Podcast Summary: Creating Confidence with Heather Monahan

Episode Title: Confidence Classic: Open Doors to MASSIVE OPPORTUNITIES and Radically Change Your Financial Future with Jason Tartick, Wall Street Journal Bestselling Author, Founder, and TV Personality
Release Date: March 4, 2025
Host: Heather Monahan | YAP Media
Guest: Jason Tartick

Introduction

In this empowering episode of Creating Confidence with Heather Monahan, Heather welcomes Jason Tartick, a Wall Street Journal bestselling author, renowned speaker, finance expert, and TV personality. Jason shares his transformative journey from corporate banking to becoming a media powerhouse and entrepreneur, offering invaluable insights into building confidence, pursuing dreams, and navigating financial challenges.

1. Jason Tartick’s Transformative Journey ([04:16] - [06:13])

Jason begins by recounting a pivotal moment in 2019 when he made the bold decision to leave a successful career in corporate banking to participate in The Bachelorette. This leap of faith marked the beginning of his reinvention journey.

• Quote:
  “I'm going to restart myself outside the bank. And so, ironically enough, one of the companies I started was called Restart Consulting, and my first book was called the Restart Roadmap.”
  — Jason Tartick ([04:50])

Jason explains how this decision, though risky, allowed him to explore his passions and ultimately build a successful personal brand.

2. The Power of Intuition and Financial Planning ([06:13] - [09:43])

Jason emphasizes the importance of listening to one’s gut instincts. He shares his strategy of creating a burn rate—a financial buffer that allows for career transitions without immediate income pressure.

• Quote:
  “If people are listening to this and you're trying to make a change in your life, the Best way to do it is create some type of financial freedom where you know what your burn rate is.”
  — Jason Tartick ([07:10])

This approach provided him the flexibility to test the waters in social media and entrepreneurship while maintaining financial stability.

3. Discovering and Pursuing Passions ([09:43] - [12:10])

Jason discusses exercises to identify one’s true passions, such as intentional journaling and tracking activities that naturally draw interest. He advocates for aligning personal and professional endeavors with these passions to achieve fulfillment and success.

• Quote:
  “Whatever those things are, those can be a roadmap for you to start exploring. Exploring creating content with those things, exploring careers with those things.”
  — Jason Tartick ([10:25])

4. Achieving Financial Goals Through Mindset ([12:10] - [24:40])

A significant portion of the conversation delves into financial transparency and mindset. Jason shares his experience at a financial conference where he realized the importance of thinking bigger about financial goals after interacting with highly successful individuals.

• Quote:
  “You need to start thinking bigger with these numbers. I started thinking, if I'm in a room with people who sold a company for 700 million, why not me?”
  — Jason Tartick ([20:35])

He also discusses the impact of one’s financial mindset on achieving substantial financial milestones, advocating for setting audacious financial goals to drive greater achievements.

5. Financial Transparency in Relationships ([29:26] - [31:53])

Jason highlights the critical role of financial conversations in relationships. He reveals statistics that underscore the discomfort many couples face when discussing money, which can lead to tension and even divorce.

• Quote:
  “50% of relationships married or cohabitating don't feel comfortable talking about Money. And the things you would like to spend on Heather are things I might think are the dumbest thing in the world.”
  — Jason Tartick ([30:15])

He advocates for open and honest dialogues about finances to foster understanding and compromise between partners.

6. Navigating Prenups and Postnups ([33:57] - [37:10])

The conversation turns to the importance of prenups and postnups in protecting both parties in a relationship. Jason explains that prenups are not about mistrust but about clarifying financial expectations and safeguarding assets.

• Quote:
  “Prenups are not at all based on romance. When you get married, you're committing to a partnership... And it's also a binding partnership that ties you in as life partners, but also business partners to a certain extent.”
  — Jason Tartick ([35:45])

He encourages listeners to consider these legal tools as prudent measures to ensure financial clarity and security.

7. Handling Negativity and Haters ([41:18] - [46:55])

Jason shares strategies for dealing with negativity and criticism, drawing parallels from various industries like sports and entertainment where opposing opinions are commonplace.

• Quote:
  “Noise is okay, it's not necessarily a bad thing... All you can do is just carry yourself with who you are, character and class, and be able to put your head to bed at night.”
  — Jason Tartick ([43:58])

He advises maintaining personal integrity and focusing on self-improvement rather than being swayed by external opinions.

8. Financial Conversations: Essential Questions ([46:55] - [49:07])

In discussing his new book, "Talk Money to Me," Jason outlines eight essential financial questions that couples should address to ensure financial harmony.

• Quote:
  “It’s all about compromise. The things you would like to spend on Heather are things I might think are the dumbest thing in the world. But when you have these conversations, you could find a middle ground.”
  — Jason Tartick ([48:30])

He underscores the importance of understanding inflows, outflows, debt status, net worth, retirement plans, and risk appetite to build a solid financial foundation in relationships.

Conclusion

Jason Tartick’s insightful dialogue with Heather Monahan offers listeners a roadmap to building confidence, achieving financial freedom, and fostering healthier relationships through transparency and honest communication. By sharing his personal experiences and financial strategies, Jason empowers individuals to take control of their financial futures and embrace their true passions.

Notable Quotes with Timestamps:

• “I'm going to restart myself outside the bank. And so, ironically enough, one of the companies I started was called Restart Consulting, and my first book was called the Restart Roadmap.”
  — Jason Tartick ([04:50])

• “If people are listening to this and you're trying to make a change in your life, the Best way to do it is create some type of financial freedom where you know what your burn rate is.”
  — Jason Tartick ([07:10])

• “Whatever those things are, those can be a roadmap for you to start exploring. Exploring creating content with those things, exploring careers with those things.”
  — Jason Tartick ([10:25])

• “You need to start thinking bigger with these numbers. I started thinking, if I'm in a room with people who sold a company for 700 million, why not me?”
  — Jason Tartick ([20:35])

• “50% of relationships married or cohabitating don't feel comfortable talking about Money. And the things you would like to spend on Heather are things I might think are the dumbest thing in the world.”
  — Jason Tartick ([30:15])

• “Prenups are not at all based on romance. When you get married, you're committing to a partnership... And it's also a binding partnership that ties you in as life partners, but also business partners to a certain extent.”
  — Jason Tartick ([35:45])

• “Noise is okay, it's not necessarily a bad thing... All you can do is just carry yourself with who you are, character and class, and be able to put your head to bed at night.”
  — Jason Tartick ([43:58])

• “It’s all about compromise. The things you would like to spend on Heather are things I might think are the dumbest thing in the world. But when you have these conversations, you could find a middle ground.”
  — Jason Tartick ([48:30])

Resources Mentioned:

• Books by Jason Tartick:

  • Restart Roadmap — Rewire and reset your career.
  • Talk Money to Me — Exploring the intersection of love and money.

• Podcast:

  • Trading Secrets — Discusses financial transparency and industry insights.

• Social Media:

  • Instagram, YouTube, TikTok, Twitter: @Jason_tartick

This episode serves as a comprehensive guide for anyone looking to enhance their confidence, make informed financial decisions, and cultivate meaningful relationships through transparency and self-awareness.