Podcasts about reaching your financial goals

In this episode, we're joined by the incredible financial wellness educator, author, and entrepreneur Bola Sol. We dive deep into her journey of mastering money, building financial confidence, and staying true to yourself in the process. Bola shares her insights on navigating personal finance, wellness, and authenticity in a

Tiffany “The Budgetnista” Aliche, is back again with important financial advice, as we navigate life's uncertainties. How do we get financially creative to solve current economic challenges? What's the best way to prepare kids for managing an inheritance? What are some items we tend to overlook when estate planning?Tiffany's latest financial tool is a new workbook called Made Whole: The Practical Guide to Reaching Your Financial Goals, which offers a practical approach to transforming financial dreams into reality.   This episode aired originally on November 20, 2023.

Have you ever thought, “I'm doing all the “right” things with my money, but I'm still not achieving my goals. What's going on?” This kind of thinking is very common, and I hear it repeatedly with my money-coaching clients. The truth is we all have some emotional baggage with money. Dr. Bradley Nelson, one of the world's foremost experts on natural methods of achieving wellness and author of the best-selling book The Emotion Code, is joining us in this episode to talk about releasing trapped emotions so you can bring in abundance and money success. In this vault episode, we'll talk about: What causes emotional money baggage Some practical ways to lower money stress How do you rewire all those negative money beliefs that keep you stuck I invite you to check out my 10 Mindful Money Questions to Ask Yourself freebie at https://etmpod.link/10moneyq. LINKS The Emotion Code book The Body Code book SPONSORS Thanks to ASPCA for sponsoring the show. To explore coverage, visit ASPCApetinsurance.com/ETM. Thanks to Notion for sponsoring the show. Notion is my go-to tool for managing notes, to do lists, and action items. Try Notion for free when you go to Notion.com/ETM. Thanks to OneSkin for sponsoring the show. Get 15% off OneSkin with the code ETM at https://www.oneskin.co/  Thanks to Quince for sponsoring the show. Go to http://www.quince.com/etm for free shipping on your order and 365-day returns.  Thanks to NerdWallet for sponsoring the show. Don't wait to make smart financial decisions. Compare and find smarter credit cards, savings accounts, and more today at www.nerdwallet.com. Thanks to Monarch for sponsoring the show. ​​After trying out Monarch for myself, I understand why it's the top-rated personal finance app. Listeners of this show will get an extended thirty-day free trial when you go to www.monarchmoney.com/ETM.  Thanks to EarnIn for sponsoring the show. Just download the EarnIn app in Google Play of the Apple App store and use code Talkin Money under Podcast. Thanks to Noom for sponsoring the show. Start taking control of your weight management and join the millions who have lost weight with Noom. Sign up for your TRIAL today at www.noom.com.   Thanks to ButcherBox for sponsoring the show. Sign up today at www.butcherbox.com/etm and use code ETM to get $20 off your first order. Thanks to DelelteMe for sponsoring the show. Today get 20% off your DeleteMe plan when you go to www.JoinDeleteMe.com/ETM and use promo code ETM at checkout.  Learn more about your ad choices. Visit megaphone.fm/adchoices

 Does the word 'budget' give you shivers? Or are you struggling with debt but can't figure out how to live life and get it paid off? Alli Williams of FinanciALLI Focused is your girl. Her no nonsense, straightforward approach plus her non-judgmental attitude make where to get started clear. Check out this week's episode to hear Alli's hopeful message and practical tips to get you started!FinanciALLI Focused••• Instagram @simpleintentional Read www.simpleintentional.com Want more support? Work with me one-on-one! Reach out at hello@simpleintentional.com

Welcome to the two-hundred and twenty-seventh episode of the Heart + Hustle Podcast! In this episode, we unveil a five-step blueprint to financial goal mastery. We start by emphasizing the importance of setting clear goals and writing them down. Then, we delve into creating a detailed budget and building emergency funds to weather any storm. Next, we explore wise investment strategies and the importance of monitoring and adjusting your financial plan as needed. Tune in to learn how to take charge of your financial future and crush your goals! For show notes and a list of everything we talked about, visit www.heartandhustlepodcast.com. Meet the hosts: Angelica Yarde (twitter.com/studio404design) and Charisma O'Keefe (twitter.com/charismaokeefe)

Are you having trouble reaching your financial goals? Uncover the most common reasons people struggle to reach their financial goals and the easy steps you can take to put yourself back on the path to reaching them in this episode of Good Money Moves with Jenna Taubel from First Alliance Credit Union and Andy Brownell with KROC AM.

Join the Never Settle Lifestyle 30 Day Kick Start to reset your health + lifestyle habits in 30 days. Begins Monday, January 15th. This 30-day DIY program will hit the reset button on your health + fitness + take all the guesswork out of building healthy habits by learning to master the 6 core habits of health + wellness; Nutrition Hydration Sleep Movement Personal Growth + Reflection The program is complete with video trainings, downloads, clickable resources + more! Learn more + sign up. _ We get that talking about money can be "taboo" + even triggering, but we're here to get honest + real. If we're not looking to settle in regards to your health + wellness, why would we settle with money? Danielle Hayden, CEO of Kickstart Accounting, Inc. is here to give us the tools for all things finances. _ Danielle Hayden is a reformed corporate CFO (chief financial officer) who is on a mission to help rule-breaking female entrepreneurs understand their numbers so they can gain the confidence needed to create sustainable profits. After spending 10+ years in the boardroom as a corporate finance officer, Danielle is now in her sweet spot as the CEO of Kickstart Accounting, Inc. where she helps business owners with bookkeeping, financial analysis, and education and as the author of the Profit Planner book series. When Danielle isn't in her money mindset you can find her hiking or spending time with her family. Check out Danielle's website here + give her a follow on Instagram! – ⚡️⚡️⚡️Are you craving a deeper connection with others who are on a similar journey, or once again feel like you're "starting over" with your nutrition? ⚡️⚡️⚡️ ⁠⁠Check out the NSL Group Membership for exquisite support along your transformative journey.⁠⁠ -- Did you love this episode? Follow me, share it with a friend, + Let me know! I'd like to hear your thoughts. Share this episode on ⁠Instagram + ⁠tag me @neversettlelife⁠⁠ In iTunes check out the Library Tab under Shows, click on the podcast subscription + scroll down to Ratings & Reviews to give it a 5 star rating. Click Write a Review, if you wish, then click Send when finished. ⭐️⭐️⭐️⭐️⭐️ -- Follow me on: ⁠⁠Instagram⁠⁠ ⁠⁠Facebook⁠⁠ --

Ready to embark on your journey to financial success in the new year? If so, 2024 is YOUR year and we're here to help you every step of the way. Tune into this enlightening episode with our expert Mortgage Advisor, Rob Weinberg, in our latest episode of CT Real Estate Edge. Here's what you can expect:

We all want to live within our means, save for retirement, invest a little, and yet still have some left over each month for fun. But as most people know, real life can get in the way of even our best intentions! To ensure we set realistic financial goals and stay on track to meeting them, Tiffany Aliche today is here to help. Popularly known as “The Budgetnista”, Tiffany is the powerhouse dedicated to making life-changing financial education accessible to women worldwide. She is a financial educator, New York Times Bestselling author, and star of Netflix's "Get Smart With Money.” Get her brand new hands-on workbook, Made Whole: The Practical Guide to Reaching Your Financial Goals, here: https://thebudgetnista.com/order-made-whole/  Through her platform, Tiffany impacts countless lives, and her brand new, hands-on workbook “Made Whole,” takes a practical approach to transforming financial dreams into reality. Today, she's doing what she does best: teaching us 10 practical tips for reaching our financial goals!  Goal Digger Facebook Community: https://www.facebook.com/groups/goaldiggerpodcast/ Goal Digger Instagram: https://www.instagram.com/goaldiggerpodcast/ Goal Digger Show Notes: https://www.jennakutcherblog.com/thebudgetnista  Thanks to our Goal Digger Sponsors: Visit https://www.linkedin.com/goal to get a $100 credit on your next campaign Get your first three Miro boards FREE when you sign up today: https://www.miro.com/podcast Head to https://www.factormeal.com/goaldigger50 and use code goaldigger50 to get 50% off

Some episodes of this show are more niche, and some apply to us all—and this is an example of the latter. No matter where you're at in your personal finance journey—whether you're debt free and have it all figured out or are in a rock bottom moment financially—my guest today is here to teach you something. I am so excited to introduce you to my personal finance heroine Tiffany Aliche, also known as “The Budgetnista,” whose new book, Made Whole: The Practical Guide to Reaching Your Financial Goals, follows her New York Times-bestselling book Get Good with Money. Tiffany and I have a candid conversation about everything from budgets to savings to living wills, 401Ks, how a credit score is calculated, and more. If you're intimidated by personal finance, you're certainly not alone—but through this episode and reading her 10-step book, I promise you will emerge more confident and ready to tackle your personal finance goals as we walk into 2024. Don't forget to visit madewholeworkbook.com (also linked below) to grab your copy!   Made Whole: The Practical Guide to Reaching Your Financial Goals by Tiffany Aliche

As a preschool teacher in her twenties, Tiffany Aliche was off to a good start in her career. Then, she was the victim of a scam that left her deep in debt, and she got laid off from her teaching job during the recession. Tiffany moved in with her parents and started over, learned from her financial mistakes, and then helped friends and family learn from them as well. Now she has inspired and educated millions through her financial wisdom as the “Budgetnista.” In this episode, Tiffany shares her “Budgetnista” story, a preview of her new book Made Whole, and some practical ways to succeed financially. Tiffany Aliche is an award-winning teacher of financial education and America's favorite personal financial educator. She co-hosts the financial podcast, Brown Ambition, and is the author of the bestselling book Get Good with Money.   In this episode, Hala and Tiffany will discuss: - How her world was turned upside down by a scam - How she dug herself out of a $300,000 hole - Growing her profile on Facebook - Her tips on achieving financial wholeness - Putting together your “baby budget” - How to smartly reduce your expenses - How to save like a squirrel - The benefits of having a “noodle budget” - What types of insurance are right for you - And other topics…   Tiffany Aliche, founder of “The Budgetnista”, is an award-winning teacher of financial education and America's favorite personal financial educator. She co-hosts the financial podcast, Brown Ambition. Her financial advice has been featured on Good Morning America, the TODAY show, The New York Times, The Wall Street Journal, FORBES, and other media outlets. Tiffany is also the author of the bestselling book Get Good with Money, and her newest book is called Made Whole: The Practical Guide to Reaching Your Financial Goals.   Resources Mentioned:  Tiffany's Website: https://thebudgetnista.com Tiffany's LinkedIn: https://www.linkedin.com/in/thebudgetnista/ Tiffany's Twitter: https://twitter.com/TheBudgetnista Tiffany's Instagram: https://www.instagram.com/thebudgetnista/ Tiffany's YouTube: https://www.youtube.com/user/TheBudgetnista Tiffany's Facebook: https://www.facebook.com/budgetnista Tiffany's Podcast (Brown Ambition): https://brownambitionpodcast.com Tiffany's best-selling book Get Good with Money: Ten Simple Steps to Becoming Financially Whole: https://www.amazon.com/Get-Good-Money-Becoming-Financially/dp/0593232747/  Tiffany's newest book Made Whole: The Practical Guide to Reaching Your Financial Goals: https://thebudgetnista.com/order-made-whole/ Hala on Brown Ambition, Episode No. 382: Podcast Princess, Business Baddie ft.Hala Taha: https://podcasts.apple.com/lc/podcast/podcast-princess-business-baddie-ft-hala-taha-ep-382/id1039708229?i=1000632525549   LinkedIn Secrets Masterclass, Have Job Security For Life: Use code ‘podcast' for 30% off at yapmedia.io/course.   Sponsored By: Shopify - Sign up for a one-dollar-per-month trial period at youngandprofiting.co/shopify MasterClass - Right now you can get Two Memberships for the Price of One at youngandprofiting.co/masterclass Relay - Sign up for FREE! Go to relayfi.com/profiting  **Relay is a financial technology company, not an FDIC-insured bank. Banking services and FDIC insurance provided through Evolve Bank & Trust and Thread Bank; Members FDIC. The Relay Visa® Debit Card is issued by Thread Bank pursuant to a license from Visa U.S.A. Inc. and may be used everywhere Visa® debit cards are accepted.   More About Young and Profiting Download Transcripts - youngandprofiting.com  Get Sponsorship Deals - youngandprofiting.com/sponsorships Leave a Review -  ratethispodcast.com/yap Watch Videos - youtube.com/c/YoungandProfiting   Follow Hala Taha LinkedIn - linkedin.com/in/htaha/ Instagram - instagram.com/yapwithhala/ TikTok - tiktok.com/@yapwithhala Twitter - twitter.com/yapwithhala   Learn more about YAP Media Agency Services - yapmedia.io/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Tiffany is riding solo this week and answers some juicy money questions. First, a listener wants to know how to start investing for your little ones. Then a listener asks a question about job giving her "free money" that's supposedly taxed. Then, lastly, a listener had a problem using credit cards and needs some advice ASAP!Audio excerpted courtesy Penguin Random House Audio from Made Whole: The Practical Guide to Reaching Your Financial Goals by Tiffany the Budgetnista Aliche; Read by Tiffany the Budgetnista Aliche © 2023, Tiffany the Budgetnista Aliche, ℗ Penguin Random House, LLC. MadeWholeWorkbook.com Learn more about your ad choices. Visit podcastchoices.com/adchoicesSee omnystudio.com/listener for privacy information.

Tiffany is riding solo this week and answers some juice money questions. First, a listener wants to know how to start investing for your little ones. Then a listener asks a question about job giving her "free money" that's supposedly taxed. Then, lastly, a listener had a problem using credit cards and needs some advice ASAP! Audio excerpted courtesy Penguin Random House Audio from Made Whole: The Practical Guide to Reaching Your Financial Goals by Tiffany the Budgetnista Aliche; Read by Tiffany the Budgetnista Aliche © 2023, Tiffany the Budgetnista Aliche, ℗ Penguin Random House, LLC.  MadeWholeWorkbook.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

The Dead Ass resident financial expert and budget queen is back with more money making tips, tricks and tools, and a new book- Made Whole: The Practical Guide to Reaching Your Financial Goals. In this episode, the Ellises talk with Tiffany Aliche about what it takes to be made whole financially. Dead ass.See omnystudio.com/listener for privacy information.

Tiffany Aliche, The Budgetnista is back! America's favorite personal finance educator rejoins the Journey to Launch podcast to discuss her new workbook, “Made Whole: The Practical Guide to Reaching Your Financial Goals.” We also chat about how success can be deceiving, why you need to listen to your body, getting the courage to ask for help, the breaking point of Tiffany pivoting her business to a more sustainable model, and more! Tiffany is author of New York Times best-selling book, Get Good With Money. Through her Live Richer Movement, she's helped over 2 million women save, manage and pay off hundreds of millions of dollars of debt. She was featured on Netflix's Get Smart With Money and was instrumental in passing The Budgetnista Law, which makes financial education a requirement for middle school students in New Jersey. In this episode you'll also learn more about: What “Lifestyle Design,” is and how daydreaming is an essential part of designing your ideal life How to find freedom and happiness in your life NOW The law of depreciating returns and knowing your “enough point” Seeking peace, remembering what is most important in life, “The Perfect Day List”  + more Other Links Mentioned in episode: Becoming Financially Whole, Doing What You Enjoy, And Making Good Money W/ Tiffany Aliche “The Budgetnista” The 4 Hour Workweek by Tim Ferriss Get The Budget Bootcamp for FREE Pre-order my new book, Your Journey to Financial Freedom and get access to FIRE STARTER Course for FREE Check out my personal website here. Join The Weekly Newsletter List Leave me a voicemail– Leave me a question on the Journey To Launch voicemail and have it answered on the podcast! YNAB –  Start managing your money and budgeting so that you can reach your financial dreams. Sign up for a free 34 days trial of YNAB, my go-to budgeting app by using my referral link. What stage of the financial journey are you on? Are you working on financial stability or work flexibility? Find out with this free assessment and get a curated list of the 10 next best episodes for you to listen to depending on your stage. Check it out here.  Connect with Tiffany: TheBudgetnista.com MadeWholeWorkbook.com Instagram:@TheBudgetnista Twitter:@TheBudgetnista Facebook:@TheBudgetnista Connect with me: Instagram: @Journeytolaunch Twitter: @JourneyToLaunch Facebook: @Journey To Launch Join the Private Facebook Group Join the Waitlist for My FI Course Get The Free Jumpstart Guide Get The Budget Bootcamp for FREE

In this episode: the make whole mindset, budgeting, grace and space, automation, and splitting it before you get it. This week we are re-joined by Tiffany Aliche better known as "The Budgetnista” to discuss her new book "Made Whole: The Practical Guide to Reaching Your Financial Goals" which details her 10 step system towards financial wholeness, the ease of automating payments, the importance of accountability partners, as well as designing separate accounts to reflect your needs. It can be intimidating to begin addressing your finances and planning your financial future, but your past mistakes or lack of knowledge should never be the thing holding you back from beginning your FI journey. Building a financial foundation for yourself doesn't happen overnight. Everyday it requires you to make the necessary changes and instill new habits that get you closer and closer to your goals. And while personal finance is personal, there is no reason to go through it alone. No matter your background or what stage of life you begin FI, there is a large community of people on this journey that will embrace and celebrate the smaller milestones just as much as the bigger ones! Tiffany "The Budgetnista" Aliche: Website: thebudgetnista.com Get You Copy of Tiffany's New Book Coming Out on November 21st 2023: "Made Whole: The Practical Guide to Reaching Your Financial Goals" Tiffany's Last Book: "Get Good with Money: Ten Simple Steps to Becoming Financially Whole" Timestamps: 1:00 - Introduction 2:06 - The Make Whole Mindset 8:19 - Automation 18:34 - Grace and Space For Learning 28:29 - Split It Before You Get It 37:43 - Splitting Your Saving Accounts 44:41 - Emergency Savings/Personal Finance is Personal 54:28 - Conclusion Resources Mentioned In Today's Episode: Get Good With Money | Tiffany Aliche the Budgetnista | ChooseFI Ep 310 From Financial Imperfection to America's Favorite Budget Expert | Tiffany Aliche | ChooseFI Ep 240 The Great Man Within The Emergency Fund…Is it a Bad Idea? | Big ERN The Reveal | ChooseFI Ep. 66 CIT Bank Review: High Interest Rate Options Subscribe to The FI Weekly! More Helpful Links and FI Resources: Earn $1,050 or more with these 3 Cash Back Cards Share FI by sending a friend ChooseFI: Your Blueprint to Financial Independence Find a new side hustle with one of our Educational Courses Commission-free investing with M1 Finance

Tiffany “The Budgetnista” Aliche, is back again with important financial advice, as we navigate life's uncertainties. How do we get financially creative to solve current economic challenges? What's the best way to prepare kids for managing an inheritance? What are some items we tend to overlook when estate planning? Tiffany's latest financial tool is a new workbook called Made Whole: The Practical Guide to Reaching Your Financial Goals, which offers a practical approach to transforming financial dreams into reality.  

Our guest on the podcast today is Tiffany Aliche, also known as “The Budgetnista.” She is the author of The New York Times bestseller Get Good With Money, and she also has a new book called Made Whole: The Practical Guide to Reaching Your Financial Goals. Through her Live Richer movement, she has helped more than 2 million women save, manage, and pay off hundreds of millions of dollars. Tiffany co-hosts the podcast Brown Ambition, and she has been a fixture in the media, including on the Today show and Good Morning America. She was the first Black woman to appear solo on the cover of Money Magazine. She received her bachelor's degree in business from Montclair State University and her master's degree in education from Seton Hall.BackgroundBioThe BudgetnistaGet Good With Money, by Tiffany AlicheMade Whole: The Practical Guide to Reaching Your Financial Goals, by Tiffany AlicheBrown Ambition podcastPersonal Finance/Financial WellnessLiveRicherChallenge.comLive Richer AcademyMentorsLynette Khalfani-Cox“Lynnette Khalfani-Cox: ‘There's a Huge Wealth Gap in America,” The Long View podcast, Morningstar.com, Sept. 28, 2021.

In this episode of The Life Shift Podcast, Jonathan DeYoe shares his story of overcoming loss and finding hope. Jonathan's journey of grief and healing began when he lost his brother, which turned his world upside down. Throughout the episode, Jonathan emphasizes the importance of reaching out to others for support, the value of community, and the power of gratitude in finding hope and healing.Jonathan touches upon the inevitable impact of loss and its challenges, reflecting on the pressure of following life's checklist and the need to find closure and connection in the face of immense pain. Jonathan shares his journey of self-discovery and healing, finding strength in shared loss and the power of authentic relationships.The episode emphasizes the importance of being there for others and offering support in times of grief. Jonathan highlights the value of simply being present for someone, acknowledging that sometimes there are no words that can ease the pain, but the act of sitting with them can make a significant difference.Key takeaways:Facing loss and grief can be an incredibly isolating experience. However, Jonathan's story highlights the importance of reaching out to others for support during these difficult times.Jonathan's journey also illustrates the power of community and a robust support system's impact on our lives. By surrounding himself with loved ones and finding ways to give back, Jonathan was able to find hope and healing.Finally, Jonathan's story reminds us that life is precious and that we should cherish every moment. By focusing on the present and cultivating gratitude, we can find joy and meaning amid pain and loss.Overall, this episode provides a heartfelt exploration of grief, showcasing how individuals navigate through loss and find healing. It emphasizes the power of supportive relationships, open conversations, and personal growth in the grief journey. It highlights the importance of being there for others during their grieving process.Jonathan DeYoe is a Lutheran Seminarian turned Buddhist Academic turned Financial Advisor. He has been investing for over four decades and helping others invest for three. He is the best-selling author of Mindful Money: Simple Practices for Reaching Your Financial Goals and Increasing Your Happiness Dividend. His second book, Mindful Investing: Right Focus, Better Outcome, Greater Well-Being, is available September 19, 2023. Jonathan works at the intersection of love and money.Website for Books, Courses, and Podcast Information: https://mindful.moneyAccess early-release and ad-free episodes and bonus episodes on Patreon. https://patreon.com/thelifeshiftpodcastConnect with me:Instagram: www.instagram.com/thelifeshiftpodcastFacebook: www.facebook.com/thelifeshiftpodcastYouTube: https://bit.ly/thelifeshift_youtubeTwitter: www.twitter.com/thelifeshiftpodWebsite: www.thelifeshiftpodcast.comNavigating Loss and Rediscovering Self, Journey of Hope, Financial Advising and Advice, Seeking Solace in Dark Stories, Authentic Relationships and Personal Growth Hosted on Acast. See acast.com/privacy for more information.

Syndication Made Easy with James Kandasamy This podcast features Vinney Chopra, the host of Apartment Syndication Made Easy, interviewing James Kandasamy the principal in Achieve Investment Group – a vertically-integrated real estate company, actively engaged in multifamily acquisition, asset management, property, and construction management. It is important to cultivate a sense of curiosity and wonder in order to maintain a lifelong love of learning. We should explore a variety of interests and pursue their passions, even if they don't fit neatly into a traditional career path or academic discipline. We should Embrace failure as a learning opportunity, people should not be afraid to take risks and make mistakes. The importance of developing strong interpersonal skills, including empathy, communication, and collaboration, as these are valuable in both personal and professional contexts. People should seek out mentors and role models who can offer guidance and support in our learning journeys and we should also prioritize our mental and physical health in order to support our ability to learn and grow. https://achieveinvestmentgroup.com/ Watch the Full Video here: https://youtu.be/vDVtYNLWLUE Don't forget to head over to iTunes to subscribe, rate, and leave a review. It's very much appreciated.    https://podcasts.apple.com/us/podcast/syndication-made-easy-with-vinney-smile-chopra/id1473126675   INVEST with Vinney [Accredited Investors ONLY]: https://vinneychopra.com/invest/ https://www.accreditedinvestor.blog/book-a-call LEARN from Vinney: https://vinneychopra.com/mentoring Want more information about value-add multifamily investment properties? Click here: https://multifamilymentor.blog

Today we enlist the services of a Financial Advisor. Jonathan DeYoe is going to help you increase Your Happiness Dividend.   Guest Bio: Jonathan DeYoe is the bestselling author of Mindful Money: Simple Practices for Reaching Your Financial Goals and Increasing Your Happiness Dividend and has led a Bay Area wealth management office focused on client education for over two decades.    Guest Contact Info: Website: https://mindful.money/ Twitter: https://twitter.com/MindfulMoney_Ed Instagram: https://www.instagram.com/mindfulmoneyplan/ Facebook: https://www.facebook.com/MindfulMoneyPlan LinkedIn: https://www.linkedin.com/in/jonathandeyoe YouTube: https://www.youtube.com/c/mindfulmoney   Thanks for listening to the show! It means so much to us that you listened to our podcast! If you would like to continue the conversation, please email me at allen@drallenlycka.com or visit our Facebook page at http://www.facebook.com/drallenlycka.    We would love to have you join us there, and welcome your messages. We check our Messenger often.   If you loved the podcast, be sure to subscribe on your favorite platform, share it with friends and leave a review! Dr. Lycka wants you to live your best life. Visit coachingwithdrlycka.com and book your Discovery call today. His bestselling book, "The Secrets to Living a Fantastic Life" can be found on Amazon.com. Get your copy today!    We are building a community of like-minded people in the personal development/self-help/professional development industries, and are always looking for wonderful guests for our show. If you have any recommendations, please email us! Dr. Allen Lycka's Social Media Links Facebook: http://www.facebook.com/drallenlycka Instagram:  https://www.instagram.com/dr_allen_lycka/ Twitter:  https://www.twitter.com/drallenlycka LinkedIn:  https://www.linkedin.com/in/allenlycka YouTube:  https://www.YouTube.com/c/drallenlycka   Subscribe to the How to Live a Fantastic Life podcast We would be honored to have you subscribe to the How to Live a fantastic Life show – you can subscribe to the podcast app on your mobile device. Leave a review We appreciate your feedback, as every little bit helps us produce even better shows. We want to bring value to your day, and have you join us time and again.  Ratings and reviews from our listeners not only help us improve, but also help others find us in their podcast app. If you have a minute, an honest review on iTunes or your favorite app goes a long way! Thank you!

To kick off the new year, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, share financial goals and new year's resolutions you may want to set in 2023. From retirement planning to estate planning and gifting, we cover ways to help you achieve your goals.

Jonathan shares a lot of timeless advice with the audience about being mindful with your money. He explains the difference between currency and money, he discusses the two most important things in life, how to quiet your mind and stop reacting to external stimulus, and a lot more. Bio: Jonathan is a Lutheran Seminarian, turned Buddhist Academic, turned financial advisor and educator. He is the best-selling author of Mindful Money: Simple Practices for Reaching Your Financial Goals and Increasing your Happiness Dividend. He writes and talks about the intersection of money and happiness at Mindful Money – a financial education company. Jonathan is based in the EP Wealth Berkeley office, where he helps clients manage their finances and investments, with the goal of long-term happiness and well-being in mind. --- Support this podcast: https://anchor.fm/smartmoneycircle/support

Throughout the month of August, Mills Knows Bills has been covering a host of topics relating to financial goals and how to achieve them. In this final episode of the financial goals series, Mills shares a little secret that is not often addressed when you do finally reach the goal or goals that you have been saving towards…it feels kind of weird!  The thing about saving is that it becomes a habit and like any habit, it develops into a routine that becomes part of our daily, weekly, or monthly schedule. When you do reach a financial goal for say a downpayment on a house it can be a bit odd and even a little scary to see all that money seemingly “disappear” all at once.  Mills is here to remind us that large purchases such as a house don't simply obliterate the huge amount of savings required to obtain them, but rather, your money has simply switched from a liquid asset to a large piece of equity. Yes, it can still feel a bit scary to have spent all that money on one purchase, but remember that by doing so you are putting your money to work for you, and barring any unforeseen disaster or market collapse you will get that money back and more when it comes time for you to sell your home and take the next step in your financial journey and more importantly your life journey! Topics Include:  The Strange Feeling of Reaching a Goal How Liquidity Becomes Equity  The Power of Good Financial Habits Continuing to Make Long-Term Goals Follow Mills Knows Bills: Website: https://www.millsknowsbills.com Instagram: https://www.instagram.com/millsknowsbills Youtube: https://www.youtube.com/millsknowsbills TikTok: https://www.tiktok.com/@millsknowsbills LinkedIn: https://www.linkedin.com/in/ameliabender Facebook: https://www.facebook.com/millsknowsbills Twitter: https://twitter.com/bendermills Pinterest: https://www.pinterest.com/millsknowsbills

Money cannot purchase happiness. Yes, it simplifies the other tasks by smoothing out some of the rough spots. However, it is not the determining factor of happiness. Instead, money influences many of our choices. We are all concerned with earning, spending, and saving money, regardless of our income level or spiritual beliefs. Yet few of us comprehend the fundamental essence of money. Today's guest, Jonathan K. DeYoe, tells us how to save, invest, pay off debt, and fund our retirement and goals by creating a lifetime income stream and how to develop a unique financial plan based on our most cherished values.Jonathan DeYoe is a best-selling author, public speaker, financial consultant, and angel investor. Moreover, he is a Buddhist practitioner. His basic underlying message restores order and tranquility to our financial life by bringing order to the economic chaos. He highlights in his book 'Mindful Money' that money is a tool that can be used to sustain your lifestyle, achieve your goals, and earn the "happiness dividend" that everyone deserves. Jonathan is always bridging the gap between money and life. He believes everyone can live a vibrant and financially successful life by adopting a few essential principles and basic behaviors. Also, he teaches these attitudes and behaviors most effectively in places where love and money intersect.[00:21] Background - Sharing what motivates him at the moment, he recalls his relationship with his younger brother. [11:26] Buddhist Philosophy - Jonathan recounts his background and describes how he was introduced to Buddhist philosophy and mindfulness. [15:15] Four things – Jonathan presents a high-level summary of the topics covered in his book, condensing them to four points. [21:30] Illusions – Jonathan mentions some of the things we should be searching for, which distract us from what truly matters, and the questions we should ask ourselves to dispel our illusions. [34:11] Cultural Impact – Jonathan talks about the relationship between investing and culture. In addition, while presenting three collations, he shows how to escape the illusion created by tremendous rivalry and incessant marketing and why they trap people. [43:44] The Buddha, The Dhamma, and The Sangha – After describing the appearance of the Buddha of Money, Jonathan connects finance to Dhamma and Sangha. [46:44] Dangers of Living By Default – Regarding saving and investing money, Jonathan discusses living by design instead of by default.[53:55] Retirement Planning – Jonathan points out in broad terms how people should make a plan for their future, commencing with their present situation.[01:13:44] Prerequisites - Jonathan outlines the initial steps in developing a financial plan. [01:18:20] Advice – Jonathan discusses some tips he gives teenagers and individuals in their twenties for creating a savings habit. [01:23:53] Emergency Funds – Jonathan describes emergency funds' purpose and what they are. Also, he shares his views on psychology versus financials.[01:30:50] Life Planning – Jonathan highlights the importance of health and relationships in determining an individual's level of happiness. [01:42:22] Never Overcomplicate – Jonathan emphasizes the need to keep investing simple through asset allocation, diversification, and rebalancing.Resources:Connect with Jonathan:LinkedIn: linkedin.com/in/jonathandeyoe/Mindful Money: mindful.money/Mindful Wealth: mindfulwealthpodcast.com/ Mentioned in the episode:Mindful Money: Simple Practices for Reaching Your Financial Goals and Increasing Your Happiness Dividend: good

On this episode, Karl Eggerss discusses that to have true financial freedom, it takes more than a calculator. While there is some science to financial planning, it takes more art than anything.

Taylor Loht is on a mission to teach busy professionals how they can invest in real estate without dealing with tenants, toilets, and termites. He highlights and distills the knowledge, experiences, and lessons of expert real estate investors through his podcast The Passive Wealth Strategy Show. His goal is to help his listeners and investors build lives of abundance and escape the Wall Street Casino. He believes that building passive streams of income is the best path to wealth generation, not the typical, boring, “Don't have that $4 latte you enjoy twice a week.” Enjoy your latte and buy some property! Taylor helps busy professionals passively invest in real estate syndication through his company NT Capital LLC. He started and runs the monthly Richmond Multifamily and Commercial Real Estate Investors Networking Group (now nearly 700 members). His online networking group meets every second, Tuesday at 8:00 PM Eastern Time. Taylor and his fiance, Sandra live in Richmond, Virginia. Outside of real estate investing, ​​he is passionate about Brazilian Jiu-Jitsu and has been training since 2015. This episode talks about: Choosing financial opportunities that align with your personal goals. How Taylor achieved his first real estate deal and the lessons learned Investing actively and passively in real estate What is real estate syndication and how does it work? Can you use a self-directed IRA to invest passively in syndication? Potential tax risks and downsides when using a self-directed IRA for real estate investments The advantage of leveraging the cash value of whole life insurance to invest in real estate from a tax perspective (avoiding UBIT) What is UBIT? (Unrelated Business Income Tax) What types of real estate deals do Talyor's team focus on? The advantages of investing in self-storage. Different ways to find good real estate deals Potential upcoming market changes in real estate To connect with Taylor Loht, please visit:

Welcome back to the Wire 2 Wire Podcast! In this episode, Yusuf is joined by Jack Allweil. He's an Actuary by trade, and is also an author. They discuss financial strategies that people can implement to save and invest their money. He also shares a formula he developed for sports betting. Thank you for listening. Be sure to listen, share, like and subscribe! *********************************** Yusuf's Books - www.vaultpublications.com/books Instagram: @Yusuf_AOfficial https://anchor.fm/vault-media-publications/support *********************************** Jack's Books - https://www.amazon.com/Jack-Allweil/e/B08FGV6L1D%3Fref=dbs_a_mng_rwt_scns_share Brothers and Books Podcast - https://www.youtube.com/channel/UC6VWzJZqxvJHz_2LwJae3Vw --- Support this podcast: https://anchor.fm/vault-media-publications/support

Emily & Amanda work through a visualization exercise that psychologists say is proven to increase savings rates. According to Dr. Brad Klontz, those who spend one hour visualizing their goals and creating an automatic savings system increase their savings by 73% after only one month. Resources can be found at www.connectingthedollars.com 

Did you accomplish your 2021 financial goals as you had hoped for?  What if I told you a mortgage would be one of the key components to help you achieve that goal over the next 12 months?  In today's episode, I'm sharing a lesson with you on the importance of goal setting and talking to you about some of the opportunities that are available to you so that you can ultimately have a lasting change in your trajectory and financial future! If you find our content helpful, be sure to stay tuned to our podcast for more! You can also follow us on social media on Facebook and Instagram: @weinbergmortgage. Mortgage questions? You can reach out to my office directly by call or text: 860-413-3938. If you'd like to be signed up for a FREE HomeBot report to track your home's value and give insights to wealth-building and money-savings strategies you can implement with your mortgage-- EMAIL MortgageMattersRadioShow@gmail.com with your Full Name, Property Address, and Phone Number, and we'll get that out to you as a New Year's gift!

Cynthia Knapp Dlugosz discusses the intersection between mindfulness and money. Key Points From This Episode Getting to know Cynthia, starting with the pivots and arc of her career. Discussing how her 20 years of mindfulness training began intersecting with pharmacy.  How the topics of burnout, resilience, and wellness have only recently gained traction. Cynthia shares her turning point from irresponsible money management to intentionality. Using the analogy of the Weight Watchers approach to get real with your spending. A step-by-step outline of how she first took control of her finances. How our relationship with money has changed in the age of automation and plastic. Defining mindfulness and how meditation trains us to live in the present moment.  The various purposes and ways meditation can be practiced. Debunking a common misconception about meditating. Exploring different ways to use breathing as an anchor for your attention.  How mindfulness meditation is like a bicep curl. How being present and mindful is key to making the right decisions with your money. Peeling back the onion of our emotional baggage and unconscious script around money. The importance of acknowledging our underlying fears and getting curious about them. Dealing with the changing goalposts on the question, “Do I have enough?” The concept of hedonic adaptation; we get used to what we already have.  Setting yourself up with a solid foundation and then giving yourself permission to spend. Cynthia shares some resources from her website, and some exciting future offerings!  Links Mentioned in Today's Episode YFP Planning: Financial Planning for Pharmacists Book a free Discovery Call with YFP Planning Create a Comprehensive Estate Plan with Thoughtful Wills ASHP NACDS ASCP Join APhA - Get 25% Off Your Membership with Code: YFP headspace Omega Institute Jon Kabat-Zinn Mindfulness Based Stress Reduction The Pema Chödrön Foundation Thich Nhat Han Sharon Salzberg Jack Kornfield Your Financial Pharmacist Weight Watchers Jenny Craig Cynthia Knapp Dlugosz Pharmacy Work/Life Matters Sign up for the Pharmacy Work/Life Matters Newsletter Your Financial Pharmacist Disclaimer and Disclosures Cynthia's Recommended Books Dollars and Sense: How We Misthink Money and How to Spend Smarter by Dan Ariely and Jeff Kreisler Mindful Money: Simple Practices for Reaching Your Financial Goals and Increasing Your Happiness Dividend by Jonathan K. DeYoe Mind over Money: The Psychology of Money and How to Use It Better by Claudia Hammond The Art of Money: A Life-Changing Guide to Financial Happiness by Bari Tessler

I think that there's levers we can pull, that actually help people. I don't think being market focused or looking at the last six months or three years' performance are levers we can pull to help people. Planning, proper kinds of goal setting and figuring out what's really important, and prioritizing those things actually helps people get what they want, helps them feel more secure that their future will have more of what they want.” – Jonathan DeYoe    Connect with Jonathan DeYoe: LinkedIn Website Mindful Money Facebook Instagram Twitter YouTube Selected links and people mentioned in this episode: Mindful Money: Simple Practices for Reaching Your Financial Goals and Increasing Your Happiness Dividend by Jonathan K. DeYoe Abundance: The Future Is Better Than You Think by Peter H. Diamandis & Steven Kotler Progress: Ten Reasons to Look Forward to the Future by Johan Norberg The Rational Optimist by Matt Ridley Mindful Money Lifestage Courses Connect with REIN Canada REIN Canada CEO@reincanada.com REIN Channel Facebook Instagram Twitter SHOW NOTES [02:08] Patrick introduces his next TEDM guest Jonathan DeYoe. [03:27] Jonathan and Patrick roll into their conversation with Jonathan describing who he is and what he does in the world. He goes on to share a brief story about his parents, and what was behind his own limiting beliefs that eventually transitioned into his mindful money mindset. [05:46] Having purchased his first stock at the ripe old age of 9, Jonathan shares where that thought process came from, who inspired him, and what spurred him to think in this way so early on. [08:40] Finance played a huge part in Jonathan's studies right up to college, but he explains why and how that road took a curve and he began to immerse himself into a whole new way of thinking with a whole new course for his future. Needle scratch! Though he wholeheartedly embraced his studies, when it came time for Jonathan to tackle the job market, he found that his Buddhist studies program wasn't the hot ticket. This led him back into finance with Dean Witter, a financial services and securities firm. [11:51] Jonathan describes his experience with entering that world of Wall Street and the mentors he met along the way. Five years later that path led him to leave Wall Street and start his own financial services firm that was more aligned with his values. [15:22] Investigating and taking inventory of what was really important to his core clientele Jonathan built his firm in a way that was less focused on the product sale, and more education-centred, while maximizing his aptitude for talking with people through the emotional dynamics of money. In the end, being of more satisfying contribution to make a better life for his clients and himself. [17:38] Jonathan shares his vision and goals for the firm he was creating and what drove him to stay goal-focused and planning driven. The recession of 2007 and 2008 was the impetus for incorporating the “mindful” piece into his organization. Mindfulness and stoicism are the keys to making better decisions in the face of both boom and bust. [20:54] Mindfulness. Jonathan shares a few elements of mindfulness within the context of his organization: vetting clients for alignment in values (and referring those who are not to other trusted firms), client communication pieces that focus on the fundamental principles which drive their method of investing, RAIN – realize, allow, investigate and non-identification. This idea behind this methodology is to identify the emotion that comes up i.e., anger or fear about money or the market, without identifying WITH it. Slowing down to be mindful of our reaction to stay focused on the plan. [25:10] Jonathan discusses the concept of “recency bias”. One of our challenges is that we live in the soup of today, but tomorrow the issues of today will be replaced by new issues. No matter how many years we go back,

Jonathan DeYoe is the best-selling author of Mindful Money: Simple Practices for Reaching Your Financial Goals and Increasing Your Happiness Dividend. He writes and speaks about the intersection between life and money. He has been investing for 40 years and has been a financial advisor for 25. He started his firm in 2001 and he is a believer in financial literacy education and an advocate for the fiduciary standard. https://mindful.money/ (00:02 - 2:27) Opening Segment - Introduction of the host into the show - Alpesh introduces the guest of the show, Jonathan - Jonathan shares something interesting about himself (2:27 - 30:14) Mindful Money: Stop Predicting and Start Planning - What do you invest in? and Why? - Are you recommending any specific actions for people to take right now? - Can you explain what mindful many is? and why you wrote the book? - Goal focus, planning driven, what do you mean by that? - Why is money such a significant source of stress? whether we have it or not - Plan appropriate investing can you explain. Why do you say successful investing is more about E.Q than financial acumen -How do you deal with engineers? - Families, how do they envision transferring wealth between generations? what do we get most wrong about it? -Where would you put your money right now? (30:14 - 30:31) Break - Welcoming listeners and guest back to the show (30:31 - 37:31) Fire Round - Will Martin change the business strategy after Coronavirus? – Jonathan's favorite real estate, finance, or other related books – Tools or website Jonathan recommends – JonathanJonathan's advice to beginner investors – How does Jonathan give back? – How can Wealth Matters Podcast listeners reach out to Jonathan? (37:31 - 37:51) Closing Segment -If you want to learn more about the discussion, you can watch the podcast on Wealth Matter's YouTube channel and you can reach out to Alpesh using this link. Facebook: @wealthmatrs IG: @wealthmatrs.ig Tiktok: @wealthmatrs

Jonathan DeYoe is a Licensed Insurance Agent, Certified Private Wealth Advisor, and the President of Mindful Money. He is the author of the Amazon Bestseller Mindful Money: Simple Practices for Reaching Your Financial Goals and Increasing Your Happiness Dividend.Before establishing his own company, Jonathan worked for a number of Wall Street giants, including Morgan Stanley, UBS PaineWebber, and Salomon Smith Barney. He later founded DeYoe Wealth Management in 2001 out of the need to offer independent financial advice and unparalleled customer service in a warm, welcoming, client-centered environment. For over 20 years, he has been successfully helping people to gain a sense of order in their financial life.Jonathan writes about Financial Literacy and Behavioral Wealth Management for news outlets like BusinessInsider.com and MindBodyGreen.com. Today, Jonathan and his team manage close to $250,000,000 for nearly 235 families and non-profits in the Bay Area and beyond.Listen in as they discuss:Behavioral wealth managementOvercoming biases in behavioral wealth managementMindfulness as a tool to overcome biasesFundamental principles to learn from Jonathan's bookAnd, more!TIP OF THE WEEKMark: My tip of the week is the best, it'll really change your life, just go to mindful money and get Jonathan DeYoe's book Mindful Money: Simple Practices for Reaching Your Financial Goals and Increasing Your Happiness Dividend.Scott: Check out this book, Everybody Writes by Anne Handley.Jonathan: My whole life changed when I started doing a couple of different things, and one book that helped me get through this is Steven Pressfield's The War Art, which is a fantastic book for people who are struggling to finish a creative project or start a creative project. It really talks about THAT struggle, and what's inside our brain that makes struggle happen and how do we overcome THAT struggle.Want To Listen More?Did you enjoy this episode? Check out another exciting episode with special guest Dan Candell as they discuss how to unleash the power of your mind for success.Isn't it time to create passive income so you can work where you want, when you want, and with whomever you want?

How does the state of our mind affect the way we make money decisions? You came to the right place to find out. Keith Baker's guest today is https://www.linkedin.com/in/jonathandeyoe/ (Jonathan DeYoe), founder and CEO of https://mindful.money/ (Mindful Money). Jonathan explains to Keith Baker how mindfulness creates a space between the external stimulus and your response. It's that moment of calm you need to make the right decisions based on facts instead of emotions. When you adapt mindfulness in your finances, you start making better decisions. How can you practice mindfulness? Tune in to find out! --- Mindful Money: How To Make Better Money Decisions With Jonathan DeYoeInvesting In Your HappinessI'd like to thank you for sharing your time with me. If you're looking for practical tips and advice on how to put the power of the banking system into your investment accounts, then you are in the right place. If you want to learn from my mistakes so that you can both avoid and profit from them, then pull up a chair and pour yourself a drink because this show is just for you. I'm dedicated to giving people like you and me the knowledge and confidence for successful and profitable private lending. [caption id="attachment_3155" align="alignleft" width="194"] Mindful Money: Simple Practices for Reaching Your Financial Goals and Increasing Your Happiness Dividend[/caption] If you're looking to join a community of private lenders then head over to the https://www.facebook.com/groups/674936429994760/ (Private Lender Podcast) Facebook group to connect with other private lenders and to share experiences, stories and opinions. While you're at it, head on over to the http://www.privatelenderacademy.com (PrivateLenderAcademy.com) to learn more about the forthcoming course on private lending and click on Apply Now to register for pre-launch discounts and other goodies. I was a little skeptical when I first learned about our guest. I wasn't sure he'd be a good fit for the show at first because I didn't spend a whole lot of time digging too deep, but after speaking with him for a minute, I knew he had to be on the show so we booked it. I'm happy to share https://mindful.money/ (Jonathan DeYoe) with you and hopefully introduce you to him. As I've shared in previous episodes, I am on a bit of a mindfulness journey. I like to sign off wishing you mindfulness from every episode. Given that life has happened to me in the last few years, divorce, etc., I'm happy that someone has applied the mindfulness approach to money. As I look back, I wish I would have applied mindfulness years ago especially to money because at least in my case, with the relationship with my ex, money wasn't a huge issue but it was large enough. If we both had been mindful about it, maybe things would have been different, at least on the money front. I'm not saying I'd still be married but the awareness and the understanding would have been a lot better. Such an approach can eliminate a lot of the money pains and ill feelings that couples have. Let's go ahead and get down to the brass tacks of this episode and get straight to the interview with Jonathan DeYoe. --- Lender nation, I am throwing a curveball to you because we're not going to talk about private lending and all but we will be talking about money. Our guest has an interesting approach to money, one that I certainly want to use this platform to get out into the world and more people to learn and that is mindfulness. Early on in my practice, unfortunately, mindfulness was not court-ordered for me so I'm doing this on my own little by little. https://mindful.money/ (Jonathan DeYoe), welcome to the show. I'm excited to be here, Keith. Jonathan has nothing but good reviews on Yelp and whatnot. He is in the Berkeley, San Francisco Bay Area if you want to get in touch with him. This whole mindfulness thing, I don't have the words but you do. This is what you do on a daily. Let's start with your practice, your...

No two financial plans are alike, and you won't get anywhere good by comparing your plan to those of your friends, family, or neighbours. Your plan should be designed to fit your specific financial goals, needs, and circumstances — no one else's.Certified financial planner Kurt Mueller helps business owners and entrepreneurs make the complex simple, guiding them through the overwhelm of business tax and accounting. He advises his clients to stay aware of their financial situation, including major expenses, gaps in their insurance coverage, tax implications, and more. “Financial planning is not just about investment management or portfolio management,” Kurt says. “Don't be fooled into thinking that making your money work just means that you go invest it in the stock market. It could mean that. It could also mean investing in real estate, it could mean investing in start-up companies, it could mean investing in oil and gas.”In‌ ‌this‌ ‌episode,‌ ‌you'll discover:‌✔   The importance of choosing the right investments to provide protection against inflation✔   New changes in American tax law & what you need to know about the current state of the market✔  Whether now is a good time to make investmentsAbout Kurt Mueller: Kurt Mueller is a personal financial expert and financial advisor who considers himself a “go-giver” — his passion lies in helping others plan their financial future and develop into tomorrow's leaders.Highlights:‌01:12  Meet Kurt Mueller02:46  Insurance & retirement04:47  Unique financial plan07:19  Keep your money working09:03  Risk & tolerance14:31  Money & emotion15:58  American tax law19:02  State of the market22:53  Selling financial products23:50  Takeaway25:54  RecommendationsLinks:‌Kurt MuellerTwitter & Instagram: @financearchitecthttps://linktr.ee/financearchitecthttps://flip-podcast.comThe Go-Giver by Bob Burghttps://thegogiver.comMindful Money: Simple Practices for Reaching Your Financial Goals and Increasing Your Happiness Dividend by Jonathan K. DeYoehttps://www.porchlightbooks.com/product/mindful-money-simple-practices-for-reaching-your-financial-goals-and-increasing-your-happiness-divid--jonathan-k-deyoe?variationCode=9781608684366The Business Society: https://thebusinesssociety.co5-Step Roadmap to Biz Finance Freedom: https://melissahoustoncpa.lpages.co/5-step-biz-finance-roadmapBiz Basics: https://melissahoustoncpa.lpages.co/biz-basics-long-form-sales-pageThe 20 Minute Money Method: https://melissahoustoncpa.lpages.co/the-20-minute-money-methodConfident Cash: https://melissahoustoncpa.lpages.co/mm-cfo-long-form-sales-pagePersonal Finance Money Method: https://melissahoustoncpa.lpages.co/moneymethodmembership

Jonathan DeYoe found a way to mesh his passion for philosophy with a finance career when he founded Mindful Money wealth management, financial planning, and client education. He's also the best-selling author of Mindful Money: Simple Practices for Reaching Your Financial Goals and Increasing Your Happiness Dividend. All in all, Jonathan is a huge advocate for the power of mindfulness and planning, and today, he's sharing how both can change your business and your life. Jonathan says the most important part of reaching your goals is to plan the steps you need to take to get there - starting with the ones you can take today. That's why his One Big Tip is to worry less about the outcomes and focus more on the inputs!In this episode, Jonathan explains the importance of mindfulness and shares tips for how you can set yourself on the path to your goals today. He even takes us through his own planning process and shares all the benefits that thoughtful planning can bring into your life and your business. It's all about making little changes each day - and the payoff is well worth it! In this episode:[1:41] Jonathan shares how he got started in wealth management and how he found a way to link this with his background in philosophy and religious studies. [3:37] What's the link between mindfulness and finance? Jonathan breaks it down and explains how mindfulness helps us step out of our emotional biases when it comes to decision-making. [9:30] We dive into Jonathan's One Big Tip: Focus more on inputs and less on outcomes![11:45] Jonathan says the key to planning is to understand where you want to go and figure out the building blocks to get there. [13:47] So how should you go about planning? Jonathan explains his own annual goal-setting visualization process. [15:58] Wondering what sort of successes can come from a planning process? Jonathan shares the ways it's changed his own life.[17:47] We discuss how goals can take a long time to reach - that's why it's important to take it day by day. Support the show (https://jeffmendelson.com/onebigtip)

Learn from financial consultant Joshua Goldsmith on investing Find about the different types of investment products and their features. Discover how the public can achieve their financial goals through investing. Why full disclosure regarding the finances of a prospect is needed before a recommendation is made. Joshua Goldsmith has been a financial consultant and life insurance agent for almost 15 years.  His passion is helping people towards achieving financial independence.  He started Goldsmith Financial in 2012 and works as an independent consultant clearing through LPL Financial, the biggest independent broker/dealer in the nation. His daughter attends MIT and is studying to become an environmental engineer.  He resides in Temecula, CA, walks 5 miles a day with his dog Coconut and is a member of the local synagogue.   Honesty, integrity and kindness are the main tenets of his life.   Support the show: http://www.cooleyfoundation.org/ See omnystudio.com/listener for privacy information.

In this episode, Hall welcomes Jonathan DeYoe, President & CEO at Mindful Money and author of the Amazon Bestseller, “Mindful Money: Simple Practices for Reaching Your Financial Goals and Increasing Your Happiness Dividend”.Mindful Money is a comprehensive financial education and wealth management firm that brings mindfulness to personal finance. Mindful Money practices a behavioral approach to personal finance. In a world that is market-focused and performance-driven, they are goal-focused and planning-driven. If you are just starting out, they have courses, digital planning tools, and evidence-based portfolios. If you are nearing retirement or selling your business, they have personal services to support you as you move forward into this exciting new time in your life.Jonathan is a Seminarian, turned Buddhist academic, turned financial advisor. He has written for publications including The Huffington Post, Business Insider, NerdWallet, and MindBodyGreen. He has been featured in USA Today, the Wall Street Journal, and the New York Times.He is also the author of the Amazon Bestseller, “Mindful Money: Simple Practices for Reaching Your Financial Goals and Increasing Your Happiness Dividend”. Jonathan has been meditating for 25 years. He lives in Berkeley, CA with his wife, two kids, and their cat Posey. Jonathan discusses investing in seed deals and some of the challenges to expect. He also shares the inspiration behind writing his book and explains - what he calls - the pillars of human happiness. You can visit Mindful Money at , via LinkedIn at , and via Twitter at .  Jonathan can be contacted via email at jonathan@mindful.money. His book can be purchased at .  Music courtesy of .

In this episode guest host Janet Lane goes over her how she's navigated a the ups and downs of going through bankruptcy to being back in debt, becoming debt free and now paying off another season of debt. Life isn't perfect and she talks about when debt was the only option and the types of things that have kept her in the game as curve balls have been thrown at her during this last bout of paying off her debt. Listen carefully through the whole episode to pick up every nugget including Jake and Jayne getting down to “apple bottom jeans”! In this episode we discuss - Strategies to staying positive through hard things - Helping your spouse through unexpected or difficult financial situations - When debt may be unavoidable, and how to cope with it Who we are Janet Lane is a mother of 5 who is a stay at home mom turned entrepreneur helping to support her and her husbands goals to be debt free including their home in less than 5 years. Janet is a chef by trade but enjoys helping her husband rock their side hustle doing small (and sometimes large) remodeling projects for friends and family. She is one of the strongest people we know and goes through some of life's toughest trials with both tears streaming down and a smile on her face. Jake and Jayne are the dynamic duo couple here to help you improve your marriage and relationships while achieving your financial goals. Money is one of the number one reasons for divorce in the US. and it doesn't have to be that way! Jayne graduated from Utah State University in Family, Consumer, and Human Development with a minor in family finance and is an Accredited Financial Counselor through AFCPE. She has over 7 years of experience helping individuals, couples, and families overcome their challenges and achieve financial freedom. Jake is pursuing a degree from Brigham Young University-Idaho in Marriage and Family Studies and hopes to help individuals and families overcome their struggles through fun and innovative activities. Resources from this episode www.powerpay.org www.cashacademycoaching.com Screenshot this episode and share it on social media! We love seeing your tags on Instagram, so be sure to tag us at @mrs.jaynelarson --- Send in a voice message: https://anchor.fm/cashacademy/message

Jonathan DeYoe is the best-selling author of Mindful Money: Simple Practices for Reaching Your Financial Goals and Increasing Your Happiness Dividend. He writes and speaks about the intersection between love and money. Jonathan has been investing for 40 years and been a financial advisor for 25. He started his firm in 2001 and he is a big believer in financial literacy training and a big advocate for the fiduciary standard. Learn more about your ad choices. Visit megaphone.fm/adchoices

Paul Van Der Merwe, author and engineer is known for the quote “Money makes the world go around; however, happiness greases the axle. Without this lubricant, life will seize.” But most us only know the expression money makes the world go round which can be interpreted that that money is the most important or one of the essential things in life. We all have different attitudes toward money, and we all have different practices when it comes to earning, saving and spending money and some practices better than others. With a worldwide economic crisis and the US national unemployment rate reaching 14.7% in May this year, and around 14.0% in some European Countries such as Spain, our focus has turned to being very mindful about money. Our guest today is an expert on Money and the author of Mindful Money: Simple Practices for Reaching Your Financial Goals and Increasing Your Happiness Dividend. He helps us make the concept of money tangible through best practices and tips.

On this episode of Virtual Coffee, my husband and I talk about our financial journey and how we became debt free in our early 20s. Nathan explains the financial lessons he's learned through various resources and gives his advice for reaching your financial goals. ----more---- ☕️Instagram & Facebook: @virtualcoffeepodcast ☕️Email: virtualcoffeepodcast@gmail.com  Music: Blippy Trance by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/5759-blippy-trance License: http://creativecommons.org/licenses/by/4.0/

The arrival of the New Year is often accompanied by New Year's resolutions and they often involve money. Jenna Taubel and Kim Ferraro with First Alliance Credit Union discuss some effective strategies for setting and successfully reaching goals set at the start of the New Year that involve improving your and your family's financial health.

Kelsa explains how to tackle your financial goals with the mindset of a Crossfit champion!

Bonding, Karin, Professor Emeritus, McIntire School of Commerce November 22, 2008

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