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 Trathen is a business, money, and mindset coach, three things that are foundational to the process of building wealth and creating financial independence for our families. Her favorite topic is how our thoughts about money shape our ability to make more money. Today, Kim joins the show to share how her own relationship with money was forged, what inspired her to become an entrepreneur, and why she is so passionate about helping female founders.📺 Watch on YouTubehttps://youtu.be/f8VPekrW4z0Key Takeaways00:59 – Jonathan introduces today’s guest, Kim Trathen, who joins the share her philosophy on money, what it means to have a healthy relationship with money, and the importance of awareness09:33 – What inspired Kim to start her own business13:39 – A passion for helping women and the difference between a consultant and a coach20:08 – The importance of entrepreneurship in the journey to financial independence28:35 – Kim speaks to some of the more common ‘mainstream’ money beliefs32:36 – One piece of financial advice to focus on and one thing to absolutely avoid35:17 – The last thing Kim changed her mind about and the one question she would like to know the answer to36:28 – Jonathan thanks Kim for joining the show today and lets listeners know where to connect with herTweetable Quotes“Saving is such an important part of being financially healthy, but I took it to an extreme where I actually made us live like we were poor. And we would sock everything away so that I wouldn’t see it, because I had this deep perception that I might turn into a nasty person if I had access to all of this money.” (04:43) (Kim)“I think, as so often happens with things, whatever is the negative that is going on seems to have the stronger influence on the brain. It’s not too surprising that I came out with that unhealthy relationship with money because that was the negative piece that my brain hung onto. As our brains process information, we all absorb it differently, and it impacts us differently. It wasn’t until I was well into adulthood that I started recognizing that maybe that’s not the healthiest approach that I have.” (08:03) (Kim)“When I first sat down I had a divine inspiration one night that I really didn’t want to work foranybody else. I wanted to be an entrepreneur. I wanted to have that freedom lifestyle. I wantedto be able to make choices about how I spend my time, who I spend my time with, things likethat. So, I knew I wanted to be an entrepreneur.”(13:45) (Kim)“Some people will ask what’s the difference between a coach and consultant. My personaldefinition is that a consultant will come in and tell you how to do something. So, if you hire aSales consultant, they will come in and tell you how to do your Sales; they will train your people.A Marketing consultant may write your entire Marketing Plan for you. I view my role as a coachis to help my clients make the best decisions for their business.”(14:52) (Kim)“Not only are fewer women being given funding for their businesses when they apply, they also receive less funding than their male counterparts. But far fewer women, even today, are even applying for funding.” (21:47) (Kim)“I always tell my clients, ‘Every belief and behavior gives you every result.’ Everything you believe leads to what you do. And that’s what gives you every result in your life in business. Those beliefs from society are just deep within each and every one of us, and it takes intention to start untangling some of those.” (28:17) (Kim)“I heard this quote once upon a time. ‘If you talk to your friends the way you talk to yourself you probably wouldn’t have any.’” (35:00) (Kim)Guest ResourcesKim’s LinkedInKim’s WebsiteKim’s InstagramKim’s FacebookKim’s TikTokKim’s Facebook GroupMindful 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-bootcampMarda Stoliar has improved the world in war torn countries and countries with repressive regimes as well as wealthy and poverty-stricken U.S. neighborhoods. She didn’t do it through politics or activism; she did it through baking. Sheila has had a life and career that has spanned across geographies, years, and roles. She’s worked in health and medical research. She was a community organizer, has worked in public broadcasting, started a nonprofit and has raised money for documentary films.A few years ago, as Marda started telling Sheila about her students and their special reasons for learning to bake, Sheila was lit up by Marda’s work and the impact it had on the world. Today, they join the show to talk about discovering a passion, persisting through hardship, and how pursuing your vocation - your passion work - can enhance your impact on the world.📺 Watch on YouTubehttps://youtu.be/qPSAIkUX9GoKey Takeaways01:03 – Jonathan introduces today’s guests, Marda Stoliar & Sheila Rittenberg, who join the show to discuss early financial lessons they learned and what it means to truly pursue your passion work08:00 – Marda’s gift, explained10:19 – Sheila reflects on her career and what inspired her to make the documentary Marda’s Gift18:05 – The Bread Doctor25:23 – How Marda inspires her students through positivity, resources, and education32:44 – One extra step we can take to truly understand our path and one thing to avoid35:46 – A hidden gem walking among us37:33 – One thing about Sheila that she would like others to know about her and the last thing she changed her mind about39:22 – How listeners can learn more about the documentary Marda’s Gift40:39 – Why Marda provides one-on-one classes43:29 – The Forty-Six Percent Chocolate Rule45:59 – Marda opens up about a difficult time in her career51:22 – Finding your passion work and why Marda continues her work59:26 – Marda describes her ‘perfect day’1:00:51 – Jonathan thanks Marda for joining the show today to share her storyTweetable Quotes“Success for me was not about being rich. Success for me was finding a vocation, finding work, finding a purpose to matter in the world - to make a difference.” (06:07) (Sheila)“I became a community organizer in those days because I was so riled up about the political action I was involved in. So it was a natural fit and the opportunity was there. It just felt right.” (13:36) (Sheila)“There is only one life. What is most important? How can you impact others by taking risks yourself? So, we’re all models in whatever we do - in the way we walk our dog, in the way we discipline our children, in the way we speak to a clerk in a store - we are all modeling all the time.” (22:32) (Sheila)“One person’s actions can have a ripple effect that we don’t necessarily think about when we think about changing jobs, or volunteering somewhere, or learning a new skill or trade so that we can help high school kids learn how to build. I don’t know, I’m making this up. But every step is inspirational. And so I hope that comes across in the film. That is a key lesson.” (24:11) (Sheila)“I actually believe that, as a country, we don’t invest enough in our education system. Education and knowledge are the first stepping stones. They can and do change the world.” (30:53) (Sheila)“It’s so important that you address one person’s interests and their needs and give them what they need, not what you want to teach a group of people.” (40:50) (Marda)“I learned how to bake bread in Venice. I learned how to bake pastries in Paris as I was going to work as a shoe designer. I would work all day as a shoe designer and then I’d go work in a bakery all night. I don’t know why. I just did. I never planned on opening a bakery. In my life things just happen, but they’re all creative.” (49:41) (Marda)“If I didn’t love it, I wouldn’t do it. I just wouldn’t do it. Waking up to something you don’t want to do? That would be so sad.” (57:32) (Marda)Guest ResourcesSheila’s LinkedInMarda’s Gift LinkedInMarda’s GiftMarda’s Gift InstagramMarda’s Gift 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-bootcampDr. Eric J. Holsapple is a successful developer, author and entrepreneur who has used mindfulness to transform both his life and his business. He’s got a PhD in Economics and has been involved in the real estate industry for forty years. He works with people to merge business and mindfulness as a catalyst for changing lives. He’s the Founder of Living in the Gap and today, Dr. Eric joins the show to discuss how mindfulness can transform business culture. His new book, Profit with Presence: The Twelve Pillars of Mindful Leadership , helps readers learn that bringing mindfulness to the workplace is an investment that pays out real dividends.📺 Watch on YouTubehttps://youtu.be/P8mHFaEuUg4Key Takeaways01:09 – Jonathan introduces today’s guest, Dr. Eric Holsapple, who joins the show to share early lessons of entrepreneurship, his career trajectory, and his entry into mindfulness08:33 – A massive, shocking wake-up call for Dr. Eric11:32 – From LC Real Estate Group to Living in the Gap18:58 – Finding happiness now22:22 – Dr. Eric speaks to his latest book, Profit with Presence24:38 – Mindset, inequality and what we can do to help others less fortunate33:34 – How Dr. Eric defines and practices mindfulness39:54 – Detaching from results43:20 – One piece of entrepreneurial advice to focus on and one thing to absolutely ignore49:48 – The last thing Dr. Eric changed his mind about and a place he visited that had a profound impact on himTweetable Quotes“I ended up knowing everybody in the state - every bank, every real estate firm. It wasn’t intentional, but it dramatically helped my business because I was a trustworthy person, I was a good developer, and I was really well connected. I knew the best students and I helped place them at the best firms.” (14:03) (Dr. Eric)“Living in the Gap is having it all. I think that people can live the life of their dreams, that this idea that spirituality and business are at odds is a mistake, that mindfulness is primarily focus. And, I have found personally that you get more done in less time if you’re focused and that mindfulness is actually a compliment to work.” (15:19) (Dr. Eric)“What I’ve seen, from myself and from my friends that have been really successful, is that when you check off the list, you add more to the list. First it was a house, then it was a condo, then it was the trips to Maui, and then it becomes, ‘one country club isn’t enough, I gotta have two.’ I think that’s ‘the space race,’ and I look at it like what’s really going on here? I don’t pretend to know. It looks to me like it’s really hard to be happy with money.” (20:08) (Dr. Eric)“My outer purpose is what I do. I’m on a podcast with you. I’m running ‘Living in the Gap.’ I’m building a real estate firm. I’m teaching at the University. My outer purpose is just what I do. But, with presence, I can show up to that outer purpose in a certain way, which is really unstoppable. If I show up to something fully focused and present to it with motivation, I can get a lot done.” (24:08) (Dr. Eric)“To me, if I can get in and notice my body stretching, my mind slows down.” (35:20) (Dr. Eric)“Profit is not a purpose or a vision. Those are the natural result of having a useful purpose and vision. And if you’re not getting those profits, you need to shift a little bit. We need profits to make change.” (42:40) (Dr. Eric)“When you’re present with someone, you change them.” (48:07) (Dr. Eric)Guest ResourcesDr. Eric’s LinkedInDr. Eric’s WebsiteDr. Eric’s BookBooks Mentioned:The Happiness AdvantageAltered TraitsMindful 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

Toby Bloomberg is one of the original web-marketing leaders. Forbes listed her original Diva Marketing Blog as one of the top twenty social media blogs for women. She put together the first book ever written on Twitter by interviewing forty marketing leaders over Twitter and compiling their 140 character answers into her successful ebook, Social Media Marketing GPS. Today, Toby joins the show to discuss the power of being intentional and following a dream, advice she would give to entrepreneurs looking to integrate social media marketing into their businesses, and her vision for her latest venture, Diva Foodies.📺 Watch on YouTubehttps://youtu.be/5GCALRD90oUKey Takeaways01:07 – Jonathan takes a moment to read a five-star review and encourages listeners to leave their own reviews02:07 – Jonathan introduces today’s guest, Toby Bloomberg, who joins the show to share her early passion for entrepreneurship09:17 – How Toby translated ‘intention’ to give herself permission to follow her dream14:01 – Passion, Talent, & Opportunity15:26 – Toby’s mission and vision for Diva Foodies21:33 – One piece of social media marketing advice to focus on and one thing to absolutely ignore27:23 – Know your customer, know your product30:11 – One thing Toby would like others to know about her and the one question she would want to know the truth aboutTweetable Quotes“I grew up in a family where my dad owned a Marketing Research company. And so, we literally grew up in the business. The business was almost like another sibling.” (03:43) (Toby)“I think, for me, being intentional means that I have more of a structure to work with and I have a definite focus. So, when I decided to go down this road, I didn’t really have a network here in Atlanta, where I’m based, and I didn’t really have a network nationwide. But I did have a network of marketers and social media friends, but not within the culinary world. So, what I began to do is I went back to where I had gained network, community, and success. And that was, believe it or not, in social media.” (12:19) (Toby)“That’s what I found within the culinary world. I found the integration of passion and self. And Ifound that the chefs and the foodpreneurs were people that were willing to step out and takethat chance so their small businesses hopefully will grow to be larger businesses. But that’swhere I found my passion within that world.”(16:43) (Toby)“It used to be called ‘the long tail,’ where there wasn’t a lot of competition in that part. And so, if you could find something where there’s not a lot of competition - which is in ‘the long tail’ - even though the audience may be smaller, you’re more likely to cut through the clutter and you’re more likely to get heard.” (24:09) (Toby)Guest ResourcesToby’s BlogToby’s WebsiteToby’s TwitterToby’s Book - Social Media Marketing GPSToby’s EmailToby’s LinkedInDiva FoodiesDiva Foodies FacebookDiva Foodies InstagramDiva Foodies PinterestDiva Foodies 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

Sharmeen Bhanji-Abeysinghe is a Spiritual Somatic Movement Mentor. She speaks of movement as medicine and she’s on a mission to eradicate childhood trauma due to poverty. Today, Sharmeen joins the show to share lessons she learned from her own experiences with childhood financial trauma, why we’ve become so disassociated with our own bodies and initial steps we can take to heal our bodies and minds from financial trauma.📺 Watch on YouTubehttps://youtu.be/kwxvsu3NuOsKey Takeaways01:09 – Jonathan takes a moment to read a five-star review and encourages listeners to leave their own reviews01:47 – Jonathan introduces today’s guest, Sharmeen Bhanji-Abeysinghel, who joins the show to share her early memories of childhood trauma created by poverty11:40 – Working through financial trauma through energetics17:27 – How we got so disassociated with our own bodies20:12 – The first step to healing our bodies22:50 – Common examples of financial childhood trauma25:06 – Overcoming a lack of self-worth through movement31:28 – Imprinting an abundance mindset into our bodies as well as our minds33:38 – One piece of financial relationship advice to focus on and one thing to absolutely ignore36:52 – The last thing Sharmeen changed her mind about and one thing she would like others to know about herTweetable Quotes“Basically what I’ve learned is the energy behind what money actually is. And, when we move it from this physical, ‘I can’t have’ paper substance to the understanding that it is energy, then it changes the perspective on how much we can have. And so, for me, my relationship with money has actually blossomed and grown and become this delicious relationship that I’m fully in love with through healing, and through movement, and through energetics.” (09:46) (Sharmeen)“It is really about connecting with the sensations in the body. And my belief through my years of research and even my own experience is that the subconscious mind, or subconscious programming - the things that are sticky and still holding us in those fear states or any of those high emotional states - lives in your body and communicates with us through the body’s sensations.” (15:42) (Sharmeen)“Either way, the impact on the psyche and the way the brain is actually formed - and it’s not what the brain thinks, but how it’s formed - it’s the structural beingness of the brain that changes when we experience trauma.” (23:34) (Sharmeen)“We hear so much about ‘money mindset, money mindset, money mindset.’ It’s drilled into us that we have to have this money mindset and do affirmations and meditations and all these things. But the truth of the matter is that the mindset that we’re trying to change - the structures in the brain - we’re forgetting that it’s also in the body.” (31:28) (Sharmeen)Guest ResourcesSharmeen’s FacebookSharmeen’s InstagramThe Flourishing Well WebsiteMy Aligned LifeThe Flourishing Well InstagramThe Flourishing Well 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

Adam Carroll has spent the last decade studying human behavior, particularly as it relates to leadership and personal finance. He’s an internationally recognized financial literacy expert, a two-time TEDx speaker, and the author of four Amazon best-sellers. Today, Adam joins the show to share his passion for helping people create financial freedom through unconventional financial strategies. Jonathan and Adam discuss how our relationship with money has changed over the last two decades, what it takes to change financial habits, and the importance of architecting the life you want to live.📺 Watch on YouTubehttps://youtu.be/Nv3NddjPabIKey Takeaways01:03 – Jonathan takes a moment to read a five-star review and encourages listeners to leave their own reviews01:52 – Jonathan introduces today’s guest, Adam Carroll, who joins the show to share his first entrepreneurial memory and what he learned about financial fights from an early age07:52 – The importance of being on the same financial page as your spouse12:03 – Adam’s journey to teaching financial literacy19:05 – How to improve financial literacy through behavioral change22:19 – Why money is such a difficult subject here in the United States23:55 – Architecting the life you want to live26:48 – How our relationship with money has changed in the last twenty years31:29 – The Shred Method37:08 – One piece of financial advice to focus on and one thing to absolutely ignore41:07 – The last thing Adam changed his mind about and one thing he would like others to know about himTweetable Quotes“I remember very distinctly thinking, ‘Well, if I want to make money, I just have to create something of value and that will be how I make money.’ And that’s kinda how I’ve existed over the past couple of decades.” (05:09) (Adam)“In conversations with some of our clients, when we’re doing money coaching and relationship to money coaching - we’ll often say to people, ‘How much money do you need to feel safe and secure?’ And one partner will give a number and the other one will say, ‘That’s not true. There’s no amount of money that will make you feel safe and secure, because we’ve had that money sitting there for X amount of years and you’re still insecure about money.’ And I think that sort of goes to the very heart of maybe the message that we’re given early on, or an early money memory that was created around money.” (10:53) (Adam)“We have this mantra. ‘If you do for two years what most people won’t do, you can do for the rest of your life what most people can’t do.’” (13:36) (Adam)“I truly believe that the single best thing that someone can do that really wants to dial into their own financial literacy is find someone that’s living a life that they aspire to and then go deep on that person’s content.” (19:41) (Adam)“It’s one of my favorite quotes, ‘Our lives are perfectly engineered for the results that we’re currently getting.’ So, whatever you’re living right now has been the product of the last six or twelve months or five years of decisions that have put you in this place. And if you want to change what the future looks like, just change the decisions you make today.” (26:10) (Adam)“The two greatest expenses we have in life are taxes and the interest expense on debt.” (34:36) (Adam)“The way to be financially successful is to make sure your income is always greater than your expenses for as long as humanly possible.” (37:41) (Adam)Guest ResourcesAdam’s WebsiteAdam’s LinkedInMastery of MoneyThe Shred MethodLink to Adam’s Documentary ‘Broke Busted & Disgusted’Adam’s Books:Mastery of Money for StudentsThe Build a Bigger Life ManifestoWinning the Money Game30 Days to $1KOther Books Mentioned:Smart Couple Finish RichDebt Free & Prosperous LivingThink & Grow RichMindful 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

Yvonne DiVita is an author, book coach, author advisor, and overall book whisperer. She loves helping women especially share their stories and speak louder than ever before. Today, Yvonne joins the show to share how she helps entrepreneurs and successful business professionals enhance their brand, generate leads & market their business by writing a book. Jonathan and Yvonne touch on the evolution of the publishing industry, the pros and cons of traditional publishing versus print on demand, and the process of pulling stories out of people.📺 Watch on YouTubehttps://youtu.be/JYHSpvs4upcKey Takeaways01:10 – Jonathan takes a moment to read a five-star review and encourages listeners to leave their own reviews01:51 – Jonathan introduces today’s guest, Yvonne DiVita, who joins the show to share early financial lessons she learned from her mother and the value of building a neighborhood out of your network10:23 – Yvonne’s passion for writing and what led to Nurturing Big Ideas18:38 – The evolution of the publishing industry25:00 – Benefits from going the traditional publisher route versus print on demand29:52 – Pulling stories out of people and the value Yvonne provides to her clients34:43 – Identifying authors to work with39:09 – Ways to turn your book into revenue41:07 – The importance of your message and Yvonne’s latest projects45:21 – The last thing Yvonne changed her mind about and one thing she would like others to know about herTweetable Quotes“A lot of what had to happen in the home fell on my shoulders. So, I lost a lot of my childhood because I was busy cleaning, cooking, and taking care of my brother and sister.” (07:10) (Yvonne)“I think that when we open our minds to that idea of having a network that is extended, and building a neighborhood of people through that network, it becomes a really powerful and wonderful thing.” (09:44) (Yvonne)“A lot of authors and writers, while they graduated sixth grade and can put a paragraph together, they don’t understand where to put the power words. They don’t understand that maybe this particular word doesn’t work for their audience. They’re still writing from the mindset of, ‘This is my book.’ And at Nurturing Big ideas we say, ‘Yes, it’s your book, but it’s for the reader. You’re not writing it so you can publish it and put it on your bookshelf. You’re writing it because you want other people to buy it, read it, and do something. You don’t just want them to read it.’” (20:20) (Yvonne)“Nobody wants to read a report. Let’s tell some stories. So, they’ll tell a story and I will go back to them and say, ‘I love this story. However, how were you really feeling that day?’ And, in the end, I say, ‘You have to bleed on the page.’ If you don’t bleed on the page - if you’re not crying the same way that your audience is bleeding and crying - then when they get to your book they won’t take you seriously.” (31:41) (Yvonne)“Women are especially trying to start new businesses. More women than men are starting new businesses all the time and they want to look to other women. But the vast majority of business books out there are written by men.” (42:46) (Yvonne)Guest ResourcesYvonne’s WebsiteYvonne’s LinkedInYvonne’s YouTube ChannelNurturing Big ideas FacebookNurturing Big Ideas TwitterNurturing Big Ideas LinkedInYvonne’s Books:How to Write a BookDickless MarketingMindful 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

Dr. Jordan Grumet, or Doc G as he is affectionately known, is a doctor of internal medicine and a hospice care medical director turned financial blogger and author. He has been a financial independence blogger for a decade and hosts the award-winning Earn and Invest Podcast. Today, Dr. Jordan talks about his roots growing up in Evanston, Illinois, what it means to live a regret-free life, and what inspired him to write his book, Taking Stock: A Hospice Doctor’s Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life. Jonathan and Dr. Jordan discuss side hustles, following your passion and the powerful life lessons Dr. Jordan has learned over the years from his hospice patients.📺 Watch on YouTubehttps://youtu.be/hxgjKuB9CVkKey Takeaways01:01 – Jonathan introduces today’s guest, Dr. Jordan Grumet, who joins the show to share his background in hospice care, financial independence lessons, and what it means to live a ‘regret-free’ life08:11 – Growing up in Evanston, Illinois09:41 – How Dr. Jordan got into blogging about financial independence and what inspired him to write his book, Taking Stock16:20 – Dr. Jordan’s approach to writing about finance19:01 – The parable of The Three Brothers21:54 – Passive income and the fallacy of retiring early25:40 – Dr. Jordan breaks down a simplified financial plan28:58 – Side hustles33:15 – Common themes Dr. Jordan hears from hospice patients on their deathbeds38:47 – The Life Review41:50 – The last thing Dr. Jordan changed his mind about and one thing he would like others to know about himTweetable Quotes“How do we have a good death? We live a good life. How do we live a good life? We start thinking about those things that are deeply important to us - those things we’ll regret when we’re on our deathbed if we don’t pursue them now. And we start to think about how to live a more purposeful life and bring those things into our day-to-day, as opposed to putting it off until some other time.” (02:40) (Dr. Jordan)“I took this phone call and it was Jim Dahle. He wrote the book The White Coat Investor and he asked me to review it for my blog. I read it and it changed my life. It defined what financial independence was for me. It gave me the vocabulary to understand my finances. Within a few hours I realized, ‘Hey, I actually have enough money and I could stop working today.’ The problem with that is the only way I’ve ever felt a sense of purpose or identity was being a doctor. And now I wanted to walk away from this thing that I felt like it was crushing me. But then who would I become and what would it mean?” (10:51) (Jordan)“We can be different brothers at different times of our lives. Sometimes we can use the techniques of each of them. The idea is not that you define yourself as one. It’s that you use these archetypes as guides to help you decide how you want to build your financial life.” (20:41) (Dr. Jordan)“I think the more evolved way is to really get rid of that ‘RE’ [Retire Early] thing and just start thinking about what’s the best way to bring purpose, identity, and connections into your life regardless of what path you take. And we’re finding that you don’t necessarily have to stop working to do that.” (24:50) (Dr. Jordan)“I think side hustles ultimately allow us to bring passion and necessity together in one place. And that’s why I think they’re very powerful.” (30:29) (Dr. Jordan)“It just drives home this point that it’s not whether you succeed or fail. It’s that you put your energy and time into doing the thing that was important to you.” (35:22) (Dr. Jordan)Guest ResourcesDr. Jordan’s WebsiteDr. Jordan’s Financial BlogDr. Jordan’s TwitterDr. Jordan’s BookEarn & Invest FacebookEarn & Invest TwitterEarn & Invest PodcastBooks Mentioned:The White Coat Investor BookFinancial FreedomMindful 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

Jackie Woodside is a certified professional coach and licensed psycho-therapist who has twenty-fives years of experience in both fields. She’s the author of three bestselling books, Calming the Chaos, Time for Change, and Money Vibe. Jackie is a TEDx Speaker and an expert in creating conscious communities. Today, Jonathan and Jackie talk about early money lessons Jackie had to unlearn, what it means to ignite the flame of possibility within each of us, and why time management is a trap for failure.📺 Watch on YouTubehttps://youtu.be/Uy1BUJp8DwMKey Takeaways01:10 – Jonathan introduces today’s guest, Jackie Woodside, who joins the show to share her experience unlearning bad money lessons from childhood and her journey to entrepreneurship07:21 – Transitioning from a 9-5 to launching her own business09:14 – Igniting the flame of infinite possibility13:45 – An inherent human design flaw18:01 – Common signs that we aren’t living up to our potential19:45 – Paying attention to our inner world22:41 – Why time management is a setup for failure28:57 – The Four Factors of Money Vibe33:00 – Social media and a society of hyper comparison35:40 – Awareness, privilege and the process of becoming41:59 – Advice for those who are looking to ignite their lives and one thing for them to ignore47:21 – Jackie’s latest program, Living in the Domain of Miracles48:02 – One thing that Jackie would like others to know about herselfTweetable Quotes“What I learned in my childhood about money I spent the rest of my life unlearning.” (04:03) (Jackie)“I just have this belief that we’re all here with a divine purpose. I call it your ‘soulprint.’ And that life itself is enriched the more that each of us aligns with our infinite flame, that soul spark, that soulprint. The more we align with who we came here to be, the happier and more fulfilled we are.” (09:22) (Jackie)“When you come to understand that that is just the design of a human being and that there’s nothing wrong with you, you can also then learn to counter it and use your mind to train your brain to have a better experience.” (15:13) (Jackie)“I was listening to a sermon by a wonderful spiritual teacher at a Unity Church in Massachusetts and she used a quote from the Gnostic Gospel of Thomas that said, ‘If you bring forth what is within you, what is within you will save you. If you do not bring forth what is within you, what is within you will destroy you. And I thought, ‘That’s what’s happening to me.’ I had lost my sense of juice and vitality.” (18:46) (Jackie)“I say you can’t manage time because time is a constant. You can only, God willing, learn to manage yourself - your values, your commitments, your decisions, your use of the time you have been given.” (23:39) (Jackie)“You cannot change what you cannot or are unwilling to see.” (29:34) (Jackie)“Wherever you are in your walk, if you have that willingness, and grit, and resiliency, and just know there’s something in you that wants to be burst forth and you’re willing to do the work, you can transform your life.” (41:42) (Jackie)Guest ResourcesJackie’s LinkedInJackie’s WebsiteJackie’s EmailJackie’s PodcastLiving in the Domain of MiraclesJackie’s Books:Calming the ChaosTime for ChangeMoney VibeMindful 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

Jamie & Jacklyn Purvis are the father-daughter founders of the Be Do Have Movement, a high- performance coaching company. They help people get unstuck to build bigger businesses and better lives. It’s their mission to empower people to be the best they can be, and have the courage to follow their dreams and live their best lives. Today, Jonathan, Jamie and Jacklyn talk about the origin story of the Be Do Have Movement, common challenges Jamie and Jacklyn help their clients overcome, and how the definition of success varies from Boomers to Millennials to Gen Zers.📺 Watch on YouTubehttps://youtu.be/J39YnuiIIkcKey Takeaways01:10 – Jonathan introduces today’s guests, Jamie & Jacklyn Purvis, who joins the show to share early financial lessons they learned, how sobriety brought financial clarity to Jamie, and their shared experience as entrepreneurs10:28 – The origin story of the Be Do Have Movement13:34 – How Jamie and Jacklyn’s coaching dynamic works17:18 – Issues Jamie and Jacklyn are helping their clients overcome21:50 – Jamie and Jacklyn expound on what ‘Be Do Have’ really means27:21 – Jamie and Jacklyn speaks to what success means to her generation31:01 – One piece of financial advice to heed and one thing to absolutely ignore37:24 – The last thing Jamie & Jacklyn changed their minds about and one thing that they would like people to know about each of them39:52 – Jonathan thanks Jamie & Jacklyn for joining the show and let’s listeners know where to connect with them and learn more about the Be Do Have MovementTweetable Quotes“It would have been in my mid to late thirties before I really took control of my finances. And losing seven houses and renting for seven years, in hindsight, was a blessing; at the time it was hell. I never took any personal responsibility early on for it. And then once I took responsibility and realized I had to start moving forward is when I started the process.” (04:38) (Jamie)“I think in my heart I always knew working on my own and creating something on my own was what I wanted. I saw a lot more purpose and joy coming out of that space. I just didn’t know at the time, coming out of school, what that could be.” (10:08) (Jacklyn)“Where Jacklyn’s really been helping bring so much value is having the experience and being able to help people release things that they hold on to. I notice that the age, in my mind anyway, isn’t an issue with people. When they know you can help them, they are not concerned about the age at all. And I’ve watched Jacklyn evolve through this.” (16:19) (Jamie)“What we’ve realized is to get to outcomes faster, it’s about who you’re being in the first place. It’s picking a direction and then focusing on the self-image, and how you’re showing up, and what kind of attitude you have, how you’re communicating with people, and really stepping into those characteristics first so that you can then do the habits and the actions that much faster to get to that goal and that outcome.” (23:04) (Jacklyn)“As much as it’s that income, what else? You’re not just gonna have that income and then poof be successful. It’s also how are you showing up every day? What type of person are you being? It’s gonna come back to that ‘being’ piece. I was very lucky Jamie taught me what that was and how to show up as a person and how to really be a leader in your own life. It’s something that I practice every single day. That doesn’t go away; it just becomes a part of growing and the journey.” (28:57) (Jacklyn)“Invest time thinking. Imagine creating space in your life, thirty minutes, where you can think. Thirty minutes a week where you take time, shut off all distractions, turn on the timer on your phone, and think about the life you want to live. What would it be? Time and money aren’t an option. What do you love to do? What inspires you? And just think. And, in that, you’re gonna get really connected to the feeling. The answers are within. When I allow intuition to come through me, ideas start to flow. I solve problems by thinking.” (31:50) (Jamie)Guest ResourcesJamie’s LinkedInJacklyn’s LinkedInJamie & Jacklyn’s WebsiteBe Do Have YouTubeBe Do Have LinkedInBe Do Have FacebookBe Do Have 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