Mindful Money

• Jennifer Li — The Life-Changing Power of Financial Planning with Jennifer Li

  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 confidence and explains why planning is more than just numbers—it’s about clarity, control, and peace of mind. We discuss the biggest money mistakes people make, how financial planning gives you control of your future, and simple strategies to take charge of your finances today. If you’ve ever felt uncertain about money, this episode will give you the tools to move forward with confidence. In this episode: (00:00) - Intro (03:22) - What Jennifer learned about money growing up (07:05) - Jennifer's career journey: from music to finance (13:40) - The Power of financial planning (17:17) - Navigating financial uncertainty (19:58) - Adapting financial plans to life changes (22:51) - Simplifying your financial life (24:52) - The emotional benefits of financial planning (26:17) - When to seek professional financial advice (30:24) - EP Wealth's charitable initiatives (34:42) - Key financial planning strategies (36:20) - Final thoughts Get full show notes and links at https://mindful.money.  Watch the episode on YouTube: https://www.youtube.com/@MindfulMoney.

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• Dr. Lorraine Besser — The Missing Piece of a Fulfilling Life with Dr. Lorraine Besser

  Lorraine Besser, PhD, is a professor of philosophy at Middlebury College, who specializes in the philosophy and psychology of the good life and teaches popular courses for undergraduates on happiness, well-being, and ethics. She is the author of two academic books, The Philosophy of Happiness: An Interdisciplinary Introduction, and Eudaimonic Ethics: The Philosophy and Psychology of Living Well, and dozens of professional journal articles on moral psychology.  In this episode, I talk with Lorraine about her book, The Art of Interesting, and why happiness and meaning aren’t the only paths to a good life. She introduces the concept of psychological richness—how novelty, challenge, and curiosity can transform our daily experiences. We discuss the power of stepping outside our comfort zones, embracing unexpected opportunities, and cultivating a mindset that seeks engagement over mere contentment. If you’ve ever wondered how to make your life more interesting, this conversation will give you fresh insights and practical ways to start living with more curiosity and depth. In this episode: (00:00) - Intro (01:08) - Meet Lorraine Besser (03:38) - Childhood lessons about money and entrepreneurship (07:19) - The concept of psychological richness (14:07) - Markers of psychological richness (17:49) - What is a psychologically rich experience? (24:15) - The psychological impact of social media and "busyness" Culture (27:16) - Investing in experiences (29:32) - Practical tips for psychological richness (32:57) - Real-world shopping vs online shopping (34:58) - Final thoughts and takeaways Get full show notes and links at https://mindful.money.  Watch the episode on YouTube: https://www.youtube.com/@MindfulMoney.

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• Navigating Politics and Portfolios: Separating Financial Decisions from Election Fears

  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, and debt—and possible benefits, such as business growth incentives and deregulation. No single election will make or break your financial future, but your mindset and strategy will. In this episode: (00:00) - Intro (01:06) - Separating politics from portfolios (04:26) - Five potential negatives of Trump's economic policies (14:28) - Five potential positives of Trump's economic policies (29:32) - Investment strategy and final thoughts Get full show notes and links at https://mindful.money.  Watch the episode on YouTube: https://www.youtube.com/@MindfulMoney.

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• Awakening Financial Wisdom with Tim “Jai” Baker

  Tim “Jai” Baker is the CEO of Luminous Wealth and a veteran of the financial advice industry. His mission is to guide his clients toward their deepest desires and true fulfillment by fostering a healthy, stress-free environment where financial and personal well-being are seamlessly integrated. He believes that wealth management should not occur in isolation, but rather as part of a holistic approach that considers the whole person. In this episode, I talk with Tim about the deep psychological and emotional ties we have to money, how Wall Street manipulates investors, and why self-awareness is key to financial success. We explore how knowing yourself leads to better money decisions, reducing financial anxiety while building true prosperity. If you want to rethink your relationship with money and gain clarity, this conversation is for you. In this episode: (00:00) - Intro (00:59) - Meet Tim "Jai" Baker (03:00) - What Tim learned about money growing up (09:34) - How Tim got his Start as a financial advisor (14:24) - The Awakened Investor (18:24) - The path to self-awareness and financial mastery (21:53) - The Human Archetype Assessment and Family Genogram (24:15) - Integrating wealth management with holistic well-being (28:51) - The role of meditation and mindfulness (32:05) - Financial planning and client interests (36:51) - Final thoughts and takeaways Get full show notes and links at https://mindful.money.  Watch the episode on YouTube: https://www.youtube.com/@MindfulMoney.

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• 12 Markers of an Excellent Financial Advisor

  What makes a truly excellent financial advisor? In this episode of Mindful Money, we explore 12 key qualities that set the best advisors apart—from asking the right questions and providing clear, honest fee structures to offering proactive solutions and helping you stay on track during turbulent times. We also discuss why trust, emotional intelligence, and long-term planning matter more than flashy investment strategies. If you’ve ever wondered whether your advisor is truly working in your best interest, this episode will give you the tools to assess their effectiveness—and determine whether it’s time to seek a better financial partner. In this episode: (00:00) - Intro (04:46) - What defines an excellent financial advisor (05:59) - The 12 Markers of an excellent financial advisor (06:05) - Asking questions (07:19) - A clear fee structure (08:31) - Not afraid to challenge (10:02) - Clear explanations of process (11:28) - A commitment to continuous learning (12:29) - Emotional intelligence (14:25) - Attention to detail (15:33) - Time management and organization (16:34) - A strong professional network  (17:18) - Proactive problem solvers (18:07) - Stick to the plan (18:58) - High client retention Get full show notes and links at https://mindful.money.  Watch the episode on YouTube: https://www.youtube.com/@MindfulMoney.

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