CATEGORY
Money can be a touchy topic for many people and can even induce anxiety and fears. Many people avoid planning their finances because they believe it will be too difficult. Today in our Mindful Money talk, we interviewed David Glotzer who provided some helpful advice about financial planning and overcoming fear. Continue reading to learn …
Most of my interviews stick to wealth building or investing in general. Thanks Gresh for inviting me to talk about leadership. “Being a CEO” is still new to me. I’m making the transition from being a guy who has a financial planning practice, to running a business that I hope (and believe) will thrive beyond …
For context: We’ve been here before. This article is itself a refresh from an article I wrote on this topic in 2014 – many percentage points below where we sit today. You may have heard that the stock market is at “all-time highs.” This trend portends either unparalleled disaster or boundless opportunity for investors – …
Money is personal — everyone has a unique relationship to it. People often make irrational, and emotional money decisions by following trends and what the media tells them to do. In this interview, Jonathan talks about the importance of managing your money, and how he manages his clients’ money with mindfulness. Jonathan also discusses overcoming …
Cedric, your comments about growing up with very little while surrounded by others who had very little really got me thinking about the difference between that and how I grew up – having very little but surrounded by others who had much more. I think this early feeling of relative “lack” was the thing that …
Thanks Matt for broadening my horizon a little bit. I think of mindfulness as one of 3 levers we can pull to improve client outcomes and it was great to talk about mindfulness as an important lever that could also lead to change within the industry. It’s a small movement at best, but an important …
The question us advisors should ask ourselves is, “What are the levers we can pull to support better financial outcomes?” When an advisor says “better investment performance,” they are either very naïve, or they are lying. We would say that they are stuck in a “prediction” narrative that attracts clients, but doesn’t actually work. A …
Our career is a huge part of life. However landing one might not be easy, and it is imperative to know what you want from life and how you will achieve it. Today, we are talking with Nicole Williams, Course Manager at Mindful Money, who explains the importance of committing to a career that strongly resonates …
Money is powerful. While this is true, many of us do not like to talk about it. However, it is imperative to know your finances and get help when needed. Today, we are talking with vice president John Madden from Mindful Money, who explains the importance of being aware of your financial situation, not fantasizing …
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