Manisha Thakor discusses seeking wealth, counterfeit financial culture, and the difference between money problems and money worries. The podcast also explores international perspectives on work-life balance, the impact of social media on our perception of finances, and the importance of optimizing both financial and emotional wealth for sustainable happiness.

Upcoming Event!How Can Mindfulness Help You Reach Financial Independence?Do you want to reduce money anxiety, but don’t know who to trust?Would you like to learn how to set up and manage your own retirement plan?Do you want to know how we create a passive income stream you can’t outlive?If yes, join us and learn how to answer the 4 critical financial independence questions:Am I on track for financial independence?What do I need to do to get on track?How do I design a mindful investing portfolio?How do I manage that portfolio and my income over time through changing markets?Learn more: https://courses.mindful.money/financial-independence-bootcampSandy Lamb is an executive coach, keynote speaker, and TedX speaker coach. She did the corporate gig and saw executive coaching and leadership development as the perfect way to use her skills, help other people excel, and balance work with family and wellness. Sandy helps executives build a culture of belonging and respect by focusing on authentic leadership and emotional intelligence. She’s the CEO of Altitude Executive Coaching and today, Sandy joins the show to talk about EQ - Emotional Quotient - empathy, and self-awareness.📺 Watch on YouTubehttps://youtu.be/9DKyfpeB9kEKey Takeaways00:56 – Jonathan introduces today’s guest, Sandy Lamb, who joins the show to talk about early financial lessons she learned and why she never treated money as an idol08:12 – Sandy’s path to executive coaching11:46 – Male-saturated versus male-dominated13:09 – Emotional Intelligence, empathy, and self-awareness23:43 – Privilege and avoiding the victim mentality31:09 – The Four Progressive Areas of Empathy36:23 – What empathy is really about39:50 – One thing we can do to increase personal and financial success and one thing to completely ignore43:58 – The last thing that Sandy changed her mind about and a place Sandy has visited that had a profound impact on her48:09 – Jonathan thanks Sandy for joining the show and lets listeners know where to connect with herTweetable Quotes“Now, my focus is primarily on the executive coaching and for promoting women in STEM. I don’t have an engineering degree, but I want more and more women to know that they’re worthy and that they can enter into that male-saturated industry, not male-dominated.” (11:22) (Sandy)“Emotional Intelligence is your ability to be aware of your emotions as they’re coming up in real time.” (15:36) (Sandy)“The key, and what I’ve really dug deep on, is this idea of empathy. And empathy really falls under social awareness in the EQ assessment world. So, it’s important to have an understanding of your own emotions.” (19:15) (Sandy)“Understanding what it is that you have a passion for doing - what excites you to get up and go to work every day? So, there’s a piece of that that really comes into play when you’re looking at, ‘What’s the right role for me?’ And most people don’t leave their jobs, they leave their supervisors. So, again, it goes back to that relationship and this idea of, ‘Can I work for somebody who doesn’t necessarily align with my values and beliefs?’ And I think that’s something that we need to ask ourselves.” (20:02) (Sandy)“The whole idea of women’s empowerment and being empowered is taking matters into your own hands. Don’t complain about what’s happening around you. The way in which you change your situation is you make it happen.” (26:36) (Sandy)“Empathy is not about agreement and it’s not even necessarily about understanding as much as it is about listening. Sometimes, people just want you to listen.” (36:23) (Sandy)“Don’t make a statement when you can ask a question. Because when you make statements, you’re talking at people; you’re not talking with them. And you are assuming that you already know what they need.” (39:19) (Sandy)Guest ResourcesSandy’s LinkedInSandy’s EmailAltitude Executive CoachingAltitude Executive Coaching FacebookAltitude Executive Coaching InstagramCracking the Rich Code: Volume 10Books Mentioned:The Oz PrincipleUncommon GroundMindful 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 Homepage

Upcoming Event!How Can Mindfulness Help You Reach Financial Independence?Do you want to reduce money anxiety, but don’t know who to trust?Would you like to learn how to set up and manage your own retirement plan?Do you want to know how we create a passive income stream you can’t outlive?If yes, join us and learn how to answer the 4 critical financial independence questions:Am I on track for financial independence?What do I need to do to get on track?How do I design a mindful investing portfolio?How do I manage that portfolio and my income over time through changing markets?Learn more: https://courses.mindful.money/financial-independence-bootcampKim Curtis is the CEO of Wealth Legacy Institute and is proud to be part of a firm that puts clients first. For Kim, how you deal with money says a lot about how you deal with life. She’s the best-selling author of Money Secrets: Keys to Smart Investing, and her mission is to give women the right mindset and money formula to help them get comfortable with their money so they can focus on creating lives of purpose. Today, Kim joins the show to talk about the Two Laws of Money, the gender differences surrounding money, and how and when money finds us.📺 Watch on YouTubehttps://youtu.be/BDSn6-O3XhEKey Takeaways00:54 – Jonathan introduces today’s guest, Kim Curtis, who joins the show to talk about how her parents’ divorce impacted her views on money08:45 – The value placed on education and a student loan surprise13:55 – The origins of the Wealth Legacy Institute19:45 – The most potent money scripts Kim runs into with couples24:07 – Love yourself and money will follow25:29 – Two Laws of Money28:46 – Differences in how men and women approach money37:36 – One thing we can do to increase personal and financial success and one thing to completely ignore39:32 – The last thing that Kim changed her mind about and one thing she would like others to know about her41:27 – Jonathan thanks Kim for joining the show and lets listeners know where to connect with herTweetable Quotes“Events happen in our lives all the time that we have no control over. But, what I recognized at that point, was that I did have control over the responses or the choices that I made. And that would determine my outcomes.” (11:17) (Kim) “I wanted to create a firm that had a soul - a firm filled with humanity that puts clients first, not last - and that’s when I created Wealth Legacy Institute.” (16:43) (Kim) “You have to have managing money tied to a financial plan for self-preservation and putting it in perspective.” (21:38) (Kim) “Money finds you when your frequency is high. And, when we have high frequency is when we have joy, when we have aliveness, when we have gratitude, when we have self-love, when we have self-respect, when we have consciousness and awareness. That raises up our frequency to understand for money to find us. And how does money find us? Well, money finds us through our ideas, and ideas are abundant.” (25:02) (Kim) “I think the struggle allows, for the other side, gratitude.” (37:10) (Kim)Guest ResourcesKim’s LinkedInKim’s BookKim’s InstagramHappiness Doesn’t Retire InstagramWealth Legacy Institute WebsiteWealth Legacy Institute TwitterWealth Legacy Institute LinkedInWealth Legacy Institute FacebookMindful 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 Homepage

Upcoming Event!How Can Mindfulness Help You Reach Financial Independence?Do you want to reduce money anxiety, but don’t know who to trust?Would you like to learn how to set up and manage your own retirement plan?Do you want to know how we create a passive income stream you can’t outlive?If yes, join us and learn how to answer the 4 critical financial independence questions:Am I on track for financial independence?What do I need to do to get on track?How do I design a mindful investing portfolio?How do I manage that portfolio and my income over time through changing markets?Learn more: https://courses.mindful.money/financial-independence-bootcampBarbara Friedberg is an MBA, MS, and former portfolio manager, who is committed to investment and money education across multiple platforms. She currently owns and manages Barbara Friedberg Personal Finance.com, which is dedicated to improving investment knowledge and wealth. She consults for a select group of fintech companies and writes for many popular online media outlets. Today, Barbara joins the show to talk about financial influencers, the difference between robo advisors and actual advisors, & what she thinks about investors choosing to pick individual stocks.📺 Watch on YouTubehttps://youtu.be/9X08VOkx4-sKey Takeaways00:59 – Jonathan introduces today’s guest, Barbara Friedberg, who joins the show to discuss how her ‘Depression Baby’ parents influenced her outlook on finance 05:33 – What led Barbara to blogging about the FIRE Movement 12:11 – The goal of Barbara Friedberg Personal Finance.com 14:28 – Barbara’s thoughts on financial influencers on the Internet 19:02 – Barbara’s thoughts on individuals picking stocks 22:49 – Robo advisors 27:29 – Overcoming the roadblock of second guessing ourselves 31:43 – Situations that call for an actual advisor 33:53 – One thing we can do to increase investing success and one thing to completely ignore 37:23 – One thing that Barbara would want people to know about her and the one question Barbara would want to know the answer to 39:43 – Jonathan thanks Barbara for joining the show and lets listeners know where to connect with herTweetable Quotes“The goal [of Barbara Friedberg Personal Finance] was to get a book contract. I knew nothing about making money with the blog. That all came later. In collaboration with other bloggers, I learned, ‘Wow, people are actually making money with this. I can do this too!’ And my eyes lit up and I realized I could create a real job where I’m making a lot of money from my blog.” (12:18) (Barbara)“And I would recommend to anyone, whomever you’re listening to, make sure you know what their background is so that you can assess the level of accuracy of their information. And also understand how they are getting paid.” (16:16) (Barbara)“The benefit of the robo advisor is you can change your asset allocation. You can change it whenever you want.” (29:27) (Barbara)“Many people just don’t have the interest to learn enough about investing to make those types of decisions. And, if you’re one of those people - I don’t care what your financial situation is - you may want to at least have one or two meetings with an advisor. And then there are wealthier individuals who have more complex situations, and they definitely need an advisor because they need somebody to talk about their tax situation, their estate planning, and all of that stuff, and they need help.” (32:04) (Barbara)Guest ResourcesBarbara’s LinkedInBarbara’s WebsiteBarbara’s BookBarbara’s FacebookBarbara’s YouTubeLink to Barbara’s Exclusive GiveawayHow to Invest, and Grow Your WealthMindful 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 Homepage

Franco Perez, an entrepreneur and Founder of Franco Mobile Homes, discusses the wealth and information gap, the benefits of home ownership, and addressing the affordable housing crisis. He shares his experiences growing up in the Philippines and the United States, overcoming challenges during the Great Recession, the potential of mobile homes in wealth building, and using them as a stepping stone to achieve financial freedom. The importance of seeking advice from diverse sources and combating stigmas around mobile homes are also highlighted.

Upcoming Event!How Can Mindfulness Help You Reach Financial Independence?Do you want to reduce money anxiety, but don’t know who to trust?Would you like to learn how to set up and manage your own retirement plan?Do you want to know how we create a passive income stream you can’t outlive?If yes, join us and learn how to answer the 4 critical financial independence questions:Am I on track for financial independence?What do I need to do to get on track?How do I design a mindful investing portfolio?How do I manage that portfolio and my income over time through changing markets?Learn more: https://courses.mindful.money/financial-independence-bootcampMaria Brito is an award-winning New York based contemporary art advisor, entrepreneur, author and curator. She was selected by Complex Magazine as one of the twenty power players in the art world and Art News says, ‘she’s one of the visionaries shaping that world.’ A Harvard graduate, originally from Venezuela, her first monograph “Out There” published by Pointed Leaf Press in 2013, was the recipient of the USA Best Book Awards in both the Art and Design Categories. Today, Maria joins the show to discuss working with Diddy and Gweneth Paltrow, entrepreneurship, and common misconceptions about creativity.📺 Watch on YouTubehttps://youtu.be/noT_hd1LCc0Key Takeaways00:52 – Jonathan introduces today’s guest, Maria Brito, who joins the show to talk about how she transitioned from a Harvard-trained corporate lawyer to an art consultant11:51 – From launching a small business to working with Diddy & Gweneth Paltrow20:25 – Art consulting & Jumpstart Creativity25:31 – The universal nature of creativity30:51 – The Alchemy Lab, explained35:57 – Common misconceptions about creativity39:35 – One thing we can do to be more creative today and one thing to stop doing44:50 – One thing that Maria would want people to know about her and the one question she would want to know the answer to47:24 – Jonathan thanks Maria for joining the show and lets listeners know where to connect with herTweetable Quotes“The way that I teach my children about money being born and raised in New York is a very different story from how I grew up. And, the motivations they have and the things that they see are encouraging and different. And that’s not how I grew up.” (04:07) (Maria)“I believe in God. Say whatever you want. I believe that you get the confirmation when you are on the right path. And, I think part of it is beginner’s luck, honestly.” (13:01) (Maria)“I didn’t have that sort of pressure for anything to happen, right? I was like, ‘Look, I just want to prove that I am very good at choosing art - that I’m very good because I’m on top of my game and I can give a lot of value in this service business.” (18:25) (Maria) “It’s very hard to be creative and not be empathetic.” (32:03) (Maria) “I think that creativity and attention and mindfulness are very intertwined. I do not know anybody who is really creative and successful who is not paying attention.” (41:48) (Maria)Guest ResourcesMaria’s LinkedInMaria’s WebsiteMaria’s XMaria’s InstagramMaria’s FacebookMaria’s PinterestMaria’s BookLink to Jumpstart CreativityMindful 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 Homepage

Upcoming Event!How Can Mindfulness Help You Reach Financial Independence?Do you want to reduce money anxiety, but don’t know who to trust?Would you like to learn how to set up and manage your own retirement plan?Do you want to know how we create a passive income stream you can’t outlive?If yes, join us and learn how to answer the 4 critical financial independence questions:Am I on track for financial independence?What do I need to do to get on track?How do I design a mindful investing portfolio?How do I manage that portfolio and my income over time through changing markets?Learn more: https://courses.mindful.money/financial-independence-bootcampJamie Fiore Higgins spent almost twenty years at Goldman Sachs, reaching the pinnacle of her field by earning the role of managing director. One of just 8 percent of Goldman employees to earn the managing director title, she was the highest-ranking woman in her department. She ran the trainee and internship programs, was active in the Women’s Network Committee, and managed top equity clients and $100 billion in stock. Today, Jamie joins the show to discuss the abuse and misogyny she experienced in a toxic Wall Street environment, what led to her departure, and how she regained her own sense of moral clarity.📺 Watch on YouTubehttps://youtu.be/OKE85JB1CuQKey Takeaways00:48 – Jonathan introduces today’s guest, Jamie Fiore Higgins, who joins the show to talk about how her familial history impacted the formation of her own beliefs about money08:14 – Jamie’s experience at Goldman Sachs17:34 – First In, Last Out, misogyny, and buying into the lifestyle23:15 – Jamie reflects on losing her own sense of moral clarity32:14 – The Spreadsheet of Freedom37:07 – Advice Jamie would give to young female professionals starting out40:10 – Fixing the industry itself46:05 – Hard work, mentorship, and doing things your way49:11 – Jamie’s current project51:24 – The last thing Jamie changed her mind about and one thing she would want others to know about her55:31 – Jonathan thanks Jamie for joining the show and lets listeners know where to connect with herTweetable Quotes“I think, for me, that mindset that I kinda inherited from my father and a little bit from my grandfather is what fueled my almost twenty years at Goldman. And then I started seeing what that cost me.” (06:50) (Jamie)“I did well at first because I have a really good head for numbers, I have a work ethic - I was first in, last out - and I was really good with my clients. But what I realized at this part of my career, when I was five to seven years in, is what really gets you catapulted at Goldman is keeping your mouth shut.” (19:52) (Jamie)“In order to be successful, I had to put up and shut up. And what I realized was that, over time, when you’re constantly living against your values, when you’re constantly feeling like you’re acting in opposition to what your gut says, it just takes its toll.” (22:19) (Jamie)“I felt like Charlie Bucket. I felt like I had just gotten the Golden Ticket to the Chocolate Factory. And from the first day they said, ‘Getting a job at Goldman Sachs is harder than getting into Harvard. So, thank your lucky stars that you did something right.’” (27:51) (Jamie)“Goldman was like an addiction...I couldn’t just walk away cold turkey. I was addicted to the prestige. I was addicted to making my family proud. I was addicted to saying I was Jamie from Goldman.” (33:32) (Jamie)“Until these firms marry their wonderful goals of ‘We believe in equality, blah, blah, blah.’ They need to marry those wonderful soundbytes with actionable steps. And I think in order to do that, you need a curiosity and you need a humility.” (42:04) (Jamie)Guest ResourcesJamie’s LinkedInJamie’s WebsiteJamie’s XJamie’s InstagramJamie’s BookMindful 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 Homepage

The podcast discusses topics such as the misconceptions around the FIRE movement, the importance of having a valuist mindset, and prioritizing saving money. Other topics include raising children in a wealthy family, changing perspectives on health and the medical system, and retirement readiness statistics. The speakers also talk about their backgrounds, discovering resources for financial independence, and transitioning from saving to spending in retirement.

Upcoming Event!How Can Mindfulness Help You Reach Financial Independence?Do you want to reduce money anxiety, but don’t know who to trust?Would you like to learn how to set up and manage your own retirement plan?Do you want to know how we create a passive income stream you can’t outlive?If yes, join us and learn how to answer the 4 critical financial independence questions:Am I on track for financial independence?What do I need to do to get on track?How do I design a mindful investing portfolio?How do I manage that portfolio and my income over time through changing markets?Learn more: https://courses.mindful.money/financial-independence-bootcampPaul Merriman is a nationally recognized authority on mutual funds, index investing, and asset allocation. He founded Merriman Wealth Management in 1983, retired from the firm in 2012, and created the Merriman Financial Education Foundation. Everything he does is dedicated to providing investors of all ages with information and tools to make informed decisions for their own best interests. Today, Paul joins the show to reflect on early financial lessons he learned, discuss the current state of financial education, and share the top three decisions everyone must make in their financial lives.📺 Watch on YouTubehttps://youtu.be/MFHHT8oOnUsKey Takeaways00:47 – Jonathan introduces today’s guest, Paul Merriman, who joins the show to share his background in finance and the scarcity mindset he developed while growing up 07:15 – Paul reflects on early experiences that shaped his money story 11:25 – Paul’s career journey 17:22 – The state of financial education today 22:08 – How to make others understand that financial education is a lifelong process 27:46 – The FIRE (Financial Independence, Retire Early) movement and other financial advice 31:25 – Indicators of misleading financial advice 33:46 – A life changing experience 39:39 – The top three decisions everyone must make in their financial lives 45:38 – Paul’s thoughts on the 1% advisor fee 54:30 – One place Paul has visited that had a profound impact on him and the one question Paul would want to know the answer to 58:50 – Jonathan thanks Paul for joining the show and lets listeners know where to connect with himTweetable Quotes“I don’t know why, but I started selling when I was eleven years old. And I kept selling from selling Christmas cards at eleven to selling in the record shop when I was in high school, selling in the clothing store. I have always enjoyed facing the public and I feel like I’ve always had something worthwhile to sell. And so, while others may see selling as a lowly profession, I’ve always found it to be wonderful because really it’s just another form of teaching as far as I’m concerned.” (03:54) (Paul)“It’s amazing how much great information is being laid at the feet of young people. And there’s a lot more of that great information coming. On the other hand, there is an abundance of really bad advice that is available for free. The price is not what it costs to get the education. The price is gonna come when you get the education and those amazing investments don’t work out.” (17:39) (Paul)“We all say that the best strategy is the one that you will use for the rest of your life. Now, you want it to be a good strategy. We don’t want you to be in cryptocurrency for the rest of your life. But, chasing performance is just not a winning strategy.” (35:40) (Paul)“As a matter of fact, if you look at what is behind successful investing, it’s almost all about being a contrarian and doing the opposite.” (48:35) (Paul) “Generally speaking, even though investment advisors are gonna make a good living, it’s not about making the big sale to get money right now, because they’re looking for a lifetime commitment. The salesperson who gets a commission can get rich right now for a few minutes worth of work. It doesn’t work that way with investment advisors. If you don’t like me after six months, I’m outta there.” (54:01) (Paul)Guest ResourcesPaul’s LinkedInPaul’s WebsitePaul’s PodcastPaul’s EmailPaul’s FacebookPaul’s YouTube ChannelPaul’s TwitterMindful 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 Homepage

Upcoming Event!How Can Mindfulness Help You Reach Financial Independence?Do you want to reduce money anxiety, but don’t know who to trust?Would you like to learn how to set up and manage your own retirement plan?Do you want to know how we create a passive income stream you can’t outlive?If yes, join us and learn how to answer the 4 critical financial independence questions:Am I on track for financial independence?What do I need to do to get on track?How do I design a mindful investing portfolio?How do I manage that portfolio and my income over time through changing markets?Learn more: https://courses.mindful.money/financial-independence-bootcampKristen Wonch is a money coach who works with women to build a relationship with money that turns them on. She does this by teaching women how to earn more, hold onto more, and grow it more simply. A self-proclaimed, ‘wealth ninja,’ Kristen joins the show today to discuss the impact our financial beliefs have on our success, the differences between masculine and feminine energy, and how to avoid the three fatal mistakes investors make.📺 Watch on YouTubehttps://youtu.be/WrIyoybatWQKey Takeaways00:54 – Jonathan introduces today’s guest, Kristen Wonch, who joins the show to share her journey to financial planning and how she made an early association between money and goals07:22 – Breaking down masculine and feminine energy14:02 – Where Kristen gets her information and how she differentiates herself as a financial coach20:09 – The impact of our beliefs24:48 – Overcoming the hurdle of limiting beliefs34:12 – How men and women approach finances differently38:29 – The shift in society around equality and opportunity40:49 – Three fatal mistakes that investors make45:34 – One piece of advice Kristen would give to a woman looking to invest for the first time and one thing to completely avoid49:34 – The last thing Kristen changed her mind about and one thing people don’t know about her that she would like them to know52:52 – Jonathan thanks Kristen for joining the show and lets listeners know where to connect with herTweetable Quotes“What I grew up believing about money was that there wasn’t a lot of it. Money was a thing to be stressed about, it wasn’t to be overspent, and it wasn’t to be spent on things that were luxuries.” (02:48) (Kristen)“In our society, we’re socialized to believe that the masculine energy is the way to make shit happen - it’s the way to make money, it’s the way to achieve, it’s the way to climb the corporate ladder. So, society doesn’t socialize us to value a lot of the feminine energy aspects, like building relationships, empathy, having emotional intelligence.” (12:34) (Kristen)“We all have beliefs. All of the beliefs you have about money - all the beliefs you have about yourself and the beliefs you have about world - that drives every single one of your actions. And most of the beliefs that you’re holding you’re not even aware that you have; you actually think that it’s true.” (18:40) (Kristen)“With the inequality conversation, believing that there are certain things, both structural and societal, that mean you can’t be successful. Well that belief serves you because if you have that belief, you don’t have to go after your dreams or your goals. You just get to sit inaction and stay safe. Well, that’s not gonna get you a large and fulfilling life, so stop telling yourself that shit.” (24:08) (Kristen)“You can create results, you can make money, you can build wealth, and you don’t have to burn out doing it. You don’t have to exhaust yourself. Your health is more important. You can’t pour from an empty cup.” (32:33) (Kristen)“A lot of women, the biggest thing that holds them back is not feeling safe to have, hold, and make a lot of money. They believe they’re going to be judged. They believe that they’re not good with money, and so they try to get rid of it. They believe that they’re going to be a target. That lack of safety that women feel by growing and expanding I think holds a lot of women back.” (36:44) (Kristen)Guest ResourcesMindful Money’s Long-Term Cost of an Advisor calculator100 Money Blocks Free GuideKristen’s LinkedInKristen’s Website Women’s Money MasteryKristen’s PodcastKristen’s EmailKristen’s FacebookKristen’s InstagramMindful 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 Homepage