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

Read More

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

Read More

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

Read More

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

Read More

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

Read More

Reed, thanks for the trip down memory lane. It’s kind of amazing that after 20-30 podcasts no one has gotten this specific about the lessons I learned about money as a kid. From selling bubblegum in grade school, to underpricing the chicken coop project, to door-to-door fundraising… I learned lots of financial lessons as a child. Thanks

Read More

Mortgage rates have fallen to historical lows (in the range of 2.0-3.0%), which has encouraged people to buy homes or refinance their current mortgages. A big decision-making point in doing so is whether to get a 15- or 30-year mortgage. We’d like to share a little bit of our thought process when it comes to

Read More

Money is powerful. It affects all areas of our lives. Not only that, but human nature puts us at risk of making irrational financial choices. Today we are talking with Event Coordinator Sara Witt from Mindful Money who explains the importance of taking risks, being aware of our spending, and why it’s important to face

Read More

Meet Paul Rubin, a financial planner at Mindful Money. In this interview, Paul talks about what mindfulness means to him and his experience at Mindful Money. Money is powerful. It can both add to and detract from all areas of our lives. But human nature puts us at risk of making irrational financial choices. Today

Read More