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In this episode of the Mindful Money Podcast, we speak with Diana Richey, a certified financial planner and nationally recognized personal finance expert. Diana shares her journey from a traditional upbringing with corporate ...

Envisioning a Trustworthy Civilization: A Conversation with George Kinder on Fiduciary Principles In this episode of the Mindful Money Podcast, Jonathan hosts George Kinder to discuss the potential of applying fiduciary princ...

Episode Summary In this episode of Mindful Money, I talk with Bart Wilson about the often-overlooked moral dimension of economics. We explore Adam Smith’s forgotten insights on justice and beneficence, how values shape innova...

In this episode of Mindful Money, we break down the emotional reactions to elections and why we should separate politics from our portfolios. As election-driven fear and speculation rise, it’s important to understand why maki...

Over the past two decades, Lindsay has dedicated her career to transforming workplace cultures, leaders, teams, and individuals. She has held progressively larger roles often in fast-growing companies in industries such as ad...

Eric Roberge is a financial advisor and the founder of Beyond Your Hammock, a wealth management firm based in Boston, helping professionals in their 30s and 40s use money as a tool to design a life they love now and in the fu...

Jillian Johnsrud never expected to be able to retire early, so she hatched a plan to retire often. Inspired by the idea of sabbatical years, she set out to sprinkle retirements throughout her life. At 40, she has taken more t...

Nadjeschda (Nadja) Taranczewski is a psychologist and works as a coach and facilitator. As a coach, her specialty is supporting high-net-worth individuals to become money-conscious and align money, investing, and purpose. Thr...

Aaron Thomas is a nationally recognized family law expert, Harvard Law graduate, and three-time winner of Atlanta’s Best Divorce Attorney. With over 1,000 clients—including NBA Hall of Famers, Super Bowl champions, and Grammy...

Dr. Ellen Hendriksen is a clinical psychologist who will help you calm your anxiety and be your authentic self. She serves on the faculty at Boston University's Center for Anxiety and Related Disorders (CARD) and is the autho...

Leisa Peterson is a money mindset coach, author, and financial educator who helps people transform their relationship with money. With more than 25 years of experience in financial services, she founded WealthClinic to help p...

Daniel Umfleet is the Chairman and CEO of the Kindbridge Group, Founder of Kindbridge Behavioral Health, and a member of the Kindbridge Research Institute's Board of Trustees. His work involves expanding Kindbridge’s mental h...

Hanna Horvath is a Certified Financial Planner who specializes in decoding the psychological forces driving our financial decisions. Through her newsletter "Your Brain on Money," she explores how unconscious scripts, cognitiv...

In this episode of Mindful Money, I talk with Summer Berlin, our new course manager, about her personal path out of poverty and into financial empowerment. Summer shares how growing up in a small Ohio farm town shaped her mon...

Anne Lester is the author of Your Best Financial Life: Save Smart Now for the Future You Want, and a leading voice on retirement and financial wellness, especially for those under 45. She spent two decades as Head of Retireme...

Sylvia Solit is an investment expert rewriting the rules of wealth, legacy, and leadership by connecting consciousness to capital to empower families, founders, and high-net-worth individuals to create wealth that is both exp...

Aaron R. Miller is an award-winning Elder Law and Estate Planning Attorney dedicated to helping families with long-term care. After starting his career in corporate litigation, he shifted his focus to avoid the high costs of long-term care, inspired by his grandparents’ struggles. Miller Law Office…

Elliot Kallen is a financial advisor, entrepreneur, and founder of A Brighter Day, a nonprofit dedicated to supporting teens struggling with depression and preventing suicide. After a successful career building Prosperity Fin...

Kelli Harding, MD, MPH, aims to make the world a kinder and healthier place for all. An expert in psychiatry, mind-body medicine, and public health, she teaches at Columbia University in New York City. She’s also the author o...

Elizabeth Husserl is a registered investment advisor representative, financial advisor, and cofounder of Peak360 Wealth Management, a boutique wealth planning firm. She holds a BS in economics from Tulane University and an MA...

Sonya Lutter is the Director of Financial Health and Wellness at Texas Tech Univeristy School of Financial Planning.  She leads curriculum and continuing education in the areas of financial psychology, financial therapy, and ...

Melissa Osborne is an Associate Professor of Sociology at Western Washington University and an education and organizational consultant. Her primary research centers on social mobility, inequality, and the role that organizati...

Alexandra Hudson is a writer, popular speaker, and the founder of Civic Renaissance, a publication and intellectual community dedicated to beauty, goodness, and truth. She was named the 2020 Novak Journalism Fellow, and contr...

Jennifer Li is a certified financial planner, a licensed enrolled agent, and a chartered advisor of philanthropy. She's the Director of Financial Planning at EP Wealth, where she leads a team of over 30 financial planners as ...