Stop working hard just to buy things to comfort you, instead work harder to create a life that needs less comforting.
Hi, It’s Jason. I want to be real with you from the get go.
Knowing who I am, what I stand for, and what I do, can ensure success when we work together.
I’m a wellness expert on money and helping thousands of people achieve their goals and live their dreams.
I’ve given 150 talks, written a bestselling book, driven 28,000+ miles and broke the social taboo about money. I create. I read a lot, listen to podcasts, learn on YouTube, and binge watch sci-fi shows. I meditate, practice yoga, and hike.
I make a living working with financial brands, startups, credit unions, and nonprofits. I partner on special projects. I do in-the-box, outside-the-box, forget the box even exists financial wellness programs and social educational events. I do a great deal of writing for publications and blogs.
Learn more about my projects:
My Philosophy and Guiding Principles
A life philosophy centered on experiential and purposeful living
I live with the motto You Only Live Once which recognizes time as the most valuable asset we own. It’s finite. It’s unique to us. When it’s gone, it’s gone.
Understanding your time as the most valuable resource, you make better decisions – on work, food, health, relationships, and finances – to live a good life.
It’s mindfully creating a lifetime of joy and satisfaction.
My financial wellness principles are:
- money is a tool,
- time is a finite resource,
- practice financial and self awareness,
- use the best products and services,
- continuously learn,
- have a vision for living,
- spend mindfully,
- save purposefully,
- align financial decisions based on values,
- and set financial goals that serve your purpose.
National Bestselling Author
You Only Live Once, published 2016 by Wiley, became a national bestseller and reviewed by The New York Times and named Top 5 personal finance book in the Financial Post.
Entrepreneur of the Year
Recipient of the Entrepreneur of the Year Award, given by the Urban League of Union County Young Professionals, for fostering financial independence through entrepreneurship.
Best Personal Finance Project
Supported by bloggers, podcasters, financial advisors, and educators, the Road to Financial Wellness won the Plutus Award for Best Personal Finance Collaborative Project in 2015 and 2016.
Excellence in Financial Education
Given the Recognition of Excellence Award by the New Jersey Coalition on Financial Education for empowering people and uplifting communities through financial wellness.
Successfully crowdfunded $78,501 in a span of 30 days with the support of 541 to break the taboo about money.
World Traveler and Road Tripper
Traveling is an opportunity to learn and an effective way to educate others about money. I’ve been to 48 states and 34 countries.
My starting point: I didn't learn about money at home or in school
We grow up hearing there is a path to success: graduate college, start a career, make money, and buy stuff. Just no one every mentioned that money isn’t the end goal, but a tool, and the better you managed that tool, the more opportunities to take a different path and live a life of purpose.
I grew up in Elizabeth, NJ in a modest household. My parents worked hard and made sure I had the basic necessities, but we never talked about money. Our first money conversation happened my senior year in high school, it centered on the affordability of college.
At the time, we didn’t have the financial aid know-how or means to pay for college, so I worked at Newark Airport instead to make money to attend school the following year.
At 18, I was an adult with a paycheck and a credit card who quickly mismanaged those resources. The lack of financial knowledge would have a profound negative impact on my life.
Eventually, I attended and graduated college. I chose a career in banking instead of the arts to follow the money. I worked hard and climbed the corporate ladder. I made significant gains in salary. I achieved major financial goals: a six-figure salary, lived in Silicon Valley, drove a german car, traveled often, ate great food, and wore brand name clothing.
Nevertheless, I held onto a car loan, student loans, and amassed a significant amount of credit card debt. Instead of making the right decisions to save money and use my income to pay off debt, I found myself living paycheck-to-paycheck.
Mindlessly consuming and obsessively complaining
It was hard to admit I had a spending problem and a heavy reliance on credit. I gave every reason why I couldn’t save and found any reason to spend.
Fortunately, my role in the credit union exposed me to financial experts and everyday people managing their money well and living life on their terms. I learned new skills through their stories and began using the right products and services.
I, eventually, recognized my scarcity based money mindset – a set of money beliefs impacting financial behaviors – that prevented me from gaining financial independence sooner.
The credit union experience and a focus on shifting my mindset to abundance enabled me to choose a different path in life. I resigned from my executive job, turned down the successor CEO route, sold everything I owned, and backpacked through 20 countries in 12 months.
During this year of exploration, I had an “aha” moment while sitting on an 8th century temple wall.
Aligning my passions and serving a purpose
I was living my dreams and asked the questions: Where was everyone else? How did I get here?
I wasn’t rich by an stretch of the imagination, but I knew enough about money and about the available resources to change my life.
After months of backpacking, thought-provoking conversations, and eye-opening experiences, I learned how to answer those questions.
The answer: Knowledge is power. Financial knowledge is life changing.
Financial knowledge empowered me to choose better financial products, ask questions, seek help from experts, and become involved in my finances to achieve my life goals.
After my adult gap year, I came home inspired to empower a generation to achieve their dreams through a better way of accessing financial information, resources, and tools.
In 2013, I started a blog and grew a community that supported a successful crowdfunding campaign raising $78,501. We’re now a tribe of over 65,000 road warriors.
Today, I find myself with more opportunities to forge my own path to success and happiness and helping others discover their own road to financial wellness.
Get in touch
If my story inspires you, and my achievements motivate you, and if my mission excites you, I WANT to hear from you. In fact, I NEED to hear from you.
Giving inspirational and educational talks as a keynote speaker.
Book Signing Requests
Speaking and signing books at conferences and meetings.
Representing and collaborating with financial brands.