Audio

Ed Vargo is the Co-Founder and CEO of Burning River Advisory Group and enlightenHer a community focused on financial mentorship for women. With more than 20 years in financial services, Ed helps women navigate long-term financial planning for all stages, including retirement and transitions related to divorce or spousal death. In this episode, I talk with Ed about empowering women to gain confidence and clarity around money. Ed shares how his mother’s financial struggles after divorce shaped his...

George Kinder is an author and international thought leader. Known in the financial industry as the father of Life Planning, George authored three books on money as he revolutionized client-centered financial advice through experiential trainings for thousands of advisors from more than 30 countries across six continents. In this episode, I talk with George about his latest book, The Three Domains of Freedom, which explores achieving freedom through mindfulness, purposeful living, and societal c...

After an incredible first season, Jonathan reflects on some of the incredible guests he’s had the privilege of interviewing and calls out key lessons each guest shared. From life planning with George Kinder to the concept of ‘Enough’ with Gary Ray and dozens of insights in between, Jonathan has shared in truly impactful conversations. Jonathan talks about how influential his brother was in his life, how he has navigated grief and what the future holds for Season Two of Mindful Money. 📺 Watch on ...

Award-winning financial coach, author and speaker Holly Morphew joins the show to discuss her incredible journey from debt to financial freedom. Holly is the author of Simple Wealth: The Practical Guide to Transform Your Relationship with Money and Live in Abundance and today she breaks down her Financial Impact System that has helped to improve the financial situations of so many. Jonathan and Holly discuss her work in financial literacy, the importance of believing and investing in yourself an...

CFP and PhD Kathleen Rehl has had many careers spanning from academia to financial advisory. Most recently, Kathleen has continued penning pieced about widows and money and speaking at selected conferences and events. She is the author of Moving Forward On Your Own: A Financial Guidebook for Widows . Today, Kathleen reflects on the death of her husband, speaks to how it impacted her and her business, and provides financial and personal advice for widows and widowers. 📺 Watch on YouTube https://y...

Gary Ray is the CEO of Black Diamond Games and the author of Friendly Local Game Store: A Five-Year Path to Middle-Class Income. A former IT engineer and project manager, Gary made the decision to start his own business focused on everything from board games and trading card to classic games and collectibles. Today, Gary and Jonathan talk about some of the early financial lessons Gary learned and what inspired him to open his own store. Gary shares advice and best practices for small business ow...

Debbie Allen is an author, business mentor, brand strategist, and the number one authority on expert positioning. Debbie runs a mentoring program for experts where she leverages her decades of entrepreneurial wisdom and business building experience to successfully mentor a diverse group of small business owners, entrepreneurs and franchise owners. Today, Debbie and Jonathan talk about mutually beneficial mentor-mentee relationships, the importance of mindset and personal development and why succ...

Jennifer Rayner is a retirement plan consultant and the founder of Moniwell, a revolutionary text-based financial wellbeing program. She and Jonathan share a passion for financial literacy and a recognition that people need easily accessible education customized to their needs at a particular time. Today, Jennifer and Jonathan engage in a discussion about employer-offered retirement plans, how to differentiate between participation and engagement of these plans and what inspired Jennifer to laun...

Tom Corley is a CPA/CFP and holds a Master's Degree in Taxation. He also is the best-selling author of the Rich Habits book series, which include, Rich Habits , Rich Kids , Change Your Habits, Change Your Life , and Effortless Wealth , among others. Tom understands the difference between being rich and poor, having experienced it firsthand at a young age. Today, Tom shares his story of overcoming adversity and what inspired him to research the wealthy and launch over 200 daily habits. Tom identi...

Bari Tessler is a financial therapist, author and founder of The Art of Money. For over twenty years, Bari has worked with individuals, couples, and entrepreneurs to provide them with a more creative, mindful and deep approach to money. Today, Bari brings that knowledge and expertise to discuss her three phases of deep money work: Money Healing, Money Practices and Money Maps. Bari talks about self-compassion, understanding the emotions surrounding money and your money story, and how to overcome...

Mark Silver has been helping entrepreneurs create authentic marketing programs that feel good to them for over two decades. After being introduced to Sufi-based healing work, Mark launched The Heart of Business and has been helping good people create sustainable businesses ever since. Today, Mark shares lessons on understanding our relationship with money, embracing ethical business practices and empowering a spiritually-oriented, heart-centered approach to money and business. 📺 Watch on YouTube...

Pamela Slim is a business coach and co-founder of K’é Main Street Learning Lab, a grassroots community-based think tank for small business acceleration. She is also the author of multiple works, including Body of Work, Escape from Cubicle Nation , and The Widest Net. Today, Jonathan and Pamela engage in a rich discussion on building empathy and trust with clients and the importance of having a values-based mission and vision. Pamela speaks to her earliest experiences with money, explains The Eco...

Robin Treasure is a top-performing sales coach and the best-selling author of Heart Powered Sales. After a successful first career in Rome and San Francisco as an Italian translator, she transitioned into sales with the key transferable skill needed in any capacity, in any language: emotionally intelligent communication. Today, Robin shares her experiences with money growing up and how following her heart has led to success in each of Robin’s career paths. Robin debunks the stigma associated wit...

Kathryn Peyton is a certified financial advisor at Abacus Wealth. At an early age, Kathryn was impacted by her parents’ financial habits of care and caution around money. But then, something changed for Kathryn as she began to realize that successful investing is attainable for everyday people. Thus began a lifelong fascination with all things money- and economics- related. Today, Jonathan and Kathryn talk about the work they both do as advisors in helping to set their clients up for financial s...

Leisa Peterson is the Founder of The Wealth Clinic and author of the Amazon best-seller The Mindful Millionaire . Leisa is also the host of The Mindful Millionaire podcast, a show that features inspiring discussions, interviews and commentary aimed at teaching self-mastery and practical financial wisdom. Leisa is a mindfulness teacher and long-time finance-pro, who joins the show today to share her expertise. Today, Jonathan and Leisa touch on the topic of financial trauma and how it can have su...

George Kinder is the Founder of The Kinder Institute of Life Planning and the author of multiple bestsellers, including The Seven Stages of Money Maturity and Life Planning for You . He has revolutionized financial advice for more than 35 years by training over 4,000 professionals in 30 countries in the field of financial Life Planning. George has won many awards in the financial planning industry, and was named one of the thirty-five most influential people in financial services. Today, Jonatha...