In this episode of Business, Finance and Soul, Shaun sits down with Jonathan Steele, Co-Founder and Chief Investment Officer of One Wealth Advisors, for a conversation about the human side of wealth.
Jonathan brings more than 25 years of experience in financial services and manages over $1 billion in assets, but this conversation goes far beyond portfolios, performance, and traditional financial planning. The core idea: money is not just math — it is emotional, relational, and deeply connected to how we were raised, what we value, and what gives us peace of mind.
Shaun and Jonathan explore the concept of financial therapy, why a person's relationship with money often matters more than the technical structure of a financial plan, and how childhood beliefs around scarcity, security, and success can shape adult financial decisions.
They also discuss how families can talk more openly about money, including Jonathan's simple framework of spend, save, and share. The conversation touches on raising financially aware children, involving both partners in financial planning, the emotional ROI of major life decisions, and why experiences can sometimes be just as valuable as investment returns.
Jonathan also shares his thoughts on AI, the future of financial advice, and why technology may change the tools — but not the need for empathy, trust, and human judgment.
This episode is a reminder that wealth is not just about accumulation. It is about alignment, peace of mind, and building a life that feels meaningful.
Topics include:
Financial therapy
Money mindset
Behavioral finance
Family money conversations
Teaching kids about money
The emotional ROI of wealth
Needs, wants, and wishes
AI and the future of financial advice
Building financial peace of mind
Learn more about Jonathan Steele and One Wealth Advisors:
onewealth.net
