Mindful Money

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 HomepageThis podcast uses the following third-party services for analysis: Chartable - https://chartable.com/privacy

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 HomepageThis podcast uses the following third-party services for analysis: Chartable - https://chartable.com/privacy

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-bootcampCarrie Sax is a financial advisor at EP Wealth who also has a degree in zoology and has earned a CFP and CFA. She has a regular yoga meditation practice and has been working in the financial services industry for twenty years. Today, Carrie joins the show to discuss her journey from zoology major to financial advisor, the impact gender stereotypes have had on men and women’s finances, and the pivotal roles financial advisors play for their clients.📺 Watch on YouTubehttps://youtu.be/T-Ac1MA5LnIKey Takeaways00:53 – Jonathan introduces today’s guest, Carrie Sax, who joins the show to share her journey to financial planning and how she made an early association between money and goals 13:04 – From zoology to finance 21:25 – Stock selection 24:02 – Portfolio planning 28:59 – The most important things financial advisors do for their clients 31:44 – Finances, relationships, and gender roles 43:05 – Gender differences between how men and women approach finances 44:43 – One piece of advice Carrie would give to a prospective client to find financial success and one thing to completely avoid 47:08 – One thing people don’t know about Carrie that she would like them to know and one place Carrie has visited that had a profound impact on her 48:33 – Jonathan thanks Carrie for joining the show and lets listeners know where to connect with himTweetable Quotes“Most of what I learned came from my mom, who handled the family finances. She taught me my numbers, she took me to the bank and showed me how to use the ATM, she got me a checking account. My dad was into his boat and his cars, so my mom was really the one who was really organized and managed the household expenses well.” (03:18) (Carrie) “My dad did earn the money and he made good money at certain times in his life. But he really had no idea what he was spending. He really had no awareness or mindfulness around the spending. It was just, ‘money in, money out,’ and my mom was this gatekeeper, and I don’t think either of them had a grasp on what was possible.” (07:55) (Carrie) “In my opinion, and from my experience and education, if you go from one advisor to another, the portfolio shouldn’t be that different. They really shouldn’t. It’s a bit commoditized. I think a low-cost portfolio, passive tense, research shows tends to outperform.” (24:20) (Carrie) “It’s an exciting thing to talk about the hot stock of the day, but it doesn’t really ever get you the better returns in the long-term, I don’t think.” (28:46) (Carrie) “Finances are not just for the guys. Sometimes women are more savvy with that stuff than men. I think it really makes for a more balanced relationship.” (36:52) (Carrie) “Really it’s just saving. It’s living below your means, saving, and investing in a stock and bond portfolio for the long-run.” (45:45) (Carrie) “I care about my clients. I think that’s the best way to be a successful advisor is to care, because then you’re in it for the right reasons.” (47:36) (Carrie)Guest ResourcesCarrie’s BioMindful 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

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-bootcampMike Van Pelt is an entrepreneur, author, speaker, and men’s life coach leader. He is the founder of True Man Life Coaching and host of the popular men’s podcast, True Man Podcast. Mike has served in leadership roles for most of his career, bringing over two decades of engagement and expertise in account management, consulting, and leadership development.Today, Mike joins the show to discuss the work he’s doing mentoring and guiding men, what positive masculinity means to him, and why so many men tie their identities to their careers.📺 Watch on YouTubehttps://youtu.be/OoeKu5-K33UKey Takeaways00:51 – Jonathan introduces today’s guest, Mike Van Pelt, who joins the show to share early financial lessons he learned, his entrepreneurial spirit, and his views on the wealth gap15:21 – Mike gets vulnerable and opens up about his unique relationship with his wife and her career19:59 – Why men tie their identities so closely to their careers26:05 – Defining ‘positive masculinity’29:00 – What Mike has observed about young men and their thoughts on what it means to be a man42:07 – One thing we can do to find success and one thing to completely avoid53:34 – One thing people don’t know about Mike that he would like them to know and the one question Mike would know the answer to57:36 – Jonathan thanks Mike for joining the show and lets listeners know where to connect with himTweetable Quotes“Now I view money as something that easily comes to me. I try to think of it that way rather than repelling it away from me.” (04:16) (Mike)“I just thought everybody around me was the same way. And so, I didn’t necessarily think about who was rich or who was poor. I knew whose dad owned the car dealership down the street and whose dad was the attorney, but my view of them was we’re equals.” (07:23) (Mike)“It gives me a really unique view and seat in looking at the world of masculinity and the world of issues women deal with, such as pay equity. So, I’ve had a unique view of that and I’m glad I did because it’s really opened my mind to what’s going on.” (25:33) (Mike)“Masculinity is more along the lines of being real, being authentic, and being vulnerable.” (27:06) (Mike)“Life is so short; it’s so tender. You never know when you’re gonna lose the people around you. And I don’t think we can ever lose sight of that. And as I get older, I tend to choose more wisely the people that I put around me or the people I’m exposed to. I like to say in my world, ‘I want more givers around me and fewer takers.’” (42:59) (Mike)“You gotta take control over your own life because nobody else is gonna look out for you. They’re worried about themselves. At the end of the day, you are in control of your mind, your body, what you say, and what you do. And if you don’t take action to be present and positive, nobody’s gonna want to be around you.” (50:00) (Mike)Guest ResourcesMike’s LinkedInMike’s EmailMike’s WebsiteMike’s FacebookMike’s TwitterMike’s InstagramMike’s YouTube ChannelMike’s PodcastMindful 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

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-bootcampProfessor Pete Alexander has had a thirty-five year career that spans Sales and Marketing, being a college professor of Marketing, and running a small interior landscaping business called Office Plants by Everything Grows, where he’s still a majority owner. Professor Pete is also an expert in something that impacts all of our lives: stress. Today, Pete joins the show to share tips and best practices for coping with stress, the role of eustress, and the importance of gratitude and visualization.📺 Watch on YouTubehttps://youtu.be/Ex_I_ZfC9N4Key Takeaways00:55 – Jonathan introduces today’s guest, Pete Alexander, who joins the show to talk about how financial insecurity growing up instilled a fear-based money mindset 09:14 – The inspiration to write a book about stress 17:31 – Gratitude, visualization, and personal values 25:40 – Staggering statistics on stress and its effect on the body 30:10 – Understanding the LIGHTEN acronym 31:49 – Good stress vs. bad stress and the two flavors of stress 35:14 – One thing that a person under severe stress can do to reduce their stress levels and one thing to avoid doing 41:09 – One thing people don’t know about Pete that he would like them to know 43:10 – Jonathan thanks Pete for joining the show and lets listeners know where to connect with himTweetable Quotes“What I learned was that, when you don’t manage your money properly, that has a very strong effect on your kids.” (02:45) (Pete) “For me, my feeling is that I don’t want to be a burden for my kids. And so part of my strategy of ‘saving, saving, saving,’ is that I wouldn’t feel like I had to go ask them, down the road, if something happened to me.” (08:29) (Pete) “I sat there and I thought, ‘Oh my God. I’m trading my health for my career.’ And that is a very bad trade because, if you think about it, the reality is when you think about a time when you were really sick, did you feel like doing anything other than lying in bed? Probably not. And when you’re in that state, you’re no good to your career, to your business, or to the people you love, because you have no energy.” (15:30) (Pete) “Health became and remains the number one priority for me because, in my opinion, without your health, nothing else matters.” (23:32) (Pete) “One thing that stood out to me when I started doing my research was that the World Health Organization (WHO) called stress the number one health epidemic of the 21st Century.” (26:46) (Pete) “There actually is good stress, called eustress. That is stress where if you’re working on something that you are passionate or excited about, it’s the kind of stress that helps us get things done.” (31:52) (Pete) “The energy that we project out there in the universe, we’re gonna attract that same polarity back. And so when we project out negative energy, we are retracting back like energy. But if we send out positive energy - guess what - we’re gonna attract back that positive energy.” (34:37) (Pete)Guest ResourcesPete’s LinkedIn Pete’s YouTube ChannelPete’s Facebook Pete’s Twitter Pete’s BookPete’s Stress Relief ThoughtsOffice Plants by Everything Grows WebsiteLink to the Values Activity that is a true game changer for stressMindful 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

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-bootcampDr. Jay Zigmont is a PhD, CFP and the Founder of Childfree Wealth. He is a fee-only, advice- only fiduciary and the author of The Portraits of Childfree Wealth . Most financial advice treats parenthood as the default. Dr. Jay has built a financial planning system that caters to the unique needs of those whose futures don’t include kids. Today, Jay joins the show to talk about why having children has become a default scenario in financial planning. He details the differences in financial planning between those who choose to have kids and those who choose to be childfree, and gives advice on how to build the life you want and then have the finances fit it.📺 Watch on YouTubehttps://youtu.be/dfi8fFdfKQwKey Takeaways00:58 – Jonathan introduces today’s guest, Jay Zigmont, who joins the show to talk about an early lesson that became integral to his money story and why he chose to focus on helping a unique demographic 10:01 – Jay shares the story of how he made his first million and lost it before he turned twenty-five 13:37 – Improving your money mindset 14:40 – From Adult Learning to Financial Coaching 16:21 – A systematic bias in the financial services industry 21:34 – Childless and Childfree demographics and statistics 26:31 – Key differences between planning for a life with kids and planning for a life without kids 32:08 – Long-term care 36:14 – One thing that a childfree person should do to lead to greater personal and financial success and one thing to avoid doing 37:38 – The last thing Jay changed his mind about and the thing in Jay’s life that he is most grateful for 39:31 – Jonathan thanks Jay for joining the show and lets listeners know where to connect with himTweetable Quotes“The hard part is that when you run your own company, you work for a crazy person, which is yourself.” (07:24) (Jay) “The childfree demographic is an underrepresented minority group that people aren’t talking about. And when they are talking about them, they’re judging them.” (08:19) (Jay) “Money doesn’t buy happiness. You don’t know that until you actually have money. I was living in Connecticut, commuting three hours both ways to New York City until I could afford an apartment. I had no money. I was busting my butt. But you learn that, ‘Ok, it’s easy to make money. How do you manage it? How do you grow it? How do you keep it?’ That’s a different question.” (10:55) (Jay) “There are systematic biases - technically the term is ‘pro-natalist’ which advocates for more kids - built into the system that the childfree folks then have to essentially unbuild. But I have to teach people financial advice that matches them.” (18:00) (Jay) “What’s happening is the younger generations are going, ‘Yeah, the concept of working twenty- five years and getting a watch and pension is gone. The classic two and a half kids and the white picket fence and the marriage could be gone too.’ And that’s just a rethinking of The American Dream. I don’t blame them for picking a different path. It’s just a different society now than it was for hundreds of years.” (25:36) (Jay) “I call it ‘Life & Financial Planning.’ I start with. ‘What life do you want to live?’ Then I go to what your finances are, and then your taxes.” (28:41) (Jay) “If you ask me, ‘Hey, who’s gonna take care of you when you get older?’ My answer is, ‘My bank account.’” (33:12) (Jay) “My answer is always, ‘Pick the life you want to live, then make your finances fit it.’ You don’t have to follow the default path.” (36:32) (Jay)Guest ResourcesChildfree Wealth Website Childfree Wealth Podcast Childfree Wealth YouTube Channel Childfree Wealth Facebook Childfree Wealth Instagram Childfree Wealth LinkedIn Jay’s LinkedIn Jay’s BookBooks Mentioned:Die with ZeroMindful 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

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-bootcampLinda Case is a financial therapist and financial coach with over thirty years combined experience in financial services, professional counseling, and coaching. She coaches her clients to manage their money and mindset so they can get firmly on the path to financial freedom and comfortable retirement. Today, Linda joins the show to speak about female entrepreneurship, why the best laid financial plans don’t always pan out, and her thoughts on the conditioning of limited beliefs.📺 Watch on YouTubehttps://youtu.be/7f9_CRYo09EKey Takeaways00:51 – Jonathan introduces today’s guest, Linda Case, who joins the show to talk about financial trauma and curating a healthy financial mindset 12:03 – Linda reflects on the impact that the Great Recession of 2008-2009 had on her 16:43 – F3 Cubed 20:54 – From financial advisor to psychologist 27:11 – Staggering statistics on successful female entrepreneurship 31:27 – The conditioning of limited beliefs and how women, in particular, are conditioned 38:58 – Understanding the role that shame and forgiveness plays in finances 43:21 – Hypnosis & Energy 52:58 – One thing that women in particular can do to lead to greater personal and financial success and one thing to avoid doing 55:01 – Something people don’t know about Linda that she would like them to know and the one question Linda would want to know the answer to56:14 – Jonathan thanks Linda for joining the show and lets listeners know where to connect with herTweetable Quotes“I didn’t have that knowledge of limiting beliefs. All I had was the upbringing that I had. You come in with these core sets of beliefs and until they come to awareness, you’re looking at your life and saying, ‘Whoa, this is a problem. Do I want to address this or do I want to push it back down and wait until it springs up again?’” (11:18) (Linda) “It wasn’t until I really delved deeper into the spiritual aspects of money and getting my training on energy psychology that really, I think, developed into this program that I created.” (17:44) (Linda)“It’s a small percent [of female entrepreneurs] that breaks out of that microbusiness mold. And, I just have to attribute that to a lot of belief that we have been brought up with that we don’t speak up for ourselves, and don’t go after, and are busy taking care of other people.” (27:31) (Linda) “We all are conditioned, male and female, and it starts at a very early age. Seven is when we start to develop the conscious reasoning part - the logical part - of our brain. But before that, we’re pretty much walking around in a hypnotic state.” (31:44) (Linda) “I have clients coming in and it’s not specifically money related, but we end up having those discussions. And I think I have helped them feel safe having that conversation with me. But, unfortunately, so many people out there don’t have a safe place to go where they’re not going to be judged.” (39:45) (Linda) “Your imagination, when you want to create something, is all there. It’s all there. You don’t know how it’s gonna show up, but be open to synchronicities.” (54:19) (Linda)Guest ResourcesLinda’s YouTube ChannelLinda’s Phone Number: 267-377-7349 Linda’s WebsiteMindful 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

Tyler Nicholls, expert in financial literacy and investing, shares his thoughts on developing sound financial habits early, having an abundance mindset, and giving back to others. The podcast covers the importance of teaching kids financial literacy and challenges traditional retirement norms. They also explore the power of providing value, the impact of education, and the correlation between happiness and action.

The podcast discusses the importance of following one's passion and marrying it with financial stability. The guest shares their childhood experiences with money and investing, as well as their journey of following their hearts in choosing their career path. They explore the parallels between athletic and financial success, emphasize the value of investing in various aspects of life, and discuss the process of awakening and making mindful decisions. The chapter also highlights the guest's website and social media for further connection.

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-bootcampDawn Santoriello is a CFP, best-selling author, keynote speaker, and the Founder and CEO of DS Financial Strategies, an e-based financial planning firm just outside of Philadelphia. Dawn is focused on empowering women and couples to reach their financial goals with peace of mind. She’s been featured in Forbes, Investment Advisor, and MarketWatch. Today, Dawn joins the show to discuss the law of attraction and the power of manifestation, having the right mindset when it comes to financial planning and advice for keeping it simple.📺 Watch on YouTubehttps://youtu.be/JbYGvpH7daQKey Takeaways00:58 – Jonathan introduces today’s guest, Dawn Santoriello, who joins the show to talk about her upbringing in foster care, her entrepreneurial origin story, and what led her to the financial industry 09:32 – The Law and Attraction & Manifestation 13:37 – Defining ‘manifestation’ 16:06 – Planning, effort and having the right mindset 18:58 – Attracting the right people 23:16 – Five Money Blocks 28:20 – The importance of accountability 30:32 – One thing that we can do to lead to greater personal and financial success and one thing to avoid doing 33:30 – The last thing Dawn changed her mind about and one place Dawn visited that had a profound impact on her 34:31 – Jonathan thanks Dawn for joining the show and lets listeners know where to connect with herTweetable Quotes“My friend who’s trying to get a new job called me the other day and they asked her, ‘What do you want?’ And she replied, ‘Oh no, I’m good. I don’t need anything.’ I told her that she’s not receiving. They’re asking you what you want; you have to tell them. The universe is trying to bring you stuff and you’re saying, ‘No, I’m good’ and then you’re miserable. So, just now ask for what you want and receive it this time. Ask for what you want, believe it’s already yours, let it go, receive and give gratitude for it.” (14:07) (Dawn) “Action is the big thing [with manifestation]. You can’t just be like, ‘I want a million dollars today. I’m just gonna sit here on my butt and it’s gonna come to me.’ No, it’s not gonna come to you. You have to do something.” (16:23) (Dawn) “Make a decision. Go out and educate yourself. Take the first step and meet with someone like us. Learn more and take baby steps. Keep track of your finances.” (26:16) (Dawn) “I keep investing simple. It’s boring, but it works. It’s called ‘evidence-based investing.’” (30:54) (Dawn)Guest ResourcesDawn’s WebsiteDawn’s TwitterDawn’s YouTube ChannelDawn’s FacebookDawn’s LinkedInTools Mentioned:Right CapitalUndebtDawn’s Books:Manifest and Invest: Live Your Best Life Get Your Money RightThe Spiritual Path to Prosperity... The Truth about Money RevealedMindful 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