I know many of you have wondered what sets financially successful individuals apart when it comes to their money routines, particularly at year end–because you ask me!

Every year, I get emails and DMs asking if I have any tips for ending the year knowing you’ve made the most of it financially, and setting yourself up for future success. So today, we’re talking about end-of-year routines that wealthy people embrace to grow their wealth and protect their financial legacy in the years to come.

I’m going to share some strategies you can adopt to make sure you finish 2024 on solid financial ground, and start 2025 with clarity, renewed energy, and the confidence that comes from knowing you’ve taken care of business.

Of course, doing a year-end wrap up for your finances isn’t just for businesses–it’s also a great habit to get into with your personal finances!

That’s why we'll be exploring a range of financial routines and end-of-year best practices, taking into account both the perspectives of individuals and business owners. From tax-efficient strategies to charitable giving, health insurance, Roth conversions, and more–we’re going to run the gamut, and in the end, it’s going to feel so good.

Whether you’re early on in your wealth-building journey or you’ve been at it for a while, this is your chance to do something that I know your future self will thank you for.

So get your favorite note taking tool ready, and let’s dive in!

Here’s what you’ll learn in this week’s episode of Love, your Money:

• 03:45 Why insurance is a must for protecting your wealth (and health!), important deadlines to watch for, and ensuring you have adequate coverage
• 08:15 Breaking down retirement savings accounts, the tax implications of each, and maximizing–and increasing–your contributions 
• 15:10 Required Minimum Distributions, important deadlines, and what to do if you inherit an IRA
• 17:57 Charitable giving, annual gift exclusions, donations, tax deductions, and organizing the paperwork for your tax preparer
• 20:54 Harvesting capital gains, Roth conversions, and setting yourself up for tax-free withdrawals in retirement
• 26:07 How wealthy people relate to their net worth, how to determine yours, and why it’s the most important data to track for your financial freedom
• 29:00 For the business owners: Best practices for bookkeeping and year-end routines for your business
• 34:21 Payroll, inventory, and administrative details you don’t want to miss–like the Corporate Transparency Act and BOI reporting requirements
• 41:35 Looking forward to 2025: Creating meaningful goals, and laying the foundation for a successful + profitable new year!

Show Notes
To get access to the full show notes, including all the resources mentioned, visit: https://hendershottwealth.com/podcast/end-of-year-routines

Follow Hilary on:
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Hendershott Wealth Management, LLC and Love, your Money do not make specific investment recommendations on Love, your Money or in any public media. Any specific mentions of funds or investments are strictly for illustrative purposes only and should not be taken as investment advice or acted upon by individual investors. The opinions expressed in this episode are those of Hilary Hendershott, CFP®, MBA.

Are you good at accepting compliments or help from others? Because today’s guest really had me thinking about how often I see women deflect kind words or struggle to receive support–and how that could be negatively impacting their wealth.

I’m absolutely chuffed to welcome Cathy Heller back to the show. Cathy is a teacher, author, and host of one of the top spiritual podcasts, Abundant Ever After, which has been downloaded more than 45 million times!

I love having Cathy on the show because there’s so much overlap between her spiritual encouragement to lean into connection to higher power and my message of financial self-empowerment. We’re both in the arena sharing our own past mistakes with money–and now–our currently transformed and abundant state, because we want you to know that abundance and wealth are in reach for everyone.

Cathy is a practitioner of the law of reception, has a deep understanding of the universal principles of manifestation, and she guides individuals on a transformative journey towards unlocking their highest potential. She joined me on the podcast to talk about her latest book, Abundant Ever After: Tools for Creating a Life of Prosperity and Ease–which is officially available as of TODAY!

There’s a lot of alignment between the concepts Cathy discusses in her book and my 7 Steps to Wealth framework–especially speaking, asking, and earning–and I’m looking forward to sharing the power of these practices in her words because they truly can transform your life.

So, in the spirit of living abundantly ever after, let’s dive in!

Here’s what you’ll learn in this week’s episode of Love, your Money:

• 02:42 What abundance is, how it relates to our natural state of flow, and why that matters
• 08:18 Why women get trapped by the lie of scarcity, and what it takes to face–and move past–those limiting beliefs 
• 11:17 Permission to let yourself be rich, the pressure for women to give their wealth away, and examining the impact of the patriarchy on our abundance 
• 16:15 What most people get wrong about the law of attraction, and how the misinterpretation impacts manifestation 
• 20:44 Examples of what can happen in your life when you’re tuned into the right vibration, and how the “ick” can point you in the right direction 
• 25:16 The difference between living into probability versus possibility, and how the past can limit our experiences in the moment–and the future we create 
• 28:08 Why your success will make other people uncomfortable and force them to confront their own limiting beliefs
• 30:15 The impact of cortisol addiction on our brain chemistry, how it creates emotional congestion, and recalibrating your system for well-being
• 35:44 Growing your capacity for more, and what decorating for the holidays taught Cathy about receiving abundance and love

 Show Notes
To get access to the full show notes, including all the resources mentioned, visit: https://hendershottwealth.com/podcast/cathy-heller-permission-to-be-rich

Follow Hilary on:
Twitter
LinkedIn 

Hendershott Wealth Management, LLC and Love, your Money do not make specific investment recommendations on Love, your Money or in any public media. Any specific mentions of funds or investments are strictly for illustrative purposes only and should not be taken as investment advice or acted upon by individual investors. The opinions expressed in this episode are those of Hilary Hendershott, CFP®, MBA.

You have made it to the final step in the 7 Steps to Wealth framework, Protect!

This is the step that ensures everything you’ve worked so hard to build can’t be lost due to unforeseen–or even semi-predictable–circumstances.

This step might just be the easiest to ignore–because implementing it isn’t the most fun thing on your to do list. Believe me, I get it! It’s a lot more exciting to earn money and invest it than it is to buy insurance or meet with lawyers. But. It’s even LESS fun to lose all your hard-earned money to clerical errors or insufficient insurance.

Remember: As your wealth grows, the weight of potential mistakes grows alongside it–and that’s usually a sign it’s time to bring on a financial professional who can make sure you’re doing everything you should (and could!) to grow and protect your wealth.

I am fundamentally an evidence-based optimist, but let’s not sugar coat it: If you don’t protect your wealth, it doesn’t matter how much you earn–because it could all disappear in a blink. I’ve witnessed it happen more than once, and it is heartbreaking to witness every.single.time.

In this episode, I share five stories of people who have lost their money due to risky investment strategies, negligent estate planning, and unexpected changes in health.

These stories do not come from clients of mine, because events like this just don't happen on my watch, but I do hear about them–and I want you to learn what you can do differently so that you (hopefully!) don’t end up in the same situations.

Listen in, take notes, and take heart, knowing YOU are going to protect your wealth! 👇

Here’s what you’ll learn in this week’s episode of Love, your Money:

• 04:25 Introducing the final step in the 7 Steps to Wealth: Protect
• 05:10 Story one: My friend’s uncle, who committed a quintessential financial mistake when he watched his investment accounts drop 50%, panicked, and locked in his losses instead of waiting
• 07:01 What could have happened with his money if he had remained invested and followed an evidence-based investment strategy
• 10:02 Story two: My former coworker’s husband had an unexpected stroke, lost his functional abilities, and required around the clock care… but they didn’t have appropriate insurance, healthcare directives, estate planning, or financial safety nets in place 
• 12:34 Protecting your assets with insurance, estate plans, wills, and revocable living trusts–plus the importance of a properly structured investment philosophy 
• 15:27 Stories three and four: How Cliff and Pete lost millions of dollars due to risky investment strategies
• 17:51 Story five: Someone who inherited $5 million in his thirties, and ended up with nothing in his fifties (instead of collecting a passive six-figure income) because the funds were mismanaged
• 18:57 The official wrap of the 7 Steps audio series–plus, when it’s time to bring a professional on board to help manage your wealth and take the guesswork out of your financial planning
• 21:11 How our team of female fiduciaries can help you build wealth and achieve financial freedom, no matter where you are in your wealth building journey

 Show Notes
To get access to the full show notes, including all the resources mentioned, visit: https://hendershottwe

Hendershott Wealth Management, LLC and Love, your Money do not make specific investment recommendations on Love, your Money or in any public media. Any specific mentions of funds or investments are strictly for illustrative purposes only and should not be taken as investment advice or acted upon by individual investors. The opinions expressed in this episode are those of Hilary Hendershott, CFP®, MBA.

I don’t record a bonus episode every time a major event takes place, but I do find cause for chiming in when I see something sparking questions, curiosity, and potential concerns amongst my clients and community.

In this case, that “something” is the 2024 presidential and congressional elections, which are officially in the books. As I’m sure you know, Donald Trump won the presidency and Republicans will now have a majority in the Senate and the House.

What you might not know is what those election results could mean for your money–so that’s what we’re going to talk about in this episode.

At this point, I’ve been running Hendershott Wealth through more than five presidential turnovers. I’ve had the opportunity to exercise a lot of mental acuity in evaluating implications of potential policies, and ensuring my clients’ assets are protected, regardless of the outcome.

Thanks to this experience (and the evidence that backs me up) I have a lot more peace about the potential impact of the election on both my and my clients’ wealth–and I want you to feel the same kind of calm.

So listen in as I share my approach and investment strategy when it comes to geopolitical events like an election, how I deal with all the feelings that are along for the ride, and what I advise you do–or, more accurately–don’t take action on. 👇

Here’s what you’ll learn in this week’s episode of Love, your Money:

• 00:35 Why I’m taking the mic today for a bonus episode… and my main piece of advice for this given moment, post-2024 presidential election
• 03:45 What I learned working in a political think tank in Washington D.C., and what’s impacted my perspective since
• 05:35 How policy changes impact your money and when you should take action 
• 06:17 What your feelings about the election have to do with your money
• 07:48 What’s important to know about the distinction between political messaging and enacted policy
• 08:55 Geopolitical risks: What they are, and how they’re already priced into financial markets 
• 10:34 Efficiently priced markets, and what they mean for your investing choices 
• 12:32 The most important question to ask about your investment portfolio
• 14:42 What the evidence tells us about stock market performance and elections
• 16:36 The ways policy changes might actually impact your financial planning when they’re enacted into law
• 17:44 One of the biggest long-term economic challenges – and how a well-diversified investment portfolio helps protect your assets
• 21:10 What you can do if you feel unsure about your investment strategy

Show Notes
To get access to the full show notes, including all the resources mentioned, visit: https://hendershottwealth.com/podcast/2024-presidential-election

Follow Hilary on:
Twitter
LinkedIn

Hendershott Wealth Management, LLC and Love, your Money do not make specific investment recommendations on Love, your Money or in any public media. Any specific mentions of funds or investments are strictly for illustrative purposes only and should not be taken as investment advice or acted upon by individual investors. The opinions expressed in this episode are those of Hilary Hendershott, CFP®, MBA.

Not only is today’s episode centered on one of the juiciest of the 7 Steps to Wealth… it’s also one of my favorites because the topic is downright FUN.

Welcome to Step 6: Invest.

This is where the money game gets exciting, and it really starts to feel like the rules are working in your favor. 

Each of the previous steps has been pretty responsibility heavy, requiring mental, emotional, and physical labor from you. Step 6 is really about–in an educated way–releasing the reins a little bit and letting your money do the work FOR you. 

Fun fact: Investing is the only way to earn true passive income, but so many people don’t take advantage of the wealth building vehicle that is the stock market because they don’t understand the rules of the playground–and I want to see that change. 👇

In this episode, we’re going to demystify the world of investing and talk about: 

• The difference between linear and compound returns, 
• Why investing is the solution to the longevity problem, 
• How to determine your investing lifetime,
• How to tap into the financial growth that’s available in the stock market.
• What it means to be a prudent investor, and 
• The keys to building a secure portfolio that will help you achieve your financial goals.

Investing allows you to take advantage of the magic of compound returns so you can earn interest instead of paying it, which is the only way to outpace inflation and ensure your money outlives you.

And the simple truth is this: If you want to build meaningful wealth and achieve financial freedom, you must invest. There is no way around it!

So what are you waiting for, Money Lover? It’s time to turn your money into MORE: Let’s invest!

Here’s what you’ll learn in this week’s episode of Love, your Money:

• 3:51 A note on releasing the reins: How this step of the 7 Steps framework is different than the others
• 6:55 The difference between linear and compound returns, and investing in a way that helps you achieve financial freedom
• 10:28The longevity problem: Living longer is great… but it’s also a financial problem
• 13:30 The only true “passive income” – and determining your investing lifetime
• 14:56 Geopolitical events that the stock market has survived, and how much your money would have grown if you were invested through those times
• 18:30 How the gender wage gap and caregiving responsibilities influence retirement savings, and why it’s especially important for women to invest
• 19:50 What I mean when I talk about prudent investing, and why “beating the market” isn’t a strategy that I recommend–or the data supports
• 23:03 The three components of a prudent investing strategy 
• 30:51 The types of financial advisors you can work with, how they’re paid, and why the distinctions matter for your wealth building
• 37:11 The real, data-based performance of mutual fund managers whose investment strategy is based on picking stocks and timing trades
• 42:10 Action steps you can take TODAY to start–or take the next step–on your investing journey

Show Notes
To get access to the full show notes, including all the resources mentioned, visit: https://hendershottwealth.com/podcast/prudent-investing

Follow Hilar

Hendershott Wealth Management, LLC and Love, your Money do not make specific investment recommendations on Love, your Money or in any public media. Any specific mentions of funds or investments are strictly for illustrative purposes only and should not be taken as investment advice or acted upon by individual investors. The opinions expressed in this episode are those of Hilary Hendershott, CFP®, MBA.

We’re officially at (almost) everyone’s favorite step: Earn! This is what most people think about when they imagine building wealth. After all, more money seems like the obvious solution to financial problems, right?

Increasing the dollars that come into (and stay in) your accounts is definitely an important piece of the wealth building puzzle, but it will only solve your financial problems IF the other Steps to Wealth are looked after.

And.

Earning money is exciting! It creates possibilities, and I promise you will find possibilities everywhere when you start looking for them.

In this episode, I talk about what gets in the way of people making more money, give ideas to help you earn more as an employee or a business owner, and share stories about people who have leaned into the Earn step to increase their wealth–and change their lives for the better. ✨

The purpose of this step is really to start thinking about earning as the intersection between your thoughts and your choices, so you can understand the changes you need to make if you want a different result.

My goal is to leave you inspired to think outside the current box you’re building wealth in–because I KNOW you can find new, creative ways to increase your earnings and achieve financial freedom… on your terms.

Here’s what you’ll learn in this week’s episode of Love, your Money:

• 04:39 Why many high earners don’t retain (or grow) their wealth, and why increasing your earnings requires intentional choices 
• 08:15 How your Money Operating System® impacts your earning potential, and common misconceptions about becoming rich 
• 11:11 How to build wealth as an employee even if getting a raise isn’t in the cards, and finding income outside of your paycheck
• 14:55 Ideas to increase your earnings as a business owner–beyond raising your prices 
• 16:45 Stories of people successfully increasing their earnings while working in a non-profit organization, as a real estate agent with “lumpy” income, and a public works employee
• 23:40 The three principles our client Katie embodied to increase her earnings by 300% (yes, really!): intentionality, curiosity, and being okay with getting uncomfortable, especially in negotiations
• 30:25 How to overcome negative thoughts that limit your earning potential, and why the people you surround yourself with matter for your money
• 31:15 Where the rubber meets the road: Opening the door to your unique possibilities and stepping into your power 
  
  

Show Notes
To get access to the full show notes, including all the resources mentioned, visit: https://hendershottwealth.com/podcast/creating-possibilities-more-money

Follow Hilary on:
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Hendershott Wealth Management, LLC and Love, your Money do not make specific investment recommendations on Love, your Money or in any public media. Any specific mentions of funds or investments are strictly for illustrative purposes only and should not be taken as investment advice or acted upon by individual investors. The opinions expressed in this episode are those of Hilary Hendershott, CFP®, MBA.

Welcome to one of the most elusive steps of the 7 Steps to Wealth framework: Ask.

This step is life changing, because when you embody the Ask step, it means you embody the expectation that you will reach financial freedom.

That said, this step is also especially difficult for women. I’m going to explain why that is–and what you can do to overcome that obstacle–because mastering the practice of asking is essential if you want to build meaningful wealth.

In just 28 minutes, we’re going to explore the importance of identifying what you really want in your life, dig into what gets in the way of asking for what you want–and, you’ll be challenged to ask for more, with very specific examples and action steps to help you get started.

I’ll share stories about people who absolutely changed their lives by asking, like a client who doubled her salary, a friend who got a full ride to medical school, and some women who wanted to pay for Taylor Swift tickets and ended up landing completely new jobs. (They’re my co-VPs of marketing now! 👯)

But this isn’t just about getting what you want. The Ask step is really taking on the view of, the desire for, and the commitment to more. It’s adopting the mindset and behaviors that make asking for things come naturally to you–because the more you ask, the more you will receive… and that’s abundance, baby!

So, what can you ask for that would help you generate more wealth, more income, more investments, more free time, more happiness, more financial comfort, and help you build the life of your dreams?

Because, Money Lover, this is YOUR life. It's your money, your plan, and your future that's on the line–and I promise you no one else cares more about your money than you do.

The world is full of asks. Join the party! 🎉

Here’s what you’ll learn in this week’s episode of Love, your Money:

• 03:50 What it means to embody the Ask step of the framework
• 06:21 The type of asks you can make, plus the biggest asks I’ve made–and how they changed my life
• 09:56 How so many people limit their abundance, how we’re rewarded for self-sacrifice, and why asking is harder for women 
• 12:11 The importance of giving from a place of having enough, plus, what happens when you’re under resourced–and give anyway 
• 14:22 Getting comfortable with hearing “no”, playing The Game of Yes (or The Gift of 100 No’s), and how our feelings get in the way of asking for what we need
• 18:20 The shortcomings of a “charge what you’re worth” mentality, and the power of shifting to “ask for what you want”
•  20:16 Action steps you can take in support of embodying “Ask,” including examples of things you can ask for in your life–plus some real life wins

Show Notes
To get access to the full show notes, including all the resources mentioned, visit: https://hendershottwealth.com/podcast/play-the-game-of-yes

Follow Hilary on:
Twitter
LinkedIn

Hendershott Wealth Management, LLC and Love, your Money do not make specific investment recommendations on Love, your Money or in any public media. Any specific mentions of funds or investments are strictly for illustrative purposes only and should not be taken as investment advice or acted upon by individual investors. The opinions expressed in this episode are those of Hilary Hendershott, CFP®, MBA.

I often say there are two worlds of money: the one that lives in your bank account, and the one that lives in your head. And the only way to make that second world real is to talk about money, which many people are hesitant to do.

But I have been behind the scenes of so many peoples’ bank and investment accounts, and deep in conversation about their money stories. Over the years, I have witnessed firsthand the power of words when it comes to creating their reality–and financial future.

I’ve watched a client shift from saying “money is easy come, easy go” to “money is easy come, easy stay, easy grow,” and before long her account balances synced up with that mantra.

I’ve also had clients report that they stopped fighting with their spouse about money once they started talking openly about it–and they were able to accomplish so much more when they were on the same page.     

Talking about money might seem like a tiny, negligible part of your wealth building experience–but it’s not! It’s transformative, and that’s why the third step of my 7 Steps to Wealth framework is Speak.

In this episode, you’re going to hear the nitty gritty of how my upbringing and money story influenced my financial outcomes, how I rewrote that story by changing the way I spoke about money, and you’ll walk away with new, empowered ways of thinking and speaking that you can use to replace old money stories that don’t serve you.

You really can lead your experience and results with money with your speaking, and changing the words you use will change your life. Listen to this episode and you’ll understand why!

Here’s what you’ll learn in this week’s episode of Love, your Money:

• 4:13 Where your money beliefs come from, how they show up in your financial life, and why it’s so important to talk about money 
• 6:00 How my upbringing shaped my money beliefs and behaviors, and how I created a different financial reality by changing the way I speak  
• 10:57 How my money conversations changed when I met my husband, and why talking about money is so important within romantic relationships if you want to be in full financial partnership
• 12:52 Stories of people who changed the way they spoke about money–and their financial outcomes–and how the way you speak can keep other people from sabotaging your wealth 
• 15:38 How talking about money shows up in the way we raise our daughter–and how we hope that impacts her experiences in life
• 19:02 The most common ways I see people sabotage their wealth with their words, and why I don’t take private flights to Paris (even if I can afford it!)
• 21:35 The tension between virtue, wealth, and financial fulfillment
• 23:48 Empowered ways to think and speak about money that you can use to replace old money beliefs and outcomes
• 28:45 Actions you can take to support the Speak step–and prompts to start these conversations with the people in your life

Show Notes
To get access to the full show notes, including all the resources mentioned, visit: https://hendershottwealth.com/podcast/money-matters-7-steps-to-wealth/

Follow Hilary on:
Twitter
LinkedIn

Hendershott Wealth Management, LLC and Love, your Money do not make specific investment recommendations on Love, your Money or in any public media. Any specific mentions of funds or investments are strictly for illustrative purposes only and should not be taken as investment advice or acted upon by individual investors. The opinions expressed in this episode are those of Hilary Hendershott, CFP®, MBA.

If you're going to be financially free, you need a plan for your wealth that doesn't require you to tick and tie and count and measure and categorize every single day.

You need a plan for savings. You need a plan for spending. You need a plan that will ride the ups and downs without tanking your goals. And you need that plan to be as elegant and easy to execute as possible.

Today we’re getting into step two of our series on The 7 Steps to Wealth: Plan. This episode is going to walk you through exactly what you need to do to create a financial plan that will help you accomplish your goals–without sacrificing your comfort, sanity, or enjoyment along the way.

I want you to live a life you like, and even a life you love, but we have to make the numbers work. So I’m going to share the exact system that helped me dig myself out of multiple six-figures of debt and achieve financial freedom for our family.

This cashflow management plan is so effective that I still use it to run a multi-seven figure business, and help my clients manage their wealth so they can accomplish their financial goals in a values-aligned way.

The best part? You can automate all of it. 🪄You just have to start. I’ll tell you how.

Here’s what you’ll learn in this week’s episode of Love, your Money:

• 04:09 Why budgets suck, and what I do instead of budgeting 
• 09:33 The biggest struggle people have with the Plan step
• 11:26 The difference between what’s necessary spending, what’s not, and how that distinction can make or break your financial plans 
• 13:40 The linchpin for successful financial planning (Spoiler: it’s automation)
• 16:00 Figuring out how much you need to live a life you love–a.k.a. Your financial independence number–and how to reverse engineer your net worth 
• 19:34 My tried and true method for cashflow planning and automation, with a step-by-step guide to help you implement if in your life 

Show Notes
To get access to the full show notes, including all the resources mentioned, visit: https://hendershottwealth.com/podcast/linchpin-of-financial-success

Follow Hilary on:
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LinkedIn

Hendershott Wealth Management, LLC and Love, your Money do not make specific investment recommendations on Love, your Money or in any public media. Any specific mentions of funds or investments are strictly for illustrative purposes only and should not be taken as investment advice or acted upon by individual investors. The opinions expressed in this episode are those of Hilary Hendershott, CFP®, MBA.

Have you decided to be rich?

That might seem like a very straightforward question, and most people would probably say, “Of course I’ve decided to be rich. I’m listening to this podcast, after all!”

But I think most people haven’t truly decided to be rich yet, and I want to dig into what I mean by deciding to be rich: Are you making decisions every day that help you build and preserve wealth?

Most people who have decided to be rich (in theory) are (in practice) actively deciding to spend money in the moment… at the cost of saving it for the future. They’re more caught up in maintaining the appearance of being wealthy than achieving financial freedom–an expensive endeavor in the short term, and an incredibly costly mistake in the long term.

Decide is the first of The 7 Steps to Wealth, a framework that I use with my clients and in my own life, because to be truly wealthy, you have to do what most people won't: You have to decide, every day, to be rich.

I’ve talked about The 7 Steps to Wealth many times before, but this episode is the first time I’m doing a focused deep dive into what it really means to decide to be rich–in theory AND in practice–so that you can put these steps into action in your life and achieve true financial freedom.

Are you ready for it?

Here’s what you’ll learn in this week’s episode of Love, your Money:

• 03:50 The biggest misconception about fancy cars, showy houses, and how wealthy people spend their money
• 08:58 Daily decisions wealthy people make (that you can make too!) that build  wealth–and what it means to handle your money first
• 13:39 Why you can decide to be rich without knowing how you’ll get there (yet)
• 16:37 The biggest struggles people have when deciding to be rich
• 18:36 Action steps you can take to make Decide a part of your daily life

Show Notes
To get access to the full show notes, including all the resources mentioned, visit: https://hendershottwealth.com/podcast/building-and-preserving-wealth

Follow Hilary on:
Twitter
LinkedIn

Hendershott Wealth Management, LLC and Love, your Money do not make specific investment recommendations on Love, your Money or in any public media. Any specific mentions of funds or investments are strictly for illustrative purposes only and should not be taken as investment advice or acted upon by individual investors. The opinions expressed in this episode are those of Hilary Hendershott, CFP®, MBA.

It’s been about five years since I last spoke with today’s podcast guest, George Kinder, but it feels like just yesterday we talked about how good financial plans enable you to achieve life goals–and what freedom means.

Since then, he’s managed to write another incredible book called “The Three Domains of Freedom,” so I was incredibly excited to bring him back onto the podcast to talk about what it means to experience freedom, the power of mindfulness to change the world, and how to identify whether or not you’re living your purpose.

It’s hard to believe that George was once a math major at Harvard because his life’s work is rooted in emotional intelligence now, but as he points out, that's one of the beautiful things about life: we're constantly learning–hopefully to be better people–and that’s how civilization grows!

George’s energy is absolutely infectious, and this was such an expansive conversation about true freedom, mastery of the present moment, and unlocking the possibilities that are at your fingertips. I hope you walk away as inspired as I did!

Here’s what you’ll learn in this week’s episode of Love, your Money:

• 02:35 How George defines freedom, how it relates to money, and the three domains of freedom 
• 05:05 The coupling of financial resources with experiencing freedom, and why life planning influences how you use those resources 
• 07:56 The power of mindfulness and the freedom to live in the moment
• 11:20 The opportunity cost of time and prioritizing mindfulness when you’re busy
• 14:35 Mastering the present moment when it feels like the sky is falling 
• 16:40 How to identify if your life isn’t aligning with your true experience of freedom 
• 19:22 The hurdles George has witnessed people overcome as they learn to practice mindfulness and master the moment in pursuit of freedom 
• 20:45 How George’s thinking–and the world– has evolved since our last conversation, and the importance of truth 
• 24:04 How the Industrial Revolution, corporate structure, and the democratization of the stock markets influenced the development of civilization, and George’s proposed solution to bring wisdom and compassion back
• 31:06 The real message George is communicating, and how it can help us bridge the chasm between where we are and where we want to be–as individuals and as a civilization 
• 34:16 If George’s money were writing him a love note, what would it be thanking him for? 

Show Notes
To get access to the full show notes, including all the resources mentioned, visit: https://hendershottwealth.com/podcast/george-kinder

Follow Hilary on:
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LinkedIn

Hendershott Wealth Management, LLC and Love, your Money do not make specific investment recommendations on Love, your Money or in any public media. Any specific mentions of funds or investments are strictly for illustrative purposes only and should not be taken as investment advice or acted upon by individual investors. The opinions expressed in this episode are those of Hilary Hendershott, CFP®, MBA.