Articulate, passionate and humorous, Dr. Holly Lucille breaks down the myths and misconceptions about health and health related topics.

How to De-Stress When You Invest

From the Show: Mindful Medicine
Summary: Learn how to become a mindful investor.
Air Date: 12/17/19
Duration: 25:18
Host: Holly Lucille, RN, ND
Guest Bio: Manny Weintraub
Screen Shot 2019-12-16 at 2.49.47 PMManny Weintraub began his career on Wall Street in 1990 at Shelby Cullom Davis & Co. where he worked directly for investing legend Shelby Cullom Davis, a member of the Forbes 400. After Mr. Davis’ death in 1993, Manny became the Senior Security Analyst to Mutual Fund Manager Shelby M. C. Davis, who was later named Morningstar Manager of the Decade for the 1990’s.

In 1998, Manny joined Neuberger Berman, where he joined the Money Management Group managing Roy Neuberger’s personal wealth.  In 2000, he was promoted to Managing Director and became co-leader of the group.

After establishing the leading track record at Neuberger Berman during the 1998 to 2003 period, he established Integre Asset Management to continue investing for his clients in high-quality growing companies without the distractions caused by Neuberger’s new corporate parent, Lehman Brothers

Manny Weintraub specializes in explaining investing (in plain English) to people who haven’t seriously considered it. As an avid meditation and yoga enthusiast, Manny looks beyond Wall Street’s conventional wisdom. During his 30-year career as a Chartered Financial Analyst, Manny has looked after hundreds of clients and managed more than 1.5 billion dollars. His unique approach focuses on mindful investing, retirement. He credits yoga with getting him through the 2008 financial crisis and wants to teach you how to eliminate the stress of making your money decisions.
How to De-Stress When You Invest
Money, financial planning, and investing can be a huge source of stress for Americans. However it doesn’t need to be.

Financial analyst, Manny Weintraub, explains investing in plain English and helps his clients bring mindfulness into the investing process. 

He encourages people to think about money the way you’d think about food. You may not understand the science behind it, but you can learn how to make good choices. You also need to find a partner you trust to offer advice that is in your best interests. You wouldn't take diet tips from the processed foods industry, right? 

He shares tips on how to create a portfolio that is consistent with your values and eliminate stress from investing with his seven rules of mindful investing, which include:

  1. Any mindfulness practice is better than no mindfulness practice.
  2. If you don’t know what you’re trying to accomplish, you won’t achieve it.
  3. Your time horizon and the time horizon of your financial advisor can be different, so it’s important to look after your own interests.
  4. You don’t need to be first to invest in a new trend.
  5. There were no “good ole days.”
  6. The only constant is change.
  7. Avoid the fear industry. 
Listen as Manny joins Dr. Holly Lucille to discuss how to de-stress when you invest.