Navigating Financial Planning with Michael Stanford: Insights from Brooke's Babbles Podcast
In a recent episode of Brooke's Babbles Podcast, host Brooke Kuhn sat down with Michael Stanford from Upstream Financial to discuss the intricacies of financial planning and the misconceptions surrounding it. Michael, a native of Colorado, shared his journey from aspiring to join the Naval Academy to becoming a financial advisor, highlighting the pivotal moments that shaped his career.
A Journey of Faith and Business
Michael's path was not straightforward. Initially set on a military career, a government shutdown altered his plans, leading him to Colorado State University. There, he discovered a passion for finance, influenced by his entrepreneurial family background. His grandfather's farming business and his mother's pediatric practice instilled a strong work ethic and a love for small business.
Aligning Values with Work and Family
Michael candidly discussed the challenges of balancing family life with entrepreneurship. His goal is to have his wife stay home, which drives his dedication to his business. However, he emphasizes the importance of aligning values with work, stating, "If I'm not a successful husband or a man of God, then my business suffers."
Misconceptions in Financial Planning
A significant portion of the conversation focused on common misconceptions about financial planning. Michael addressed the belief that one needs substantial wealth to consult a financial planner, emphasizing that planning is beneficial at any stage of life. He also highlighted the behavioral aspects of finance, which AI cannot fully grasp, underscoring the value of personalized advice.
Faith and Financial Values
Michael's faith plays a crucial role in his approach to finance. He believes in using his gifts to serve others and sees financial planning as a way to uplift communities. He challenges the notion that money is inherently evil, advocating for a balanced view where wealth is used responsibly to support family and community.
Conclusion
Michael Stanford's insights offer a refreshing perspective on financial planning, blending professional expertise with personal values. His story is a testament to the power of faith, family, and perseverance in shaping a fulfilling career.
Subscribe now to Brooke's Babbles Podcast for more inspiring conversations.
About Spark Marketing & Consulting
At Spark, we believe that behind every great business is a story worth telling—and a brand worth building with intention.
What began as a passion to help small businesses grow has evolved into a mission to help founders bring clarity, consistency, and connection to their brand. Through strategic storytelling, thoughtful branding, and fractional CMO support, we help entrepreneurs not just market—but mean something.
Whether you need help shaping your message, aligning your team, or building a marketing engine that actually moves your business forward—we’re here to guide you every step of the way.
Learn more at www.sparkmarketingandconsulting.com.
Ready to align your brand with your vision? Schedule your free consultation today.
