SUMMARY ——————————— In this episode I unravel the fabric of the 1970s—a decade of economic turmoil—and extract the golden threads of wisdom that are just as relevant to today's investor. We'll challenge the fallacy that "this time is different," shining a light on the enduring power of human ingenuity and…
SUMMARY ——————————— In this episode, I guide you on an eye-opening exploration of long-term investment, where we courageously confront the myths that have long clouded our financial judgment. This isn't just a lesson in diversification; it's a profound revelation in how you can become part-owner of the world's most successful…
SUMMARY ——————————— In today's episode, I delve into the empowering reality that the vast majority of wealth in America is not handed down through generations but is actually self-made. It's a fact that flips the script on economic fear and opens up a world of possibility for anyone with the…
SUMMARY ——————————— In this enlightening episode of the Mindful Money Podcast, host Jonathan DeYoe is joined by Jennifer Dazols of Modern Family Finance for a deep dive into the intersection of personal finance and individual values, with a particular focus on the unique financial planning needs of women and the…
SUMMARY ——————————— Spencer Sherman is a financial advisor and the Founder and former CEO of Abacus, a values-driven financial planning firm in Northern California. He’s known for his mindfulness-based approach to money. He’s the author of The Cure for Money Madness, and he’s a proponent of this idea that our…
SUMMARY ——————————— Elizabeth Ralph is a wealth strategist and intuitive investor who retired at the age of 39 to help others reach financial freedom in non-traditional ways. She was a financial executive and an energy trader until in 2012 she had an epiphany while feeding Cheetos to a kangaroo on…
SUMMARY ——————————— Ann Garcia is a certified financial planner (CFP) who’s helped thousands of families save millions of dollars on college. As a partner and independent progressive advisor, she’s known as ‘The College Financial Lady.’ Ann has been featured in The New York Times , Washington Journal, Money, U.S. News…
SUMMARY ——————————— Julia Keller is a Pulitzer Prize-winning journalist, novelist and teacher. She has a PhD in English Literature from Ohio State University and has taught at Princeton, the University of Chicago and Notre Dame. She was the chief book critic and staff writer at The Chicago Tribune for many…
SUMMARY ——————————— Abby Davisson has dedicated her career to helping other people achieve their goals, first as a social innovation leader, and now as an author and entrepreneur whose work has been featured in Fortune, Financial Times, Harvard Business Review, and Fast Company , among others. Abby co-authored the book,…
SUMMARY ——————————— Manisha Thakor has worked in financial services for over thirty years, with an emphasis on women’s economic empowerment and financial well-being. She’s been featured everywhere, including The Wall Street Journal , The New York Times , NPR, PBS, CNN, CNBC, Real Simple & Women’s Health. Her work focused…
SUMMARY ——————————— Sandy Lamb is an executive coach, keynote speaker, and TedX speaker coach. She did the corporate gig and saw executive coaching and leadership development as the perfect way to use her skills, help other people excel, and balance work with family and wellness. Sandy helps executives build a…
SUMMARY ——————————— Kim Curtis is the CEO of Wealth Legacy Institute and is proud to be part of a firm that puts clients first. For Kim, how you deal with money says a lot about how you deal with life. She’s the best-selling author of Money Secrets: Keys to Smart…
SUMMARY ——————————— Barbara Friedberg is an MBA, MS, and former portfolio manager, who is committed to investment and money education across multiple platforms. She currently owns and manages Barbara Friedberg Personal Finance.com, which is dedicated to improving investment knowledge and wealth. She consults for a select group of fintech companies…
SUMMARY ——————————— Franco Perez is an entrepreneur and Founder of Franco Mobile Homes, who is working on a social challenge that exists within our capitalist system, while building wealth for his own family and his team and teaching others to do the same. Franco’s mission is to address the affordable…
SUMMARY ——————————— Maria Brito is an award-winning New York based contemporary art advisor, entrepreneur, author and curator. She was selected by Complex Magazine as one of the twenty power players in the art world and Art News says, ‘she’s one of the visionaries shaping that world.’ A Harvard graduate, originally…
SUMMARY ——————————— Jamie Fiore Higgins spent almost twenty years at Goldman Sachs, reaching the pinnacle of her field by earning the role of managing director. One of just 8 percent of Goldman employees to earn the managing director title, she was the highest-ranking woman in her department. She ran the…
SUMMARY ——————————— Chris Mamula documented his personal path to financial independence at Eat the Financial Elephant for several years before leaving his career as a physical therapist in 2017 at age 41. Shortly after, he joined Darrow Kirkpatrick at Can I Retire Yet?, where he continues to follow his calling…
SUMMARY ——————————— Paul Merriman is a nationally recognized authority on mutual funds, index investing, and asset allocation. He founded Merriman Wealth Management in 1983, retired from the firm in 2012, and created the Merriman Financial Education Foundation. Everything he does is dedicated to providing investors of all ages with information…
SUMMARY ——————————— Kristen Wonch is a money coach who works with women to build a relationship with money that turns them on. She does this by teaching women how to earn more, hold onto more, and grow it more simply. A self-proclaimed, ‘wealth ninja,’ Kristen joins the show today to…
SUMMARY ——————————— Carrie Sax is a financial advisor at EP Wealth who also has a degree in zoology and has earned a CFP and CFA. She has a regular yoga meditation practice and has been working in the financial services industry for twenty years. Today, Carrie joins the show to…
SUMMARY ——————————— Mike Van Pelt is an entrepreneur, author, speaker, and men’s life coach leader. He is the founder of True Man Life Coaching and host of the popular men’s podcast, True Man Podcast. Mike has served in leadership roles for most of his career, bringing over two decades of…
SUMMARY ——————————— Professor Pete Alexander has had a thirty-five year career that spans Sales and Marketing, being a college professor of Marketing, and running a small interior landscaping business called Office Plants by Everything Grows, where he’s still a majority owner. Professor Pete is also an expert in something that…
SUMMARY ——————————— Dr. Jay Zigmont is a PhD, CFP and the Founder of Childfree Wealth. He is a fee-only, advice- only fiduciary and the author of The Portraits of Childfree Wealth . Most financial advice treats parenthood as the default. Dr. Jay has built a financial planning system that caters…
SUMMARY ——————————— Linda Case is a financial therapist and financial coach with over thirty years combined experience in financial services, professional counseling, and coaching. She coaches her clients to manage their money and mindset so they can get firmly on the path to financial freedom and comfortable retirement. Today, Linda…