W. Ben Utley, CFP®, not only serves as the Service Team Leader at Physician Family Financial Advisors but also co-hosts their podcast of the same name. Well-recognized for his expertise, Ben has been featured in The New York Times and listed among the “150 Best Financial Advisors for Doctors” by Medical Economics Magazine. As a Certified Financial Planner, Ben provides physician clients with solutions that extend beyond achieving financial freedom, ensuring they also have the time to enjoy it.
In this episode, I talk with Ben about his journey from a chemistry background to becoming a renowned financial advisor. We discuss the harmful effects of hustle culture, identifying and preventing burnout, and establishing work-life balance. We also dive into the importance of core habits like reading, writing, exercising, cooking, and how mindfulness or faith can serve as a foundation for financial success. Ben emphasizes the value of knowing “how much is enough” and shares insights into providing a positive impact through financial advising.
In this episode:
- [00:00] – Intro
- [02:04] – Ben’s early life and entrepreneurial journey
- [04:08] – Transition to financial advisory
- [10:55] – Balancing work and personal life
- [13:44] – Understanding burnout and workaholism
- [16:28] – Finding balance in a market economy
- [20:07] – The FIRE movement: A critical perspective
- [23:27] – Embracing career longevity
- [25:16] – Finding fulfillment in work
- [34:50] – Core habits for personal and financial success
- [35:47] – The importance of relationships and service
- [38:07] – What’s important to know about Ben
Get full show notes and links at https://mindful.money.
Watch the episode on YouTube: https://www.youtube.com/@MindfulMoney.
