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 women), a CIO who has managed $1B+ in assets, with expertise in family office investments, early stage investing, and litigation funding, and an indigenously trained shaman with 30 years of experience.

In this episode of Mindful Money, I talk with Sylvia about her fascinating journey from spiritual awakening in India to guiding high-net-worth families as a CIO. Sylvia shares how conscious stewardship, emotional awareness, and spiritual integration are the future of financial advising. From AI’s impact on the advisory role to the transformative potential of plant medicine and prayer, Sylvia offers a new paradigm for relating to capital with intention and soul. It’s a powerful reminder that money, too, is part of the spiritual path.

In this episode:
(00:00) – Intro
(01:05) – Meet Sylvia Solit: shaman and chief investment officer
(01:48) – Growing up with immigrant values in New Jersey
(02:33) – Lessons from her parents’ divorce and financial fragility
(04:33) – Seeing work as a sacred responsibility
(05:48) – Early spiritual longing and doubts about enlightenment
(06:58) – A life-changing awakening experience in India
(16:43) – Blending spirituality with wealth management
(18:59) – Why conscious stewardship goes deeper than ESG investing
(24:40) – Family office retreats and spiritual governance
(33:19) – Tuning into intuition instead of fear when investing
(40:04) – Final reflections and Sylvia’s upcoming book

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 SYLVIA:
Website: https://thesylvia.com/
LinkedIn: https://www.linkedin.com/in/sylviasolit/

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
Mindful Money on Instagram: https://www.instagram.com/mindfulmoneyplan
Mindful Money on YouTube: https://www.youtube.com/@MindfulMoney

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