912

:

And then you find out that the reason you

want this thing is not because, you know,

913

:

the original reason it's something rooted

in something you saw when you were a kid.

914

:

And then once you connect to that,

like one of my favorite stories

915

:

from, from The evoke training was

one of the advisors, like when you go

916

:

through this, you have a partner and

you actually life plan each other.

917

:

So instead of role playing and having,

you know, half assed answers just

918

:

to get through the process, like

you're actually answering honestly.

919

:

And one of the advisors that went through

it with me, long story short, shares

920

:

that he wants to have a beach house.

921

:

And going through the process and asking

why, getting deeper, he, he shares

922

:

with his partner that he wants a beach

house because his father never had the

923

:

opportunity to live out that dream though,

his, so his dad wanted a beach house,

924

:

but his dad didn't live long enough.

925

:

And then I don't know if he never

spoke those words, never made that

926

:

connection before, but then he

broke down and cried, like lost it.

927

:

And.

928

:

The, to the power, like now he knows his

why, like at first, Oh, beach house is

929

:

nice, you know, be there in the winter

surface level things, but now he knows the

930

:

real reason for it and it gives you more

of a reason to make that thing happen.

931

:

So the next day he comes back and

tells us how he shared the experience

932

:

with his wife and his wife had told

him, you know, I didn't know why the

933

:

beach house was so important to you.

934

:

Why are we waiting looking at it?,

and a really cool part of the program

935

:

is we have our mentorship for six

months where we get back together.

936

:

and continue to work on it and

he shared with us through the

937

:

mentorship that he and his wife had

narrowed it down to 2 beachhouses.

938

:

So within 6 months time he went

to thinking this beach house.

939

:

Dream!

940

:

might be 10 years plus out and maybe a

little bit of fear in his mind that he

941

:

would maybe have the same trajectory

of his dad and not even get to live it

942

:

to now they have, he might even have

the beach house now for all I know.

943

:

And like, to me that like,

that is exciting work.

944

:

If I can help other people have a similar

experience for whatever it is they

945

:

need to, because of the life planning

process, like that is really impactful.

946

:

Like that's changing lives.

947

:

It's great to help people

get to retirement and fund

948

:

college and do some cool trips.

949

:

But if you can help somebody

realize a life they never knew

950

:

was possible, but they always

wanted, like that to me is impact.

951

:

And going back to John, he had me

write out a mission statement and I

952

:

had to condense it down to one word.

953

:

And that one word was impact.

954

:

So when I think about my ability

to impact people's lives, yes, I

955

:

can do that as a financial advisor.

956

:

But if I put my life planning

hat on and coaching hat, I

957

:

can have a much bigger impact.

958

:

And to me, that, that is really exciting.

959

:

Rodrigo Gordillo: So, so you're actually

applying this in your financial planning.

960

:

Like, are you sitting down with families

and saying, we're going to deal with the

961

:

finances, but also, Hey, we should deal

with this bigger elephant in the room.

962

:

Justin Castelli: I am not forcing the life

planning process on my existing clients

963

:

because that's not why they came to me.

964

:

This has been an evolution.

965

:

I've always asked these questions,

but I didn't go through like, I'm

966

:

not a, uh, not usually a systems guy.

967

:

I'm not usually following by

the book, but I follow evoke.

968

:

Because I believe in the magic

of the way it's been structured.

969

:

So I'm not forcing it on them, but

they know that I want to do it.

970

:

But I've kind of shifted things that

the only clients that I will take

971

:

on as new clients will be through

this life planning relationship.

972

:

So my first couple of clients are actually

other financial advisors that we've gone

973

:

through the life planning practice or the

process, but, and now we're integrating

974

:

that version of their self and the

life they want into their business.

975

:

So to make sure that their financial

planning practice supports the life

976

:

that they want to live and like,

They have authenticity on both fronts

977

:

because what I think happens in our,

in our profession is advisors is some

978

:

of us build great businesses that as

we evolve as individuals, no longer

979

:

align with who we are because in the

early days, you got to pay the bills.

980

:

So you're taking on clients

that maybe aren't the great fit.

981

:

Maybe you don't love, but they need an

advisor and you've got mouths to feed.

982

:

And then you get to a status where,

okay, the business is running itself.

983

:

It's good.

984

:

And I, I like the people I work with, but

like this and this line of work or how

985

:

I'm doing things or how people perceive

me is not really true to who I am today.

986

:

And now I have this kind of disconnect of

maybe I'm not being a fraud or being fake,

987

:

but I'm not being my true authentic self.

988

:

And if I could start a firm from scratch.

989

:

Today, here's how I would do it.

990

:

So it's kind of like, okay, how do we go

from where you are to where you want to

991

:

be in a way that doesn't blow your firm

up and leave your clients stranded in

992

:

your family struggling, but moves you in

a direction that you can be more true to

993

:

who you want to be today, because I think

that allows you to be a better advisor.

994

:

There's a, a book called the, um,

it's something of consciousness.

995

:

David Hawkins is the author.

996

:

I'll send it to you.

997

:

I should know it by heart.

998

:

It's in my other office, but in it,

he, he comes up with, he has a study.

999

:

So he's a doctor.

:

00:50:02,540 --> 00:50:07,390

He does a study of medical

doctors and he has a way to

:

00:50:07,410 --> 00:50:09,140

judge levels of consciousness.

:

00:50:09,680 --> 00:50:13,620

And the only difference between

these two doctors that he studies is.

:

00:50:13,680 --> 00:50:17,070

So they have patients

with the same ailments.

:

00:50:17,350 --> 00:50:19,430

They give them the same medicines.

:

00:50:20,190 --> 00:50:22,640

The difference being one doctor

operates from a higher level of

:

00:50:22,640 --> 00:50:25,250

consciousness, and the other one's

at a lower level of consciousness.

:

00:50:25,510 --> 00:50:29,910

And after the trial period, the doctor

who had the higher level of consciousness,

:

00:50:29,920 --> 00:50:32,010

his patients were all cured.

:

00:50:32,610 --> 00:50:36,010

And the doctor with lower consciousness,

his patients didn't get better.

:

00:50:36,770 --> 00:50:36,950

Rodrigo Gordillo: Yeah.

:

00:50:36,950 --> 00:50:37,020

the

:

00:50:37,030 --> 00:50:38,450

map of consciousness.

:

00:50:38,660 --> 00:50:40,110

Justin Castelli: The map

of conscience is explained.

:

00:50:40,140 --> 00:50:40,450

Yeah.

:

00:50:40,860 --> 00:50:42,450

It's, I mean, it's, it's amazing.

:

00:50:42,450 --> 00:50:46,107

So I, I just look at that and I'm like,

okay, if there's truth to that, and he

:

00:50:46,107 --> 00:50:49,667

did a study of it and it's published and

it's, I think it's been peer reviewed.

:

00:50:49,967 --> 00:50:51,577

if that's true for doctors.

:

00:50:52,312 --> 00:50:56,092

Then I'm going to make the leap and

say, that's true for advisors as well.

:

00:50:56,552 --> 00:50:59,762

So how can we, as an advisors,

find ourselves operating at a

:

00:50:59,762 --> 00:51:01,072

higher level of consciousness?

:

00:51:01,092 --> 00:51:04,722

I think being true to who we are and

being more authentic to ourself allows

:

00:51:04,722 --> 00:51:06,282

us to be higher level of consciousness.

:

00:51:06,282 --> 00:51:08,412

And now we can do even

better work for our clients.

:

00:51:08,422 --> 00:51:12,552

And I think that that quote unquote,

better work is less about being more

:

00:51:12,552 --> 00:51:16,622

efficient with our portfolios and getting

more out of the returns and more about

:

00:51:16,852 --> 00:51:19,222

helping clients find what it is they want.

:

00:51:19,497 --> 00:51:23,307

That that higher energy translates

to them and they see us living that

:

00:51:23,307 --> 00:51:24,627

life and that rubs off on them.

:

00:51:24,627 --> 00:51:27,497

And now they're more in tune with

who they are and what they want.

:

00:51:27,507 --> 00:51:31,297

And now we can build real plans that lead

them to the life that they want to live.

:

00:51:31,347 --> 00:51:35,077

I think traditional financial planning

is great, but I think a lot of those

:

00:51:35,077 --> 00:51:39,437

financial plans are building lives

that people don't really care about.

:

00:51:39,867 --> 00:51:43,147

There's no why behind it other

than I'm supposed to work till 65.

:

00:51:43,407 --> 00:51:46,387

I want to travel then I want to

pay for four years of college.

:

00:51:46,397 --> 00:51:48,207

Cause that's what we've

been programmed to say.

:

00:51:48,607 --> 00:51:49,097

And.

:

00:51:49,172 --> 00:51:52,682

I mean, that all finds its way into

someone's life plan, but there's a

:

00:51:52,682 --> 00:51:55,202

lot of other things that are a part

of it that are way more important.

:

00:51:55,212 --> 00:51:58,402

So I look at it as life planning

is helping us build a plan

:

00:51:58,402 --> 00:52:01,342

towards the life people actually

want to live and experience and

:

00:52:01,342 --> 00:52:02,542

traditional financial planning.

:

00:52:02,542 --> 00:52:03,382

Well, not bad.

:

00:52:03,662 --> 00:52:05,872

It's just living, you know, it's

creating a life that somebody

:

00:52:05,882 --> 00:52:07,612

may or may not be excited about.

:

00:52:07,927 --> 00:52:08,277

Rodrigo Gordillo: Hmm.

:

00:52:08,802 --> 00:52:09,662

Justin Castelli: And

there's a place for both.

:

00:52:09,672 --> 00:52:13,622

I think, I think the process is

when someone's ready, I don't think

:

00:52:13,622 --> 00:52:16,402

somebody can, can really go through

life planning until they're ready.

:

00:52:16,422 --> 00:52:17,632

And that's that pain moment.

:

00:52:17,642 --> 00:52:18,572

That's that understanding.

:

00:52:18,572 --> 00:52:21,752

There's something more, there's some type

of trigger to where they want to find out.

:

00:52:22,542 --> 00:52:24,322

They want to figure out what it

is they're supposed to be doing.

:

00:52:24,342 --> 00:52:25,872

They want to, they want

to live that calling.

:

00:52:26,922 --> 00:52:30,852

You start with that and then you go do

the financial plan, because if you spend

:

00:52:30,852 --> 00:52:34,112

all the time going through the numbers

and you create this financial plan that

:

00:52:34,112 --> 00:52:37,372

leads to a life they really don't want,

once they go through the life planning

:

00:52:37,372 --> 00:52:38,452

process, you're going to have to go.

:

00:52:38,907 --> 00:52:39,897

Start from scratch again.

:

00:52:39,927 --> 00:52:43,617

So just maybe if it's a new client, you

start, you do a real quick assessment.

:

00:52:43,627 --> 00:52:46,087

You make sure there's not any

glaring holes in insurance.

:

00:52:46,087 --> 00:52:47,347

Their estate plans up to date.

:

00:52:47,637 --> 00:52:50,167

You know, they don't have a lot of

debt, like make sure their finances

:

00:52:50,167 --> 00:52:53,557

look like they're pretty strong

and then focus on, okay, what's

:

00:52:53,557 --> 00:52:54,957

the life that you want to live?

:

00:52:55,187 --> 00:52:57,857

That's going to maximize your

happiness and bring you the

:

00:52:57,857 --> 00:52:58,937

experiences that you want.

:

00:52:59,257 --> 00:53:00,467

Let's figure out what that looks like.

:

00:53:00,487 --> 00:53:02,877

And then let's figure out how to make

that work from a financial standpoint.

:

00:53:02,897 --> 00:53:04,917

And then we build the

financial plan for that.

:

00:53:04,927 --> 00:53:05,997

So I think they go together.

:

00:53:06,832 --> 00:53:09,732

But I think the future, I think the future

of the profession is the combination.

:

00:53:09,732 --> 00:53:14,522

Like I think every firm is going to have

life planning one way or another, whether

:

00:53:14,522 --> 00:53:17,892

they call it that, whether they do kinder

or money quotient or when the other one's

:

00:53:17,892 --> 00:53:24,032

out there, they're going to have a team

member or an outsourced member who will

:

00:53:24,032 --> 00:53:28,032

help bring this deeper level of planning

to the clients who are ready to have that.

:

00:53:28,172 --> 00:53:30,872

And I think that from a

business growth standpoint.

:

00:53:31,252 --> 00:53:33,982

I don't know if that's the point of

this podcast, but from a business growth

:

00:53:33,982 --> 00:53:37,722

standpoint, if you're helping people live

lives that they want to live and having

:

00:53:37,722 --> 00:53:40,852

experiences that they've always wanted

to have and helping them do that, like

:

00:53:40,862 --> 00:53:42,212

that's stuff that people talk about.

:

00:53:42,672 --> 00:53:46,322

And if, if, if you're living your

best life and doing all the things

:

00:53:46,322 --> 00:53:48,862

you wanted to, and your advisor helped

you figure out what that was and

:

00:53:48,862 --> 00:53:50,152

build a plan to be able to do that.

:

00:53:51,152 --> 00:53:54,672

I want that to like make the intro today,

like get me connected with that person.

:

00:53:55,052 --> 00:53:59,092

so like my focus going forward

is, is doing the life planning.

:

00:53:59,492 --> 00:54:01,562

Doing some, some coaching

that goes alongside of that.

:

00:54:01,562 --> 00:54:03,752

Cause I, I enjoy that

aspect of it as well.

:

00:54:04,252 --> 00:54:07,922

And having a little segment carved

out for those advisors that want to

:

00:54:07,922 --> 00:54:09,922

do it and then align their practices.

:

00:54:09,922 --> 00:54:13,282

And then until I really get to the point

where everybody knows what the authentic

:

00:54:13,282 --> 00:54:18,342

life is and wants to live that, hold

myself out there to help other firms

:

00:54:18,342 --> 00:54:21,762

that have a need for life planning, but

don't have a registered life planner or

:

00:54:21,762 --> 00:54:22,962

don't want to send somebody through it.

:

00:54:22,982 --> 00:54:25,412

Like bring me in as your

outsource life planner.

:

00:54:25,562 --> 00:54:29,082

I'll come in, I'll take your clients

through the process with you right by me.

:

00:54:29,312 --> 00:54:30,762

So you're a part of that conversation.

:

00:54:30,762 --> 00:54:33,932

You hear all of the whys, you

understand it, craft the life

:

00:54:33,942 --> 00:54:35,622

plan, go over all the obstacles.

:

00:54:35,622 --> 00:54:38,202

And then when that's done, I fade back.

:

00:54:38,262 --> 00:54:41,172

You run with the financial plan

and I'm off to do it again.

:

00:54:41,532 --> 00:54:45,122

I think there's a lot of firms that are

starting to see the value in it, but

:

00:54:45,122 --> 00:54:48,482

they don't have the demand for it to

where it makes sense to hire somebody

:

00:54:48,482 --> 00:54:49,602

or send somebody through the training.

:

00:54:49,962 --> 00:54:52,022

So I think there's a cool

opportunity to come in and do the

:

00:54:52,022 --> 00:54:53,272

work that I really want to do.

:

00:54:53,672 --> 00:54:56,242

It's not about, it's not about

building my business up and having,

:

00:54:56,302 --> 00:54:57,552

you know, a hundred more clients.

:

00:54:57,562 --> 00:55:01,432

It's about doing these life planning

engagements and helping people really

:

00:55:01,432 --> 00:55:02,562

figure out what they want out of life.

:

00:55:02,562 --> 00:55:05,632

And whether that's for my firm or for

another firm, to me, it doesn't matter.

:

00:55:05,652 --> 00:55:09,332

I just want to, I want to do that work,

get more reps in, get better at it.

:

00:55:09,452 --> 00:55:12,792

ultimately kind of be like a Rick

Rubin and just kind of come in and

:

00:55:13,022 --> 00:55:15,832

ask the right questions, work my

magic, help people create their own

:

00:55:15,832 --> 00:55:18,332

hits and then go back to do again.

:

00:55:18,557 --> 00:55:19,597

Rodrigo Gordillo: Rick

Rubin, the producer.

:

00:55:19,617 --> 00:55:19,907

Yeah.

:

00:55:19,952 --> 00:55:20,592

Justin Castelli: Yeah, yeah.

:

00:55:20,647 --> 00:55:20,997

Rodrigo Gordillo: touch.

:

00:55:20,997 --> 00:55:21,367

Yeah.

:

00:55:21,367 --> 00:55:25,277

Well, I mean, that, that's

absolutely brilliant because.

:

00:55:25,632 --> 00:55:30,532

As we get into the more AI space and

people, there's often speculation of

:

00:55:30,542 --> 00:55:33,892

how, you know, financial advice is

going to go the way of the Dodo because

:

00:55:33,982 --> 00:55:36,822

everything's going to be automated

and we're going to figure it all out.

:

00:55:37,362 --> 00:55:41,412

What people fail to understand that are

looking at it from the outside is just how

:

00:55:41,412 --> 00:55:44,491

important it is, to have that human touch.

:

00:55:45,022 --> 00:55:50,242

To really connect with that, with your

clients, you know, as, as a financial

:

00:55:50,252 --> 00:55:54,752

advisor in the past, I, I recognized

that the relationship I had with my

:

00:55:54,752 --> 00:55:56,842

clients was, was an emotional one.

:

00:55:56,992 --> 00:55:58,532

It wasn't a database one.

:

00:55:58,882 --> 00:56:00,432

It was a trust.

:

00:56:01,082 --> 00:56:03,692

I remember, you know, when I first

started in the business, when it was

:

00:56:03,692 --> 00:56:07,442

a very young, trying to get advisor,

trying to get new clients, it'd be a lot

:

00:56:07,442 --> 00:56:10,192

of cold calling and then a year later,

I'd ask them like, how did we meet?

:

00:56:10,202 --> 00:56:10,732

Do you remember?

:

00:56:11,362 --> 00:56:12,872

And they're like, I can't remember.

:

00:56:12,872 --> 00:56:15,972

I just remember that you were

passionate and I thought that

:

00:56:15,972 --> 00:56:17,162

you were going to do right by me.

:

00:56:18,112 --> 00:56:25,432

That was their decision making and you,

as, as things that used to be a value,

:

00:56:25,442 --> 00:56:30,572

like giving me like back in the day,

being able to trade cheaply has gone from

:

00:56:30,572 --> 00:56:35,892

being able to create a portfolio, has gone

into financial planning, this business

:

00:56:35,892 --> 00:56:40,362

is going to have to evolve toward the

human things that nobody can replace.

:

00:56:41,112 --> 00:56:44,532

And I think the work that

you're doing is, is brilliant.

:

00:56:44,532 --> 00:56:51,035

I, you know, I hadn't, Mike and I have

been in this type of, self help, always

:

00:56:51,305 --> 00:56:54,735

looking at coaching, reading and trying

to improve ourselves, but, you know,

:

00:56:54,735 --> 00:56:59,405

connecting that to your business the

way you have, I think is fantastic.

:

00:56:59,465 --> 00:57:02,995

And, you know, your, your daily notes,

are also interesting because I think

:

00:57:03,445 --> 00:57:08,175

that's Has that helped you find your

way and therefore other people find it?

:

00:57:08,205 --> 00:57:10,225

Like, is that something you

would recommend for people to

:

00:57:10,225 --> 00:57:12,585

do to find their, their path?

:

00:57:13,255 --> 00:57:13,925

Justin Castelli: don't, yes.

:

00:57:13,955 --> 00:57:15,325

I don't necessarily think

you have to publish it.

:

00:57:15,710 --> 00:57:17,200

but I do think there's

value in publishing.

:

00:57:17,210 --> 00:57:19,450

Like the daily notes really

are like a public journal.

:

00:57:20,010 --> 00:57:23,740

I'm almost, so when I write those

daily notes, I don't know what I'm

:

00:57:23,740 --> 00:57:25,050

going to write until the day of.

:

00:57:25,110 --> 00:57:29,170

So like I wake up in the morning and I sit

down and write it after Silas gets on the

:

00:57:29,170 --> 00:57:31,650

bus and I write them in like 30 minutes.

:

00:57:31,650 --> 00:57:35,760

And when I first started doing it was in

the early days of finding my alignment.

:

00:57:35,770 --> 00:57:40,030

Like I would meditate first and it was

almost like I was downloading from my

:

00:57:40,030 --> 00:57:42,210

higher power, the daily note for that day.

:

00:57:42,610 --> 00:57:44,810

And now I just kind of wake up and.

:

00:57:45,120 --> 00:57:49,690

Whether I meditate or not, the message

finds me and then I just, I just write it.

:

00:57:49,980 --> 00:57:54,690

so like I'm 668 days in a row of

writing and not doing it for the

:

00:57:54,690 --> 00:57:58,150

string, but it's just, it's a part

of my daily routine and it has helped

:

00:57:58,160 --> 00:57:59,960

me kind of process some things.

:

00:57:59,960 --> 00:58:04,300

And the cool thing is like, you will be

able to go look back and say, Oh, like

:

00:58:04,340 --> 00:58:07,875

I remember what I was going through

at that time and like, If you go back

:

00:58:07,875 --> 00:58:10,765

over the last few months, now that you

know this story about me talking to a

:

00:58:10,765 --> 00:58:15,425

company, like you'll see the notes where

I am thinking out loud about processing

:

00:58:15,785 --> 00:58:17,595

this, this opportunity in front of me.

:

00:58:17,595 --> 00:58:22,755

So, I, I don't know why I feel

called to share them other than I

:

00:58:22,755 --> 00:58:25,235

feel called to hit publish every

day and put the notes out there.

:

00:58:25,235 --> 00:58:28,445

And it's been really cool because

You know, writing every day puts

:

00:58:28,445 --> 00:58:31,035

you at a risk of turning people off

because you're in their inbox every

:

00:58:31,035 --> 00:58:32,475

morning and they kind of get annoyed.

:

00:58:32,765 --> 00:58:35,605

And I get my fair share of unsubscribes.

:

00:58:35,875 --> 00:58:38,595

And so I have a weekly version where if

you don't want to get them every day, I'll

:

00:58:38,595 --> 00:58:41,665

send you a weekly note that has all of

them in there and like a podcast to share.

:

00:58:43,660 --> 00:58:48,180

The feedback I get from time to time

just tells me that these daily notes are

:

00:58:48,190 --> 00:58:49,750

helping people and resonating with them.

:

00:58:49,750 --> 00:58:52,240

And that's all I can help is

that write something that I

:

00:58:52,240 --> 00:58:53,750

enjoy, that I'm excited about.

:

00:58:53,760 --> 00:58:56,730

The only caveat is I want them to

be somewhere connected to spirit,

:

00:58:56,740 --> 00:58:58,610

mind, body, money, or creativity.

:

00:58:59,060 --> 00:59:01,600

And that's kind of where

those, those daily notes land.

:

00:59:02,075 --> 00:59:03,515

I have no bigger picture for them.

:

00:59:03,565 --> 00:59:06,625

I think it'd be kind of cool to put them

together, like in a coffee, a coffee

:

00:59:06,625 --> 00:59:10,165

table book one day, rewrite them to

make them evergreen and kind of take out

:

00:59:10,165 --> 00:59:14,065

maybe some of the personal sides of it

and have like a Rick Rubin type of book.

:

00:59:14,385 --> 00:59:16,875

but that's not necessarily something

that I'm actively pursuing.

:

00:59:16,875 --> 00:59:19,745

It's just part of my process,

part of my way to kind of share

:

00:59:19,745 --> 00:59:23,545

my message, plant those seeds and

then see what happens from there.

:

00:59:24,155 --> 00:59:24,755

Rodrigo Gordillo: Fantastic.

:

00:59:24,835 --> 00:59:25,325

I love it.

:

00:59:25,822 --> 00:59:28,672

So, you know, we're coming up on an hour.

:

00:59:28,772 --> 00:59:30,652

I dominated all the questions this year.

:

00:59:30,652 --> 00:59:32,372

I'm sorry, but this is

very interesting stuff.

:

00:59:32,372 --> 00:59:35,468

And, I'm just curious, where could

people like, what, what do you

:

00:59:35,468 --> 00:59:37,398

want people to, to search you for?

:

00:59:37,398 --> 00:59:39,748

Like what, what is the most

important thing for you right now?

:

00:59:39,748 --> 00:59:43,258

And for people to go to your

website and look for, there's a

:

00:59:43,258 --> 00:59:44,518

few things that you have out there.

:

00:59:44,918 --> 00:59:47,118

Justin Castelli: yeah, I would just

say if you go to justincostelli.

:

00:59:47,158 --> 00:59:50,313

io, That soon, depending on when

you watch this, I'm going to have to

:

00:59:50,313 --> 00:59:52,503

update to the justin, justincastelli.

:

00:59:52,543 --> 00:59:56,053

com that I own, because I don't know if

you guys saw this, like io might go away.

:

00:59:56,578 --> 00:59:59,778

So yeah, the dot IO is

for like Indian ocean.

:

00:59:59,788 --> 01:00:02,038

Like it's like, you know,

like dot CA is for Canada.

:

01:00:02,458 --> 01:00:06,708

So the IO is a, is a domain for an area.

:

01:00:06,738 --> 01:00:09,928

And that area was owned by

one country because of a

:

01:00:09,928 --> 01:00:11,598

treaty and it's being expired.

:

01:00:11,598 --> 01:00:14,278

So long story short,

like that, that, that.

:

01:00:14,723 --> 01:00:16,673

Area is going to change ownership in the.

:

01:00:16,673 --> 01:00:18,263

io is supposed to go away.

:

01:00:18,293 --> 01:00:19,973

So I own justincostelley.

:

01:00:20,013 --> 01:00:20,293

com.

:

01:00:20,293 --> 01:00:23,573

So if this is like beyond:

it's probably justincostelley.

:

01:00:23,813 --> 01:00:24,283

com.

:

01:00:24,553 --> 01:00:24,993

but justincostelley.

:

01:00:25,563 --> 01:00:26,403

io and that has everything.

:

01:00:26,403 --> 01:00:28,483

It's got my daily notes show up there.

:

01:00:28,483 --> 01:00:29,793

You can subscribe to it from there.

:

01:00:29,803 --> 01:00:32,513

My podcast, Life Design Plus is there.

:

01:00:32,783 --> 01:00:38,703

and like, all I want is to through those

means, encourage people to really like

:

01:00:38,703 --> 01:00:40,513

reflect on the life that you're living.

:

01:00:41,023 --> 01:00:44,143

And how much of it is what you

really want versus how much it is.

:

01:00:44,353 --> 01:00:48,170

Other people have influenced

you and no judgment on if you're

:

01:00:48,170 --> 01:00:50,800

living a life that someone else has

influenced and that's okay with you.

:

01:00:50,840 --> 01:00:51,430

Like, that's fine.

:

01:00:51,430 --> 01:00:54,160

I just want people to know, because

I don't think a lot of people back to

:

01:00:54,160 --> 01:00:58,150

your point earlier, they don't know

how they got to where they are and.

:

01:00:58,840 --> 01:01:01,630

You have more agency in your

life than you probably realize.

:

01:01:01,630 --> 01:01:04,680

And you have more control if you

just kind of take back the pen.

:

01:01:04,680 --> 01:01:09,660

I did a, I did a series of talks last year

and I turned them into spoken word poems.

:

01:01:09,660 --> 01:01:11,360

And one of them was who's got the pen.

:

01:01:11,400 --> 01:01:14,250

And the whole premise of it is,

is who's writing your life story.

:

01:01:14,770 --> 01:01:16,450

Are you writing it or is somebody else?

:

01:01:16,840 --> 01:01:18,980

And you can, at any point,

you can take the pen back.

:

01:01:18,980 --> 01:01:21,790

I actually have pens made

that say, you've got the pen.

:

01:01:21,790 --> 01:01:22,790

Like you can, I can't read it.

:

01:01:22,790 --> 01:01:23,420

But I.

:

01:01:23,790 --> 01:01:27,300

You have the pen and I just want people

to be aware that they can take the pen

:

01:01:27,300 --> 01:01:28,800

back and they could write their story.

:

01:01:29,170 --> 01:01:31,670

And I think ultimately when you

find the path you're supposed

:

01:01:31,670 --> 01:01:33,910

to be on, good things happen.

:

01:01:34,110 --> 01:01:36,120

it doesn't mean it's perfect,

but good things happen and

:

01:01:36,120 --> 01:01:37,380

it leads to better outcome.

:

01:01:37,380 --> 01:01:41,870

And if I take it to the highest,

highest level, if, if I am right, and

:

01:01:41,870 --> 01:01:45,190

we were all created for a reason and

we all find that reason and we all

:

01:01:45,190 --> 01:01:48,800

live our authentic life, then I think

we find ourself in a perfect world.

:

01:01:49,200 --> 01:01:50,320

Everybody's happy.

:

01:01:50,530 --> 01:01:51,770

Everybody's doing what

they're supposed to.

:

01:01:51,770 --> 01:01:53,750

We all compliment each other, you know.

:

01:01:54,260 --> 01:01:57,530

All of the, the, the, the debates and

the fights, all those things go away.

:

01:01:57,530 --> 01:02:01,610

And I know that's not possible, but if

more of us move in that direction, then

:

01:02:01,610 --> 01:02:04,750

at least we can make the world a little

bit better because more of us are doing

:

01:02:04,750 --> 01:02:07,680

the things we're supposed to, and we're

living happier lives and we're kinder

:

01:02:07,680 --> 01:02:08,920

to each other and all these good things.

:

01:02:08,930 --> 01:02:09,880

So there's a little bit of a.

:

01:02:10,405 --> 01:02:13,535

Altruistic view on what this

could lead to if it was possible.

:

01:02:13,905 --> 01:02:16,435

And I just think if we move

more people that way, it makes

:

01:02:16,435 --> 01:02:17,475

the world a little bit better.

:

01:02:18,188 --> 01:02:18,878

Mike Philbrick: Well said.

:

01:02:19,388 --> 01:02:19,798

Rodrigo Gordillo: Amen.

:

01:02:20,308 --> 01:02:20,868

Mike Philbrick: Amen.

:

01:02:21,388 --> 01:02:23,638

Justin Castelli: And I just want, I

want to thank you guys real quick, just

:

01:02:24,028 --> 01:02:27,848

for having me on and allowing me to

have this conversation, because these

:

01:02:27,848 --> 01:02:31,398

aren't the type of conversations that

go on at financial planning conferences,

:

01:02:31,598 --> 01:02:33,878

conferences, it's not going on at FPA.

:

01:02:33,948 --> 01:02:36,888

Like these aren't conversations

that very, very many advisors and

:

01:02:36,888 --> 01:02:38,928

investment folks are having publicly.

:

01:02:39,553 --> 01:02:42,413

But I can tell you, there are a lot

of us that share the same mindset that

:

01:02:42,423 --> 01:02:46,263

the three of us have, because they're

hitting me in the DMs privately.

:

01:02:46,263 --> 01:02:48,523

They're sharing me the books

they're reading, but they don't

:

01:02:48,523 --> 01:02:50,083

feel confident to share it.

:

01:02:50,523 --> 01:02:53,533

And I just think that these are

conversations that need to happen

:

01:02:53,533 --> 01:02:55,673

because money touches everything.

:

01:02:55,963 --> 01:02:59,733

We're in a position where we can actually

help people to find what they want and

:

01:02:59,733 --> 01:03:01,613

align their dollars and live better lives.

:

01:03:01,643 --> 01:03:02,403

And I think that.

:

01:03:02,738 --> 01:03:07,288

The stigma of these things being woo

over time will go away as we have

:

01:03:07,288 --> 01:03:08,998

more conversations like this publicly.

:

01:03:08,998 --> 01:03:12,558

So I just want to thank you guys for

deviating from the investments and

:

01:03:12,558 --> 01:03:15,218

the other things that we talk about

and having this kind of, you know,

:

01:03:15,248 --> 01:03:17,868

bigger picture and more spiritual talk,

because I think it's really important.

:

01:03:18,508 --> 01:03:18,848

Mike Philbrick: Yeah.

:

01:03:19,618 --> 01:03:20,778

That's why we had you on.

:

01:03:20,875 --> 01:03:25,295

the authentic life and being authentic

and your real self has been something

:

01:03:25,295 --> 01:03:30,835

that you have, really been a proponent

for, for since I've, since I've known you.

:

01:03:30,845 --> 01:03:34,548

So it is absolutely amazing

to see the growth and the

:

01:03:34,548 --> 01:03:35,778

direction you've taken that.

:

01:03:35,838 --> 01:03:38,498

And, thank you for coming

on and, uh, yeah, everybody

:

01:03:38,498 --> 01:03:39,788

out there have some impact.

:

01:03:40,435 --> 01:03:41,745

Rodrigo Gordillo: Yeah,

I love that impact.

:

01:03:41,855 --> 01:03:44,815

Justin, thank you so much for

joining us and sharing your story

:

01:03:44,845 --> 01:03:45,835

and being so brave about it.

:

01:03:45,855 --> 01:03:48,395

I know you're not, you don't feel

like probably you're brave now, but

:

01:03:48,395 --> 01:03:51,908

when you first made that change,

I know it was a big shift, from

:

01:03:51,908 --> 01:03:55,868

technically oriented financial

planner to what you are espousing now.

:

01:03:55,868 --> 01:03:57,028

So, thank you.

:

01:03:57,038 --> 01:03:58,638

We'll definitely have you on again.

:

01:03:59,103 --> 01:04:01,943

And everybody, that needs to

know anything about Justin,

:

01:04:02,003 --> 01:04:03,093

it will be in the show notes.

:

01:04:03,473 --> 01:04:07,453

and if you have any questions, reach

out, he's also on, on, social media.

:

01:04:07,453 --> 01:04:08,373

So you can find them everywhere.

:

01:04:08,373 --> 01:04:10,973

There's only one Justin Costelli

in this world and you can Google

:

01:04:12,048 --> 01:04:12,878

Justin Castelli: Appreciate it guys.

:

01:04:13,173 --> 01:04:13,193

Rodrigo Gordillo: him.

:

01:04:13,193 --> 01:04:13,723

And thanks, Justin.

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