CATEGORY
Laurie’s direct honesty and vulnerability about her own money story is refreshing. If we could all start with a little honesty with ourselves, we would be better off both individually AND collectively. Thanks Laurie. ABOUT THE EPISODE: From Laurie Ruettimann: I’ve got a book coming out in January and there’s a chapter in there all …
Thanks Adam. It was great to be on the show. Given your own industry history, I am happy that you approve of our education mission because you know as well as anyone that Mission Matters. SUMMARY Financial planning is not about money and the real benefits of financial planning are not financial. At its best, …
Age demographics are shifting. People are living longer than ever before, and we’re stressing our global health and retirement systems as a result. When Social Security was designed, you worked for 40 years, retired, and then died 5 years later on average. The money you paid into the program went on to support those who …
The financial industry is dominated by a “beat-the-market” attitude that infects everyone, but is ineffective. Being mindful will lead to far better investment experiences and outcomes and less financial anxiety. Education Over Headlines 2020 brought the advent of the worst global public health crisis in a century. In response, the world locked down, putting its …
Kurt, thanks for a fun conversation. Always a pleasure to talk with a like-minded soul about all the incredible potential good our industry is capable of… if we could just stop focusing on the product and start focusing on the people! Follow Financial Leadership Intelligence with Purpose (FLiP) FLiP Podcast | Instagram | About Kurt
...Tyler, totally agree that Alan Watts is a great introduction to Western Buddhism and that his voice is soothing to the ear. Thanks for a great conversation. P.S. Careful of those 3-4 month hypnosis events! In this interview we talked about the challenges of our reactions to what is going on in the world, and how practicing …
Thanks Seth. Glad we had a chance to talk about the greatest tool for better outcomes (in finance and life): mindfulness. I look forward to the next conversation. In this interview we talked about why Mindful Money focuses on goal-focused and planning-driven decisions, why you can’t add more happiness with more money, and how mindfulness …
Chad, I LOVE the snippet you pulled out as the intro. “The key is consistency, not brilliance.” Thanks for a great conversation. In this interview, we talked a lot about: What our culture gets wrong about financial planning The best way to approach investments Rethinking our definitions of success ABOUT THE B2B REVENUE EXECUTIVE EXPERIENCE …
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 …
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