Ep. 5: Bari Tessler - How the Art of Money Approach Helps You Transform Your Relationship with Money
Smart & Soulful Money® Podcast
Release Date: 10/14/2019
Ep. 20: The Aligned Inheritor - Can’t Get Technical Without the Personal (AKA The Two Sides of Money)
Smart & Soulful Money® Podcast
Welcome back to the Smart & Soulful Money® Podcast: the Aligned Inheritor Series! Today we’re focusing on exploring the two sides of money, the personal and the technical. Tune in to hear about: - Deep dive into the personal side of money and how it relates to your emotions, hopes & dreams, self-esteem, well-being and values - Noticing, naming and identifying how to connect the two sides of money and bring in support RESOURCES MENTIONED IN THIS EPISODE
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Ep. 19: The Aligned Inheritor - Moving Away From & Moving Toward, An Inspired Process
Smart & Soulful Money® Podcast
Welcome back to the Smart & Soulful Money® Podcast: the Aligned Inheritor Series! Today we’re focusing on exploring and naming what you want to move away from and what you want to move toward in your money life. I’ve provided a helpful worksheet you can download to guide you in this process. Tune in to hear about: - Prompts and examples to help you name three things you want to move away from and three things you want to move toward - A personal story from Carrie about her experience with this process RESOURCES MENTIONED IN THIS EPISODE
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Ep. 18: The Aligned Inheritor - Navigating Relationships with Communication
Smart & Soulful Money® Podcast
Welcome back to the Smart & Soulful Money® Podcast: the Aligned Inheritor Series! Today we’re focusing on relationships, communication, and the tools you can use to support yourself in confidently stepping into your money life as an inheritor. Without solid communication, the relationships in our lives can get a bit sticky. When an inheritance is involved, an additional charge makes it all the more crucial to build the skills we need to have those necessary conversations. Tune in to hear about: - The 2 tools Carrie recommends to navigate communication and...
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Ep 17: The Aligned Inheritor: Finding Your Voice on Your Financial Journey
Smart & Soulful Money® Podcast
Welcome to a brand new season of the Smart & Soulful Money® Podcast! We’re doing things a little differently this time around and diving deep into the real-life experiences of what it can be like for an inheritor as they navigate their financial transitions. Major life shifts within an ever-changing world can result in some powerful inner shifts, as well. In this episode, Carrie is sharing an important experience that every Aligned Inheritor seems to go through and what suggestions she has for someone going through this phase of the experience.
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Ep 16: Susan Bradley - Author of "Sudden Money: Managing a Financial Windfall" Talks Navigating Change in Money and Life
Smart & Soulful Money® Podcast
HIGHLIGHTS What is a Sudden Money Experience? How GoFundMe campaigns represent the newer sudden money, and the importance of building a trusted team to handle the windfall experience Susan talks about navigating the opportunity of sudden money as well as the challenges, particularly when someone receives a settlement from a traumatic event What are the phases of Transition? Navigating COVID through the lens of transition How does a CeFT® support a client to Shape Change? Susan talks about challenging the SYSTEMS that can be attached to an inheritance, particularly for women, and the...
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Ep. 15: Christine Kane - The Soul-Sourced Entrepreneur: A Conversation with Author and Founder of Uplevel You™
Smart & Soulful Money® Podcast
HIGHLIGHTS What does it mean to be a Soul-Sourced Entrepreneur or to have a Soul-Sourced Business? How is it different from the typical way of having a business? What is the benefit of living life in a spirit of creativity vs. reactivity? Christine shares stories about what has helped her personally and to teach others about how we reconnect to the power of our presence. What is the relationship between women, money and power? How working with coaches has taught Christine that “we lose our power because we believe our thoughts and our emotions” What does the “I’m IN” stand for at...
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Ep. 14: Esther Park - Capitalism: Reformation or Revolution? A #NoRegrets Approach to Regenerative Investing and Philanthropy
Smart & Soulful Money® Podcast
HIGHLIGHTS Esther describes her work with Cienega Capital. Why is Regenerative Agriculture Cienega Capital’s chosen focus? What does it mean to be Regenerative? Esther talks about change: What changes are needed? How is change happening? How working with Sallie Calhoun has opened Esther’s eyes to the benefits of paying attention to soil What is the #NoRegrets Initiative? Capitalism: Reformation or Revolution? “Vulture Capitalism” vs. “Emergent Changemakers” - the shift from exploitive and extractive to investment in positive change Esther talks about two...
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Ep. 13: Stacy Parson - Full Spectrum Leadership, Activism and Embodying Our Power
Smart & Soulful Money® Podcast
HIGHLIGHTS Stacy describes her work with individuals, teams and organizations. Navigating volatile, uncertain, chaotic and uncertain circumstances - “You are better prepared than you realize.” Stacy talks about activism and how “anybody who's moving in the direction of something they want to see in the future has to disrupt whatever's happening in the moment” and how it relates to innovation and leadership. How is it possible to live into values that don't just make your own world better, but make a much broader set of people’s better? Localized vs collective focus: How...
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Ep. 12: Sara Loving - Banking for Change: How Better Banking Options Help Us Create Positive Impact
Smart & Soulful Money® Podcast
HIGHLIGHTS Why does it matter where we bank? What are ‘big banks’ and what’s wrong with them? Sarah describes how ‘better banking options’ make sure that our money, while it's in the bank, is doing as much good as possible. What is the issue with transparency in the banking industry? What can we do about it? What is the difference between a bank and a credit union? What is the mission of Better Banking Options? Sara talks about the four criteria Better Banking Options uses to evaluate banks and credit unions. Better Banking Options offers a helpful search engine tool for...
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Ep. 11: Joel Solomon - The Clean Money Revolution: Reinventing Power, Purpose, and Capitalism
Smart & Soulful Money® Podcast
HIGHLIGHTS What is Clean Money? What are the characteristics of clean money? Joel describes the difference between an extractive and generative economy. Joel has been on a lifelong journey of working with systems change and going within for his own personal development work - why has this been important for him to do both? As an inheritor, Joel experienced a special opportunity to work alongside Carol Newell to help support her in creating positive impact. Joel describes how he was able to get clear on his values and channelled it into action in ways that reflected his values. Joel...
info_outlineTransforming Our Relationship with Money Using the Art of Money Approach
HIGHLIGHTS
- An introduction to the Art of Money methodology/ approach - the three phases and why they’re important in helping us have a more positive relationship with money
- Learn about The Art of Money year-long program and The Art of Money: A Life-Changing Guide to Financial Happiness book
- Exploring enough-ness while creating a life you love. How do we stay grounded in our values while re-calibrating to new normals (like inheritance, increased income)?
- Two simple and powerful somatic tools that Bari uses and teaches, which help people engage with their money - titration (one of my favorites!) and the body check-in
- Bringing our values into our money life - how does someone know what their values are? How does Bari help people bring their values into their money life?
- Where does intuition play a role in our money life?
WOMEN, MONEY, AND POWER
- In her book, Bari says, “Power is a journey.” Where is she now on her journey with power?
- How does Bari see money in connection with power?
- Bari’s thoughts on this time we are in now, and women’s relationship with money and power
- Learn more about Bari’s teachings, The Art of Money year-long program, and The Art of Money book.
RESOURCES MENTIONED IN THIS EPISODE
- Learn more about the body check-in: http://baritessler.com/the-body-check-in/
- Women in the World Summit 2019 in NYC [the panel where Bari spoke about women and money. "It's time to end the myth that women are bad with money."]: https://womenintheworld.com/videos/its-time-to-end-the-myth-that-women-are-bad-with-money/
- The Art of Money year-long program: https://baritessler.com/portfolio/art-of-money-3/
- The Art of Money Money Memoir Series: https://baritessler.com/portfolio/money-memoirs/
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