Do you struggle with money? You’re not alone. Money is a means, not an end. It’s a necessity of life for sure, but more money does not always guarantee a “good life”. Money enables many aspects of modern life, but as a dominant consideration it becomes destructive. The paradox is that more time and energy spent on personal finance does NOT create better outcomes. Unlike many other parts of life, we can’t create better outcomes by being smarter, spending more time, or putting in more effort. ...
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Jillian Johnsrud — Retire Often: A New Blueprint for Work and Rest
50:09
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50:09Jillian Johnsrud never expected to be able to retire early, so she hatched a plan to retire often. Inspired by the idea of sabbatical years, she set out to sprinkle retirements throughout her life. At 40, she has taken more than a dozen mini-retirements. These allowed her to pursue dreams like living abroad, traveling to 27 countries, adopting four…
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Nadjeschda Taranczewski — Why More Money Never Feels Like Enough
55:45
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55:45Nadjeschda (Nadja) Taranczewski is a psychologist and works as a coach and facilitator. As a coach, her specialty is supporting high-net-worth individuals to become money-conscious and align money, investing, and purpose. Through her company Conscious U, Nadja supports organisations in reinventing themselves as a Conscious Tribe—a thriving communit…
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Aaron Thomas — How a Prenup Could Save Your Relationship Before It Starts
44:12
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44:12Aaron Thomas is a nationally recognized family law expert, Harvard Law graduate, and three-time winner of Atlanta’s Best Divorce Attorney. With over 1,000 clients—including NBA Hall of Famers, Super Bowl champions, and Grammy-winning artists—he has built a career helping high-profile and everyday couples navigate marriage, divorce, and financial se…
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Ellen Hendriksen — How to Be Enough: Self-Criticism and Perfectionism Unpacked
47:59
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47:59Dr. Ellen Hendriksen is a clinical psychologist who will help you calm your anxiety and be your authentic self. She serves on the faculty at Boston University's Center for Anxiety and Related Disorders (CARD) and is the author of How to Be Enough: Self-Acceptance for Self-Critics and Perfectionists as well as How to Be Yourself: Quiet Your Inner Cr…
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Leisa Peterson — Embracing Financial Abundance Through Narrative and Self-Compassion
39:13
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39:13Leisa Peterson is a money mindset coach, author, and financial educator who helps people transform their relationship with money. With more than 25 years of experience in financial services, she founded WealthClinic to help people overcome financial anxiety and build wealth from a holistic perspective. Leisa is the author of The Mindful Millionaire…
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Daniel Umfleet — The Disconnect Between Real Dollars and Virtual Spending
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49:16Daniel Umfleet is the Chairman and CEO of the Kindbridge Group, Founder of Kindbridge Behavioral Health, and a member of the Kindbridge Research Institute's Board of Trustees. His work involves expanding Kindbridge’s mental health and responsible gambling initiatives, partnering with government and corporate entities, and leading innovative solutio…
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Hanna Horvath — How Money Scripts Secretly Shape Your Financial Life with Hanna Horvath
35:08
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35:08Hanna Horvath is a Certified Financial Planner who specializes in decoding the psychological forces driving our financial decisions. Through her newsletter "Your Brain on Money," she explores how unconscious scripts, cognitive biases, and emotional triggers shape our relationship with money. In this episode of Mindful Money, I talk with Hanna about…
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Summer Berlin — Breaking Free from a Scarcity Mindset with Summer Berlin
28:38
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28:38In this episode of Mindful Money, I talk with Summer Berlin, our new course manager, about her personal path out of poverty and into financial empowerment. Summer shares how growing up in a small Ohio farm town shaped her money mindset—and how exposure to positive messages about wealth slowly helped her transform it. We explore how mindset, not jus…
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Anne Lester — Turn Your Money Shame into Money Power with Anne Lester
51:34
51:34
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51:34Anne Lester is the author of Your Best Financial Life: Save Smart Now for the Future You Want, and a leading voice on retirement and financial wellness, especially for those under 45. She spent two decades as Head of Retirement Solutions at JP Morgan and co-founded the Aspen Leadership Forum on Retirement Savings. In this episode of Mindful Money, …
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Sylvia Solit — Blending Finance and Spirituality with Sylvia Solit
45:31
45:31
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45:31Sylvia Solit is an investment expert rewriting the rules of wealth, legacy, and leadership by connecting consciousness to capital to empower families, founders, and high-net-worth individuals to create wealth that is both expansive and energetically aligned. She is a rare force in finance — a CFA charterholder (a rarity among women), a CIO who has …
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Aaron Miller — Navigating Elder Law and Estate Planning with Aaron Miller
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40:45Aaron R. Miller is an award-winning Elder Law and Estate Planning Attorney dedicated to helping families with long-term care. After starting his career in corporate litigation, he shifted his focus to avoid the high costs of long-term care, inspired by his grandparents’ struggles. Miller Law Office has been named the Best Law Firm in Plano for thre…
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Elliot Kallen — Turning Grief Into Purpose: How Elliot Kallen is Combating Teen Suicide
46:09
46:09
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46:09Elliot Kallen is a financial advisor, entrepreneur, and founder of A Brighter Day, a nonprofit dedicated to supporting teens struggling with depression and preventing suicide. After a successful career building Prosperity Financial Group, Elliot turned personal tragedy into action, combining his passion for business, philanthropy, and mental health…
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Kelli Harding — The Science of Kindness: The Overlooked Ingredient in Health and Wellbeing with Kelli Harding
40:02
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40:02Kelli Harding, MD, MPH, aims to make the world a kinder and healthier place for all. An expert in psychiatry, mind-body medicine, and public health, she teaches at Columbia University in New York City. She’s also the author of The Rabbit Effect: Live Longer, Happier, and Healthier with the Groundbreaking Science of Kindness. Dr. Harding has appeare…
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Elizabeth Husserl — The Power of Enough: Redefining What It Means to Be Wealthy with Elizabeth Husserl
37:33
37:33
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37:33Elizabeth Husserl is a registered investment advisor representative, financial advisor, and cofounder of Peak360 Wealth Management, a boutique wealth planning firm. She holds a BS in economics from Tulane University and an MA in East-West psychology from the California Institute of Integral Studies, where she has also taught as an adjunct professor…
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Sonya Lutter — The Intersection of Love and Money with Sonya Lutter
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41:45Sonya Lutter is the Director of Financial Health and Wellness at Texas Tech Univeristy School of Financial Planning. She leads curriculum and continuing education in the areas of financial psychology, financial therapy, and financial behavior. Sonya is also the owner of ENLITE.world, a research and training consultancy firm for financial planners …
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Melissa Osborne — The Hidden Cost of Social Mobility with Melissa Osborne
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47:05Melissa Osborne is an Associate Professor of Sociology at Western Washington University and an education and organizational consultant. Her primary research centers on social mobility, inequality, and the role that organizations play in shaping individuals’ pathways and experiences. In this episode, I talk with Melissa about her powerful book, Poli…
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Alexandra Hudson — The Lost Art of Civility with Alexandra Hudson
40:11
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40:11Alexandra Hudson is a writer, popular speaker, and the founder of Civic Renaissance, a publication and intellectual community dedicated to beauty, goodness, and truth. She was named the 2020 Novak Journalism Fellow, and contributes to Fox News, CBS News, The Wall Street Journal, USA Today, TIME Magazine, POLITICO Magazine, and Newsweek. She earned …
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Jennifer Li — The Life-Changing Power of Financial Planning with Jennifer Li
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39:13Jennifer Li is a certified financial planner, a licensed enrolled agent, and a chartered advisor of philanthropy. She's the Director of Financial Planning at EP Wealth, where she leads a team of over 30 financial planners as they work with individuals and families to navigate the goals and complexities of their unique financial situation. In this e…
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Dr. Lorraine Besser — The Missing Piece of a Fulfilling Life with Dr. Lorraine Besser
39:06
39:06
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39:06Lorraine Besser, PhD, is a professor of philosophy at Middlebury College, who specializes in the philosophy and psychology of the good life and teaches popular courses for undergraduates on happiness, well-being, and ethics. She is the author of two academic books, The Philosophy of Happiness: An Interdisciplinary Introduction, and Eudaimonic Ethic…
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Navigating Politics and Portfolios: Separating Financial Decisions from Election Fears
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33:33In this episode of Mindful Money, we break down the emotional reactions to elections and why we should separate politics from our portfolios. As election-driven fear and speculation rise, it’s important to understand why making investment decisions based on political headlines is a mistake. Markets react to policies, not personalities, and long-ter…
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Awakening Financial Wisdom with Tim “Jai” Baker
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41:33Tim “Jai” Baker is the CEO of Luminous Wealth and a veteran of the financial advice industry. His mission is to guide his clients toward their deepest desires and true fulfillment by fostering a healthy, stress-free environment where financial and personal well-being are seamlessly integrated. He believes that wealth management should not occur in …
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12 Markers of an Excellent Financial Advisor
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22:37What makes a truly excellent financial advisor? In this episode of Mindful Money, we explore 12 key qualities that set the best advisors apart—from asking the right questions and providing clear, honest fee structures to offering proactive solutions and helping you stay on track during turbulent times. We also discuss why trust, emotional intellige…
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Christine Benz — Rethinking Retirement: How to Plan for Wealth, Health, and Purpose
42:06
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42:06Christine Benz is director of personal finance and retirement planning for Morningstar and senior columnist for Morningstar.com. In that role, she focuses on retirement and portfolio planning for individual investors. She also co-hosts a podcast for Morningstar, The Long View, which features in-depth interviews with thought leaders in investing and…
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Maggie Jackson — The Hidden Power of Uncertainty: Why Not Knowing Is a Strength
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45:12Maggie Jackson is an award-winning author and journalist with a global reach. Her new book, Uncertain: The Wisdom and Wonder of Being Unsure, explores why we should seek not-knowing in an era of angst and flux. In this episode, I talk with Maggie about the transformative power of uncertainty, challenging cultural assumptions about certainty and suc…
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Jessica Calarco — Why Women Are America’s Safety Net: The Hidden Cost of Caregiving
44:03
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44:03Jessica Calarco is a Sociologist and Professor at the University of Wisconsin-Madison. She is an award-winning teacher, a leading expert on inequalities in family life and education, and the author of Holding it Together: How Women Became America’s Safety Net. In this episode, I talk with Jessica about how the U.S. relies on women as an unofficial …
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