Episodes
Dec. 11, 2024
Do You Really Need a Financial Advisor? Here’s How to Know
In this episode of Mindful Money, we’ll explore how to choose the right financial planning approach—DIY, digital advisors, or human advisors—based on your needs, goals, and preferences. We’ll highlight key questions to ask, c...
Dec. 4, 2024
George Kinder — The Three Domains of Freedom: Redefining Life, Money, and Mindfulness with George Kinder
George Kinder is an author and international thought leader. Known in the financial industry as the father of Life Planning, George authored three books on money as he revolutionized client-centered financial advice through e...
Nov. 20, 2024
Jordan Grumet — Breaking the Mirage: How to Find True Purpose Beyond Wealth with Jordan Grumet
Jordan Grumet found the spark to become a doctor after a deeply personal event reshaped his life's trajectory. The unexpected loss of his father, an oncologist, ignited a passion within him to practice medicine and instilled ...
Nov. 13, 2024
133: Brian Herriot - The Time Freedom Equation: Unlocking the Secret to Doing More of What You Love
Brian Herriot writes and speaks about the power of time freedom. As a financial coach and founder of Choosy Consultant, he helps mid-career professionals escape the corporate grind. His frameworks for personal growth and fina...
Nov. 6, 2024
132: Modular Financial Planning 10: Portfolio Optimizers
In this final episode of our Modular Financial Planning series, we’ll explore “portfolio optimizers”—strategies that add a bit of extra return potential to a well-diversified portfolio. These steps, like managing taxes, flexi...
Oct. 30, 2024
131: Modular Financial Planning 09: Simple, Basic, Mindful Investing
In this episode of Mindful Money, we break down the essentials of mindful investing within the larger modular financial planning framework. We’ll focus on three foundational practices: asset allocation, diversification, and r...
Oct. 23, 2024
130: Modular Financial Planning 08: Paying Down Low-Interest Debt and Building Taxable Savings
In this episode of Mindful Money, we explore the choice between paying off low-interest debt and building taxable savings. While paying down high-interest debt is crucial, once that’s done, the focus should shift toward maxim...
Oct. 16, 2024
129: Modular Financial Planning 07: Saving and Investing for Retirement
In this episode of Mindful Money, we explore strategies for retirement planning. We’ll dive into the critical topics of saving, investing, retirement income, retirement age, Social Security, living arrangements, and more. We’...
Oct. 9, 2024
128: Modular Financial Planning 06: Eliminate High-Interest Debt
In this episode of Mindful Money, we talk about the critical step of eliminating high-interest debt, a common financial burden that hinders progress toward financial freedom. We’ll discuss the importance of identifying high-i...
Oct. 2, 2024
127: Modular Financial Planning 05: Emergency Fund Basics
In this episode of Mindful Money, we dive into the importance of building an emergency fund as the foundation of a successful financial plan. The purpose of an emergency fund is to cover unexpected expenses and provide peace ...
Sept. 25, 2024
126: Modular Financial Planning 04: Adopt a Savings Habit
In this episode of Mindful Money, we’re discussing the critical step of adopting a savings habit. Spending less than you earn, establishing healthy financial habits early, and taking advantage of compounding interest are cruc...
Sept. 18, 2024
125: Modular Financial Planning 03: Developing Your Vision of a Perfect Life
In this episode of Mindful Money, we dive into step two of the modular financial planning process—developing a clear vision of your ideal life. It’s critical to think through each step in creating this vision, such as identif...
Sept. 11, 2024
124: Modular Financial Planning 02: Defining What is Truly Worth Seeking
In this episode of Mindful Money, we'll talk about the first step in the modular financial planning process. Contrary to common advice, financial planning should begin with understanding what is worth seeking in life. It's im...
Sept. 4, 2024
123: Modular Financial Planning 01: The Essentials of Financial Planning
In this episode of Mindful Money, I'm introducing a new nine-part series about modular financial planning, and why I think it's the best approach for getting started. Specifically, we'll discuss the importance of having a fin...
Aug. 28, 2024
122: Matt Wilkerson — Bridging the Gap Between Education and Employment with Externships
Matt Wilkerson is the CEO and co-founder of Extern, a company on a mission to help anyone discover and launch their career through real professional experiences. Extern has created externships for leading companies such as AT...
Aug. 21, 2024
121: Mark Murphy — The Entrepreneur's Journey: Mark Murphy on Confidence, Wealth, and Purpose
Mark Murphy, CEO of Northeast Private Client Group, is an accomplished author, speaker, and motivator who’s revolutionizing the financial planning and wealth management industry. He helps entrepreneurs achieve multigeneration...
Aug. 14, 2024
120: Scott Rick — Navigating Money and Relationships: Insights from Behavioral Decision Researcher Scott Rick
Scott Rick is a marketing professor at the University of Michigan’s Ross School of Business. He holds a PhD in Behavioral Decision Research from Carnegie Mellon University, where he was a National Science Foundation graduate ...
Aug. 7, 2024
119: Vicki Robin — Embracing Enoughness: Vicki Robin on Financial Independence and Sustainable Living
Vicki Robin is a prolific social innovator, writer, and speaker. She is the co-author with Joe Dominguez of the international best-seller and classic, Y our Money or Your Life: Transforming Your Relationship With Money and Ac...
July 31, 2024
118: Darla Bishop — From Scarcity to Abundance: Transforming Financial Mindsets with Darla Bishop
Dr. Darla Bishop, affectionately known as the FinanSis, is the Founder of Finansis LLC, a boutique consulting firm based in Lansing, Michigan, and the author of How To Afford Everything. Motivated by her own challenging child...
July 24, 2024
117: Jessica Perrone — A Guide to Financial Empowerment with Jessica Perrone
Jessica Perrone is a seasoned finance expert with more than 16 years of experience. As a mom of three teenage girls and a passionate advocate for financial education, she is dedicated to empowering young people with knowledge...
July 17, 2024
116: Dr. Daniel Crosby — The Science of Money and Happiness with Dr. Daniel Crosby
Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. Dr. Crosby's first book, Personal Benchmark: Integrating Behavioral Finance and Invest...
July 10, 2024
115: Ben Utley — Finding Balance and Avoiding Burnout with Ben Utley
W. Ben Utley, CFP®, not only serves as the Service Team Leader at Physician Family Financial Advisors but also co-hosts their podcast of the same name. Well-recognized for his expertise, Ben has been featured in The New York ...
July 3, 2024
114: Kalani Leifer — The Economics of Higher Education and the Power of Peer Support
Kalani Leifer is the Founder and CEO of COOP Careers, a company aiming to overcome underemployment through digital skills and peer connections. Kalani began his career as a history teacher at Kappa International High School i...
June 26, 2024
113: Aimée Eubanks Davis - From Hardship to Hope: Aimée Eubanks Davis' Astonishing Story
Upcoming Event! How Can Mindfulness Help You Reach Financial Independence? Do you want to reduce money anxiety, but don’t know who to trust? Would you like to learn how to set up and manage your own retirement plan? Do you wa...