The Deborah Peters Show

Mick Heyman - The Wealth Mindset: Strategies for Rational and Rewarding Investments

Mick Heyman · October 19, 2023

Finance · Authorin

About Mick Heyman

Mick Heyman, podcast guest

Seasoned Wealth Manager Mick Heyman: Harmonizing Finances for Lasting Prosperity

40 Years Wealth-management experienceBillions Client assets managed with his equity team30+ Years Longest-standing client relationshipsFounder Heyman Investment Counseling

Mick Heyman is a seasoned wealth manager with a career spanning four decades, guiding individuals and institutions to build and preserve wealth. He founded Heyman Investment Counseling, introducing a stress-free method for harmonizing your finances. Beginning in Cincinnati, his journey started with a realization that human emotion is the linchpin driving financial markets, defying the traditional economic understanding.

Moving to Louisville, Mick honed his expertise in equities, managing billions in assets with a team of top equity managers. His tenure culminated in consecutive outperformance of the S&P 500, marking an exceptional track record. San Diego beckoned as the next destination, bringing Mick back to his roots of working closely with individual investors. Some of his clients have trusted him for over three decades, a testament to his steadfast approach.

Mick's unique approach is anchored in understanding human nature and appreciating long-term trends, a perspective he shares through articles on LinkedIn and contributions to esteemed financial publications. He's been featured in the Wall Street Journal, among others. His philosophy centers on sound money management as the conduit to health, wealth, and wisdom.

In his book, "Mellow Your Money," Mick provides a transformative guide to navigating the markets and building wealth without succumbing to stress.

View profile →

About this episode

Discover essential financial insights in this episode featuringMick Heyman, a seasoned expert in money and wealth accumulation. Learn why it's crucial for individuals to craft their own investment strategy, staying resolute in the face of market noise and distractions. Find out how understanding oneself as an investor can shield against negative experiences and the undue influence of self-proclaimed experts. Don't miss this empowering episode to enhance your financial know-how and secure your financial future.

Episode Highlights:

-Experiences as symptoms

-Money as a tool

-Belief systems around money

-Wall Street and manipulation

-Dealing with financial fear

The average person can't trade

-Personal spiritual routine

-Being in charge of your energy

-Getting started in investing

-Managing fear and uncertainty

-Early education and market fluctuations

-Resiliency Quotient

-Gold as an investment

-Diversification in the stock market

-Education and self-discovery

About our Guest:

Mick Heyman, CFA, is the distinguished Founder of Heyman Investment Counseling, boasting an illustrious 40-year career in wealth management. His unique approach to preserving and growing wealth, which he aptly dubs the "stress-free method for mellowing your money," has garnered him a dedicated following. Mick's journey began in Cincinnati at a small firm before relocating to Louisville, where he honed his skills in equities alongside a team of top equity managers, handling billions in client assets. Returning to his roots in San Diego, Mick refocused on individual investors, cultivating relationships that have spanned over three decades. Armed with a Bachelor's degree in Economics from Northwestern and the prestigious CFA designation, Mick's true expertise lies in understanding the profound impact of human emotion on market dynamics, a realization rooted in his passion for philosophy and psychology. He shares his wisdom through articles on LinkedIn, and his insights have graced the pages of publications like the Wall Street Journal. Mick's work centers on the philosophy that sound money management is the key to health, wealth, and wisdom. When he's not guiding others to financial success, Mick indulges in the serene surroundings of San Diego, relishing his proximity to mountains and the sea. He enjoys leisurely games of tennis and golf, rides the waves with his children, delves into mystery and Russian literature, and dedicates time to meditation, yoga, qigong, and even juggling.

Find out more about Mick

Website: https://mellowyourmoney.com/

Subscribe and leave us a rating and review

Apple:https://podcasts.apple.com/us/podcast/the-deborah-peters-show/id1612307739

Spotify: https://open.spotify.com/show/4Z3JQWX9S4LRWSE6mPOIkM

YouTube: https://www.youtube.com/@TheDeborahPetersShow

Connect with Deborah Peters

Website: https://neimind.com/

Facebook: https://www.facebook.com/deborah.peters.754

Instagram: https://www.instagram.com/therealdeborahpeters/

LinkedIn: https://www.linkedin.com/in/deborahpetersnei4change/

Guest: Mick Heyman

Book Mick Heyman for your show

5+ podcast & stage appearances. Remote or in studio, broadcast-grade audio.

Request an interview →