Financial Wellness with Carrie

The Art of Accountability with Gibrán Rivera

What is accountability? Where can we find it and do we even need it? Do you orient towards an internal locus of control or an external locus of control? Today’s episode is all about challenging the notion that you’re on your own, that it’s up to you alone to create change for yourself. Exploring accountability through community can have a significant impact on your financial wellness and overall well-being throughout your life.  Today, I welcome Gibrán Rivera: a friend, a client, and a dear colleague. As a coach and master facilitator, Gibrán is the originator of the evolutionary leadership workshop. He’s working to bring close attention to power dynamics, equity, and inclusion as he devotes his life to defining better ways of being together in this world. We welcome you to join us for a powerful discussion on relationships, the importance of self-care, and how to create real change in yourself and in the world and why that means working together, not alone.  What you’ll learn:  * The 3 spokes on the Wheel of Change - and what I would add as the 4th * Gibrán’s journey from picking tobacco at age 12 to master facilitator, what he’s learned along the way, and the spiritual awakening that changed it all  * How we view accountability and failure in our hyper-individualistic culture - plus the important piece we’re overlooking * Why money work is deep emotional work, but SO worth it * Discipline v. accountability: How they overlap, differ, and if we really need both * How accountability can be misunderstood as “cancelation”  * The necessity of spiritual resources in your personal transformation journey * How we can be self-sovereign in a world filled with negative energy * Gibrán’s programs: The Better Men Project, Boost Your Practice, and what’s to come * And much more! Mentioned on the show:  Robert Gass’ Wheel of Change: http://stproject.org/wp-content/uploads/2014/09/wheel-of-change-model.pdf [http://stproject.org/wp-content/uploads/2014/09/wheel-of-change-model.pdf] Connect with Gibrán:  Website: https://www.gibranrivera.com/ [https://www.gibranrivera.com/] Podcast: https://www.gibranrivera.com/podcast [https://www.gibranrivera.com/podcast] Newsletter: https://www.gibranrivera.com/jointhenetwork [https://www.gibranrivera.com/jointhenetwork]

Guided Meditation with Rain Stickney

How does meditation relate to our finances and overall well-being? Meditation offers many benefits to mind, body, and heart, but it can be hard to know where to start. Today, I welcome Rain Stickney. She’s a master teacher and healer, an artist, and body worker. With multiple degrees and certificates in psychology and expressive arts, combined with over 20 years of experience in body work, Rain is here to gently guide us through several short, but powerful meditations on loving kindness, abundance, and manifestation. With her support, she’ll help us connect to ourselves and experience a sense of calm. You can meditate just as you are, no matter where you are and no matter how you feel. So, let’s get started.  What you’ll learn:  * Rain’s tips for those beginning their meditation practice or those looking to jump back in * How you can find strength in change throughout your life  * The health benefits of meditation  * How each meditation session left me feeling and what I connected to - can you relate? * My very first experience with meditating and what’s pulling me back into this practice * Rain’s lifelong passion for meditation, starting in infancy! * How we can train our mind to recognize abundance everywhere * And much more! Mentioned on the show: My Personal Finance 101 online course: https://www.sfmoneycoach.com/membership [https://www.sfmoneycoach.com/membership] Rain’s additional guided meditations: https://rainelizabeth.org/welcome-abundance/ [https://rainelizabeth.org/welcome-abundance/] Jane Hirshfield’s poem, The Weighing: https://poets.org/poem/weighing [https://poets.org/poem/weighing] Connect with Rain: Website: https://rainelizabeth.org/ [https://rainelizabeth.org/] Email: meditation@rainelizabeth.org [meditation@rainelizabeth.org] Connect with me: Instagram: https://www.instagram.com/sfmoneycoach/ [https://www.instagram.com/sfmoneycoach/] Website: https://sfmoneycoach.com [https://sfmoneycoach.com]  Facebook: https://www.facebook.com/SFMoneyCoach [https://www.facebook.com/SFMoneyCoach] Email: carrie@sfmoneycoach.com [carrie@sfmoneycoach.com]

Money, Aging & Death with Amanda Coggin

At the end of your life or your loved ones’ lives - will you be financially prepared? Learning about money is a lifelong process that doesn’t stop with aging. There are continuous financial decisions to be made around insurance, end of life care, medicare options, medical interventions and much more. It can be an uncomfortable topic to discuss, but it is so important to anticipate in hopes of being truly aligned with your values and saving money.  This week’s guest, my dear friend and Chaplain Amanda Coggin, shares her wisdom as a pediatric and adult Chaplain. We discuss impactful topics related to the expenses of aging, preparing for the final chapter (financially and emotionally), and developing a relationship to your own mortality.  Are you having conversations with your loved ones about money, aging and death? Join us for this powerful discussion.  What you’ll learn: * The relationship between aging & money and how you can prepare * Amanda’s spiritual experiences in Southeast Asia and her journey to becoming a Chaplain * The powerful story of Amanda’s grief journey, losing her boyfriend to suicide, and falling in love with death and dying work * Aging costs like hospice and a discussion on medicare, 401k’s, assets & trusts * Why having advanced care directive paperwork is so important * Amanda’s thoughts on regret from her experience as a Chaplain * And so much more! Mentioned on the show: Amanda’s Twitter: https://twitter.com/giftofgrief [https://twitter.com/giftofgrief] Death Awareness Resources: https://docs.google.com/document/d/1CAq0nny2mAWXF3lQnQ8PgU95Ogy2OsL4NUx_86jPOA0/edit?usp=sharing [https://docs.google.com/document/d/1CAq0nny2mAWXF3lQnQ8PgU95Ogy2OsL4NUx_86jPOA0/edit?usp=sharing] Connect with me: Instagram: https://www.instagram.com/sfmoneycoach/ [https://www.instagram.com/sfmoneycoach/] Website: https://sfmoneycoach.com [https://sfmoneycoach.com]  Facebook: https://www.facebook.com/SFMoneyCoach [https://www.facebook.com/SFMoneyCoach] Email: carrie@sfmoneycoach.com [carrie@sfmoneycoach.com]

Sustainable Investing (ESG’s) with Vanessa Jilot

Did you know there’s a way to positively impact the world through specific socially conscious investments called ESG’s (environmental, social, and governance)?  Whether you’re just starting your investment journey, or looking to diversify your portfolio, your financial choices are important and can have a major impact on your family, community, and the planet. My guest this week, certified financial planner (CFP®) and chartered retirement planning counselor (CRPC®), Vanessa Jilot, is diving into the ABCs of ESGs. Don’t worry if you don’t know what these are, we’re getting into all of it! Learn how you can start making socially responsible investments TODAY to contribute to the sustainability of our world.  Ready to learn more about the evolution of investing in ESG’s? Let’s dive in! What you’ll learn: * The ABCs of ESGs: What they are and how to use them to make smart, impactful investment decisions * If diverse portfolios & big returns are possible using ESG criteria * How Covid has affected the world of sustainable investing - this may surprise you! * Challenges you may face as you shift to a more sustainable portfolio and what to do about them  * Greenwashing: What it is and what you need to look out for * And much more! Mentioned on the show: Terra Blue WM website: https://www.terrabluewm.com/ [https://www.terrabluewm.com/] Connect with me: Instagram: https://www.instagram.com/sfmoneycoach/ [https://www.instagram.com/sfmoneycoach/] Website: https://sfmoneycoach.com [https://sfmoneycoach.com]  Facebook: https://www.facebook.com/SFMoneyCoach [https://www.facebook.com/SFMoneyCoach] Email: carrie@sfmoneycoach.com [carrie@sfmoneycoach.com]

Soul-Centered Money with Donna Otmani

Do you ever practice looking at your money from a centered place? Do you know what it feels like to make financial decisions that are in alignment with your soul’s purpose? In today’s episode, I invite Donna Otmani to discuss the soul-centered opportunity of money. Donna is a coach, mentor & facilitator with a master’s degree in spiritual psychology who is passionate about guiding people from fear & disempowerment to ease & fulfillment.  We discuss our financial recovery stories and the work it takes to release limiting beliefs. Join us for this powerful conversation around releasing patterns of resistance and conditioning in order to find more soul alignment, freedom, and flow around money.  What you’ll learn: * A guided visualization to help you relate with money from a more soul-centered place * Donna’s background, family history around money, and why she sees it as a broken opportunity for her * 2 financial flashpoints from her early childhood * 5 reasons people overspend  * Money through the lens of spiritual psychology * Donna’s advice if you feel stuck in a negative mindset around money. If you feel like you’re not good with money, or you’re intimidated when you have more of it, this is for you! * Practical things you can do for more soul alignment and flow around money * A special resource from Donna! * And much more! Mentioned on the show: Donna’s website: https://www.donnaotmani.com/ [https://www.donnaotmani.com/] Financial Forgiveness Mini Workbook: https://www.donnaotmani.com/financial-forgiveness [https://www.donnaotmani.com/financial-forgiveness] Connect with me: Instagram: https://www.instagram.com/sfmoneycoach/ [https://www.instagram.com/sfmoneycoach/] Website: https://sfmoneycoach.com [https://sfmoneycoach.com]  Facebook: https://www.facebook.com/SFMoneyCoach [https://www.facebook.com/SFMoneyCoach] Email: carrie@sfmoneycoach.com [carrie@sfmoneycoach.com]