Wellness Pro Show

When to Invest with Manny Weintraub


Listen Later

Tune in to learn how wellness pros can eliminate the stress of making decisions about money.

What you'll get out of tuning in:
  • Who is an investor?
  • What does meditating have to do with investing?
  • Why is it taboo for wellness pros to talk about money?
  • Is now a good time to invest?
Links Mentioned in Episode:

  • Yoga Health Coaching
  • Spears Abacus

Timestamps:
  • 0:25-1:30 - Introduction.
  • 1:30-4:19 - Who is an investor and what is investing?
  • 4:20-8:50 - What does meditating have to do with investing?
  • 8:51-15:21 - Why is it taboo for wellness pros to talk about money?
  • 15:22-18:12 - How the compound interest of meditation relates to growing your business.
  • 18:13-21:38 - How to determine whether now is a good time to invest.
  • 21:39-26:59 - When and how should you work with a financial advisor?
  • 27:00-27:52 - Closing thoughts.

Favorite Quotes:
  • "Grow your business. Be successful. The world needs you to be successful." --- Cate Stillman
  • "Part of looking out for other people is looking out for you." --- Manny Weintraub
  • "If you're waiting to know whether now is a good time to invest, the answer is yes." --- Manny Weintraub

Guest Bio:

Manny Weintraub specializes in explaining investing (in plain English) to people who haven't seriously considered it. As an avid meditation and yoga enthusiast, Manny looks beyond Wall Street's conventional wisdom. During his 30-year career as a Chartered Financial Analyst, Manny has looked after hundreds of clients and managed more than 1.5 billion dollars. His unique approach focuses on mindful investing, retirement. He credits yoga with getting him through the 2008 financial crisis and wants to teach you how to eliminate the stress of making your money decisions.

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Wellness Pro ShowBy Cate Stillman, Wellness Pro Academy

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