Episode 68

Published on:

2nd Aug 2023

068: Julie Bergfeld - Finding What Makes Your Heart Sing: A Deep Intrinsic Process

Upcoming Event!

How Can Mindfulness Help You Reach Financial Independence?

Do you want to reduce money anxiety, but don’t know who to trust?

Would you like to learn how to set up and manage your own retirement plan?

Do you want to know how we create a passive income stream you can’t outlive?

If yes, join us and learn how to answer the 4 critical financial independence questions:

  • Am I on track for financial independence?
  • What do I need to do to get on track?
  • How do I design a mindful investing portfolio?
  • How do I manage that portfolio and my income over time through changing markets?

Learn more: https://courses.mindful.money/financial-independence-bootcamp

Julie Bergfeld is a health, wellness and life coach, specializing in performance, stress management, and healthy habits. She’s worked in academia and technology and is currently a yoga teacher who is dedicated to her own mindfulness practice.

Today, Julie joins the show to engage in a rich discussion on purpose, mindfulness and pursuing what makes your heart sing.

📺 Watch on YouTube


Key Takeaways

00:57 – Jonathan introduces today’s guest, Julie Bergfeld, who joins the show to talk about early financial lessons she learned, receiving stock as a gift instead of toys, and pursuing work that makes her heart sing

09:51 – How Julie got involved in coaching and yoga

14:36 – Finding her own way, defining success & ultra-Marathoning

18:17 – The correlation between athletic success and financial success

24:24 – How opening a yoga studio changed Julie’s thinking on money and wealth

26:54 – From Shavasana to coaching

30:47 – Discovering mindfulness

33:42 – Julie’s coaching process

36:47 – One thing that we can do to lead to greater personal and financial success and one thing to avoid doing

41:03 – The Puzzle Rules

42:39 – One thing Julie would want others to know about and the one question Julie would want to know the answer to

44:04 – Jonathan thanks Julie for joining the show and lets listeners know where to connect with her

Tweetable Quotes

“I learned - this was more as a teenager - that you really need to do things that yes make money, but that are deeply tied to your values and that make your heart sing.” (09:28) (Julie)

“I really fell in love with technology. I fell in love with the aspect of learning, for one thing, and that plays into coaching and yoga. But I found my way, if you will.” (15:12) (Julie)

“I consider yoga, in a lot of ways, a transitional point in my life. And it provided a lot of healing and affirmation that I was enough.” (20:41) (Julie)

“You take the valuable things you learn from your family: pay off your debt as soon as possible. But, I wanted to move forward with what I loved, instead of being beholden to some other entity where my soul was sucked dry. So, I was able to marry the two, reduce my expenditures, bootstrap everything, and do what made my heart sing at that time.” (24:53) (Julie)

“I consider life coaching and the coaching that I’m doing now as next level yoga coaching or yoga teaching, where it’s coaching the unseen.” (29:00) (Julie)

“How we think affects everything we do in our entire lives.” (36:31) (Julie)

Guest Resources

Julie’s LinkedIn

Julie’s Website

Julie’s YouTube Channel

Julie’s Facebook

Julie’s Instagram

Mindful Money Resources

For all the free stuff at Mindful Money: https://mindful.money/resources

To buy Jonathan’s first book - Mindful Money: https://www.amazon.com/Mindful-Money-Practices-Financial-Increasing/dp/1608684369

To buy Jonathan’s second book – Mindful Investing: https://www.amazon.com/Mindful-Investing-Outcome-Greater-Well-Being/dp/1608688763

Subscribe to Jonathan’s Weekly Newsletter: https://courses.mindful.money/email-opt-in

Capture the most important benefit of an advisor – behavioral support – without the 1% fee: https://courses.mindful.money/membership

For more complex, one on one financial planning and investing support with Jonathan or a member of Jonathan’s team: https://www.epwealth.com/our-team/berkeley/jonathan-deyoe/

Website: https://mindful.money

Jonathan on LinkedIn: https://www.linkedin.com/in/jonathandeyoe


Podcast Production & Marketing by FullCast

Back to Podcast Homepage

This podcast uses the following third-party services for analysis:

Chartable - https://chartable.com/privacy
Show artwork for Mindful Money

About the Podcast

Mindful Money
Do you struggle with money? You’re not alone.
Money is a means, not an end. It’s a necessity of life for sure, but more money does not always guarantee a “good life”. Money enables many aspects of modern life, but as a dominant consideration it becomes destructive. 
The paradox is that more time and energy spent on personal finance does NOT create better outcomes. Unlike many other parts of life, we can’t create better outcomes by being smarter, spending more time, or putting in more effort.
Join Mindful Money author and experienced 40-year investor Jonathan DeYoe as he shares stories from artists, authors, entrepreneurs, and other advisors about how they mindfully minimize their need to think about money and get more out of life.
If you aren’t happy with your finances, feel like money takes more time that it should, or want to place your financial decisions into the broader context of your life, this show is for you. 
Each episode will draw the line between the “enough” activities that the academics tell us are additive to family outcomes, and those “little bit more” efforts that take time and sap energy, but do NOT improve outcomes.

About your host

Profile picture for Jonathan DeYoe

Jonathan DeYoe

Jonathan DeYoe is a best-selling author, speaker, financial advisor and angel investor. He is a husband, father and a practicing Buddhist. His simple underlying message brings a welcomed sense of order to financial chaos and restores a calm center to your financial life.