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Win Make Give with Ben Kinney

Exploring Holistic Wealth: Beyond Finances with Jai Baker

Win Make Give with Ben Kinney

Ben Kinney Training

Education, Self-improvement

4.91.5K Ratings

🗓️ 3 February 2025

⏱️ 39 minutes

🧾️ Download transcript

Summary

In this engaging episode of the Win Make Give podcast, host Chad Hyams converses with Tim Jai Baker, a distinguished wealth management expert, about his unique approach to wealth and financial wellness. Known as "Jai," a nickname meaning 'victory', Tim shares the fascinating story behind his moniker and how it reflects a personal journey of spiritual enlightenment and professional transformation. With an intriguing mix of spirituality and finance, Tim breaks down his holistic wealth management model, integrating eight major aspects of life, and challenges the conventional perception of wealth as solely financial.

Delving deeper into the essence of holistic wealth, Tim and Chad explore the interconnectedness of spirituality, mindfulness, and financial health, offering listeners insightful perspectives on achieving a balanced life. Keywords such as "holistic wealth management," "spiritual enlightenment," and "financial wellness" weave through the conversation, echoing the core message that wealth encompasses more than just financial assets. Tim discusses his virtual multifamily office services, the importance of unified advisory teams, and shares the philosophy behind his book, "The Awakened Investor," inviting readers to transcend the materialistic views of wealth and embrace a more enriched, purposeful life.

Resources:

  • Luminous Wealth: The official website of Tim Jai Baker's company focusing on holistic wealth management.
  • The Awakened Investor: Tim Jai Baker's book available on Amazon discussing the blend of finance and spirituality.

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Connect with the hosts:

•    Ben Kinney: https://www.BenKinney.com/

•    Bob Stewart: https://www.linkedin.com/in/activebob

•    Chad Hyams: https://ChadHyams.com/

•    Book one of our co-hosts for your next event: https://WinMakeGive.com/speakers/

More ways to connect:

•    Join our Facebook group at www.facebook.com/groups/winmakegive

•     Sign up for our weekly newsletter: https://WinMakeGive.com/sign-up

•     Explore the Win Make Give Podcast Network: https://WinMakeGive.com/

Part of the Win Make Give Podcast Network

Transcript

Click on a timestamp to play from that location

0:00.0

Welcome to the Wind Make Give podcast.

0:09.6

Chad Heim's here flying sort of solo this week.

0:12.7

That's right, folks.

0:13.8

You know my partner, Bob Stewart, and you know he does this to me regularly.

0:17.6

That's go on vacation, do a crappy job with his schedule, screw things up and

0:23.3

leave me on my own with you. Yet you know you look forward to these episodes. You know you love

0:29.1

Bob Stewart. Yet you sit there and say, ooh, I secretly hope Bob's not there so Chad can interview

0:34.9

somebody and we can get really down into the nitty gritty and not worry about the cool things on the guy's shelf that Bob's always there, so Chad can interview somebody, and we can get really down into the nitty-gritty

0:38.3

and not worry about the cool things on the guy's shelf that Bob's always asking about.

0:42.0

No, Bob, we miss you, we love you.

0:44.4

We hope you're doing whatever it is you're doing.

0:46.1

I am being joined today by someone who I've had the chance to know for about three minutes,

0:51.8

and I'm already ready to know this guy a lot better.

0:55.4

We've realized we don't live too far. There will probably be a coffee in the near future.

0:59.9

And folks, I want to bring my new friend onto this conversation to talk with you.

1:04.9

And that is Tim Jai Baker. Welcome to the Windmaking Podcast.

1:13.8

Chad, thanks for having me on your share today. I appreciate it.

1:28.2

I'm looking forward to it. Now, those who, you know, they don't see the notes. They don't see the paper that are sent to me about you and stuff like that. And it's Tim Quartz, right? I'm throwing the air quotes up there. Everybody, Jai Baker. Before we get into anything, that is the coolest nickname or whatever it actually. Where the heck does that come from? Because that's not

1:34.0

some form of Timothy. I got to ask you, what's Jai? Where did it come from? Well, obviously, it's not

1:41.4

my birth name. But in 2005, I was considering taking a temple tour with Dr. Deepak Chopra to India the following year.

1:53.2

I also signed up to do a meditation retreat with him in that same year called Secrets to Enlightenment.

2:03.3

And this was around about April. About a month went by and I decided to cancel the temple tour to India. It was two weeks long. It was going to be 20

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