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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 …
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 …
Karen and I talked for a full hour before this interview and I’m sure we could have easily talked for another hour after. We spent a lot of time on the 3 topics that interest us both: wealth creation in an unequal world; how to build a financial life rooted in our values; and our …
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 …
It was bound to happen, I finally spoke with someone who made a similar discovery – and commitment – upon realizing how far they let themselves slip. Gary and I have parallel stories about recapturing our health. Gary, thanks for helping me remember Ernie Guzman. I think without his support during my second year in …
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