Avsnitt

  • 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 want to know how we create a passive income stream you can’t outlive?

    If yes, join us and learn how to answer the 4 critical financial independence questions:

    Am I on track for financial independence?What do I need to do to get on track?How do I design a mindful investing portfolio?How do I manage that portfolio and my income over time through changing markets?

    Learn more: https://courses.mindful.money/financial-independence-bootcamp

    In this episode, I speak with Aimée Eubanks Davis, the inspiring Founder and CEO of Braven. Aimée shares her personal journey, from growing up in a hardworking family in Chicago to leading a national nonprofit that empowers first-generation, low-income, and underrepresented college students.

    We dive into her experiences and the pivotal moments that shaped her understanding of economic mobility, systemic barriers, and the importance of education. Her passion for creating equitable opportunities shines through as she discusses the importance of internships, social capital, and long-term economic mobility.

    Aimée's story is a testament to resilience and the transformative power of opportunity, making this conversation both heartfelt and enlightening. This episode is a must-listen for anyone interested in education, social justice, and the power of community support. Join us for an engaging and motivating discussion that highlights the incredible potential within every student.

    📺 Watch on YouTube

    https://youtu.be/LB2aKFpxtXI

    Key Takeaways

    00:03:28: Starting and Growing a Family Business

    00:10:28: Turning Point in Family's Financial Situation

    00:12:24: Moving to the Suburbs and Realizing Economic Differences

    00:17:45: Challenges Faced by First-Generation College Students

    00:21:37: Introduction to Braven and Its Mission

    00:26:01: Measuring Success and Impact of Braven

    00:28:00: Unique Approach of Braven in Higher Education

    00:31:41: Scaling Braven and Future Goals

    00:34:39: Closing the Systematic Loop and Wealth Gap

    00:38:23: Long-Term Impact and Wealth Gap Analysis

    Tweetable Quotes"One thing that I often talk to people about is how many things are tied together, from education to healthcare to economic mobility.""I think in some ways, I got an accidental education in being an entrepreneur, but also in how systems can actually work against certain people being able to acquire money and wealth over time.""Who you know matters, but it's actually who knows you that matters more. And if you're not in certain networks, you have no idea that an internship matters."Guest Resources

    Website - https://braven.org/

    LinkedIn - https://www.linkedin.com/in/aimee-eubanks-davis

    Facebook - https://www.facebook.com/aimee.eubanksdavis/

    Instagram - https://www.instagram.com/aimeeeubanksdavis

    Twitter -

  • 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 want to know how we create a passive income stream you can’t outlive?

    If yes, join us and learn how to answer the 4 critical financial independence questions:

    Am I on track for financial independence?What do I need to do to get on track?How do I design a mindful investing portfolio?How do I manage that portfolio and my income over time through changing markets?

    Learn more: https://courses.mindful.money/financial-independence-bootcamp

    In this episode, I speak with TJ van Gerven, a Financial Planner and Founder of Modern Wealth Builders. TJ shares his journey from growing up with contrasting financial influences—his father, a self-employed plasterer with a scarcity mindset, and his mother, who came from a more affluent background. We dive into how these experiences shaped his approach to financial planning, particularly for millennials. TJ emphasizes the importance of understanding time horizons when buying a home and the true costs associated with real estate, challenging the common belief that homeownership is always the best investment.

    We also explore TJ's innovative approach to financial planning, including his use of a subscription model to make financial advice more accessible to younger clients. He discusses the value of focusing on cash flow, tax planning, and the importance of having a disciplined, rules-based strategy. TJ's insights are not just about numbers; they’re about helping people use their money as a tool to live better lives. Whether you're considering a sabbatical, navigating equity compensation, or just trying to get a handle on your finances, TJ's practical advice and genuine passion for helping others make this episode a must-listen.

    📺 Watch on YouTube

    https://youtu.be/ATG2dn18R4I

    Key Takeaways

    00:03:08: Early Lessons on Money and Entrepreneurship

    00:07:15: Family Dynamics and Financial Lessons

    00:10:24: Career Path from Virginia Tech to Financial Planning

    00:13:05: Choosing Financial Services and Early Career Challenges

    00:17:29: Conference Experiences and Networking

    00:21:07: Financial Advisor's Circle of Competence

    00:29:14: Big Issues in Financial Planning: Real Estate and Stock Options

    00:32:46: Planning for Sabbaticals and Financial Independence

    00:34:48: Simplifying Financial Success for New Couples

    00:43:21: Impactful Travel Experiences

    Tweetable Quotes"Millennials think that buying a house is this natural progression, and what I try to educate them on is, number one, let's focus on time horizon. That is the biggest factor for a primary residence purchase, in my experience, is understanding how long do you plan to be in this house?""I think the value for advisors moving forward is going to be about making people's lives better in the sense that you're helping them use their money as a tool and not necessarily about maximizing performance, because we know that's kind of commoditized and there's a lot of good solutions for that already.""I just don't think people have the basic financial education around just the concept of compound interest. I think if people understand that with a reasonable expected return, you actually can achieve a meaningful amount of wealth if you have a disciplined saving strategy over a long time...
  • Saknas det avsnitt?

    Klicka här för att uppdatera flödet manuellt.

  • 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 want to know how we create a passive income stream you can’t outlive?

    If yes, join us and learn how to answer the 4 critical financial independence questions:

    Am I on track for financial independence?What do I need to do to get on track?How do I design a mindful investing portfolio?How do I manage that portfolio and my income over time through changing markets?

    Learn more: https://courses.mindful.money/financial-independence-bootcamp

    In this episode, I speak with Amy Schiller; a Writer and Political Philosopher who has spent over 15 years in major gift fundraising. Amy's insights into philanthropy are both profound and practical, as she explores how we can use our resources to truly enrich our communities. We dive into her new book, "The Price of Humanity: How Philanthropy Went Wrong and How to Fix It,"We also discuss the importance of loving humanity in its fullest sense—beyond just survival, but also our ability to imagine, create, and connect. Amy's perspective is a refreshing take on how philanthropy can be more than just a transaction; it can be a meaningful extension of our values and a way to build a richer civic fabric.

    Throughout our conversation, Amy shares her thoughts on the current trends in philanthropy, the pitfalls of a purely ROI-driven approach, and the unique role that philanthropy can play in our society. She highlights inspiring examples, like LeBron James' work in Akron, which beautifully illustrates how giving can be rooted in personal experience and community connection. Amy also touches on the balance between government responsibility and private giving, advocating for a more holistic approach to addressing societal needs. This episode is a must-listen for anyone interested in how we can make our giving more impactful and aligned with our deepest values.

    📺 Watch on YouTube

    https://youtu.be/BguPrdoWVIU

    Key Takeaways

    00:04:08: Importance of Philanthropy

    00:09:46: Cultural Shifts and Philanthropy

    00:13:32: Historical Context of Philanthropy

    00:16:22: LeBron James' Philanthropy Example

    00:19:41: Philanthropy and Hierarchical Dynamics

    00:20:42: Philanthropy in a Capitalist Structure

    00:23:31: Government for Bread, Philanthropy for Roses

    00:24:51: Advisors' Role in Shifting Philanthropy Conversations

    00:27:41: Importance of Unrestricted Giving

    00:28:48: Local vs. Broader Philanthropy

    Tweetable Quotes"Philanthropy is this wonderful opportunity to engage with money as an expression of intrinsic value. Again, not just performance, but something that we feel is beautiful, has an evergreen significance, is important, is outside the utilitarian framework.""I want to make this feeling possible for kids, but it is theirs to absorb in their own autonomous way that I don't need to surveil or control in the future.""Philanthropy is not the right vehicle for meeting those needs. It only heightens the need for social policy and public spending to play that role because that's the only way people are able to access those necessities with a sense of dignity and with a sense of stature."Guest Resources

    Website -

  • 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 want to know how we create a passive income stream you can’t outlive?

    If yes, join us and learn how to answer the 4 critical financial independence questions:

    Am I on track for financial independence?What do I need to do to get on track?How do I design a mindful investing portfolio?How do I manage that portfolio and my income over time through changing markets?

    Learn more: https://courses.mindful.money/financial-independence-bootcamp

    In this episode, I speak with Miriam Castilla, a Money Mentor, Author, and Speaker who has a unique approach to financial well-being. Miriam's journey from a broke single mother to a successful business owner is nothing short of inspiring. She combines her background in engineering and finance with her expertise in hypnotherapy and metaphysics to help small business owners create a truly rich life. We dive into her philosophy of marrying the magical with the practical, and how our feelings about money can either attract or repel it. Miriam shares her personal story, including the contrasting money habits of her parents, and how those experiences shaped her understanding of financial success.

    We also explore practical strategies for managing cash flow, attracting premium clients, and maintaining a wealth mindset. Miriam emphasizes the importance of having a clear plan for your finances and the power of mindset in achieving financial stability. She offers valuable insights into how business owners can smooth out their income fluctuations and focus on what truly matters. Whether you're struggling with financial stress or looking to take your business to the next level, Miriam's wisdom and practical advice will leave you feeling empowered and ready to make positive changes. Join us for a conversation that blends heartfelt personal stories with actionable financial strategies.

    📺 Watch on YouTube

    https://youtu.be/z0pHrZ77cC8

    Key Takeaways

    02:40 - Early Lessons About Money

    07:47 - Hypnotherapy and Law of Attraction

    11:38 - Overcoming Societal Messages About Money

    20:32 - Addressing Scarcity Mentality

    23:33 - Hypnosis as a Tool for Change

    34:27 - Smoothing Cash Flow for Business Owners

    40:16 - Attracting Premium Clients

    42:47 - Advice to Stop Listening to Others

    43:52 - Trusting Yourself Despite Circumstances

    46:23 - Personal Insights About Miriam

    Tweetable Quotes"The way you feel about money will either make you magnetic to it or make you repel it unconsciously. If you feel uncomfortable asking to be paid or invoicing people, that will come through in your energy, and we all pick up on this unconsciously.""It's really got nothing to do with your level of income; it's got to do with your money habits. It's about being mindful about money and thinking about what you're actually doing with the money you have, not when the money will come that will suddenly change everything.""When you expect something to happen, it is so much more likely to happen. If you're out there discounting and pitching for really cheap hourly rates, you're going to attract people who don't value you. You need to become the person you want to attract."Guest Resources

    Website -

  • 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 want to know how we create a passive income stream you can’t outlive?

    If yes, join us and learn how to answer the 4 critical financial independence questions:

    Am I on track for financial independence?What do I need to do to get on track?How do I design a mindful investing portfolio?How do I manage that portfolio and my income over time through changing markets?

    Learn more: https://courses.mindful.money/financial-independence-bootcamp

    In this episode, I speak with John Crane, a Seasoned Financial Advisor with over two decades of experience. John has a unique approach to personal finance, especially when it comes to budgeting. He shares his journey from struggling with traditional budgeting methods to developing the "One Number Budget" system, which simplifies the process and makes it more manageable for his clients. We dive into his book, published in 2022, where he outlines this innovative approach. John’s passion for making a difference in people's lives is evident, and he aims to be the go-to person for his clients when they face significant financial decisions.

    John also opens up about his personal experiences, from his early entrepreneurial endeavors as a teenager to his career shift from corporate America to financial advising. He emphasizes the importance of cash flow management and the psychological aspects of financial decisions. We discuss the challenges of traditional budgeting, the benefits of his one number budget, and the importance of being over-prepared for the future. John’s insights are practical and grounded, making this episode a must-listen for anyone looking to simplify their financial planning and achieve greater financial stability. Join us for an engaging conversation that blends personal stories with valuable financial wisdom.

    📺 Watch on YouTube

    https://youtu.be/i69QwBGZVNM

    Key Takeaways

    00:02:06: Early Life and Career Beginnings

    00:05:33: Family Background and Money Conversations

    00:08:48: Realization and Career Change

    00:17:20: Economic vs. Psychological Financial Decisions

    00:20:17: Traditional Budgets and Their Failures

    00:22:22: Budgeting Apps and Their Limitations

    00:26:19: Over-Preparedness in Financial Planning

    00:29:21: Importance of Cash Flow Management

    00:33:24: Potential Future Book Topics

    00:36:56: Impactful Travel Experience

    Tweetable Quotes"I realized pretty quickly that if I had my own money, then I could make a lot of my own decisions. And I liked that.""Health and fitness are not the same thing. I was physically fit, but I wasn't really healthy. They require different disciplines.""Cash flow management is the single greatest determinant of financial success or failure. Your ability to manage cash flow will make the difference as to whether or not you're a success financially."Guest Resources

    Website - https://www.cranefinancial.com/

    LinkedIn - https://www.linkedin.com/in/johncrane/

    Book Mentioned

    The One-Number Budget: Why Traditional Budgets Fail and What to Do About It -

  • 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 want to know how we create a passive income stream you can’t outlive?

    If yes, join us and learn how to answer the 4 critical financial independence questions:

    Am I on track for financial independence?What do I need to do to get on track?How do I design a mindful investing portfolio?How do I manage that portfolio and my income over time through changing markets?

    Learn more: https://courses.mindful.money/financial-independence-bootcamp

    In this episode, I speak with Mick Heyman, a Seasoned Financial Analyst and Founder of Heyman Investment Counseling. With over 40 years in wealth management, Mick brings a unique perspective that blends formal education in economics with a deep understanding of human psychology and philosophy. We dive into his book; "Mellow Your Money: How to Surf the Market and Build Wealth Without Stressing Yourself Out," and explore how emotions drive market behavior. Mick shares his insights on the importance of understanding our own emotions to avoid making poor investment decisions. He explains how his interest in literature, particularly Dostoevsky and Tolstoy, has prepared him for a career on Wall Street better than any statistics course ever could.

    Throughout our conversation, Mick's warmth and genuine appreciation for the wisdom he has gained over the years shines through. We discuss the concept of "benign neglect" in investing, the importance of mindfulness and meditation in managing stress. He also shares how to differentiate between real and perceived risks. Mick's stories, from his early career lessons to his personal experiences with meditation, offers valuable takeaways for anyone looking to improve their financial well-being. Whether you're a seasoned investor or just starting out, Mick's practical advice and relatable anecdotes will leave you feeling more confident and inspired to take control of your financial future.

    Join us for an engaging and enlightening discussion that promises to change the way you think about money and investing.

    📺 Watch on YouTube

    https://youtu.be/tPI4mJrWbZY

    Key Takeaways

    00:02:00: The Spirituality of Investing

    00:15:43: Warren Buffett's Investment Advice

    00:18:21: The Role of Emotions in Investing

    00:19:48: Mindfulness and Meditation in Investing

    00:30:22: Determining Risk Tolerance

    00:38:01: A Question About the Future

    Tweetable Quotes"If we don't understand ourselves and don't understand the emotions that drive us, we will make mistakes at the wrong time. The rules are simple, but it's not easy to follow them when the market's going down or way up.""For most of us, the strategy of benign neglect is what we should be doing most of the time. You don't want to sit and do nothing forever, but for the main part, having good quality companies and not doing much with your portfolio is often the best approach.""My daily meditation practice allowed me to accept uncertainty, live without having to be sure, and be more present and appreciative in the moment. It made me a better person and a better investor."Guest Resources

    Website - https://www.mellowyourmoney.com

    LinkedIn -

  • 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 want to know how we create a passive income stream you can’t outlive?

    If yes, join us and learn how to answer the 4 critical financial independence questions:

    Am I on track for financial independence?What do I need to do to get on track?How do I design a mindful investing portfolio?How do I manage that portfolio and my income over time through changing markets?

    Learn more: https://courses.mindful.money/financial-independence-bootcamp

    In this episode, I speak with Victor Haghani, a Seasoned Financial Expert whose journey through the realms of high finance is nothing short of enlightening. Victor shares his rich history of Long-Term Capital Management. From his early days in New York and Iran to his pivotal roles at Salomon Brothers and finally to founding Elm Wealth. His insights into the evolution of his investment strategies, particularly his shift from high-stakes trading to a more sustainable, mindful approach to personal wealth management, are not just educational but deeply relatable. Victor's recent work, including his book "The Missing Billionaires," offers a fresh perspective on making sound financial decisions, which he discusses with a clarity that resonates well beyond the finance-savvy audience.

    The conversation dives into the practicalities of investing, the common pitfalls of financial decision-making, and the psychological aspects that often trip up even the most astute investors. Victor's approach to simplifying complex financial concepts and his emphasis on learning from past investment outcomes make this discussion a must-listen for anyone looking to navigate the often turbulent waters of personal finance. His personal anecdotes, combined with a straightforward breakdown of investment principles, provide a roadmap that encourages a more thoughtful, disciplined approach to managing money.

    Join us as we discuss actionable advice that promises to empower you to take control of your financial future with confidence and a newfound understanding.

    📺 Watch on YouTube

    https://youtu.be/jtRbUALvmcA

    Key Takeaways

    00:03:34: Early Lessons About Money

    00:07:50: Transition from LTCM to Personal Investing

    00:11:39: The Story of 120,000 Missing Billionaires

    00:15:14: Impact of Fees and Biases on Investment

    00:23:19: Discussion on Mindfulness in Investing

    00:32:23: Simplifying Investment Advice for Consumers

    Tweetable Quotes"You can't get return without taking risk, but you can have risk without getting return. Realizing that if somebody turns up and says, 'Here's a 20% investment return with virtually no risk,' you should know that that clock is broken. That's not the way that markets work.""Humility for markets and respect for markets are essential. Every time you pick a stock or own a portfolio that's not the market portfolio, there's somebody saying they have the opposite belief to you, and that person is likely smarter or more informed than you are.""The recent past is not a guide to what's going to happen in the future. Return chasing, thinking that what has been hot will continue to be hot, often leads to poor investment decisions. It's important to look forward and not just rely on what has happened."Guest Resources

    Website -

  • 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 want to know how we create a passive income stream you can’t outlive?

    If yes, join us and learn how to answer the 4 critical financial independence questions:

    Am I on track for financial independence?What do I need to do to get on track?How do I design a mindful investing portfolio?How do I manage that portfolio and my income over time through changing markets?

    Learn more: https://courses.mindful.money/financial-independence-bootcamp

    In this episode, I speak with Jason Feifer, the Editor-in-Chief of Entrepreneur magazine. We discuss the constant evolution of technology and its impact on society, a theme Jason explores deeply through his professional and personal experiences.

    Jason shared insights on how historical technological advancements, like the telegraph, were perceived as transformative in their time, much like the internet and AI today. The conversation also covered the importance of adapting to change and the potential personal growth that can come from unexpected challenges.

    Jason shared a personal anecdote about how a difficult lawsuit, which initially seemed like a career setback, inadvertently steered him towards a more stable and rewarding path. This experience underscored his message about the importance of resilience and adaptability in both personal and professional life.

    Join us as we explore his perspective on viewing change as an opportunity rather than a threat. His approach to life and career challenges serves as a valuable lesson for anyone looking to navigate the complexities of modern work environments and technological advancements.

    📺 Watch on YouTube

    https://youtu.be/5RBYNRioMe0

    Key Takeaways

    00:05:32 - Transition from media to entrepreneurship

    00:09:17 - Control your destiny through entrepreneurship

    00:10:31 - Discussion on incremental vs. exponential growth

    00:17:04 - Historical perspective on change and innovation

    00:22:51 - Addressing fear and resistance to new technologies

    00:30:31 - Advice on adapting to change and creating a personal mission statement

    Tweetable Quotes"Life feels like it's changing because it's only relative to what we were familiar with growing up. But every time in modern history is a time of great change. Some of those times were more transformative than the ones we're going through now.""Develop a mission statement for yourself that is not anchored to something easily changeable. For example, instead of 'I am a magazine editor,' mine is 'I tell stories in my own voice.' This helps identify your transferable value and understand who you are in times of change.""Life is not linear; it's reactive. We often fear that a new thing will destroy us... Instead, what we do is react in ways that may not have made sense before whatever new input came along. This reaction can ping us in a completely different direction, potentially leading to new opportunities."Guest Resources

    Website - https://jasonfeifer.com

    Facebook - https://www.facebook.com/jasonfeifer

    Instagram -

  • 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 want to know how we create a passive income stream you can’t outlive?

    If yes, join us and learn how to answer the 4 critical financial independence questions:

    Am I on track for financial independence?What do I need to do to get on track?How do I design a mindful investing portfolio?How do I manage that portfolio and my income over time through changing markets?

    Learn more: https://courses.mindful.money/financial-independence-bootcamp

    In this episode, I speak with Douglas and Heather Boneparth. Douglas, a Seasoned Financial Advisor, and Heather, a Former Corporate Attorney, share their journey and insights on managing finances within a relationship. They discuss the evolution of their financial strategies, especially in light of the global pandemic and how it necessitated a shift in their approach to money and partnership.

    They emphasize the complexities of merging finances in a relationship, emphasizing that it's not a one-time event but a continuous process. They highlight the importance of communication and understanding each other's financial backgrounds and perspectives.

    They also touch on their upcoming book, "The Merge," which explores navigating financial power dynamics within relationships, aiming to provide couples with tools to manage their finances harmoniously. It covers the personal challenges they faced, such as the impact of career changes and the dynamics of working together professionally.

    Join us as we explore the importance of ongoing dialogue and mutual understanding in managing finances as a couple, ensuring both partners feel valued and empowered.

    📺 Watch on YouTube

    https://youtu.be/GNwHFY0T4Ho

    Key Takeaways

    00:02:00 - Douglas and Heather's Early Career and Financial Struggles

    00:11:02 - Shift in Career Dynamics and Financial Contributions

    00:15:33 - The Importance of Communication in Financial Relationships

    00:30:14 - Growth and Success in Their Business

    00:40:14 - Advice for Couples Considering Marriage

    00:41:57 - Importance of Communication Over Financial Mechanics

    Tweetable Quotes"A global pandemic was not something we accounted for. Whatever we did to set up our financial life before then was no longer relevant to the world we live in now. It's a constant search for equity, balance, and communication to maintain a healthy relationship with money and each other.""I grew up watching my father and grandfather as entrepreneurs, which baked into my DNA the understanding of money as a tool. This contrasted with Heather's experience, where money was a source of anxiety and not feeling in control.""It's not just about how you merge your money the first time; it's about how you stay together over the decades. The real challenge is in how couples communicate about money, the autonomy they feel in spending, and how they value each other's contributions beyond financial earnings."Guest Resources

    Website - https://www.bonefidewealth.com

    Douglas LinkedIn - https://www.linkedin.com/in/douglasboneparth

    Douglas Instagram -

  • 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 want to know how we create a passive income stream you can’t outlive?

    If yes, join us and learn how to answer the 4 critical financial independence questions:

    Am I on track for financial independence?What do I need to do to get on track?How do I design a mindful investing portfolio?How do I manage that portfolio and my income over time through changing markets?

    Learn more: https://courses.mindful.money/financial-independence-bootcamp

    In this episode, I speak with Liz Frazier Peck, a Fee-only Certified Financial Planner and a passionate advocate for financial literacy. Liz shares her journey from growing up in a financially savvy household to becoming a leading voice in personal finance education.

    We discuss the importance of introducing financial concepts early in life, drawing parallels between learning to swim and learning to manage money. Liz's approachable insights remind us that comfort with financial topics begins in the formative years, shaping our ability to navigate the financial pools of adulthood with confidence.

    Liz also opens up about her personal experiences, from her initial career moves to the pivotal moments that steered her back to her roots in financial planning. Her story is a testament to the power of education and the impact of having financially literate role models.

    This conversation is not just about numbers; it's about preparing the next generation to face financial realities with knowledge and confidence. Whether you're a parent looking to guide your children or an adult seeking to truly understand finance for yourself, this episode offers valuable perspectives on making financial education accessible and engaging.

    Join us as we explore how to create a foundation of financial understanding that can support a lifetime of informed decisions.

    📺 Watch on YouTube

    https://youtu.be/niVNmXmW5vs

    Key Takeaways

    00:03:16 - Importance of Financial Education from a Young Age

    00:13:19 - The State of Financial Literacy and Education

    00:25:02 - Teaching Financial Concepts at Different Ages

    00:30:56 - The Concept and Benefits of Giving Children an Allowance

    00:33:39 - Avoiding Misinformation in Financial Education

    Tweetable Quotes"I love seeing more and more people talking about finance now because it's just, we talked about it with our families when we were younger, and I think it did the opposite of stress us out as adults. It made us comfortable with money. It's kind of like if you take an 18-year-old to a pool and you've never introduced them to water or never taught them to swim, and you just throw them in there, they're going to be like, what are you doing? This is crazy. So it's the same thing with money.""I think that adults need to realize that they don't have to understand what a hedge fund manager does to be successful in their own financial management. There are some basic ideas that really are in my book for kids. If adults understand, it makes a big difference and they don't need to know anything more complicated.""I believe allowance should be more about giving them the opportunity to practice and learn on their own. Make it relevant, then they're interested in it because it's theirs."Guest Resources

    Website -...

  • 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 want to know how we create a passive income stream you can’t outlive?

    If yes, join us and learn how to answer the 4 critical financial independence questions:

    Am I on track for financial independence?What do I need to do to get on track?How do I design a mindful investing portfolio?How do I manage that portfolio and my income over time through changing markets?

    Learn more: https://courses.mindful.money/financial-independence-bootcamp

    In this episode, I speak with Ben Wildavsky, a seasoned expert in education policy and a visiting scholar at the University of Virginia School of Education and Human Development. Ben shares insights from his new book, "The Career Arts: Making the Most of College, Credentials, and Connections,” new from Princeton University Press in November 2023 which delves into making the most of college through career credentials and connections.

    We explore the value of college education in today's economic landscape, discussing the balance between acquiring broad skills and targeted skills that the job market demands. Ben's perspective is rooted in extensive research and personal experiences, making our conversation not only informative but also deeply relatable for anyone thinking about the true value of higher education.

    Ben also opens up about the concept of social capital and its critical role in career advancement, especially for first-generation college students. He provides practical advice on how students can build their networks and leverage these connections to enhance their career prospects.

    This discussion is particularly close to my heart as we navigate the complexities of preparing students for a world that values both academic and practical skills. Ben's thoughtful approach to these topics, combined with his genuine passion for education, makes this episode a must-listen for parents, students, and educators alike.

    Join us as we unpack the tools necessary for turning educational investments into successful careers.

    📺 Watch on YouTube

    https://youtu.be/oKtYnD6RPc4

    Key Takeaways

    00:02:21 - Early years and lessons on success

    00:07:12 - Discussion on high school to college transition statistics

    00:19:11 - Three important skills students should acquire in college

    00:34:04 - Advice to parents about college preparation for their children

    Tweetable Quotes"I still believe there is a strong case for taking on a moderate amount of debt for college. You're young, acquiring skills that the marketplace rewards. Borrow money, earn your degree, then get a job and start paying it back. You've invested in what economists call human capital.""Growing up, the notion of upward mobility and the American dream was apparent to me. My father, a child of immigrants, managed to go from modest beginnings to becoming a professor and owning a house in Oakland Hills. It taught me that with fortune and hard work, higher education can propel you forward.""It's not just about having a degree or specific skills. If you don't know anyone or can't communicate your abilities, it's hard to advance. Building networks, especially for those without inherited privileges, is crucial. It's about who you know, who can vouch for you, and who can open doors to...
  • 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 want to know how we create a passive income stream you can’t outlive?

    If yes, join us and learn how to answer the 4 critical financial independence questions:

    Am I on track for financial independence?What do I need to do to get on track?How do I design a mindful investing portfolio?How do I manage that portfolio and my income over time through changing markets?

    Learn more: https://courses.mindful.money/financial-independence-bootcamp

    In this episode, I speak with Ryan Craig, who brings a wealth of knowledge from the intersection of education and workforce development. Together, we tackle the pressing issue of America's skilled labor gap, dissecting how apprenticeships serve as a robust answer to our education and economic concerns.

    Ryan doesn't hold back in sharing the raw stats on college outcomes and the transformative power of earn-and-learn models. His insights offer a refreshing perspective on building a workforce that is not just skilled, but also equitable and economically sound.

    Our conversation is a deep dive into the mechanics of apprenticeships and why they're the hidden heroes of career development. We're not just talking theory here; Ryan provides a practical guide for anyone curious about how to get involved with apprenticeships, whether you're a learner eager to jumpstart your career or an employer looking to invest in future talent.

    This chat is an honest look at the work ahead of us, highlighting the successes of apprenticeship programs abroad and the potential they hold for the U.S. labor market. If you've ever wondered about the alternatives to traditional college paths or how to foster economic growth in tangible ways, this is the episode you won't want to miss.

    📺 Watch on YouTube

    https://youtu.be/b4sTSKe3jD4

    Key Takeaways

    00:00 Revolutionizing Education and Workforce Skills

    11:06 The Power of Apprenticeships

    19:14 Expanding Apprenticeships Beyond Building Trades

    25:27 Importance of Funding for Apprenticeships

    Tweetable Quotes"An apprenticeship is a job, first and foremost, that doesn't require you to have the specific skills or experience that you're going to need in the job because that's the point of the apprenticeship. You're gaining the skills and experience as you go.""The odds are kind of against you. Now you can increase those odds by attending a selective or very selective college or university, which is hard to do. You can increase those odds if you're wealthy and you're not taking on debt, obviously, which will then expand the choices you can make post-graduation.""What automation has done to cybersecurity, I'm afraid generative AI is about to do to all the jobs across the economy... But that higher value work you won't be able to do without some relevant experience, and so we're going to see this experience gap that we're already seeing turn into a chasm."Guest Resources

    LinkedIn - https://www.linkedin.com/in/ryan-craig-b4617a80/

    Website - https://www.achievepartners.com

    Twitter -

  • 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 want to know how we create a passive income stream you can’t outlive?

    If yes, join us and learn how to answer the 4 critical financial independence questions:

    Am I on track for financial independence?What do I need to do to get on track?How do I design a mindful investing portfolio?How do I manage that portfolio and my income over time through changing markets?

    Learn more: https://courses.mindful.money/financial-independence-bootcamp

    In this episode, I speak with Henry Oliver, a man whose passion for celebrating life's late bloomers is both infectious and deeply insightful. We dive into the rich narratives of those who've found their stride well beyond the conventional timelines of success, and Henry, with his upcoming book "Second Act," provides a beacon of hope for anyone questioning their path.

    It's a chat that truly resonates with me, as we discuss the beauty of self-discovery that doesn't adhere to society's script and the potential that lies within a life lived at one's own pace. Henry's personal journey is a testament to the theme of our talk – it's never too late to pivot and embrace the talents that have been simmering beneath the surface.

    As we share stories of historical late bloomers and the influence of serendipity in our lives, I'm reminded of the power of readiness to meet opportunity. This conversation is an invitation to you, the listener, to rethink achievement, explore the uncharted terrains of your own capabilities, and hold fast to the idea that your curiosities might just be the key to unlocking a fulfilling new chapter, no matter your age.

    📺 Watch on YouTube

    https://youtu.be/izqERFEmnA4

    Key Takeaways

    00:00 Late Bloomers and Financial Mindfulness

    03:09 Exploring Views on Life Success

    07:54 Late Bloomers and Talent Development

    13:55 Variation in Intelligence and Life Paths

    23:22 Encouraging Multiplicity and Late Bloomers

    28:35 The Role of Luck and Readiness

    36:38 Embracing the Second Act

    Tweetable Quotes"There are other people like that and once you write a short post saying, 'oh, there's a thing here,' all of a sudden you see it everywhere, and you're like, 'oh my God, late bloomers is such a thing.'""I want to get you to perhaps think differently because we don't know how many more people could be late bloomers. If we find another six like the people I've profiled, another Frank Lloyd Wright, another Margaret Thatcher, that's great, let's have them.""You don't spot talent by what persistently happens to them, but by what they persist at. There is something that you have been persisting at in your life, something. That's your route, that's your thing. It never turns on the head of a pin without that quiet preparation."Guest Resources

    LinkedIn - https://www.linkedin.com/in/henry-oliver-5165b189/

    Website - https://www.commonreader.co.uk/

    Twitter - https://twitter.com/HenryEOliver

    Mindful Money Resources

    For all...

  • 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 want to know how we create a passive income stream you can’t outlive?

    If yes, join us and learn how to answer the 4 critical financial independence questions:

    Am I on track for financial independence?What do I need to do to get on track?How do I design a mindful investing portfolio?How do I manage that portfolio and my income over time through changing markets?

    Learn more: https://courses.mindful.money/financial-independence-bootcamp

    In this episode, I dive deep into the world where ethics meet investments, and I'm thrilled to guide you through the often-misunderstood realm of Socially Responsible Investing (SRI) and Environmental, Social, and Governance (ESG) principles. It's not just about aligning your portfolio with your personal values, but also about securing a robust financial future for you and your family.

    Together, we'll explore how to responsibly invest in the great companies that innovate and refuse to lose our money, and I'll share with you the tools and strategies to do so without forgoing profits. This is for those who believe in the power of conscientious investing and for anyone looking to navigate the challenges of balancing moral integrity with market returns.

    We'll confront fears, debunk myths, and discuss practical solutions that cater to your principles while aiming for a secure retirement. I'm right there with you, supporting ESG values and discussing how modern investment tools like indices and ETFs can reflect individual beliefs.

    It's all about empowering you with the knowledge to make informed decisions that resonate with your ethics and financial goals. So, join me as we tackle the big questions and uncover the realities of SRI and ESG investing.

    Whether you're already on the path of responsible investing or just curious about what it entails, this episode is an invaluable resource for managing your wealth with a clear conscience. Let's take this enlightening journey together and empower our investment choices in the ever-evolving landscape of finance.

    📺 Watch on YouTube

    https://youtu.be/gNcHXvjwSLQ

    Key Takeaways

    00:00 The Importance of Socially Responsible Investing

    14:12 The Concept of Responsible Investing

    Tweetable Quotes"The importance of investors having an 'adult memory' can't be overstated. It's about committing to owning shares in the great businesses of the US and the world, which can bolster asset accumulation, retirement income, and legacy creation.""Whether it's responsible doesn't predictably move the long-term needle. The cost of the tool has a larger known effect on the long-term performance outcome to a client than does the moniker responsible.""The opportunity to invest with SRI and ESG in mind is a privilege. I'm proud to do it, I'm proud to offer it as a choice for people who can afford to make that choice. It isn't right for everyone."Mindful Money Resources

    For all the free stuff at Mindful Money: https://mindful.money/resources

    To buy Jonathan’s first book - Mindful Money: 

  • 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 want to know how we create a passive income stream you can’t outlive?

    If yes, join us and learn how to answer the 4 critical financial independence questions:

    Am I on track for financial independence?What do I need to do to get on track?How do I design a mindful investing portfolio?How do I manage that portfolio and my income over time through changing markets?

    Learn more: https://courses.mindful.money/financial-independence-bootcamp

    In this episode, I take you through the ins and outs of equity investment, peeling back the layers of complexity to reveal a clear, tax-efficient strategy that can grow your wealth with ease.

    We talk about the power of global all cap portfolios and how they might just be the one-fund solution you've been looking for. Together, we'll explore why market timing and security selection might not be the keys to investment success that they're often made out to be.

    I'll share with you my personal journey towards embracing a portfolio that's not only simple to manage but also aligns with my belief in responsible investment. I'm also excited to dive into the heart of our ongoing series 'Versus the Gathering Darkness' in Part Eight, where we tackle the psychological hurdles to investing and celebrate the forward- thinkers who ensure our money is never idle.

    This episode isn't just about understanding the 'what' and 'how' of investing in great companies globally—it's also about the 'why'. It's about adopting an investment mindset that moves beyond the individual to consider our collective impact on society and the environment.

    So join me, and let's journey together towards a future where our financial decisions help build a more prosperous and ethical world.

    📺 Watch on YouTube

    https://youtu.be/IjY9ikfSyd0

    Key Takeaways

    00:00 Mindful Money Management for More Life

    09:12 Low-Cost All Cap Index Investing

    Tweetable Quotes"If you understand that market timing and security selection cannot add value over time and are more likely to reduce performance, then one global all-cap portfolio could, and perhaps should, make up your entire equity portfolio.""Performance favors indexing. At the same time, quality of life—lower stress, fewer decisions, less regret—also favors indexing.""There are no facts about the future. We do not know what is coming next, and even if we did, we could not predict how markets would react."Mindful Money Resources

    SPIVA Scorecard  

    Domestic Indices:

    S&P 1500

    S&P 500

    S&P 400

    S&P 600

  • 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 want to know how we create a passive income stream you can’t outlive?

    If yes, join us and learn how to answer the 4 critical financial independence questions:

    Am I on track for financial independence?What do I need to do to get on track?How do I design a mindful investing portfolio?How do I manage that portfolio and my income over time through changing markets?

    Learn more: https://courses.mindful.money/financial-independence-bootcamp

    In this episode, we dive deep into the world of financial fortitude, with a focus on not just weathering the storm, but creating a legacy that'll ripple through generations.

    I've laid out a blueprint that demystifies the complex world of investing, breaking down how a disciplined approach and the magic of compounding can turn even the humblest of savings into a retirement nest egg that's nothing short of impressive. And trust me, it's not just about stashing away cash; it's about cultivating a mindset that recognizes the power of great companies and the role they play in growing your wealth over time.

    I'm genuinely excited to guide you through the nuances of building and maintaining wealth that outlives you. We'll explore the indispensable concept of an 'adult memory' when it comes to managing finances and why embracing innovation and minimizing losses can be game changers in your investment journey.

    I'll also share insights on strategic legacy planning: how to pass on wealth and the wisdom needed to manage it across multiple generations. So whether you're taking your first step towards saving or you're looking to fine-tune your retirement plan, this episode is packed with practical advice that can help steer you towards a future where 'happy investing' is a tangible reality for you and your loved ones

    📺 Watch on YouTube

    https://youtu.be/Hxy7AmQLpoU

    Key Takeaways

    00:00 Long-Term Benefits of Investing

    16:08 Wealth Compounding and Legacy Planning

    30:12 Three Points of Financial Success

    Tweetable Quotes"Success is the ability to go from failure to failure without losing enthusiasm. In investing, this means holding on to your diversified shares through market declines without losing your drive.""The goal, as Charlie Munger so wisely expressed, is to never interrupt compounding unnecessarily. This is the essence of building wealth—allowing the great companies to grow and expand your portfolio over time.""Wealth is a river capable of growing deeper and wider as it flows downstream to the next generation. By committing to smart investing and prudent spending, one can create legacy wealth that is not just transgenerational but multi-generational."Mindful Money Resources

    For all the free stuff at Mindful Money: https://mindful.money/resources

    To buy Jonathan’s first book - Mindful Money: https://www.amazon.com/Mindful-Money-Practices-Financial-Increasing/dp/1608684369

    To buy Jonathan’s second book – Mindful Investing: 

  • 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 want to know how we create a passive income stream you can’t outlive?

    If yes, join us and learn how to answer the 4 critical financial independence questions:

    Am I on track for financial independence?What do I need to do to get on track?How do I design a mindful investing portfolio?How do I manage that portfolio and my income over time through changing markets?

    Learn more: https://courses.mindful.money/financial-independence-bootcamp

    In this episode, we take a deep dive into the timeless approach of equity ownership for wealth building. It's all about cutting through the noise and focusing on the proven success of investing in the finest companies worldwide.

    I tackle the 'this time is different' myth head-on, offering historical evidence that demonstrates the resilience of shares through economic ups and downs. I'm here to equip you with the mindset to stand firm in your investment decisions, even when headlines and market fluctuations test your resolve.

    By joining me, you're not just listening to another finance podcast—you're stepping into a space where we confront economic uncertainty with informed strategies that have stood the test of time. I'm genuinely thankful for you walking this path with me toward investment enlightenment.

    In our journey together, I stress the importance of conviction in your investment choices and the power of compounding for your financial legacy. The goal here is to share knowledge that empowers you to build and secure long-term wealth, beyond the short-term volatility that can so easily distract.

    So, if you're ready to reaffirm your belief in the value of global shares and want a companion in navigating these sometimes stormy investment waters, this is the episode for you. Let's reinforce our financial acumen together.

    Remember, this isn't just about money—it's about sustaining prosperity and enabling philanthropy through savvy investing. Join me as we continue to build on these crucial concepts.

    📺 Watch on YouTube

    https://youtu.be/sT8OKHxjEN0

    Key Takeaways

    00:00 Owning Great Businesses for Long-Term Wealth

    11:41 The Power of Belief in Investing

    16:45 Ownership of US and World Shares

    Tweetable Quotes"Every rational, profit-seeking business does two things we can't imagine the stock market doing. First, rational profit-seeking businesses refuse to lose money any longer than they have to. When an event occurs, the business is acting to protect investors' capital and position for recovery. Every employee, every manager, every executive, and every board member are thereto protect and grow investors' capital.""The five beliefs which I hope you're going to save and revisit are truths about how the world economies and markets work. They are factual, they are foundational, they're based on evidence. 'This time is different' is always an attempt to separate you from that history and evidence.""Believing the five, you believe in something more powerful, more true, more real, more enduring than headlines, and you cannot be scared out of your genuinely well-asset allocated and broadly diversified portfolios of the great companies of the US and the world. Not being scared out means never having to decide when to re-enter and it means never...
  • 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 want to know how we create a passive income stream you can’t outlive?

    If yes, join us and learn how to answer the 4 critical financial independence questions:

    Am I on track for financial independence?What do I need to do to get on track?How do I design a mindful investing portfolio?How do I manage that portfolio and my income over time through changing markets?

    Learn more: https://courses.mindful.money/financial-independence-bootcamp

    In this episode, I dive deep into the often-misunderstood realm of retirement planning, debunking the myths that might have you believe bonds are the be-all and end-all for a secure financial future. We've been told time and again to play it safe as we age, but I'm here to flip the script and show you how equities - those powerful shares in the great publicly traded companies - could be your secret weapon against inflation and the key to a retirement income that doesn't just last, but grows.

    I bring you almost a century of evidence and my personal anecdotes to back up this bold claim, demonstrating the resilience and growth potential of dividends in an uncertain economy. Together, we'll explore why the 'bonds are best' narrative could actually set you up for a slow-motion financial suicide in a world where living costs are relentlessly climbing.

    You'll understand how fostering an income through equity investments in formidable companies isn't just smart; it's necessary to outpace inflation and maintain a lifestyle that's not just comfortable, but financially dynamic. I promise that by the end of our chat, you'll be armed with the essential tactics to make your golden years truly shine.

    So, join me as we step confidently into a discussion that could very well redefine your approach to retirement. Let's grow that retirement income together!

    📺 Watch on YouTube

    https://youtu.be/ELx_ntCfhkY

    Key Takeaways

    00:00 Owning Shares for Retirement Income

    06:33 Importance of Long-Term Equity Investing

    Tweetable Quotes"Wealth is created by owning businesses, and the reluctance to invest in such businesses is often due to fear stirred by the 'Gathering Darkness'—a blend of negative media narratives.""Fixing your income in a rising cost world is financial suicide. It's slow-motion suicide, but suicide nonetheless.""The only investments you can passively own that feature an active refusal to lose money any longer than necessary are the shares of the great publicly traded businesses of the US and the world."Mindful Money Resources

    For all the free stuff at Mindful Money: https://mindful.money/resources

    To buy Jonathan’s first book - Mindful Money: https://www.amazon.com/Mindful-Money-Practices-Financial-Increasing/dp/1608684369

    To buy Jonathan’s second book – Mindful Investing: 

  • 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 want to know how we create a passive income stream you can’t outlive?

    If yes, join us and learn how to answer the 4 critical financial independence questions:

    Am I on track for financial independence?What do I need to do to get on track?How do I design a mindful investing portfolio?How do I manage that portfolio and my income over time through changing markets?

    Learn more: https://courses.mindful.money/financial-independence-bootcamp

    In this episode, I invite you to unlock the potential of your financial future through the lens of innovation and human ingenuity. Together, we dive into the world of investing where I blend personal stories with historical insights to show you how investing in pioneering companies can lead to significant wealth creation.

    Imagine being part of the groundbreaking journey of a company like the one that brought you the iPhone, and the potential financial rewards that could come with it. As we navigate the importance of being shareholders in these transformative enterprises, I share my passion for the relentless progress they represent and the benefits gained by those who invest wisely.

    We also take a closer look at retirement planning, where I challenge the traditional growth versus income debate. I discuss a blended approach that maximizes retirement income through the growth of innovative companies, offering you a strategy to secure a financially robust future.

    I want to bring you into a community where we stay ahead of the curve, making informed investment decisions that enrich our lives. Next week, we'll continue this conversation, but for now, I'm excited for you to join me in rethinking how we can harness the power of growth to empower our retirement aspirations.

    Don't forget to engage with the episode for a richer experience, and I hope you'll be as excited as I am to be part of this investment journey.

    📺 Watch on YouTube

    https://youtu.be/2DjIFOMGo2E

    Key Takeaways

    00:00 The Power of Innovation in Investing

    12:54 Maximizing Retirement Income Through Growth

    Tweetable Quotes"Second only to love, human ingenuity and its expression through innovation is the greatest force on earth.""One small handheld device operated by a teenager in 2023 has more computing power than all the IBM mainframes on the planet the year I was born, 1971.""Publicly traded equity ownership provides remarkably consistent long-term returns. Short-term is a crap shoot. No one has any idea, no one can predict, and it's perhaps the only true passive investment out there."Mindful Money Resources

    For all the free stuff at Mindful Money: https://mindful.money/resources

    To buy Jonathan’s first book - Mindful Money: https://www.amazon.com/Mindful-Money-Practices-Financial-Increasing/dp/1608684369

    To buy Jonathan’s second book – Mindful Investing: 

  • 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 want to know how we create a passive income stream you can’t outlive?

    If yes, join us and learn how to answer the 4 critical financial independence questions:

    Am I on track for financial independence?What do I need to do to get on track?How do I design a mindful investing portfolio?How do I manage that portfolio and my income over time through changing markets?

    Learn more: https://courses.mindful.money/financial-independence-bootcamp

    Join me, Jonathan DeYoe, on a journey of financial acumen in the latest episode of Mindful Money, where we unravel the secrets to amassing wealth in the face of global economic tremors. With a deep dive into the remarkable resilience of profit-driven corporations, like the hotel behemoth Marriott International, we illuminate how they navigate through storms like the COVID-19 pandemic with strategic finesse and emerge even stronger.

    In this episode, we discuss the art of placing money where it belongs, and how to extract the utmost value from life. We share stories that exemplify the power of informed financial decisions and the profound impact of possessing an 'adult memory' of financial history. This episode isn't just for seasoned investors; it's a clarion call to artists, authors, entrepreneurs, and advisors alike who yearn for financial serenity and aspire to enrich their lives beyond measure.

    This discussion promises to arm you with the investing strategies necessary for profitability and financial security in today's world of burgeoning government debt. My heartfelt appreciation goes out to every listener joining us on this journey. Your time is precious, and I'm honored to share these nuggets of wisdom that could very well be the compass guiding you to your financial North Star.

    So tune in to Mindful Money, and let's discover how to preserve and flourish our wealth, even amidst global crises.

    📺 Watch on YouTube

    https://youtu.be/SHwG_UvBN_E

    Key Takeaways

    00:56 - The Characteristics of Profit-Seeking Businesses

    07:11 - Profitability in Business Locations

    13:06 - The Power of Benefit and Uniqueness

    Tweetable Quotes"Rational, profit-seeking businesses will choose to protect their capital, regardless of what that does to a community or a geography. They cannot be forced to do otherwise.""The moment the mistake or the surprise are realized, the activities of the executives and the board of directors will be 100% focused on reducing the losses and returning to profitability. This is their job.""Capital invested in businesses will remain invested in those businesses so long as it is loved and allowed to prosper. When it is no longer loved, it will leave and prosper elsewhere."Mindful Money Resources

    For all the free stuff at Mindful Money: https://mindful.money/resources

    To buy Jonathan’s first book - Mindful Money: https://www.amazon.com/Mindful-Money-Practices-Financial-Increasing/dp/1608684369

    To buy Jonathan’s second book – Mindful Investing: