All Episodes

December 11, 2024 29 mins
In this episode of Mindful Money, we’ll explore how to choose the right financial planning approach—DIY, digital advisors, or human advisors—based on your needs, goals, and preferences. We’ll highlight key questions to ask, common risks, and the value of consistency and mindfulness in navigating your financial journey with confidence. In this episode: (00:00) - Intro (01:09) - Changes coming in 2025 (04:33) - Honoring my brother’s legacy (08:12) - Deciding if you need a financial advisor (08:59) - Understanding different types of financial advice (10:51) - The three key financial decisions (13:01) - Exploring digital advisors (14:15) - Benefits of human advisors (18:59) - Questions to ask potential advisors (26:41) - Conclusion and next steps Get full show notes and links at https://mindful.money.  Watch the episode on YouTube: https://www.youtube.com/@MindfulMoney.
Mark as Played

Advertise With Us

Popular Podcasts

Dateline NBC

Dateline NBC

Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com

Stuff You Should Know

Stuff You Should Know

If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.

Intentionally Disturbing

Intentionally Disturbing

Join me on this podcast as I navigate the murky waters of human behavior, current events, and personal anecdotes through in-depth interviews with incredible people—all served with a generous helping of sarcasm and satire. After years as a forensic and clinical psychologist, I offer a unique interview style and a low tolerance for bullshit, quickly steering conversations toward depth and darkness. I honor the seriousness while also appreciating wit. I’m your guide through the twisted labyrinth of the human psyche, armed with dark humor and biting wit.

Music, radio and podcasts, all free. Listen online or download the iHeart App.

Connect

© 2025 iHeartMedia, Inc.