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 their unique financial situation.

In this episode, I talk with Jennifer about the transformative power of financial literacy. Jennifer shares her journey from a scarcity mindset to financial confidence and explains why planning is more than just numbers—it’s about clarity, control, and peace of mind. We discuss the biggest money mistakes people make, how financial planning gives you control of your future, and simple strategies to take charge of your finances today. If you’ve ever felt uncertain about money, this episode will give you the tools to move forward with confidence.

In this episode:
(00:00) - Intro
(03:22) - What Jennifer learned about money growing up
(07:05) - Jennifer's career journey: from music to finance
(13:40) - The Power of financial planning
(17:17) - Navigating financial uncertainty
(19:58) - Adapting financial plans to life changes
(22:51) - Simplifying your financial life
(24:52) - The emotional benefits of financial planning
(26:17) - When to seek professional financial advice
(30:24) - EP Wealth's charitable initiatives
(34:42) - Key financial planning strategies
(36:20) - Final thoughts

Get full show notes and links at https://mindful.money.

ABOUT MINDFUL MONEY:
Do you struggle with money? You’re not alone.

Money is a means, not an end. It’s a necessity of life for sure, but more money does not always guarantee a “good life”. Money enables many aspects of modern life, but as a dominant consideration, it becomes destructive.

The paradox is that more time and energy spent on personal finance does NOT create better outcomes. Unlike many other parts of life, we can’t create better outcomes by being smarter, spending more time, or putting in more effort.

Join Mindful Money author and experienced 40-year investor Jonathan DeYoe as he shares stories from artists, authors, entrepreneurs, and other advisors about how they mindfully minimize their need to think about money and get more out of life.

If you aren’t happy with your finances, feel like money takes more time than it should, or want to place your financial decisions into the broader context of your life, this show is for you.

Each episode will draw the line between the “enough” activities that the academics tell us are additive to family outcomes, and those “little bit more” efforts that take time and sap energy but do NOT improve outcomes.

CONNECT WITH JENNIFER:
Website: https://www.epwealth.com/client-support/jennifer-li
LinkedIn: https://www.linkedin.com/in/jennifer-li-cfp%C2%AE-ea-cap%C2%AE-cexp%E2%84%A2-98820722/

MINDFUL MONEY RESOURCES:
Website: https://mindful.money
Jonathan DeYoe on LinkedIn: https://www.linkedin.com/in/jonathandeyoe
Mindful Money on X / Twitter: https://x.com/MindfulMoney_Ed
Mindful Money on Facebook: https://www.facebook.com/MindfulMoneyPlan
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Mindful Money on YouTube: https://www.youtube.com/@MindfulMoney

🎙️Podcast Production by Turncast: https://turncast.com.