The Get Ready Money Podcast
The Get Ready Money Podcast with Tony Steuer features insightful conversations with thought leaders who are transforming how we think about money.
Each episode provides actionable tips and meaningful insights to help you ask the right questions, improve your financial conversations, and take control of your financial future. Whether you’re a financial professional or simply looking to strengthen your financial foundation, this podcast will leave you empowered and prepared.
“The litmus test for a terrific podcast has to be that you found yourself wishing you were ‘in the room’ for the conversation you're listening to, so you could participate. I had that feeling when Tony Steuer, CLU, LA, CPFFE and Bobbi Rebell Kaufman, CFP® were discussing the importance of understanding who you are taking financial advice from, and how much further in life just a little more intention can get you. Worth a listen!” – Karen Holland
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The Get Ready Money Podcast
The Awakened Investor: How Self-Awareness Transforms Our Relationship with Money
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
Connect with Tim “Jai” Baker:
Books:
- The Awakened Investor: Master Your Financial Anxieties While Unveiling a Conscious Pathway to Prosperity and True Fulfillment (Amazon)
Resources mentioned:
Bio:
Tim “Jai” Baker is the CEO of Luminous Wealth, Jai's pioneering approach to family wealth guides a philosophy that wealth management works best when it's tightly integrated with personal well-being and firmly grounded in lifelong, positive relationships. Jai’s mission is to guide his clients toward their deepest desires and true fulfillment by fostering a healthy, stress-free environment where financial and personal well-being are seamlessly integrated. He believes that wealth management should not occur in isolation but rather as part of a holistic approach that considers the whole person.
The Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.