CATEGORY
Financial planning is tough, but it’s more about character than intelligence. Focusing on long-term gives you an edge and allows patience to be your most important tool. Shark Bite Biz’s David Strausser interviews Jonathan DeYoe, CPWA, AIF, owner and author of Mindful Money about why he doesn’t speculate (buy lottery tickets or Bitcoin). ABOUT DAVID …
Through a series of human questions, Patrick and I build out the core philosophy of goal-focused and planning-driven investing on top of my experiences as a child, my varied educational path (finance, Lutheran Seminary, and Buddhist Philosophy), and my early sales career on Wall Street. We discuss important concepts in my book, Mindful Money, and …
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 …
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, …
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 …
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 …
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 …
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 …
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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