W. Ben Utley, CFP®, not only serves as the Service Team Leader at Physician Family Financial Advisors but also co-hosts their podcast of the same name. Well-recognized for his expertise, Ben has been featured in The New York Times and listed among the "150 Best Financial Advisors for Doctors" by Medical Economics Magazine. As a Certified Financial Planner, Ben provides physician clients with solutions that extend beyond achieving financial freedom, ensuring they also have the time to enjoy it.

In this episode, I talk with Ben about his journey from a chemistry background to becoming a renowned financial advisor. We discuss the harmful effects of hustle culture, identifying and preventing burnout, and establishing work-life balance. We also dive into the importance of core habits like reading, writing, exercising, cooking, and how mindfulness or faith can serve as a foundation for financial success. Ben emphasizes the value of knowing “how much is enough” and shares insights into providing a positive impact through financial advising.

In this episode:

• [00:00] - Intro
• [02:04] - Ben’s early life and entrepreneurial journey
• [04:08] - Transition to financial advisory
• [10:55] - Balancing work and personal life
• [13:44] - Understanding burnout and workaholism
• [16:28] - Finding balance in a market economy
• [20:07] - The FIRE movement: A critical perspective
• [23:27] - Embracing career longevity
• [25:16] - Finding fulfillment in work
• [34:50] - Core habits for personal and financial success
• [35:47] - The importance of relationships and service
• [38:07] - What’s important to know about Ben

Get full show notes and links at https://mindful.money. 

Watch the episode on YouTube: https://www.youtube.com/@MindfulMoney.