3min chapter

Mindful Money cover image

000: What is Mindful Money?

Mindful Money

CHAPTER

EP Wealth - A Podcast About My Brother's Death

After 20 years running a financial planning firm, something happened to shock my entire life. My brother was swimming in the Pacific Ocean and he drowned in June of 2021. About six months later, by the end of the year, 2021, I had merged my financial planning practice into a larger firm, EP Wealth. Having a podcast now after the change is honoring my brother's legacy.

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