March 4, 2022

An Introduction


Hello and welcome to the first episode of Money Mindfulness. I’m Rob.

When I started as a financial advisor, I believed my life’s work was to advise the wealthy on how to manage and grow their wealth. Having spent decades working with people of tremendous means, I’ve come to understand my true purpose quite differently. What I know to be true, beyond a shadow of a doubt, is that having a lot of money does not mean having a quality relationship with money. Some of us have so much and feel like we have so little. While others can have very little and feel like we have so much.

It is not our net worth, but the paradigm through which we understand worth that will determine how rich we feel. What I want to offer are not get rich quick schemes or stock tips, but rather space to shift the way we see and understand the role of money in our lives. I want to invite us all to question our beliefs and assumptions around money, and to become more mindful of how it moves through our lives. Regardless of how much we have, our perspective is what allows us to live richly.

The following episodes are intended to offer time and space to reflect on the role money plays in your life. I encourage you to listen to them as you see fit. I’ve shared them in an order that makes sense to me, but your relationship to money is yours to navigate. Listen to them once, or many times, and in whichever order works for you. My hope is, you find yourself with more space, more levity and a greater understanding of your own relationship to wealth.


The ideas in these episodes are not mine alone and are based on my learning of time-tested principles.  I am grateful for the work that has been done by people like Naval Ravikant, Eckhart Tolle, James Clear, Morgan Housel, Nick Maggiulli, Brian Portnoy, Derek Sivers, Carl Richards, Cameron Passmore, Benjamin Felix, Michael Kitces, and many others.


This content is for informational purposes only and should not be construed as advice or recommendation. Past performance does not guarantee future results. Please consult a licensed financial professional before making any investment decisions.