In this episode of Mindful Money, we break down the emotional reactions to elections and why we should separate politics from our portfolios. As election-driven fear and speculation rise, it’s ....
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Tim “Jai” Baker is the CEO of Luminous Wealth and a veteran of the financial advice industry. His mission is to guide his clients toward their deepest desires and true ....
What makes a truly excellent financial advisor? In this episode of Mindful Money, we explore 12 key qualities that set the best advisors apart—from asking the right questions and providing ....
Christine Benz is director of personal finance and retirement planning for Morningstar and senior columnist for Morningstar.com. In that role, she focuses on retirement and portfolio planning for individual investors. ....
Maggie Jackson is an award-winning author and journalist with a global reach. Her new book, Uncertain: The Wisdom and Wonder of Being Unsure, explores why we should seek not-knowing in ....
Jessica Calarco is a Sociologist and Professor at the University of Wisconsin-Madison. She is an award-winning teacher, a leading expert on inequalities in family life and education, and the author ....
Vicky Reynal is the first financial psychotherapist in the UK, where she has pioneered an approach that applies psychodynamic psychotherapy principles to working with client’s complex relationship with money. Her ....
Jason Schappert is a serial entrepreneur and financial technology visionary dedicated to empowering individuals to achieve financial freedom. He is the co-founder of Moola, an AI-driven investment platform that simplifies ....
Ed Vargo is the Co-Founder and CEO of Burning River Advisory Group and enlightenHer a community focused on financial mentorship for women. With more than 20 years in financial services, ....
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