Audio

In this episode of the Mindful Money Podcast, we speak with Diana Richey, a certified financial planner and nationally recognized personal finance expert. Diana shares her journey from a traditional upbringing with corporate expectations to her transformative life crisis that led her to write 'The Loving Truth About Money.' We discuss how healing inner emotional wounds can transform financial behavior and overall well-being. Touching on Diana's techniques for unblocking subconscious beliefs and ...

Envisioning a Trustworthy Civilization: A Conversation with George Kinder on Fiduciary Principles In this episode of the Mindful Money Podcast, Jonathan hosts George Kinder to discuss the potential of applying fiduciary principles—putting clients' interests first—beyond financial advice to all institutions, including corporations and governments. George shares his journey and vision for a more humane and trustworthy world, inspired by lessons from the 2008 financial crisis and his global experie...

Episode Summary In this episode of Mindful Money, I talk with Bart Wilson about the often-overlooked moral dimension of economics. We explore Adam Smith’s forgotten insights on justice and beneficence, how values shape innovation and prosperity, and why genuine wealth is created through collaboration—not extraction. It’s a thoughtful, hopeful conversation about money’s deeper purpose. Show Notes Bart J. Wilson is a Professor of Economics and Law and the Donald P. Kennedy Endowed Chair in Economi...

In 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-term financial success requires discipline, diversification, and patience. In this episode, we’ll explore both potential risks—like tariffs, inflation, a...

Over the past two decades, Lindsay has dedicated her career to transforming workplace cultures, leaders, teams, and individuals. She has held progressively larger roles often in fast-growing companies in industries such as advertising, biotech, consumer products, and education. She most recently served as the Head of Talent Development and Inclusion at Kite Pharma, a Gilead company, and is now the Founder and CEO of Barnett Coaching, a boutique coaching and consulting firm. I talk with Lindsay a...

Eric Roberge is a financial advisor and the founder of Beyond Your Hammock, a wealth management firm based in Boston, helping professionals in their 30s and 40s use money as a tool to design a life they love now and in the future. In this episode of Mindful Money, I talk with Eric about helping high-earning professionals in their 30s and 40s make smarter money decisions. We discuss how childhood scarcity can shape financial mindsets, the value of financial planning that prioritizes optionality, ...

Jillian 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 kids (plus two biological kids), investing in real estate, and touring the U.S. in a camper. Jillian has taught, coached, and written about mini-reti...

Nadjeschda (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 community where people invest in inner work, understand the big picture, live deep connections, and cultivate conscious rituals. In this episode of Mindful Mo...

Aaron 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 security. In this episode of Mindful Money, I talk with Aaron about the modern case for prenuptial agreements. Far from being a sign of distrust, Aaron ...

Dr. 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 Critic and Rise Above Social Anxiety. In this episode of Mindful Money, I talk with Ellen about the deep connections between perfectionism, money anxiet...

Leisa 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, and hosts The Art of Abundance podcast and The Mindful Millionaire podcast. She combines practical financial strategies with mindfulness practices t...

Daniel 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 solutions such as AI-driven responsible gambling tools and athlete mental health programs. In this episode of Mindful Money, I talk with Daniel about the ris...

Hanna 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 the unconscious beliefs that shape our financial decisions, the psychological roots of money anxiety, and why so many people feel stuck despite havin...

In 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 just money skills, drives lasting change. Summer also discusses her free personal finance booklet, created to help others start their own journey. It’s a...

Anne 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, I talk with Anne about how our emotions shape our financial choices. We unpack her personal journey with money shame, the lessons she taught her kids ...

Sylvia 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 managed $1B+ in assets, with expertise in family office investments, early stage investing, and litigation funding, and an indigenously trained shaman...

Aaron 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 three consecutive years, known for building strong relationships and providing services like Medicaid planning and family harmony protection. In this episode of Mindful Money, I talk with Aaron about the financial and emotional complexities of long-term care. Aaron shares powerful personal stories, including his mother’s struggle with dementia, and offers guidance on protecting family assets, qualifying for Medicaid, and using long-term care insurance wisely. We discuss common pitfalls, like failing to fund a trust or cashing out IRAs too soon, and Aaron outlines the six primary care options as we age. Whether you’re planning for your parents or…

Elliot 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 advocacy. This week, I talk with Elliot about finding purpose through profound personal loss. After losing his son to suicide, Elliot founded A Brigh...

Kelli 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 appeared on media and news outlets such as Today, Good Morning America, BBC, The New York Times, and many more. In 2023, she co-founded Our Kind of Club, a g...

Elizabeth 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. Her experience spans nonprofit work throughout the Americas, and she is a highly sought-after speaker, having led workshops at major tech companies,...

Sonya 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 and therapists. In this episode of Mindful Money, I talk with Sonya about how our earliest experiences with money shape our relationships. We unpack m...

Melissa 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, Polished: College, Class, and the Burdens of Social Mobility. Melissa shares her own journey from rural Oregon to academia and explores how first-generati...

Alexandra 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 a master's degree in public policy at the London School of Economics as a Rotary Scholar, and is an adjunct professor at the Indiana University Lilly ...

Jennifer 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 episode, I talk with Jennifer about the transformative power of financial literacy. Jennifer shares her journey from a scarcity mindset to financial co...