In this episode of Goal Crazy Podcast, Jason sits down with Tim "Jai" Baker, CEO of 'Luminous Wealth' and the author of 'The Awakened Investor'. As an experienced wealth advisor, Jai shares his journey of transformation, from working for traditional financial firms to creating his own business focused on a more holistic approach to wealth management. He emphasizes the importance of understanding one's values and motivations when it comes to money and wealth, and shares his unique approach to helping clients achieve financial freedom.

Jai discusses his use of tools such as the Human Archetype Assessment and Genogram to help clients gain a deeper understanding of themselves and their relationship with money. He also emphasizes the importance of internal wealth, and how it is just as important as external wealth. Jai shares his vision for a more mindful and conscious approach to wealth management, and how he is helping his clients achieve financial freedom by looking beyond just numbers and focusing on what truly brings them joy and fulfillment.

Enjoy the episode!

Find Tim "Jai" Baker on:

Website: www.luminouswealth.com

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

Email: tim@luminouswealth.com