Read the latest from our team.
What do you think of when you hear the words financial advice? Many people imagine a salesperson who pushes products and only cares about padding his or her own pocket. In fact, many people shy away from working with financial advisors, assuming advisors are only out to make a commission. But this is a major
Laurie’s direct honesty and vulnerability about her own money story is refreshing. If we could all start with a little honesty with ourselves, we would be better off both individually AND collectively. Thanks Laurie. ABOUT THE EPISODE: From Laurie Ruettimann: I’ve got a book coming out in January and there’s a chapter in there all
Thanks Adam. It was great to be on the show. Given your own industry history, I am happy that you approve of our education mission because you know as well as anyone that Mission Matters. SUMMARY Financial planning is not about money and the real benefits of financial planning are not financial. At its best,
Age demographics are shifting. People are living longer than ever before, and we’re stressing our global health and retirement systems as a result. When Social Security was designed, you worked for 40 years, retired, and then died 5 years later on average. The money you paid into the program went on to support those who
The financial industry is dominated by a “beat-the-market” attitude that infects everyone, but is ineffective. Being mindful will lead to far better investment experiences and outcomes and less financial anxiety. Education Over Headlines 2020 brought the advent of the worst global public health crisis in a century. In response, the world locked down, putting its
Kurt, thanks for a fun conversation. Always a pleasure to talk with a like-minded soul about all the incredible potential good our industry is capable of… if we could just stop focusing on the product and start focusing on the people! Follow Financial Leadership Intelligence with Purpose (FLiP) FLiP Podcast | Instagram | About Kurt
During his run for President, Joe Biden released a 110-page document to shed more light on his economic plan. I wanted to explore what the implications might be on your retirement. I’m not making any assumptions, but given that Trump’s re-election would yield more of the same chaos, I wanted to imagine what the next
Jonathan DeYoe has been a financial advisor in the San Francisco Bay Area for over 20 years. He has had offices in Palo Alto and San Francisco and founded Mindful Money in Berkeley, CA. Working in Silicon Valley and San Francisco for multiple Wall Street firms before founding his own firm in 2002, he’s had
In this Special Edition: Election Q&A, Team Mindful Money discusses the upcoming election and the potential impact either result may have on our economy and investments.
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