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

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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

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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,

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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

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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

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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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In our culture we tend to put money at the front of center of everything, which creates anxiety and causes us to make mistakes. I believe that by providing basic financial education and the framework for financial planning, we can change this narrative so that all of us can have better lives. Thanks for a

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Thanks Dr. Vic for the invite to The Mindful Experiment Podcast. The single biggest mistake we make in personal finance is to believe that our outcomes require us to predict the future – which is impossible. If you want financial success, it requires planning, humility, and patience. ABOUT DR. VIC & THE MINDFUL EXPERIMENT PODCAST

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My host, Anthony, was hyper-focused on the very basic decision matrix. How do people decide on what to invest in and what are those outcomes generally, vs. how should people decide on what to invest in and can that improve outcomes. He wanted to get at the heart of what doesn’t change – even as all the fluff around it

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