Episodes
June 18, 2025
Leisa Peterson — Embracing Financial Abundance Through Narrative and Self-Compassion
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...
June 11, 2025
Daniel Umfleet — The Disconnect Between Real Dollars and Virtual Spending
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...
June 4, 2025
Hanna Horvath — How Money Scripts Secretly Shape Your Financial Life with Hanna Horvath
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...
May 28, 2025
Summer Berlin — Breaking Free from a Scarcity Mindset with Summer Berlin
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...
May 21, 2025
Anne Lester — Turn Your Money Shame into Money Power with Anne Lester
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...
May 14, 2025
Sylvia Solit — Blending Finance and Spirituality with Sylvia Solit
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...
May 7, 2025
Aaron Miller — Navigating Elder Law and Estate Planning with Aaron Miller
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…
April 30, 2025
Elliot Kallen — Turning Grief Into Purpose: How Elliot Kallen is Combating Teen Suicide
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...
April 23, 2025
Kelli Harding — The Science of Kindness: The Overlooked Ingredient in Health and Wellbeing with Kelli Harding
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...
April 16, 2025
Elizabeth Husserl — The Power of Enough: Redefining What It Means to Be Wealthy with Elizabeth Husserl
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...
April 9, 2025
Sonya Lutter — The Intersection of Love and Money with Sonya Lutter
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 ...
April 2, 2025
Melissa Osborne — The Hidden Cost of Social Mobility with Melissa Osborne
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...
March 26, 2025
Alexandra Hudson — The Lost Art of Civility with Alexandra Hudson
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...
March 25, 2025
Jennifer Li — The Life-Changing Power of Financial Planning with Jennifer Li
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 ...
March 24, 2025
Dr. Lorraine Besser — The Missing Piece of a Fulfilling Life with Dr. Lorraine Besser
Lorraine Besser, PhD, is a professor of philosophy at Middlebury College, who specializes in the philosophy and psychology of the good life and teaches popular courses for undergraduates on happiness, well-being, and ethics. ...
Feb. 26, 2025
Navigating Politics and Portfolios: Separating Financial Decisions from Election Fears
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...
Feb. 19, 2025
Awakening Financial Wisdom with Tim “Jai” Baker
Tim “Jai” Baker is the CEO of Luminous Wealth and a veteran of the financial advice industry. His mission is to guide his clients toward their deepest desires and true fulfillment by fostering a healthy, stress-free environme...
Feb. 12, 2025
12 Markers of an Excellent Financial Advisor
What makes a truly excellent financial advisor? In this episode of Mindful Money, we explore 12 key qualities that set the best advisors apart—from asking the right questions and providing clear, honest fee structures to offe...
Feb. 5, 2025
Christine Benz — Rethinking Retirement: How to Plan for Wealth, Health, and Purpose
Christine Benz is director of personal finance and retirement planning for Morningstar and senior columnist for Morningstar.com. In that role, she focuses on retirement and portfolio planning for individual investors. She als...
Jan. 29, 2025
Maggie Jackson — The Hidden Power of Uncertainty: Why Not Knowing Is a Strength
Maggie Jackson is an award-winning author and journalist with a global reach. Her new book, Uncertain: The Wisdom and Wonder of Being Unsure, explores why we should seek not-knowing in an era of angst and flux. In this episod...
Jan. 22, 2025
Jessica Calarco — Why Women Are America’s Safety Net: The Hidden Cost of Caregiving
Jessica Calarco is a Sociologist and Professor at the University of Wisconsin-Madison. She is an award-winning teacher, a leading expert on inequalities in family life and education, and the author of Holding it Together: How...
Jan. 15, 2025
Vicky Reynal — Unlocking the Psychology of Money with Vicky Reynal
Vicky Reynal is the first financial psychotherapist in the UK, where she has pioneered an approach that applies psychodynamic psychotherapy principles to working with client’s complex relationship with money. Her award-winnin...
Jan. 8, 2025
Jason Schappert — From Small Steps to Big Freedom: Jason Schappert on Redefining Financial Success
Jason Schappert is a serial entrepreneur and financial technology visionary dedicated to empowering individuals to achieve financial freedom. He is the co-founder of Moola, an AI-driven investment platform that simplifies com...
Dec. 18, 2024
Ed Vargo — Empowering Women with Financial Confidence with Ed Vargo
Ed Vargo is the Co-Founder and CEO of Burning River Advisory Group and enlightenHer a community focused on financial mentorship for women. With more than 20 years in financial services, Ed helps women navigate long-term finan...