The Mindful Money Podcast

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 ....

In this episode of Mindful Money, we dive into the importance of building an emergency fund as the foundation of a successful financial plan. The purpose of an emergency fund ....

In this episode of Mindful Money, we’re discussing the critical step of adopting a savings habit. Spending less than you earn, establishing healthy financial habits early, and taking advantage of ....

In this episode of Mindful Money, we dive into step two of the modular financial planning process—developing a clear vision of your ideal life. It’s critical to think through each ....

In this episode of Mindful Money, we’ll talk about the first step in the modular financial planning process. Contrary to common advice, financial planning should begin with understanding what is ....