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Episode 115

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Published on:

10th Jul 2024

115: Ben Utley — Finding Balance and Avoiding Burnout with Ben Utley

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.



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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

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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.