Tim “Jai” Baker is the CEO of Luminous Wealth and a veteran of the financial advice industry. His mission is to guide his clients toward their deepest desires and true fulfillment by fostering a healthy, stress-free environment where financial and personal well-being are seamlessly integrated. He believes that wealth management should not occur in isolation, but rather as part of a holistic approach that considers the whole person.

In this episode, I talk with Tim about the deep psychological and emotional ties we have to money, how Wall Street manipulates investors, and why self-awareness is key to financial success. We explore how knowing yourself leads to better money decisions, reducing financial anxiety while building true prosperity. If you want to rethink your relationship with money and gain clarity, this conversation is for you.

In this episode:

(00:00) - Intro
(00:59) - Meet Tim "Jai" Baker
(03:00) - What Tim learned about money growing up
(09:34) - How Tim got his Start as a financial advisor
(14:24) - The Awakened Investor
(18:24) - The path to self-awareness and financial mastery
(21:53) - The Human Archetype Assessment and Family Genogram
(24:15) - Integrating wealth management with holistic well-being
(28:51) - The role of meditation and mindfulness
(32:05) - Financial planning and client interests
(36:51) - Final thoughts and takeaways

Get full show notes and links at https://mindful.money.

Watch the episode on YouTube: https://www.youtube.com/@MindfulMoney.

Awakening Financial Wisdom with Tim “Jai” Baker