Season 2

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...
June 19, 2024

112: TJ van Gerven - Millennials' Homeownership Secrets Unveiled

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...
June 12, 2024

111: Amy Schiller - Revolutionizing Philanthropy: Amy Schiller's Vision

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...
June 5, 2024

110: Miriam Castilla - From Broke to Six Figures: Miriam Castilla’s Journey of Financial Empowerment

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...
May 29, 2024

109: John Crane - Mastering Cash Flow: Insights from Financial Advisor John Crane

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...
May 22, 2024

108: Mick Heyman - How Mick Heyman Stays Calm in Financial Storms

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...
May 15, 2024

107: Victor Haghani - True Costs of Trading and Investment Biases

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...
May 8, 2024

106: Jason Feifer - Moving From Fear to Opportunity and Turning Challenges Into Success

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...
May 1, 2024

105: Heather and Douglas Boneparth - From Corporate to Co-Founders: The Journey to Financial Collaboration

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...
April 24, 2024

104: Liz Frazier Peck - From Allowances to Financial Independence: Guide to Raising Money-Savvy Kids

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...
April 17, 2024

103: Ben Wildavsky - The Economics of Learning: Insights on Higher Education

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...
April 10, 2024

102: Ryan Craig - Apprenticeships for Skill Development and Economic Growth

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...
April 3, 2024

101: Henry Oliver - Late Bloomers Success Stories

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...
March 27, 2024

100 Versus "The Gathering Darkness" Part 9 - What About Social Responsibility (ESG)?

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...
March 20, 2024

099 Versus “The Gathering Darkness” Part 8 - Defining The Great Companies of the US and the World

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...
March 13, 2024

098 Versus "The Gathering Darkness" Part 7 - Outcome of a Lifetime Commitment to Equities

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...