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
🎥 Watch this episode below:
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Joe Saul-Sehy is the creator and co-host of the Stacking Benjamins show and the author of Stacked: Your Super Serious Guide to Modern Money Management. Stacked was called the #1 book on personal finance by CNN for 2023. Stacking Benjamins has been called the top personal finance podcast by Kiplinger and Bankrate, and FastCompany calls the show the "perfect blend of finance and humor." Joe lives in Texarkana, Texas with his spouse Cheryl and cat Cooper.
Katherine Pomerantz is the Founder of The Bookkeeping Artist. Katherine is an actress turned accountant, has capitalized on her artistic background to create the Money Storyteller MethodTM - a mindset and accounting framework that helps business owners master the creative language of money to map out and easily achieve ambitious goals. She believes every idea has the ability to change the world if given the right financial support. She leads an accounting firm & financial education company, and her expertise has been featured by VICE Media, Discover Card, The Penny Hoarder, and the Stacking Benjamins Podcast. She loves yoga, walking dogs, and throwing rad birthday parties.
Rhianna Basore is the innovative founder and CEO of Self Trust Fund, a pioneering platform dedicated to empowering high-achieving women to build confidence and achieve financial success. With a background in both business and creative psychology, Rhianna integrates these disciplines to offer a comprehensive approach to personal and financial development.
At Self Trust Fund, Rhianna combines her expertise in financial planning with a deep understanding of self-trust principles. Her work focuses on helping clients align their financial decisions with their personal values, fostering a sense of self-efficacy and long-term prosperity. Rhianna’s methodology emphasizes the importance of self-awareness and strategic financial management, guiding individuals towards a more empowered and fulfilling financial future. Rhianna is recognized for her ability to simplify complex financial concepts and make them accessible to a broad audience. Her professional credentials include being an award-winning director, international actor and professional writer with over twenty years of experience on stage and screen. Rhianna has been featured in New York Times, The Wall Street Journal, The L.A. Times, The Chicago Tribune, The Find Your Light podcast and more. She is an Expert Columnist for Backstage magazine.