In this episode, I am joined by Tim ‘Jai’ Baker.

Jai is the author of The Awakened Investor: Master Your Financial Anxieties While Unveiling a Conscious Pathway to Prosperity and True Fulfillment.

He believes that wealth management should not occur in isolation but rather as part of a holistic approach that considers the whole person. He utilizes tools like Human Archetype assessments and Family Genograms, which help reveal an individual’s authentic potential and align financial strategies with personal values.

During our conversation, Jai shared a lot about his spiritual journey. He shared stories about his time in India, and how he was able to heal his body through the use of daily meditation.

We had beautiful conversations about topics such as the work of Dr. Deepak Chopra and Dr. Joe Dispenza, how meditation is changing the lives of children in the school system, and how fast this light is currently spreading.

He shared a lot of his insight about what it means to live an examined life, and we even touched on the importance of gut health.

If you are wanting to master your financial anxieties on a deeper level using a more well-rounded holistic approach, or you are curious about the benefits of meditation and living consciously, this episode will help you.

Enjoy the episode!

Money can’t be managed in a silo. Your health can affect your finances. Your relationships can affect your estate planning choices and the heirs you are going to leave your money to. Your career can affect your mental and physical…
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You can have a billion dollars but if nobody wants to be around you and you’re in super poor health and you can’t get around, that’s not wealthy.
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For me, the most important ingredient in being here is to know thy self. To know thy self is to know all of reality.
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You don’t have to go through a pain event to want to examine your life, but that’s usually what it takes, because it takes direct experience for most people to want to change something. But when you take the time to examine your life…
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It’s because we’ve become disconnected from God that we are having this issue with money.
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This life is a journey and each new day hopefully we’re living consciously, and when we do we’re living a novel life.
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Money is not the biggest stressor in America, the biggest stressor is your mind. Master your mind and you master your money, you master your career, you master your relationships, you master your health. This body of work is about…
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The CEO of Luminous Wealth , Tim’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.

Since 1981, Tim has been helping individuals, families, businesses, and institutions steward their financial hopes and dreams. He brings a wealth of experience from financial disciplines, and integrates that with his work in the field of human psychology and design, utilizing tools like Human Archetype assessments and Family Genograms, which help reveal an individual’s authentic potential and align financial strategies with personal values.

Tim’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. To achieve this vision, Tim has assembled a team of multi-disciplinary professional advisors working from a centralized location, ensuring that the mission statement of the families his company serves is effectively realized.

Now residing in Jupiter, Florida, Tim lives an active and conscious lifestyle with adult children and grandchildren near and afar. He enjoys golf, running, the local beaches, college sports, writing, meditation, well-living and nutrition, global travel, attends retreats on human consciousness, and
remains in gratitude for each present moment.

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