The most important element of the financial planning process is discovering what is important to you and defining what success means for you. Ian, thanks for the opportunity to share. ABOUT IAN LOBAS & MEN ON PURPOSE Featuring, celebrating & digging deep into high-level Men On Purpose from around the world who have gotten clarity

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Mark and I talk about the ways anyone can “behave” themselves to wealth, but how we have to overcome some of our most fundamental human biases to do so. As usual, I’m going to point to mindfulness and meditation as useful tools to boost your own awareness and improve your decision making. ABOUT THE EPISODE

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Christian hosts me on The Growth Zone podcast 3 weeks after my brother dies. He catches me in the middle of a re-evaluation of my own life. We ask questions about what is important – what really matters. Remembering that everything is impermanent creates focus in a way that our normal day-to-day cannot. ABOUT THE

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COVID-19 has changed the way in which we invest, spend and how we prioritize what we have, and what we need to live our best lives. Predicting how the stock market or any other investment is going to do is not a sure thing. Reflecting on where we’ve been, and where we are, can help

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Those of you who regularly read my weekly missives already know that my younger brother died on June 17th.  In the parlance of our childhood games, he was my “base.” In a game of tag (and a variety of run and chase games), you were always safe on base. In the last 2 decades he

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Keith and I have a great conversation that covers a lot of ground. We talk about investing, retirement, divorce, raising kids, managing risk in our lives, doing what we love, mindfulness, staying true to our plans, and a lot more. ABOUT THE EPISODE How does the state of our mind affect the way we make

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The financial press has generated much excitement over the sudden increase in SPACs (Special Purpose Acquisition Companies) and the advent of NFTs (non-fungible tokens).  Due to the large sums of money being showered on both, the parody skits on Saturday Night Live, and the involvement of “influencer financiers,” there is a lot of buzz. Where

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Thanks Dr. Vic for the invite to The Mindful Experiment Podcast. The single biggest mistake we make in personal finance is to believe that our outcomes require us to predict the future – which is impossible. If you want financial success, it requires planning, humility, and patience. ABOUT DR. VIC & THE MINDFUL EXPERIMENT PODCAST

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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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