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 ....
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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 ....
In this episode of Mindful Money, we break down the essentials of mindful investing within the larger modular financial planning framework. We’ll focus on three foundational practices: asset allocation, diversification, ....
In this episode of Mindful Money, we explore the choice between paying off low-interest debt and building taxable savings. While paying down high-interest debt is crucial, once that’s done, the ....
In this episode of Mindful Money, we explore strategies for retirement planning. We’ll dive into the critical topics of saving, investing, retirement income, retirement age, Social Security, living arrangements, and ....
In this episode of Mindful Money, we talk about the critical step of eliminating high-interest debt, a common financial burden that hinders progress toward financial freedom. We’ll discuss the importance ....
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