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The Awakened Investor: How Self-Awareness Transforms Our Relationship with Money

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Manage episode 520083416 series 3511982
Content provided by Tony Steuer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tony Steuer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Send us a text

On this episode of The Get Ready Money Podcast, I spoke with Tim “Jai” Baker, founder of Luminous Wealth and author of The Awakened Investor, about how self-awareness and personal agency can reshape our relationship with money.

Key Takeaways:

🔹 Self-discovery and personal agency are at the core of our financial journey

🔹 Understand your strengths, blind spots and biases

🔹 Our human potential is unlimited

🔹 Your team of advisors should be philosophically aligned

🔹 Our industry should encourage multi “disciplinary” teams
🔹 Life and money reflect deeper patterns—pay attention to what’s repeating

Connect with Tim “Jai” Baker:

Books:

  • The Awakened Investor: Master Your Financial Anxieties While Unveiling a Conscious Pathway to Prosperity and True Fulfillment (Amazon)

Resources mentioned:

Bio:

Tim “Jai” Baker is the CEO of Luminous Wealth, Jai's pioneering approach to family wealth guides a philosophy that wealth management works best when it's tightly integrated with personal well-being and firmly grounded in lifelong, positive relationships. Jai’s 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.

Support the show

The Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

  continue reading

226 episodes

Artwork
iconShare
 
Manage episode 520083416 series 3511982
Content provided by Tony Steuer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tony Steuer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Send us a text

On this episode of The Get Ready Money Podcast, I spoke with Tim “Jai” Baker, founder of Luminous Wealth and author of The Awakened Investor, about how self-awareness and personal agency can reshape our relationship with money.

Key Takeaways:

🔹 Self-discovery and personal agency are at the core of our financial journey

🔹 Understand your strengths, blind spots and biases

🔹 Our human potential is unlimited

🔹 Your team of advisors should be philosophically aligned

🔹 Our industry should encourage multi “disciplinary” teams
🔹 Life and money reflect deeper patterns—pay attention to what’s repeating

Connect with Tim “Jai” Baker:

Books:

  • The Awakened Investor: Master Your Financial Anxieties While Unveiling a Conscious Pathway to Prosperity and True Fulfillment (Amazon)

Resources mentioned:

Bio:

Tim “Jai” Baker is the CEO of Luminous Wealth, Jai's pioneering approach to family wealth guides a philosophy that wealth management works best when it's tightly integrated with personal well-being and firmly grounded in lifelong, positive relationships. Jai’s 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.

Support the show

The Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

  continue reading

226 episodes

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