Mindful Money Plan

This week's episode of Mindful Money with Aimée Eubanks Davis is now live!

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.

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This week's episode of Mindful Money with TJ van Gerven is now live!

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.

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This week's episode of Mindful Money with Amy Schiller is now live!

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.

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This week's episode of Mindful Money with Miriam Castilla is now live!

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.

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This week's episode of Mindful Money with John Crane is now live!

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.

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This week's episode of Mindful Money with Mick Heyman is now live!

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.

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This week's episode of Mindful Money with Victor Haghani is now live!

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, from his early days in New York and Iran to his pivotal roles at Salomon Brothers and Long-Term Capital Management, 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.

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This week's episode of Mindful Money with Jason Feifer is now live!

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.

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This week's episode of Mindful Money with Heather and Douglas Boneparth is now live!

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.

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Ep. 98 of the Mindful Money podcast is now live

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.

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This week's episode of Mindful Money with Liz Frazier Peck is now live!

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.

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Ep. 97 of the Mindful Money podcast is now live

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.

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This week's episode of Mindful Money with Ben Wildavsky is now live!

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.

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Ep. 96 of the Mindful Money podcast is now live

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.

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This week's episode of Mindful Money with Ryan Craig is now live!

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.

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This week's episode of Mindful Money with Henry Oliver is now live!

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.

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Ep. 94 of the Mindful Money podcast is now live

In this episode, 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.

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This week's episode of Mindful Money is now live!

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.

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