Upcoming Event!
How Can Mindfulness Help You Reach Financial Independence?
Do you want to reduce money anxiety, but don’t know who to trust?
Would you like to learn how to set up and manage your own retirement plan?
Do you want to know how we create a passive income stream you can’t outlive?
If yes, join us and learn how to answer the 4 critical financial independence questions:
- Am I on track for financial independence?
- What do I need to do to get on track?
- How do I design a mindful investing portfolio?
- How do I manage that portfolio and my income over time through changing markets?
Learn more: https://courses.mindful.money/financial-independence-bootcamp
Julie Bergfeld is a health, wellness and life coach, specializing in performance, stress management, and healthy habits. She’s worked in academia and technology and is currently a yoga teacher who is dedicated to her own mindfulness practice.
Today, Julie joins the show to engage in a rich discussion on purpose, mindfulness and pursuing what makes your heart sing.
Watch on YouTube
Key Takeaways
00:57 – Jonathan introduces today’s guest, Julie Bergfeld, who joins the show to talk about early financial lessons she learned, receiving stock as a gift instead of toys, and pursuing work that makes her heart sing
09:51 – How Julie got involved in coaching and yoga
14:36 – Finding her own way, defining success & ultra-Marathoning
18:17 – The correlation between athletic success and financial success
24:24 – How opening a yoga studio changed Julie’s thinking on money and wealth
26:54 – From Shavasana to coaching
30:47 – Discovering mindfulness
33:42 – Julie’s coaching process
36:47 – One thing that we can do to lead to greater personal and financial success and one thing to avoid doing
41:03 – The Puzzle Rules
42:39 – One thing Julie would want others to know about and the one question Julie would want to know the answer to
44:04 – Jonathan thanks Julie for joining the show and lets listeners know where to connect with her
Tweetable Quotes
“I learned – this was more as a teenager – that you really need to do things that yes make money, but that are deeply tied to your values and that make your heart sing.” (09:28) (Julie)
“I really fell in love with technology. I fell in love with the aspect of learning, for one thing, and that plays into coaching and yoga. But I found my way, if you will.” (15:12) (Julie)
“I consider yoga, in a lot of ways, a transitional point in my life. And it provided a lot of healing and affirmation that I was enough.” (20:41) (Julie)
“You take the valuable things you learn from your family: pay off your debt as soon as possible. But, I wanted to move forward with what I loved, instead of being beholden to some other entity where my soul was sucked dry. So, I was able to marry the two, reduce my expenditures, bootstrap everything, and do what made my heart sing at that time.” (24:53) (Julie)
“I consider life coaching and the coaching that I’m doing now as next level yoga coaching or yoga teaching, where it’s coaching the unseen.” (29:00) (Julie)
“How we think affects everything we do in our entire lives.” (36:31) (Julie)
Guest Resources
Mindful Money Resources
For all the free stuff at Mindful Money: https://mindful.money/resources
To buy Jonathan’s first book – Mindful Money: https://www.amazon.com/Mindful-Money-Practices-Financial-Increasing/dp/1608684369
To buy Jonathan’s second book – Mindful Investing: https://www.amazon.com/Mindful-Investing-Outcome-Greater-Well-Being/dp/1608688763
Subscribe to Jonathan’s Weekly Newsletter: https://courses.mindful.money/email-opt-in
Capture the most important benefit of an advisor – behavioral support – without the 1% fee: https://courses.mindful.money/membership
For more complex, one on one financial planning and investing support with Jonathan or a member of Jonathan’s team: https://www.epwealth.com/our-team/berkeley/jonathan-deyoe/
Website: https://mindful.money
Jonathan on LinkedIn: https://www.linkedin.com/in/jonathandeyoe
Podcast Production & Marketing by FullCast
This podcast uses the following third-party services for analysis:
Chartable – https://chartable.com/privacy
