In the first of three episodes covering George Kinder's The Seven Stages Of Money Maturity, I cover the first phase, Childhood, which includes the stages of Innocence and Pain.  The Seven Stages Of Money Maturity is a book I read years ago, and as I revisited it during the EVOKE training for the Kinder Institute's Of Life Planning, it hit me a little more--I had a better understanding of what George was trying to teach. In the ever-important alignment of spirit, mind, body, and money, maturing towards higher levels of money maturity is an important part of the Pursuit. I'll be breaking do ..read more

In this month's episode of The Next Episode, Terry presents the idea of falling back on what he calls "bad" habits ..read more

As I was scrolling through past episodes of the podcast, this one with Carl Paoli jumped out at me. It might be because it was called "designing life" and I'm all about LifeDesign+ now or it might be because this was one of the few episodes where a cold DM led to an awesome conversation and a new friend. If you're new to the show, this is a great episode from the past and is every bit as relevant today as it was two years ago ..read more

Tom Morgan, the author of What's Important, is a self-proclaimed Curiosity Sherpa---a role he fills perfectly. Tom entertains my curiosity with various topics I've heard him discuss or have read in his newsletter. While I didn't have a laid-out outline like normal, my curiosity led us through a perfect conversation. Be sure to follow Tom and subscribe to his Substack for more as Tom ventures into a new role, on his own ..read more

I've had the pleasure of having a behind-the-scenes look at Josh's evolution from a financial advisor to a go-to brand designer for financial professionals. We discuss how he got into finance, how his passion for design began to grow and how he allowed it to become his profession, his wife's influence on his journey, and how he has navigated the messy middle of the evolution ..read more

Tony Brown has been all over my social media feed lately as we've been working together to make the PRST podcast studio look great--Tony has worked on multiple pieces of art that I have commissioned for the studio.  I thought it would be a great time to revisit this phenomenal episode from last spring ..read more

in this week's episode, I revisit a Daily Note from earlier this week, "qualities of the 'Greats'"  and dive deeper into the qualities I found in a few episodes of the Founders Podcast. You can head over to justincastelli.io to read the Daily Note that sparked today's episode ..read more

Scott Frank was the first person to introduce me to life planning years ago, and I hold him in the highest regard when it comes to being a life planner--and really just a human being. I asked him to join me to bring more attention and awareness to the magic of life planning and hopefully bring more people to the practice and ultimately find their authentic lives. Tap in to learn about life planning, gain a better understanding of how it complements your financial plan, and hopefully be inspired to think about what you want your life to look like without limitations ..read more

My guest Grace Nikae is an amazing person and shares how her Pursuit has helped her realize the importance of human connection. You can check out her impressive bio below... Grace's bio: Grace Nikae has enjoyed a global, tour-de-force career as a world-renowned concert pianist, cultural ambassador, writer, speaker, entrepreneur, educator, thought leader, and change agent. As founder of Kizuna, a strategic-initiatives firm in New York City, Nikae is a marketing and advisory consultant helping a wide range of brands grow and scale across digital platforms. Her clients have revolutionized and acc ..read more

In the second book report episode, I continue from The Alchemist to discuss Don Miguel Ruiz's The Four Agreements which complements the first book report.  From the back of the book, " In the Four Agreements, Don Miguel Ruiz reveals the source of self-limiting beliefs that rob us of joy and create needless suffering. Based on Toltec wisdom, The Four Agreements offer a powerful code of conduct that can rapidly transform our lives to a new exeprience of freedom, true happiness, and love ..read more