CATEGORY
My men’s group helped me pick up the pieces when my brother died and I appreciate every opportunity to talk about him and to reflect on the power of community. A hearty thank you for the wonderful interview, conversation, and walk down memory lane from one man who wears his heart on his sleeve to …
I so appreciate all the financial coaches and financial therapists and money trauma people in the world trying to help folks who don’t have access. Holly is one of the best. Holly, thanks for having me on The Wealth Trifecta Podcast! Every conversation we have… I learn. ABOUT THE EPISODE Holly discusses money, love, and …
ABOUT THE EPISODE We talked about what mindful money and mindful investing means, helping people who may never interact with a financial professional, the shortcomings of traditional financial wellness, and why everyone is capable of becoming an investor, with Jonathan DeYoe, Money Philosopher, podcast host, speaker, Financial Advisor, and author. Listen to learn about closing …
Looking back on my own life, the hundreds of personal finance and meaning of life books and blogs I have read, and the tens of thousands of conversations I have had with clients, prospective clients, financial professionals, industry folks, and coaches of every stripe I have distilled a few very simple things that can stack …
The last “F” in BFF stands for forever. Forever isn’t over when somebody dies. I was recently on a podcast that features BFFs. The podcast, “How I Met My BFF” is hosted by Leisa Reid & Tamara Kindred (whose couch I crashed on one summer in college). Tamara, thanks for the opportunity to remember. ABOUT …
“Investing” means you put something in to get something out. It could be that you’re putting in effort at the gym so you can improve your fitness. Or, you and your partner might invest time with a couple’s therapist so you can communicate better and enjoy an improved relationship. These are both investing. In personal …
There is a lot of ink spilled on the how’s and wherefore’s of deferring our gratification. But, with so many choices in front of us in every moment… why should we bother? Why not live in the moment, do what we want when we want, consume what we want when we want? Why should we …
In a recent post, Rohan of the alearningaday.blog wrote about the difference between Responsibility and Accountability. His basic assertion, that the difference between the two lies in our ability to delegate them, brought to my mind an individual’s choice of paying for financial advice. Advisors don’t always appreciate the difficulty this choice presents, and Rohan’s …
Jason leads an incredible interview. He asked great questions and then everywhere we turned, he had a resource or a suggestion. He made me think about things I have not thought about before, and if you know me… you know that is a big deal! He is a polymath among interviewers. ABOUT THE EPISODE Discussion …
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