CATEGORY
Thanks Lois for a great conversation and exploration of what matters. I really appreciate your focus on legacy and what we leave behind. Here are a few things we covered: 1) The importance of our physiological, psychological, and cultural response to money, 2) Why sometimes the best thing you can do with your investments is …
Open your browser or turn on the TV and you will find the echo chamber is at it again. The recession continues. A stock market crash is imminent. Bonds have no or negative yields. There is nowhere to hide. If you’re not investing in XYZ, you’re missing out. We can try to tune it out …
The next open enrollment period will run from October 15, 2020 to December 7, 2020, for coverage effective in 2021. That means, in less than two weeks you will have an opportunity to review and change your Medicare health plan and prescription drug coverage to better meet your needs. Go to Medicare.gov for complete information. …
There are lots of reasons that we shouldn’t mix up our portfolio over politics or let our politics overrule our investment disciplines. As an intro to our October 19th client event – here are 3 of them: 1. There is no evidence that markets prefer one party over another. History is filled with examples of …
Now that the market has recovered all of its Pandemic induced losses and we are standing on the precipice of what everyone is saying is the most important election in our lifetimes, I am beginning to hear questions about whether or not we should “seek more safety” or “get out of the market.” My response …
Thank you so much Ty! I enjoyed speaking with you about the path towards accomplishing the ever-allusive goal of true financial freedom. During this show we discuss: ● 4 Ps of finance and how to use them to accomplish your financial goals ● How to set financial goals and accomplish them ● How to develop …
Team Mindful Money discusses leading economic indicators, job numbers and unemployment, as well as the Bay Area real estate market and how the election will affect the markets.
...Thank you George for a fantastic interview! Description: On this show, we talked about the value of impartial financial literacy and where to find it as well as what to avoid, the value of community as well as simplicity with Jonathan DeYoe, CPWA, AIF, author, speaker and Founder of Mindful Money. Listen to learn why …
Thank you Bert for a great conversation, and for featuring me in your Profiles of Success! We reflected on our love/hate relationship with money, and how, while having more money certainly does not equal happiness, why having both money AND happiness should always be the goal. We also took a deep dive into what I …
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