Mindful Money

Pamela Slim is a business coach and co-founder of K’é Main Street Learning Lab, a grassroots community-based think tank for small business acceleration. She is also the author of multiple works, including Body of Work, Escape from Cubicle Nation , and The Widest Net. Today, Jonathan and Pamela engage in a rich discussion on building empathy and trust with clients and the importance of having a values-based mission and vision. Pamela speaks to her earliest experiences with money, explains The Ecosystem Model from her book, The Widest Net , and shares what motivates and inspires her to continue the work she’s doing.📺 Watch on YouTubehttps://youtu.be/blbdJpoLPEEKey Takeaways00:56 – Pamela Slim shares how early lessons on money shaped how she views finances today07:31 – Corporate coaching, a passion for grassroots economic change, and escaping Cubicle Nation12:22 – How Pamela defines success with her clients/Helping people make better decision about earning money15:16 – Common goals and fears Pamela has observed from the clients she works with21:19 – Pamela speaks to her book, The Widest Net26:05 – The metaphor of business systems and farming28:32 – Why strong mission and value statements are essential to Pamela’s method36:02 – The Ecosystem Model, explained41:41 – The last thing Pamela changed her mind about45:22 – One thing that Pamela wishes people knew about her48:23 – Jonathan thanks Pamela for joining the show and lets listeners know where to connect with herTweetable Quotes“I spent a lot of time abroad. In that path, I have always been and always will be very passionate about grassroots economic change. Not a top-down model where you parachute in a model from elsewhere or a bunch of money from elsewhere, but really harnessing the strength and skills from folks that are on the ground.” (08:28)“My role, and what I tell every client when we start working together, is really to support and strengthen their leadership so they feel better, stronger, and more capable. I help them to be more secure in their decisions, more grounded in their own identity, more sure about their own point of view and their own thought leadership.” (13:10)“The question and some of the concerns that come in are: what is my own capacity for earning? What does it mean to really increase my earnings? There’s never an issue about wanting to make an impact, but sometimes we have to explore a deliberate connection between how are you making your money, how are you marketing, how are you implementing your ethics and integrity and operating in a capitalist system, which we know has some big limitations, and yet doing work in a sustainable way.” (16:23)“For me, The Widest Net is really about creating an unbroken net that underlies an overall community or ecosystem. So, no matter what happens, no matter how far somebody falls, there are other people who are there to catch. We are building a really powerful and strong foundation.” (21:42)“If I can use my life force for the rest of my life to make people feel stronger, more confident, more capable, and with more choices around how they earn money, that’s how I really want to be spending my time.” (29:16)“I get as excited and filled with dopamine as anybody else when you look at possibility. When I blend it with a lens on inclusion, equity, just certain patterns that, if there’s not substantial change and awareness and analysis, then it is unlikely that there will be any kind of shift in power and wealth. That’s a part that, for me, I would love if it becomes pervasive, extensive wealth for all.” (44:51)Guest ResourcesPamela’s Website – https://pamelaslim.com/ke/Pamela’s LinkedIn – https://www.linkedin.com/in/pamelaslimPamela’s Instagram – https://www.instagram.com/pamslim/?hl=enPamela’s Books: Body of Work – https://www.amazon.com/Body-Work-Finding-Thread-Together/dp/1591846196/ref=asc_df_1591846196/?tag=hyprod-20&linkCode=df0&hvadid=312111907622&hvpos=&hvnetw=g&hvrand=15152070695528859851&hvpone=&hvptwo=&hvqmt=&hvdev=c&hvdvcmdl=&hvlocint=&hvlocphy=9004216&hvtargid=pla-453838270925&psc=1Escape From Cubicle Nation – https://www.amazon.com/Escape-Cubicle-Nation-Corporate-Entrepreneur/dp/0425232840/ref=sr_1_1?crid=9S8GZ30OKNH&keywords=escape+from+cubicle+nation&qid=1651164531&s=books&sprefix=escape+from+cubicle+nation%2Cstripbooks%2C93&sr=1-1The Widest Net – https://www.amazon.com/Widest-Net-Untapped-Discover-Customers/dp/1264266790Mindful Money ResourcesFor all the free stuff at Mindful Money: https://mindful.money/resourcesTo buy Jonathan’s first book - Mindful Money: https://www.amazon.com/Mindful-Money-Practices-Financial-Increasing/dp/1608684369To buy Jonathan’s second book – Mindful Investing: https://www.amazon.com/Mindful-Investing-Outcome-Greater-Well-Being/dp/1608688763Subscribe to Jonathan’s Weekly Newsletter: https://courses.mindful.money/email-opt-inCapture the most important benefit of an advisor – behavioral support – without the 1% fee: https://courses.mindful.money/membershipFor more complex, one on one financial planning and investing support with Jonathan or a member of Jonathan’s team: https://www.epwealth.com/our-team/berkeley/jonathan-deyoe/Website: https://mindful.moneyJonathan on LinkedIn: https://www.linkedin.com/in/jonathandeyoe🎙️Podcast Production & Marketing by FullCastBack to Podcast HomepageThis podcast uses the following third-party services for analysis: Chartable - https://chartable.com/privacy

Robin Treasure is a top-performing sales coach and the best-selling author of Heart Powered Sales. After a successful first career in Rome and San Francisco as an Italian translator, she transitioned into sales with the key transferable skill needed in any capacity, in any language: emotionally intelligent communication. Today, Robin shares her experiences with money growing up and how following her heart has led to success in each of Robin’s career paths. Robin debunks the stigma associated with sales and discusses the different, yet equally valuable, skills that men and women bring to the profession.📺 Watch on YouTubehttps://youtu.be/mU42QGgSpkUKey Takeaways00:50 – Robin Treasure shares how her upbringing and following her heart led to her success in multiple different careers10:23 – Embracing the fact that you’re always selling something14:10 – Understanding the stigma behind sales18:49 – Believing in what you’re selling23:09 – Robin shares her belief that just about anyone can be good at sales25:52 – Unique gifts that men and women bring to sales27:40 – How Robin was able to translate her skills into wealth for her family, future and community32:01 – The last thing Robin changed her mind about34:24 – One thing that Robin wishes people knew about her35:42 – Jonathan thanks Robin for joining the show and lets listeners know where to connect with herTweetable Quotes“For my parents, their goal was not to make money or be wealthy. They wanted to be wealthy in other ways. And they did achieve that by living the life that they desired and living out their dream of building a log cabin on a mountain top.” (03:43)“I always followed my heart. And what that does is it provides me the guidance on what is my next best step and what am I meant to be doing and how can I show up in the world in the best possible way and do something that I love and have a positive impact on the world at the same time.” (07:35)“Embrace sales because it’s not a dirty word. In fact, the way you deliver your gifts is to make a sale.” (11:54)“If you can show up and be that person who serves, who educates, who helps guide your prospect along that decision making path, you’re providing a great service so that you can transform and not fit into that stereotype or persona of that sleazy salesman.” (18:23)“Men and women each have unique gifts to bring to the table. Women are particularly gifted with the ability to listen and to be attune to what other people are feeling. And when you’re in sales, being attune to your prospects' feelings, needs, and wants is incredibly important.” (26:04)“What do you do with the earnings that come in? Not just spending, saving and investing; it goes beyond that. Those earnings can enable you to do something more impactful and more meaningful.” (28:36)“Truly, beyond the mission of helping sales professionals to realize their personal and professional goals, my desire and mission is truly to help others shine their light. Each of us has a light to shine and sometimes we need permission in order to shine it fully. And that’s what I’m here to do.” (35:12)Guest ResourcesRobin’s Website – https://www.robintreasure.com/Robin’s LinkedIn – https://www.linkedin.com/in/robin-treasure-2683305Robin’s Book – https://www.amazon.com/Heart-Powered-Sales-Exponentially-Emotional-Intelligence-ebook/dp/B09RGS2ZNMMindful Money ResourcesFor all the free stuff at Mindful Money: https://mindful.money/resourcesTo buy Jonathan’s first book - Mindful Money: https://www.amazon.com/Mindful-Money-Practices-Financial-Increasing/dp/1608684369To buy Jonathan’s second book – Mindful Investing: https://www.amazon.com/Mindful-Investing-Outcome-Greater-Well-Being/dp/1608688763Subscribe to Jonathan’s Weekly Newsletter: https://courses.mindful.money/email-opt-inCapture the most important benefit of an advisor – behavioral support – without the 1% fee: https://courses.mindful.money/membershipFor more complex, one on one financial planning and investing support with Jonathan or a member of Jonathan’s team: https://www.epwealth.com/our-team/berkeley/jonathan-deyoe/Website: https://mindful.moneyJonathan on LinkedIn: https://www.linkedin.com/in/jonathandeyoe🎙️Podcast Production & Marketing by FullCastBack to Podcast HomepageThis podcast uses the following third-party services for analysis: Chartable - https://chartable.com/privacy

Kathryn Peyton is a certified financial advisor at Abacus Wealth. At an early age, Kathryn was impacted by her parents’ financial habits of care and caution around money. But then, something changed for Kathryn as she began to realize that successful investing is attainable for everyday people. Thus began a lifelong fascination with all things money- and economics- related.Today, Jonathan and Kathryn talk about the work they both do as advisors in helping to set their clients up for financial success. Kathryn speaks to the joy she received when her clients see their financial future making sense and growing more secure. Kathryn discusses the importance of choosing a financial advisor based on the personality fit and the ability to truly be heard. She talks about two of the most basic, yet important, rules for a successful financial life and some of the financial resources she likes to consume.Kathryn believes that the system for saving money and building wealth in this country is corrupt, overly complex and impossible to navigate for many folks. My job is to be a translator and a door opener, and to help people reach their dreams in a conscious, purposeful way.📺 Watch on YouTubehttps://youtu.be/BVDAgstZ7SoKey Takeaways00:01 – Jonathan introduces today’s guest, Kathryn Peyton, who joins the show to share some of theearly lessons she learned about money growing up04:51 – Shifting financial dynamics between men and women07:29 – Kathryn’s journey to becoming a financial advisor14:21 – Kathryn speaks to her role and how she manages her clients expectations17:03 – The incredible value that advisors can provide20:04 – Three critical questions to ask potential advisors21:46 – Differentiating between what does and doesn’t work25:48 – Resources that Kathryn reads on a regular basis31:07 – Something Kathryn changed her mind about recently32:01 – One thing that Kathryn wishes people knew about her33:58 – Jonathan thanks Kathryn for joining the show and lets listeners know where to connect with herTweetable Quotes“I would say that the most profound money lesson that I got was that money, or lack thereof, can change everything for a family in an instant.” (02:17)“The reason I really got interested in investing was because my husband has always been the primary breadwinner and I always managed the financial side of life.” (08:49)“Abacus has a very specific investment philosophy and outlook. And it works for a lot of people really well, but it doesn’t work for everybody.” (15:30)“The most important question really is not a question at all; it’s a personality fit. You want to make sure that you feel comfortable talking to that person, that they listen to you, and that they hear what you’re saying and they don’t steer you in a specific direction.” (20:18)“Those are probably the two most important things of a nitty gritty financial life. It’s living below your means and automating everything.” (23:22)“I’m in this job for a purpose. There’s a reason that I’m here. It’s not just because I’m interested in a topic. It’s because I feel like it’s really hard to do this well. There are so many ways to get lost and to get tracked in the wrong direction. And it’s so hard to figure out what the right thing to do is. And I have seen that impact with my parents, with friends and with clients. I really do have a personal mission about doing this job.” (32:17)Guest ResourcesKathryn’s LinkedIn – https://www.linkedin.com/in/kathrynpeyton/Kathryn’s Email – Kathryn@abacuswealth.comLink to Kiplinger Magazine – https://subscription.kiplinger.com/Link to AARP Magazine – https://www.aarp.org/?_ga=2.267441230.1351018858.1649989667-1600706723.1649989667Link to Barry Ritholtz’s Blog – https://ritholtz.com/Mindful Money ResourcesFor all the free stuff at Mindful Money: https://mindful.money/resourcesTo buy Jonathan’s first book - Mindful Money: https://www.amazon.com/Mindful-Money-Practices-Financial-Increasing/dp/1608684369To buy Jonathan’s second book – Mindful Investing: https://www.amazon.com/Mindful-Investing-Outcome-Greater-Well-Being/dp/1608688763Subscribe to Jonathan’s Weekly Newsletter: https://courses.mindful.money/email-opt-inCapture the most important benefit of an advisor – behavioral support – without the 1% fee: https://courses.mindful.money/membershipFor more complex, one on one financial planning and investing support with Jonathan or a member of Jonathan’s team: https://www.epwealth.com/our-team/berkeley/jonathan-deyoe/Website: https://mindful.moneyJonathan on LinkedIn: https://www.linkedin.com/in/jonathandeyoe🎙️Podcast Production & Marketing by FullCastBack to Podcast HomepageThis podcast uses the following third-party services for analysis: Chartable - https://chartable.com/privacy

Leisa Peterson is the Founder of The Wealth Clinic and author of the Amazon best-seller The Mindful Millionaire. Leisa is also the host of The Mindful Millionaire podcast, a show that features inspiring discussions, interviews and commentary aimed at teaching self-mastery and practical financial wisdom. Leisa is a mindfulness teacher and long-time finance-pro, who joins the show today to share her expertise. Today, Jonathan and Leisa touch on the topic of financial trauma and how it can have such a profound impact on a person’s financial future. Leisa provides her thoughts on the dangers of having a scarcity mindset and what affect it can have on your finances. They talk about the importance of teaching financial literacy, especially to young people, in order to foster financial success. Finally, Lesia speaks to the value of applying a mindful approach to money and highlights a bold move each of us can aspire to for a better financial future. 📺 Watch on YouTubehttps://youtu.be/FwNGo9jNB_kKey Takeaways00:03 – Jonathan introduces today’s guest, Leisa Peterson, who joins the show to share some of the early lessons she learned about money growing up and discusses the concept of financial trauma 07:27 – Leisa provides examples of financial trauma she’s witnessed throughout her career 15:23 – Lesia reflects on her own career development 20:20 – How trauma affects financial success 25:35 – The dangers of having a scarcity mindset 26:53 – The importance of teaching young people financial literacy 32:02 – The Less Than Fifty Percent Rule 36:15 – Questioning the assumptions of what you value 39:08 – Something Leisa changed her mind about recently 41:13 – One thing that Leisa wishes people knew about her 42:53 – Jonathan thanks Leisa for joining the show and lets listeners know where to learn more about herTweetable Quotes“You have to control your destiny because your destiny is not going to just deliver itself on your front porch.” (05:45)“What I think is first and foremost the most important thing is that you can’t just tell yourself affirmations or read a book to change how you feel about yourself. What I have seen is you actually need to be in the presence of a mentor and a group of people who are shifting that at the same time. You have to be an example of it on a regular basis.” (08:28)“I am in a ‘Take Out More’ space because I am enough, because I see the value that I’m creating in the world. And that starts to create feedback loops because the business, or the money, starts to come in but it’s fueled by this sense of self that is not prideful but fully enveloping the life and the care and the compassion and the love that we bring into what we’re doing. It’s a much fuller experience than most people give themselves permission to live.” (14:19)“It’s helpful to show people their patterns, such as, ‘This is what it feels like to be stuck in scarcity and let me show you what it looks like on the other side because I want you to be able to do this for yourself in the future.’ And I’ll start to show them the possibilities that they’re not even aware.” (26:12)“The idea that you could have all of your necessity expenses at less than fifty percent of the income coming into your home is a game changer.” (33:13)Guest ResourcesLeisa’s Websites –  https://www.wealthclinic.com/ https://www.mindfulmillionairebook.com/ Leisa’s Podcast – https://podcasts.apple.com/us/podcast/mindful-millionaire-with-leisa-peterson/id1507801376 Leisa’s Book: The Mindful Millionaire – https://www.amazon.com/Mindful-Millionaire-Overcome-Experience-Prosperity/dp/1250261910/ref=asc_df_1250261910/?tag=hyprod-20&linkCode=df0&hvadid=509245866633&hvpos=&hvnetw=g&hvrand=15624224005950802587&hvpone=&hvptwo=&hvqmt=&hvdev=c&hvdvcmdl=&hvlocint=&hvlocphy=9004216&hvtargid=pla-923685320075&psc=1Mindful Money ResourcesFor all the free stuff at Mindful Money: https://mindful.money/resourcesTo buy Jonathan’s first book - Mindful Money: https://www.amazon.com/Mindful-Money-Practices-Financial-Increasing/dp/1608684369To buy Jonathan’s second book – Mindful Investing: https://www.amazon.com/Mindful-Investing-Outcome-Greater-Well-Being/dp/1608688763Subscribe to Jonathan’s Weekly Newsletter: https://courses.mindful.money/email-opt-inCapture the most important benefit of an advisor – behavioral support – without the 1% fee: https://courses.mindful.money/membershipFor more complex, one on one financial planning and investing support with Jonathan or a member of Jonathan’s team: https://www.epwealth.com/our-team/berkeley/jonathan-deyoe/Website: https://mindful.moneyJonathan on LinkedIn: https://www.linkedin.com/in/jonathandeyoe🎙️Podcast Production & Marketing by FullCastBack to Podcast HomepageThis podcast uses the following third-party services for analysis: Chartable - https://chartable.com/privacy

George Kinder is the Founder of The Kinder Institute of Life Planning and the author of multiple bestsellers, including The Seven Stages of Money Maturity and Life Planning for You. He has revolutionized financial advice for more than 35 years by training over 4,000 professionals in 30 countries in the field of financial Life Planning. George has won many awards in the financial planning industry, and was named one of the thirty-five most influential people in financial services. Today, Jonathan and George talk about the psychology of money and where George’s unique perspective on money originated. George expounds on The Three Domains of Freedom and why he believes that life outcomes are more important than financial ones. Finally, George talks about his current project, Reflections on Spectacle Pond, which is being released serially (for free) via email.Watch on YouTubehttps://youtu.be/ShrEFj27UbgKey Takeaways00:43 – Jonathan introduces today’s guest, George Kinder who joins the show to share some of the early lessons he learned about money growing up 05:32 – George expounds on his views on money 07:48 – Where George’s unique perspective on money originated 10:52 – Why life outcomes are more important than financial outcomes 12:10 – The Three Domains of Freedom 16:13 – The transition from financial advisor to training financial advisors 22:31 – The psychology of money 25:45 – Financial tips and best practices 30:35 – What people should ignore when it comes to finances 31:50 – The art of inner listening 35:37 – Jonathan thanks George for joining the show and asks a couple of closing inquiries Tweetable Quotes“As I’ve grown older and explored more, I think that the lessons were deeper, and earlier, and richer, and went back even before money was a conscious thing for me.” (03:39)“Money is an abstraction. What’s important is life, each of our lives, and the freedom we feel in life.” (04:57) “I want to live with my writing, with my spirit, with my graphics, with my art. I want to live like an artist. I want to live completely free in that world so that what I bring into the world is pure, and unusual, and intriguing, and not governed by financial forces.” (11:27) “I think the Dalai Lama said this, but I completely concur. I think it’s an enormous moral failure in America, and in the West, that three men own as much as half of the American population own.” (15:36) “Saving is really valuable. The more you can save, the better. And the more early on you can save and put it to use so it compounds, it’s just amazing.” (26:58) “When I think about what I would love as a tombstone - what people might say about me - is that he encouraged us to be more of who we are. He encouraged us to be more ourselves.” (37:07) Guest ResourcesGeorge’s Websites – https://www.kinderinstitute.com/george-kinder/https://www.georgekinder.com/Reflections on Spectacle Pond: The Weekly EditionGeorge’s Books: Seven Stages of Money Maturity – https://www.amazon.com/gp/product/B006V3E2YU/ref=dbs_a_def_rwt_bibl_vppi_i0  Life Planning for You – https://www.amazon.com/gp/product/B00KOEXZIQ/ref=dbs_a_def_rwt_bibl_vppi_i2Transforming Suffering Into Listening – https://www.amazon.com/Transforming-Suffering-into-Wisdom-Mindfulness/dp/0979174333 Mindful Money ResourcesFor all the free stuff at Mindful Money: https://mindful.money/resourcesTo buy Jonathan’s first book - Mindful Money: https://www.amazon.com/Mindful-Money-Practices-Financial-Increasing/dp/1608684369To buy Jonathan’s second book – Mindful Investing: https://www.amazon.com/Mindful-Investing-Outcome-Greater-Well-Being/dp/1608688763Subscribe to Jonathan’s Weekly Newsletter: https://courses.mindful.money/email-opt-inCapture the most important benefit of an advisor – behavioral support – without the 1% fee: https://courses.mindful.money/membershipFor more complex, one on one financial planning and investing support with Jonathan or a member of Jonathan’s team: https://www.epwealth.com/our-team/berkeley/jonathan-deyoe/Website: https://mindful.moneyJonathan on LinkedIn: https://www.linkedin.com/in/jonathandeyoe🎙️Podcast Production & Marketing by FullCastBack to Podcast HomepageThis podcast uses the following third-party services for analysis: Chartable - https://chartable.com/privacy

Do you struggle with money? You’re not alone.Money is a means, not an end. It’s a necessity of life for sure, but more money does not always guarantee a “good life”. Money enables many aspects of modern life, but as a dominant consideration it becomes destructive.The paradox is that more time and energy spent on personal finance does NOT create better outcomes. Unlike many other parts of life, we can’t create better outcomes by being smarter, spending more time, or putting in more effort.Join Mindful Money author and experienced 40-year investor Jonathan DeYoe as he shares stories from artists, authors, entrepreneurs, and other advisors about how they mindfully minimize their need to think about money and get more out of life.If you aren’t happy with your finances, feel like money takes more time that it should, or want to place your financial decisions into the broader context of your life, this show is for you.Each episode will draw the line between the “enough” activities that the academics tell us are additive to family outcomes, and those “little bit more” efforts that take time and sap energy, but do NOT improve outcomes.🎙️Podcast Production & Marketing by FullCastBack to Podcast HomepageThis podcast uses the following third-party services for analysis: Chartable - https://chartable.com/privacy