In this episode of The DOC Podcast, I interview Tim “Jai” Baker, a seasoned financial advisor with a unique focus on integrating personal wellness and professional success.  Jai shares his life story, tracing his journey from a golf scholarship at the University of South Carolina to his successful career in financial planning and wealth management, emphasizing the importance of being the best version of oneself and maintaining a balance between personal fulfillment and professional achievement.

Jai discusses the critical role of meditation and personal introspection in managing stress and achieving overall personal and financial well-being.   He also touches on the impact of financial management on life quality, offering advice on how professionals, especially those with significant debt, can manage their finances without compromising their peace of mind.

Tune in to explore valuable insights into balancing financial goals, personal well-being, and the importance of knowing oneself.

00:38 Jai’s Early Life and Career
02:52 Transition to Professional Life and Insurance Industry
04:31 Financial Planning and Economic Changes in the 1980s
07:25 Starting an Independent Firm
09:49 Discovering Meditation and Its Impact
14:14 The Power of Meditation and Spirituality
23:59 Building a Unique Financial Practice
31:57 Incorporating Spirituality into Financial Services
39:08 Navigating Money and Stress in Professional Life
40:16 The Power of the Mind: Mastering Life's Challenges
41:29 Early Life Programming and Its Impact
42:50 Balancing Career and Personal Life
44:08 Managing Stress and Financial Resources
46:10 Finding Your Authentic Self
47:25 Human Archetype Assessment: A Tool for Self-Discovery
53:59 The Importance of Meditation and Silence
56:51 Financial Strategies for Professionals
01:04:55 Building a Supportive Advisory Team
01:10:59 Embracing Authenticity and Financial Wisdom

LINKS:

-Jai’s website: https://www.luminouswealth.com/ 

-Human Archetype Assessment: https://discovery.dnabehavior.com/investor/LuminousWealth/1581/705 

-Joe Dispenza: https://drjoedispenza.com/

-Monroe Institute Mediation App: https://www.monroeinstitute.org/pages/beginner 

-Jai’s email: [email protected]

-Jai’s phone #: 561-919-4808 

-Jai’s Book:  The Awakened Investor (https://a.co/d/bRZbVSX)