Jennifer Li is a certified financial planner, a licensed enrolled agent, and a chartered advisor of philanthropy. She's the Director of Financial Planning at EP Wealth, where she leads a team of over 30 financial planners as they work with individuals and families to navigate the goals and complexities of their unique financial situation.

In this episode, I talk with Jennifer about the transformative power of financial literacy. Jennifer shares her journey from a scarcity mindset to financial confidence and explains why planning is more than just numbers—it’s about clarity, control, and peace of mind. We discuss the biggest money mistakes people make, how financial planning gives you control of your future, and simple strategies to take charge of your finances today. If you’ve ever felt uncertain about money, this episode will give you the tools to move forward with confidence.

In this episode:

(00:00) - Intro
(03:22) - What Jennifer learned about money growing up
(07:05) - Jennifer's career journey: from music to finance
(13:40) - The Power of financial planning
(17:17) - Navigating financial uncertainty
(19:58) - Adapting financial plans to life changes
(22:51) - Simplifying your financial life
(24:52) - The emotional benefits of financial planning
(26:17) - When to seek professional financial advice
(30:24) - EP Wealth's charitable initiatives
(34:42) - Key financial planning strategies
(36:20) - Final thoughts

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

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

Jennifer Li — The Life-Changing Power of Financial Planning with Jennifer Li