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 ....
The Mindful Money Podcast
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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, ....
In this episode of Mindful Money, we’ll explore how to choose the right financial planning approach—DIY, digital advisors, or human advisors—based on your needs, goals, and preferences. We’ll highlight key ....
George Kinder is an author and international thought leader. Known in the financial industry as the father of Life Planning, George authored three books on money as he revolutionized client-centered ....
Jordan Grumet found the spark to become a doctor after a deeply personal event reshaped his life’s trajectory. The unexpected loss of his father, an oncologist, ignited a passion within ....
Brian Herriot writes and speaks about the power of time freedom. As a financial coach and founder of Choosy Consultant, he helps mid-career professionals escape the corporate grind. His frameworks ....
In this final episode of our Modular Financial Planning series, we’ll explore “portfolio optimizers”—strategies that add a bit of extra return potential to a well-diversified portfolio. These steps, like managing ....
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