Ep 14 - How to practice purposeful money management with Financial Planner Natalie Taylor
Release Date: 06/09/2020
Ep 15 - Combining Purpose & Profit with Yunus Social Business CEO Saskia Bruysten
The Purpose Playbook Podcast
Saskia Bruysten is the CEO and co-founder of Yunus Social Business, a philanthropic venture fund that turns donations into investments in sustainable social businesses. She describes her purpose as “changing the powerful animal that is capitalism for the better.”
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Ep 14 - How to practice purposeful money management with Financial Planner Natalie Taylor
The Purpose Playbook Podcast
Natalie Taylor is a Financial Planner and Public Speaker. Her personal purpose is to help individuals, couples, and families cultivate a plan for their finances based on their values and goals.
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Ep 13 - How to become happier at work with Claire Lew
The Purpose Playbook Podcast
Claire Lew is the CEO of Know Your Team, a software tool that helps business owners and managers build happier, more productive companies. In this episode, we dive into all topics related to purpose at work, including Claire’s personal story, how to overcome fear around career decisions, and tactical tips for having more effective conversations with a manager. If you are at a crossroads in your career and wondering how to find more fulfillment where you're at, this episode is a must-listen!
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Ep 12 - Knowing when it's time to quit your day job with Freckled Foodie Cameron Rogers
The Purpose Playbook Podcast
Cameron Rogers is a certified health coach and content creator on a mission to make healthy living approachable through her Freckled Foodie brand. In this episode, we talk about what it was like to quit her job in banking and the steps she took to prepare for this moment, we talk about the early days of launching a personal brand and how she crafted her elevator pitch, and how the Freckled Foodie has given her a platform to make an impact.
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Ep 11 - Investing in the people that matter most with Aurate founder Sophie Kahn
The Purpose Playbook Podcast
Sophie Kahn is founder of Aurate, a direct-to-consumer fine jewelry brand. She is also a trailblazer and one of the most impressive ladybosses I have ever met. In this episode, we talk about Sophie’s personal journey and her thoughtful approach to building the Aurate brand and team. We talk about the importance of having a “Purpose Pack” and how to cultivate quality relationships by prioritizing the people that matter most.
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Ep 10 - Building momentum one step at a time with ultra-marathoner Kris Brown
The Purpose Playbook Podcast
For Kris Brown, living on purpose involves two all-consuming careers: ultramarathons and hospitality. In this episode, we talk about how Kris “fell into” long-distance running and why he still works in the restaurant business, despite threatening to quit countless times. We talk about what he’s learned from managing kitchen crises, the difference between structure and discipline, and how Kris builds momentum when he’s been out of the game for a little while.
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Ep 9 - Taking calculated risks in the name of purpose with Christine Amorose Merrill
The Purpose Playbook Podcast
A few months after graduating college, Christine Amorose Merrill left her corporate job to travel the world and blog about it. While she has no regrets about exploring and eating her way across the globe, she ultimately decided that she is happiest in an environment that offers more structure and financial security. In this episode, we talk about how to pursue your passion without compromising your financial security, her decision to stop blogging, and why it’s so important to lean into what brings you jo
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Ep 8 - Overcoming expectations to live out your purpose with Tim Sae Koo
The Purpose Playbook Podcast
After bootstrapping and successfully exiting his first tech startup (TINT) in Silicon Valley at age 27, Tim Sae Koo went on a journey to heal and let go of his tendency to create to prove himself, instead of creating from love. In this episode, we talk about what Tim learned and the tools that are supporting his transformation. We talk about overcoming expectations of the people who love us most, how Tim defines his purpose and how he continues to course correct in order stay true to himself.
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Ep 7 - Having it all without losing yourself along the way with Nell Diamond
The Purpose Playbook Podcast
Nell is the Founder and CEO of Hill House Home, a modern home and lifestyle brand. In this episode, we talk about her journey to entrepreneurship, how becoming a mom changed her approach to life and business, the guilt she experiences from time to time (spoiler alert: it’s not mom guilt) as well as how she elevates her mood when she has the blues. I was struck by how self-aware and thoughtful Nell has been about staying true to herself and her purpose, while consistently venturing out of her comfort zone
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Ep 6 - Awakening Your Alter Ego with Tara Romano
The Purpose Playbook Podcast
Tara is a women’s empowerment advocate who uses dance as her main medium to get women to channel their fearless “alter ego” and learn to love every part of their perfectly imperfect selves. She also has a wildly successful YouTube channel and network marketing business. In this episode, we cover everything from self-sabotage and universal fears, to the power of play and movement. Tara's energy is infectious and her life experiences have gifted her with invaluable insight around living a purpose-driven
info_outlineNatalie Taylor is a Financial Planner and Public Speaker. Her personal purpose is to help people cultivate a plan for their finances based on their values and goals. In other words, Natalie helps individuals, couples, and families invest their available funds in what provides the greatest amount of fulfillment, not just financial return.
She has been a financial planner for over 15 years and a lot of her work is dedicated to making professional financial advice more accessible and relevant to a broader audience. She spent 7 years working for FinTech startup, LearnVest, and recently opened her own financial planning practice to work with individual clients.
In this episode, we talk about Natalie’s earliest money memories, how she fell into financial planning, the values she and her husband optimize for, and the advice she has for people who are navigating the tricky but fulfilling balancing act of parenthood, entrepreneurship, relationships, and life in general. What I love about Natalie is that she walks the talk, which makes her such an incredible and relatable example of the power of purposeful financial planning.
#PurposePlays from this episode:
- Align your money management strategy with your values. Identify your values: 1) what is most important to you, and 2) how you live your life. Use your values as a filter when determining how to prioritize your spending and saving, what to invest in, how to make trade-offs in your budget, etc. I recommend using Natalie’s Values Guide for this process (available on her site).
- Create margin in your life. Build in time and space so you are not scheduled back to back to back. Sometimes you have to grow at a slower pace than you want to, so you can continue to make intentional decisions and show up as your full self. It may require you to detach self worth to productivity, but it will ultimately help you live in greater alignment with your purpose.
- Create margin in your budget. This gives you the flexibility to make spontaneous decisions and enjoy life in the moment instead of living for “some day”.
Links:
Natalie’s website (be sure to wait for the pop-up to receive the Values Worksheet)