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E134 How to Feel Safe Making More Money with Financial Planner Meera Shereen

The Wealthy Practitioner

Release Date: 12/16/2025

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In this episode of The Wealthy Practitioner Podcast, Steph sits down with Certified Financial Planner Meera Shireen for a powerful conversation about money, nervous system safety, and what it actually means to feel secure with your finances as your business grows.

While Meera brings over a decade of financial planning experience, this conversation goes far beyond traditional money advice. Together, they unpack why so many entrepreneurs fear wealth, how childhood patterns shape your financial identity, and why nervous system regulation is one of the most overlooked components of building long-term wealth.

Meera shares her journey from studying economics to entering the financial planning world, launching her own firm, and integrating somatic therapy into her work. She explains why so many high earners still feel “bad with money,” the emotional blocks that keep entrepreneurs from knowing their numbers, and how industry jargon and gatekeeping contribute to shame and avoidance.

Throughout the episode, Steph and Meera break down the biggest money mistakes entrepreneurs make, how to choose the right financial advisor, why understanding your numbers is a somatic exercise, and how to use money to improve your quality of life—not outsource your entire life.

This is an honest, grounding, and empowering conversation for anyone who wants to make more money and feel genuinely safe holding it.

00:00 Intro: money safety, nervous system, and why this conversation matters

01:10 Mira’s background: economics, financial planning, and starting her own firm

02:40 Who she works with: entrepreneurs, especially women, and money fear

03:20 Identity blocks around money: “I’m bad with money” and avoidance patterns

04:20 Nervous system + money: why financial conversations feel unsafe

06:15 Knowledge as regulation: understanding numbers to feel grounded

06:45 Fear of success: more money, more responsibility, more pressure

08:15 What to look for in a financial advisor: fiduciary vs sales incentives

09:20 Red flags in the industry: commissions, insurance-first advice, misalignment

11:00 Different advisors for different goals: retirement timelines and business plans

12:15 Accountant vs bookkeeper vs holistic wealth advisor

13:40 Money foundations: knowing what your life and business actually cost

14:50 Healthy money relationships: checking too much vs avoiding entirely

15:45 Budgeting vs values alignment: control, flow, and fulfillment

16:50 Using money to improve life quality, not outsource meaning

18:55 Finding balance: outsourcing without losing family connection

20:20 Where to connect with Mira + closing thoughts

To connect with Meera, follow her on Instagram @meerashireen.

Don’t forget to join our community inside The Wealthy Practitioner Facebook Group here:

https://www.facebook.com/groups/434424630787977