268: Why You Might Need to Stop Hoarding Money (and Other Unique $ Tips) with Karen Coyne

Your money, your rules, your life. 

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Ditch the tired financial narratives that keep you stuck and create strategies that help you live authentically—right now. Because building wealth isn’t just about numbers; it’s about crafting a legacy that feels as good as it looks.

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Enter Karen Coyne. A certified financial planner, founder of Clarity Planning, and host of Money Without Math, Karen “deals in the real.” She’s the antidote to shaming and “shoulding,” bringing clarity and empowerment to your financial journey.

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Some of the things you'll hear are:

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1.) Why the financial planning world obsession of "size and performance" is misguided

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2.) Why the strategy of accumulation, accumulation, accumulation can be harmful

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3.) Some basic and tangible tips regarding Estate Planning

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4.) What the "Great Wealth Transfer" is and what it means to you

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5.) Her son's advice on what you have to do to be #1

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<p> <a href="https://www.raymondjames.com/clarity">Website: https://www.raymondjames.com/clarity </a> <p>

<p> <a href="https://www.linkedin.com/in/karencoyne/">

LinkedIn: https://www.linkedin.com/in/karencoyne/

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Podcast: Money Without Math

<p>If you’d like quick tangible tips and practical corporate career advice to level up your authentic leadership, download the 10 simple “plays” to stop selling out and start standing out at <a href="https://bauthenticinc.mykajabi.com/freebie">https://bauthenticinc.mykajabi.com/freebie </a> <p>

<p>To connect with Erin and/or Nicole, email: [email protected] <p>

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<p><b>If you like jammin' with us on the podcast, b sure to join us for more fun and inspiration!</b><br></p>

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<li><p> <a href="https://twitter.com/bcausepodcast">Follow b Cause on Twitter (really it's mostly Nicole) </a> <p></li><li><p> <a href="https://www.linkedin.com/erin-hatzikostas/">Follow Erin on LinkedIn </a>or <a href="https://www.instagram.com/erinhatzikostas/" >Instagram</a> <p></li><li><p> <a href="http://www.facebook.com/groups/bCAUSEPodcast">Join the b Cause Podcast Facebook Group</a> <p></li><li><p>  <a href="https://quiz.tryinteract.com/#/600ec8544ddf900016d517d1"> Take our simple, fun and insightful"What’s your workplace superhero name?”quiz</a><p></li><li>  <a href="https://www.amazon.com/You-Do-ish-Authentic-Superpowers/dp/1736376535/ref=sr_1_1?dchild=1&keywords=you+do+youish&qid=1634564333&sr=8-1">Unleash your Authentic Superpower with Erin’s book,"You Do You (ish)" </a><p></li><li><p><a href="https://www.bauthenticinc.com/our-2-cents">Check out our blog for more no-BS career advice</a> <p></li><li><p><a href="https://www.bauthenticinc.com/authentic-programs">Work with Us </a><p></li><li><p><a href="https://www.bauthenticinc.com/b-you-shop">Or just buy some fun, authentic, kick-ars merch here </a><p></li>

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<p><em>DISCLAIMER: This episode is not explicit, though contains mild swearing that may be unsustainable for younger audiences.<p></em>

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<p><b>Tweetable Comments</b><br></p>

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"Be brutally honest with yourself—don’t hide behind the numbers."

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"If you’re incapacitated, a power of attorney is crucial—it lets someone manage your finances and medical decisions. Without it, even parents of adult children lose the authority they once had."

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“In order to be number one, you have to be odd.”

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"Showing up is the first step—again and again—because building financial confidence is like learning a language: it takes reps, not perfection."

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