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071: Jay Zigmont – Build the Life You Want: Life & Financial Planning for an Underrepresented Population

Dr. Jay Zigmont is a PhD, CFP and the Founder of Childfree Wealth. He is a fee-only, advice- only fiduciary and the author of The Portraits of Childfree Wealth . ....

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070: Linda Case – Psychology, Money & Curating a Healthy Financial Mindset

Linda Case is a financial therapist and financial coach with over thirty years combined experience in financial services, professional counseling, and coaching. She coaches her clients to manage their money ....

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069: Tyler Nicholls – Financial Literacy, Investing in Ourselves, & Providing Value to Others

Tyler Nicholls is an entrepreneur who is passionate about helping others at scale. He taught seventh grade Math with Teach for America before getting his Masters from Boston University. Tyler ....

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068: Julie Bergfeld – Finding What Makes Your Heart Sing: A Deep Intrinsic Process

Julie Bergfeld is a health, wellness and life coach, specializing in performance, stress management, and healthy habits. She’s worked in academia and technology and is currently a yoga teacher who ....

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067: Dawn Santoriello – Manifesting Your Financial Goals

Dawn Santoriello is a CFP, best-selling author, keynote speaker, and the Founder and CEO of DS Financial Strategies, an e-based financial planning firm just outside of Philadelphia. Dawn is focused ....

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066: Sarah Howard – Wealthy In Community While Striving for Economic Equity

Sarah Howard is an entrepreneur, storyteller, and social innovator. Her first entrepreneurial venture was Twenty Twenty Studios where she still tells compelling stories and produces interactive experiences for her clients. ....

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065: Julie Cane – Investing in Democracy & Making an Impact

Julie Cane is the CEO and co-founder of Democracy Investments, a registered investment advisory firm focused on promoting democracy and influencing capital flows in financial markets. The firm’s democracy investments ....

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064: Brad Baldridge – Education, College, & Planning for the Future

Brad Baldridge is one of the nation’s leading college financing experts. He teaches families the best ways to plan, save and pay for college so they can make their children’s ....

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063: Nathalie Plamondon-Thomas – The Power of Thinking Yourself Confident

Nathalie Plamondon-Thomas is a confidence expert, a ‘Queen of Metaphors and Analogies,’ and the Founder and CEO of Think Yourself Academy, an organization offering leading edge courses, trainings and events. ....

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Jonathan K. DeYoe is the founder of Mindful Money. The opinions voiced are his. All opinions and accompanying materials are for general information only and are not intended to provide specific advice to any individual. Past performance is no guarantee of future results. All indices are unmanaged and cannot be invested in directly. Investing involves risks including possible loss of principal. There can be no assurance that any technique or strategy discussed on Mindful Money will be suitable for any particular investor and there is no guarantee of any specific outcome. Mindful Money renders no individual advice. If you have the minimum investment of $1,000,000 and are seeking individual advice - please click the Reach Out button and select “One-on-One Advice” from the services drop down menu. Jonathan loves connecting people with excellent advisors.