Bob and I had a great conversation about what gets in the way of our personal growth (and financial success) and how mindfulness can help us reach better outcomes. Skip to: [3:45] Staying focused on what’s important to you. [6:31] “The thing you don’t have is the thing you covet” [10:19] The desire to be

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Wesley and I talk about two things that are always true about personal finance. And, we discuss the difference between wealth and mindful wealth. We have a tendency, upon attaining wealth, to seek to protect it and keep it (this can make a lot of sense when resources are scarce). Sometimes this ends in separating

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During times of extreme stress (like the almost 2 years of COVID), we begin to fatigue and our decision making isn’t quite as sound. Schwab explores behavioral wealth advice in their BeFi Barometer. Here are the results of their 2021 Survey and a link to the more in-depth Cerulli whitepaper on the topic.

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Thanks for the conversation Alpesh — happy to be on the Wealth Matters podcast. You took us a lot of places, including the always interesting question: “How do you work with engineers?” SKIP TO: (00:02 – 2:27) Opening Segment – Introduction of the host into the show – Alpesh introduces the guest of the show,

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Michael asks about my background, the book, and financial mythology before we dig into how we can help more people be more successful. Thanks for having me on, Michael. ABOUT MICHAEL WHITEHOUSE & THE GUY WHO KNOWS A GUY PODCAST Michael Whitehouse is a coach, author, motivational speaker, and networker. With over 18 years of

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Mindfulness helps us step out of the natural biases that are built into our narratives, our brains and our culture. Mindfulness gives you a doorway to being rational… Before you respond emotionally to your partner, or your child, or the market. Thank you Jeff for a great conversation. ABOUT THE EPISODE In this episode, Jonathan

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In our culture we tend to put money at the front of center of everything, which creates anxiety and causes us to make mistakes. I believe that by providing basic financial education and the framework for financial planning, we can change this narrative so that all of us can have better lives. Thanks for a

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Planning is so important. Your plan is to your financial life what your breath is to your meditation. It is the focal point that enables the calm. If you have a good plan and a resilient portfolio, you can let go of that noise. It is the letting go of the other stuff that enables

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It’s also National Canine Fitness, National Fresh Celery, and International Guitar Month (among so many other designations), but let’s not get distracted. What is financial literacy? In 2008, the President’s Advisory Council on Financial Literacy defined financial literacy as “the ability to use knowledge and skills to manage financial resources effectively for a lifetime of

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