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 people overcome financial anxiety and build wealth from a holistic perspective. Leisa is the author of…
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 health and responsible gambling initiatives, partnering with government and corporate entities, and leading innovative solutions such as…
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, cognitive biases, and emotional triggers shape our relationship with money. In this episode of Mindful Money, I talk with Hanna…
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 money mindset—and how exposure to positive messages about wealth slowly helped…
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 Retirement Solutions at JP Morgan and co-founded the Aspen Leadership Forum…
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 expansive and energetically aligned. She is a rare force in finance — a CFA charterholder (a rarity among…
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 has been named the…
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 Financial Group, Elliot turned personal tragedy into action, combining his passion for business, philanthropy, and mental health advocacy. This…
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 of The Rabbit Effect: Live Longer, Happier, and Healthier with the Groundbreaking…
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 in East-West psychology from the California Institute of Integral Studies, where she has also taught as an…
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 financial behavior. Sonya is also the owner of ENLITE.world, a research and training consultancy firm for financial…
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 organizations play in shaping individuals’ pathways and experiences. In this episode, I talk with Melissa about her powerful book, Polished:…
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 contributes to Fox News, CBS News, The Wall Street Journal, USA Today, TIME Magazine, POLITICO Magazine, and…
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 they work with individuals and families to navigate the goals and complexities of…
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. She is the author of two academic books, The Philosophy of Happiness: An Interdisciplinary Introduction, and Eudaimonic…
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 making investment decisions based on political headlines is a mistake. Markets react to policies, not personalities,…
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 environment where financial and personal well-being are seamlessly integrated. He believes that wealth management…
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 offering proactive solutions and helping you stay on track during turbulent times. We also discuss…
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 also co-hosts a podcast for Morningstar, The Long View, which features in-depth interviews with thought leaders in investing and…
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 episode, I talk with Maggie about the transformative power of uncertainty, challenging…
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 Women Became America’s Safety Net. In this episode, I talk with Jessica about how the…
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-winning book “Money on Your Mind: The Psychology Behind Your Financial Habits” is being translated in 8 languages. In this…
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 complex financial concepts and provides personalized insights and recommendations to help users make informed investment decisions. Jason’s journey from aviation…
Ed Vargois the Co-Founder and CEO of Burning River Advisory Group and enlightenHe,r a community focused on financial mentorship for women. With more than 20 years in financial services, Ed helps women navigate long-term financial planning for all stages, including retirement and transitions related to divorce or spousal death. In…