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074: Carrie Sax – Saving, Investing, & Planning with Care and Consideration

Carrie Sax is a financial advisor at EP Wealth who also has a degree in zoology and has earned a CFP and CFA. She has a regular yoga meditation practice ....

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073: Mike Van Pelt – Identity, Success & Positive Masculinity

Mike Van Pelt is an entrepreneur, author, speaker, and men’s life coach leader. He is the founder of True Man Life Coaching and host of the popular men’s podcast, True ....

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072: Pete Alexander – Handling Stressful Situations with Grace & Success

Professor Pete Alexander has had a thirty-five year career that spans Sales and Marketing, being a college professor of Marketing, and running a small interior landscaping business called Office Plants ....

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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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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.