Season 2
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. 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...
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...