
Seasoned Wealth Manager Mick Heyman: Harmonizing Finances for Lasting Prosperity

The Deborah Peters Show
October 19, 2023
About this episode
Discover essential financial insights in this episode featuring Mick 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/
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