Audio

122: Matt Wilkerson — Bridging the Gap Between Education and Employment with Externships
122
Aug. 28, 2024

122: Matt Wilkerson — Bridging the Gap Between Education and Employment with Externships

Matt Wilkerson is the CEO and co-founder of Extern, a company on a mission to help anyone discover and launch their career through real professional experiences. Extern has created externships for leading companies such as AT&T, HSBC, Meta, PwC, Home Depot, and National Geographic, serving more than 35,000 students and career switchers. In this episode, I talk with Matt about the externship model and its impact. Matt shares his journey from growing up in Atlanta, to attending MIT, and eventually...
121: Mark Murphy — The Entrepreneur's Journey: Mark Murphy on Confidence, Wealth, and Purpose
121
Aug. 21, 2024

121: Mark Murphy — The Entrepreneur's Journey: Mark Murphy on Confidence, Wealth, and Purpose

Mark Murphy, CEO of Northeast Private Client Group, is an accomplished author, speaker, and motivator who’s revolutionizing the financial planning and wealth management industry. He helps entrepreneurs achieve multigenerational wealth through personalized strategies, leveraging his strategic planning and financial engineering expertise. Forbes has ranked him as the No. 1 financial security professional in NJ and #15 nationwide. Additionally, his book, The Ultimate Investment, is a No. 1 bestsell...
120: Scott Rick — Navigating Money and Relationships: Insights from Behavioral Decision Researcher Scott Rick
120
Aug. 14, 2024

120: Scott Rick — Navigating Money and Relationships: Insights from Behavioral Decision Researcher Scott Rick

Scott Rick is a marketing professor at the University of Michigan’s Ross School of Business. He holds a PhD in Behavioral Decision Research from Carnegie Mellon University, where he was a National Science Foundation graduate research fellow. He has published research in premier journals spanning marketing, psychology, economics, and neuroscience. At the University of Michigan, he has won awards for both research and teaching. Rick's research has been covered extensively in outlets such as The Ne...
119: Vicki Robin — Embracing Enoughness: Vicki Robin on Financial Independence and Sustainable Living
119
Aug. 7, 2024

119: Vicki Robin — Embracing Enoughness: Vicki Robin on Financial Independence and Sustainable Living

Vicki Robin is a prolific social innovator, writer, and speaker. She is the co-author with Joe Dominguez of the international best-seller and classic, Y our Money or Your Life: Transforming Your Relationship With Money and Achieving Financial Independence , and author of Blessing the Hands That Feed Us: Lessons from a 10-Mile Diet . She is the co-founder of Conversation Cafes and of the 10-Day Local Food Challenge, and hosts the podcast/YouTube interview series, What Could Possibly Go Right? , i...
118: Darla Bishop — From Scarcity to Abundance: Transforming Financial Mindsets with Darla Bishop
118
July 31, 2024

118: Darla Bishop — From Scarcity to Abundance: Transforming Financial Mindsets with Darla Bishop

Dr. Darla Bishop, affectionately known as the FinanSis, is the Founder of Finansis LLC, a boutique consulting firm based in Lansing, Michigan, and the author of How To Afford Everything. Motivated by her own challenging childhood in Detroit, Dr. Bishop’s unique gift lies in her ability to motivate individuals to transcend limiting beliefs about wealth and cultivate a positive financial mindset. She firmly believes that empowering individuals with financial knowledge is pivotal in creating prospe...
117: Jessica Perrone — A Guide to Financial Empowerment with Jessica Perrone
117
July 24, 2024

117: Jessica Perrone — A Guide to Financial Empowerment with Jessica Perrone

Jessica Perrone is a seasoned finance expert with more than 16 years of experience. As a mom of three teenage girls and a passionate advocate for financial education, she is dedicated to empowering young people with knowledge about money and investing. Jessica’s innovative and relatable approach has led her to develop a curriculum that makes finance approachable, fun, and relatable for teens of all backgrounds. In this episode, I talk with Jessica about her passionate advocacy for financial lite...
116: Dr. Daniel Crosby — The Science of Money and Happiness with Dr. Daniel Crosby
116
July 17, 2024

116: Dr. Daniel Crosby — The Science of Money and Happiness with Dr. Daniel Crosby

Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. Dr. Crosby's first book, Personal Benchmark: Integrating Behavioral Finance and Investment Management, was a New York Times bestseller. His second book, The Laws of Wealth, was named the best investment book of 2017 by the Axiom Business Book Awards and has been translated into 14 languages. His third book, The Behavioral Investor, was Axiom's best investment...
115: Ben Utley — Finding Balance and Avoiding Burnout with Ben Utley
115
July 10, 2024

115: Ben Utley — Finding Balance and Avoiding Burnout with Ben Utley

W. Ben Utley, CFP®, not only serves as the Service Team Leader at Physician Family Financial Advisors but also co-hosts their podcast of the same name. Well-recognized for his expertise, Ben has been featured in The New York Times and listed among the "150 Best Financial Advisors for Doctors" by Medical Economics Magazine. As a Certified Financial Planner, Ben provides physician clients with solutions that extend beyond achieving financial freedom, ensuring they also have the time to enjoy it. I...
114: Kalani Leifer — The Economics of Higher Education and the Power of Peer Support
114
July 3, 2024

114: Kalani Leifer — The Economics of Higher Education and the Power of Peer Support

Kalani Leifer is the Founder and CEO of COOP Careers, a company aiming to overcome underemployment through digital skills and peer connections. Kalani began his career as a history teacher at Kappa International High School in the Bronx, NY (with Teach For America). Later, he worked as a consultant at McKinsey in Zurich and Dubai, and as a project leader at Google in California. Kalani grew up in the Bay Area, graduated from Stanford, and earned a master’s in education from Lehman College, CUNY....
113: Aimée Eubanks Davis - From Hardship to Hope: Aimée Eubanks Davis' Astonishing Story
113
June 26, 2024

113: Aimée Eubanks Davis - From Hardship to Hope: Aimée Eubanks Davis' Astonishing Story

Upcoming Event! How Can Mindfulness Help You Reach Financial Independence? Do you want to reduce money anxiety, but don’t know who to trust? Would you like to learn how to set up and manage your own retirement plan? Do you want to know how we create a passive income stream you can’t outlive? If yes, join us and learn how to answer the 4 critical financial independence questions: Am I on track for financial independence? What do I need to do to get on track? How do I design a mindful investing po...
112: TJ van Gerven - Millennials' Homeownership Secrets Unveiled
112
June 19, 2024

112: TJ van Gerven - Millennials' Homeownership Secrets Unveiled

Upcoming Event! How Can Mindfulness Help You Reach Financial Independence? Do you want to reduce money anxiety, but don’t know who to trust? Would you like to learn how to set up and manage your own retirement plan? Do you want to know how we create a passive income stream you can’t outlive? If yes, join us and learn how to answer the 4 critical financial independence questions: Am I on track for financial independence? What do I need to do to get on track? How do I design a mindful investing po...
111: Amy Schiller - Revolutionizing Philanthropy: Amy Schiller's Vision
111
June 12, 2024

111: Amy Schiller - Revolutionizing Philanthropy: Amy Schiller's Vision

Upcoming Event! How Can Mindfulness Help You Reach Financial Independence? Do you want to reduce money anxiety, but don’t know who to trust? Would you like to learn how to set up and manage your own retirement plan? Do you want to know how we create a passive income stream you can’t outlive? If yes, join us and learn how to answer the 4 critical financial independence questions: Am I on track for financial independence? What do I need to do to get on track? How do I design a mindful investing po...
110: Miriam Castilla - From Broke to Six Figures: Miriam Castilla’s Journey of Financial Empowerment
110
June 5, 2024

110: Miriam Castilla - From Broke to Six Figures: Miriam Castilla’s Journey of Financial Empowerment

Upcoming Event! How Can Mindfulness Help You Reach Financial Independence? Do you want to reduce money anxiety, but don’t know who to trust? Would you like to learn how to set up and manage your own retirement plan? Do you want to know how we create a passive income stream you can’t outlive? If yes, join us and learn how to answer the 4 critical financial independence questions: Am I on track for financial independence? What do I need to do to get on track? How do I design a mindful investing po...
109: John Crane - Mastering Cash Flow: Insights from Financial Advisor John Crane
109
May 29, 2024

109: John Crane - Mastering Cash Flow: Insights from Financial Advisor John Crane

Upcoming Event! How Can Mindfulness Help You Reach Financial Independence? Do you want to reduce money anxiety, but don’t know who to trust? Would you like to learn how to set up and manage your own retirement plan? Do you want to know how we create a passive income stream you can’t outlive? If yes, join us and learn how to answer the 4 critical financial independence questions: Am I on track for financial independence? What do I need to do to get on track? How do I design a mindful investing po...
108: Mick Heyman - How Mick Heyman Stays Calm in Financial Storms
108
May 22, 2024

108: Mick Heyman - How Mick Heyman Stays Calm in Financial Storms

Upcoming Event! How Can Mindfulness Help You Reach Financial Independence? Do you want to reduce money anxiety, but don’t know who to trust? Would you like to learn how to set up and manage your own retirement plan? Do you want to know how we create a passive income stream you can’t outlive? If yes, join us and learn how to answer the 4 critical financial independence questions: Am I on track for financial independence? What do I need to do to get on track? How do I design a mindful investing po...
107: Victor Haghani - True Costs of Trading and Investment Biases
107
May 15, 2024

107: Victor Haghani - True Costs of Trading and Investment Biases

Upcoming Event! How Can Mindfulness Help You Reach Financial Independence? Do you want to reduce money anxiety, but don’t know who to trust? Would you like to learn how to set up and manage your own retirement plan? Do you want to know how we create a passive income stream you can’t outlive? If yes, join us and learn how to answer the 4 critical financial independence questions: Am I on track for financial independence? What do I need to do to get on track? How do I design a mindful investing po...
106: Jason Feifer - Moving From Fear to Opportunity and Turning Challenges Into Success
106
May 8, 2024

106: Jason Feifer - Moving From Fear to Opportunity and Turning Challenges Into Success

Upcoming Event! How Can Mindfulness Help You Reach Financial Independence? Do you want to reduce money anxiety, but don’t know who to trust? Would you like to learn how to set up and manage your own retirement plan? Do you want to know how we create a passive income stream you can’t outlive? If yes, join us and learn how to answer the 4 critical financial independence questions: Am I on track for financial independence? What do I need to do to get on track? How do I design a mindful investing po...
105: Heather and Douglas Boneparth - From Corporate to Co-Founders: The Journey to Financial Collaboration
105
May 1, 2024

105: Heather and Douglas Boneparth - From Corporate to Co-Founders: The Journey to Financial Collaboration

Upcoming Event! How Can Mindfulness Help You Reach Financial Independence? Do you want to reduce money anxiety, but don’t know who to trust? Would you like to learn how to set up and manage your own retirement plan? Do you want to know how we create a passive income stream you can’t outlive? If yes, join us and learn how to answer the 4 critical financial independence questions: Am I on track for financial independence? What do I need to do to get on track? How do I design a mindful investing po...
104: Liz Frazier Peck - From Allowances to Financial Independence: Guide to Raising Money-Savvy Kids
104
April 24, 2024

104: Liz Frazier Peck - From Allowances to Financial Independence: Guide to Raising Money-Savvy Kids

Upcoming Event! How Can Mindfulness Help You Reach Financial Independence? Do you want to reduce money anxiety, but don’t know who to trust? Would you like to learn how to set up and manage your own retirement plan? Do you want to know how we create a passive income stream you can’t outlive? If yes, join us and learn how to answer the 4 critical financial independence questions: Am I on track for financial independence? What do I need to do to get on track? How do I design a mindful investing po...
103: Ben Wildavsky - The Economics of Learning: Insights on Higher Education
103
April 17, 2024

103: Ben Wildavsky - The Economics of Learning: Insights on Higher Education

Upcoming Event! How Can Mindfulness Help You Reach Financial Independence? Do you want to reduce money anxiety, but don’t know who to trust? Would you like to learn how to set up and manage your own retirement plan? Do you want to know how we create a passive income stream you can’t outlive? If yes, join us and learn how to answer the 4 critical financial independence questions: Am I on track for financial independence? What do I need to do to get on track? How do I design a mindful investing po...
102: Ryan Craig - Apprenticeships for Skill Development and Economic Growth
102
April 10, 2024

102: Ryan Craig - Apprenticeships for Skill Development and Economic Growth

Upcoming Event! How Can Mindfulness Help You Reach Financial Independence? Do you want to reduce money anxiety, but don’t know who to trust? Would you like to learn how to set up and manage your own retirement plan? Do you want to know how we create a passive income stream you can’t outlive? If yes, join us and learn how to answer the 4 critical financial independence questions: Am I on track for financial independence? What do I need to do to get on track? How do I design a mindful investing po...
101: Henry Oliver - Late Bloomers Success Stories
101
April 3, 2024

101: Henry Oliver - Late Bloomers Success Stories

Upcoming Event! How Can Mindfulness Help You Reach Financial Independence? Do you want to reduce money anxiety, but don’t know who to trust? Would you like to learn how to set up and manage your own retirement plan? Do you want to know how we create a passive income stream you can’t outlive? If yes, join us and learn how to answer the 4 critical financial independence questions: Am I on track for financial independence? What do I need to do to get on track? How do I design a mindful investing po...
100 Versus "The Gathering Darkness" Part 9 - What About Social Responsibility (ESG)?
100
March 27, 2024

100 Versus "The Gathering Darkness" Part 9 - What About Social Responsibility (ESG)?

Upcoming Event! How Can Mindfulness Help You Reach Financial Independence? Do you want to reduce money anxiety, but don’t know who to trust? Would you like to learn how to set up and manage your own retirement plan? Do you want to know how we create a passive income stream you can’t outlive? If yes, join us and learn how to answer the 4 critical financial independence questions: Am I on track for financial independence? What do I need to do to get on track? How do I design a mindful investing po...
099 Versus “The Gathering Darkness” Part 8 - Defining The Great Companies of the US and the World
99
March 20, 2024

099 Versus “The Gathering Darkness” Part 8 - Defining The Great Companies of the US and the World

Upcoming Event! How Can Mindfulness Help You Reach Financial Independence? Do you want to reduce money anxiety, but don’t know who to trust? Would you like to learn how to set up and manage your own retirement plan? Do you want to know how we create a passive income stream you can’t outlive? If yes, join us and learn how to answer the 4 critical financial independence questions: Am I on track for financial independence? What do I need to do to get on track? How do I design a mindful investing po...