All Episodes
Episodes
How To Find The Right Financial Planner For The Two of You with Hannah Moore
“Money isn’t the easiest measuring stick, right? How do you quantify being able to take time with your kids? How do you quantify that? You can't do it with numbers, right? And yet, we only look at the numbers and I...
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Why Your Values Matter More Than Your Demographics For Financial Well-Being with David Allison
“We have to realize that the only way to truly understand each other and come to a world where we're a little bit less divisive, and a little bit less prone to fighting with each other is to look at what brings us...
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Bringing Care and Compassion To Special Needs Financial Planning with Ryan McGuire
“Don't underestimate the amount of services and resources and support that might be out there. It takes time to research and to find these organizations. But there are a lot of different types of supports that can be...
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It's Okay To Not Be Okay Navigating Grief, Loss and Financial Well-Being with Kathi Balasek
“We're not eager as a culture, to embrace that sense of sadness and loss to somebody who has a gazillion dollars in the bank. And that's really a wrong approach.”
Discover the intersection of heartache and finances...
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Why Couples Need To Know Each Others Money Scripts to Increase Financial Security with Maggie Klokkenga
“First of all, I talk about Maslow's hierarchy of needs and just share with them okay, we need things like food and shelter and then things that are intrinsic right? What is it that really feels good to you that you...
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A New Vision For What It Means To Be Wealthy As A Couple with Dr. Jim Grubman: Part 2
“If you do not make that mental leap from money as income, to money as assets, it has a huge impact on your ability to actually not only become wealthy, but to maintain wealth.”
Ever wondered how wealth could become...
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A New Vision For What It Means To Be Wealthy As A Couple with Dr. Jim Grubman: Part 1
“Many, if not, most people don't know how to be wealthy. They may be in circumstances that could provide them with wealth or actually does provide them with wealth. But psychologically, they're unprepared for the...
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Embracing Major Life and Career Changes Leads To New Financial Freedom with Shelli Boucher
“Prosperity has a flow to it and prosperity involves money and has to do with money. But to be prosperous means you can be prosperous financially, you can be prosperous in your health, you can be prosperous in your...
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How To Empower Women Financially In Their Intimate Relationships with Lindsey Lewis
“Relationships intersect with money. Your emotions do, your job, your physical activity, your intellectual capacity, your spirituality…Understanding that there are so many elements that are happening, and money can...
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How Engaging In Mindfulness Expands The Way You Do Money As A Couple with Spencer Sherman
“I think one thing that could be helpful for couples and bring a lot of connection and understanding of each other is telling your money story to your spouse.”
Imagine starting a conversation with your partner about...
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The Theory Of Everything and Its Positive Impact on Financial Well-Being with Dr. Ted Klontz
“People like me don’t want to hear ‘it might not work.’ The more you can remind me ‘this is our best guess,’ I think that’s helpful.”
Today, our host Ed Coambs has the pleasure of welcoming Dr. Ted Klontz. Dr....
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All Parts of Me Are Welcome: How Internal Family Systems Creates Financial Freedom with Joy Slabaugh
“My job was to help really wealthy people not pay taxes. So, as I remember that client complaining about the several $100,000 tax bill, I was just thinking about how many hungry kids that could feed, and how many...
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