They might not have taught you the stuff about money you needed to know to build wealth, but Xavier and Erik are ready to take you back to school. When it comes to money, it is never too late to start learning.
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They might not have taught you the stuff about money you needed to know to build wealth, but Xavier and Erik are ready to take you back to school. When it comes to money, it is never too late to start learning.
The Work/Home Divide: Setting Boundaries That Actually Stick
Stuff About Money They Didn't Teach You In School
44 minutes
4 months ago
The Work/Home Divide: Setting Boundaries That Actually Stick
As a high achiever, your work never really 'stops'—but should it? You feel pressure from the outside and from deep inside that you NEED to find balance. But balance seems elusive. Just when you feel you've found it, it’s gone.
In this episode, Erik Garcia, CFP®, ChFC®, BFA™, and Dr. Matt Morris, LMFT break down the myth of work-life balance, the cost of blurred boundaries, and how to set limits that work without guilt or career damage.
Episode Highlights:
Erik introduces the episode by framing the common struggle of work-life balance and the guilt that often surrounds it. (01:31)
Matt discusses how high achievers often experience work creeping into home life and the need to define realistic boundaries. (03:56)
Erik explains why he believes work-life balance is a myth and argues for alignment of values instead of perfect balance. (06:45)
Matt shares his definition of balance: enjoying both work and home life without one impeding the other. (10:07)
Matt emphasizes that integration, not perfection, is the key to sustaining relationships and success. (13:51)
Matt explains how unresolved work stress affects sleep, health, and emotional presence. (17:52)
Erik highlights the role of self-awareness and coaching in identifying when work is intruding on personal life. (19:20)
Matt shares the importance of start-stop rituals and sacred times, noting their role in maintaining boundaries. (24:09)
Matt encourages leaders to model healthy habits and communicate boundaries to both teams and clients. (27:31)
Matt explains how setting boundaries may trigger guilt and discomfort, but it’s a normal part of growth. (36:04)
Key Quotes:
“ Success shouldn't come at the cost of your personal life.” - Dr. Matt Morris, LMFT
“The goal isn’t balance or like getting the scales to be weighed. It was more of an alignment of value and purpose.” - Erik Garcia, CFP®, ChFC®, BFA™
“Create sacred times for your family and for personal priorities. These are things that are, for the most part, 99% of the time, non-negotiable.” - Dr. Matt Morris, LMFT
Resources Mentioned:
Cultivate Success Podcast Series Companion Handouts
Dr. Matt Morris, LMFT
Matt Morris & Associates
Erik Garcia, CFP®, ChFC®, BFA™
Xavier Angel, CFP®, ChFC, CLTC
Plan Wisely Wealth Advisors
Stuff About Money They Didn't Teach You In School
They might not have taught you the stuff about money you needed to know to build wealth, but Xavier and Erik are ready to take you back to school. When it comes to money, it is never too late to start learning.
