Smart & Soulful Money® Podcast

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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 relationships.
Limiting self-judgment in the face of patronization
The key relationships that an inheritor should prioritize
Leaving a legacy
The importance of asking questions

Resources mentioned:

Learn more about working with Carrie

Follow Carrie on Instagram

Listen to Episode 17: The Aligned Inheritor - Finding Your Voice on Your Financial Journey

Check out Carrie's Blog

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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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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 importance of asking questions and doing the work of moving forward to create change

RESOURCES MENTIONED IN THIS EPISODE * Read Susan’s book - “Sudden Money: Managing a Financial Windfall” - https://suddenmoney.com/buy-the-book-sudden-money-managing-a-financial-windfall/ * Watch Susan’s TEDx Wilmington Women talk, “Change launches you into the next great chapter of your life, whether you like it or not” - https://www.youtube.com/watch?v=kcf7zbW1C7Y * Learn more about Christina Baldwin - https://peerspirit.com/

Connect with Susan & Sudden Money® Institute:

WEBSITE | FACEBOOK | LINKEDIN | TWITTER | INSTAGRAM

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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 Uplevel You™?
Christine talks about coming back to center - rooting into our authenticity and continuing to ask “What do I really want?” as we navigate transitions in our lives and in business.
“Imperfect Action” & “Embrace the Funk” - breaking out of old patterns and moving forward through mistakes, shame and self-doubt
Christine talks about her favorite coaching tools - the Enneagram and the Kolbe A™ Index

RESOURCES MENTIONED IN THIS EPISODE

Read Christine’s book - “The Soul-Sourced Entrepreneur: An Unconventional Success Plan for the Highly Creative, Secretly Sensitive, and Wildly Ambitious” - https://soulsourcedbook.net/soul-sourced-book/
Listen to Christine’s podcast, “The Soul-Sourced Business” - https://christinekane.com/podcast/
Learn more about Christine’s “Uplevel Your Life Program” - https://uplevelyourlife.com/
Read “Profit First,” by Mike Michalowicz - https://mikemichalowicz.com/profit-first/
Learn more about the Enneagram - https://www.enneagraminstitute.com/
Learn more about the Kolbe A™ Index - https://www.kolbe.com/

Connect with Christine: WEBSITE | FACEBOOK | LINKEDIN

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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 businesses Cienega Capital is currently investing in and how it parallels moving from monoculture to a diverse ecosystem.
How COVID has exposed lack of resilience in our food system, and how (surprisingly) inefficiency can help
Exploring the idea of “What is enough?”
How are women playing a key role in innovation at the forefront of both Regenerative Agriculture and Investing?
“The Third Way” - how rejecting a dichotomy of choice framework paves the way toward creative solutions

RESOURCES MENTIONED IN THIS EPISODE * Visit the Cienega Capital website: https://www.cienegacapital.com/ * Learn more about the #NoRegrets Initiative: https://www.noregretsinitiative.com/ * Learn more about Paicines Ranch: https://paicinesranch.com/index.php * Read about Sallie Calhoun and Esther’s work, highlighted in Joel Solomon's book, "The Clean Money Revolution:" https://joelsolomon.org/book/ * Read ”Emergent Strategy: Shaping Change, Changing Worlds,” by Adrienne Maree Brown: https://www.akpress.org/emergentstrategy.html

Connect with Esther & Cienega Capital: FACEBOOK | LINKEDIN

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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 Rugged Individualism can lead us to make choices that disadvantage and create unintended disproportionate impact downstream and how raising awareness around the collective can help to position others for more possibility.
The importance of asking the question, "What aren't we talking about?” to help get to the root of problems.
"I know I've gone too far if I get kicked out of a room” - Stacy’s challenge to manage her fears around provoking new ideas.
Women, Power and Leadership: What are Stacy’s three Dimensions of Power and how can they help women recognize the patterns and narratives that impact them in order to embody the idea of full spectrum power?
Stacy talks about making money choices that align with her values.

RESOURCES MENTIONED IN THIS EPISODE * Visit the Knowetry Consulting website: http://www.knowetryconsulting.com/ * Visit the Dignitas Agency website: https://dignitasagency.com/

Connect with Stacy: LINKEDIN

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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 finding a bank whose practices align with your values. Who should use it? What does it do?
What's the difference between choosing a bank with a local or regional presence versus some of the online bank options that are marketing themselves as more socially and environmentally focused?
Sara talks about how she has brought her commitment to social justice and her talent and passion for writing into her work and why it’s important to her.
What is the next set of goals for the Better Banking Options project?

RESOURCES MENTIONED IN THIS EPISODE * Visit the Better Banking Options website, https://www.betterbankingoptions.com/ * Learn more about the Hope Federal Credit Union: https://www.betterbankingoptions.com/post/hope-credit-union * Utilize the Better Banking Options search engine: https://map.betterbankingoptions.com/ * Since the recording of this episode, Better Banking Options has developed resources for supporting racial economic equality with your deposits: https://www.betterbankingoptions.com/post/black-banks-list | https://map.betterbankingoptions.com/taglist?tags=bankblack * Get step-by-step instructions for how to move your money to a bank or credit union that aligns with your values: https://www.betterbankingoptions.com/post/How-to-Move-Your-Money

Connect with Sara and Better Banking Options: FACEBOOK | TWITTER

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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 talks about his visioning experience at Hollyhock with Carol. Has there been an underlying core that has stayed constant?
What can investors - whether they have $500K, $5M, $50M or more - learn from Joel’s experience working with Carol on how to create impact?
What does ‘finding your enough’ mean for Joel and how has he helped others find their enough as a part of creating impact in the world with their assets?
As a pioneer, working alongside other pioneers in the space of impact investing, socially responsible investing, social enterprise, local investing, and impact work in philanthropy, how have community and relationship been important parts of creating change?
Joel talks about Renewal Funds, a mission venture capital firm he founded, and how it is taking a different approach to catalyzing positive social and environmental change.
Why is it important to avoid the idea of perfection in order to create change?
“Staying true to your values is powerful, particularly in the face of skepticism about what you know in your bones to be correct.”
Joel talks about how he has helped strategically invest in Stonyfield Farms, Alter-Eco, Seventh Generation, how capital works behind the scenes of their favorite companies and how important it is.

RESOURCES MENTIONED IN THIS EPISODE * Visit Joel’s website, https://www.joelsolomon.org/ * Learn more about Joel’s book, “The Clean Money Revolution:” https://www.joelsolomon.org/the-book * Learn more about the work of Renewal Funds: http://www.renewalfunds.com/ * Learn more about Joel’s work with Vision Vancouver, Tides Canada, and Hollyhock: https://www.joelsolomon.org/legacy * Contact Joel: https://www.joelsolomon.org/contact * Contact Renewal Funds: http://www.renewalfunds.com/contact/

Connect with Joel: FACEBOOK | TWITTER | LINKEDIN | INSTAGRAM

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HIGHLIGHTS

Jenn describes the work of Calvert Impact Capital and how their Community Investment Note is connecting capital and communities, with special focus on women and families in the US and around the world.
What is microfinance and how is it a part of the Calvert Impact Capital portfolio?
An introduction to the UN Sustainable Development Goals (SDGs), why they matter, and how they can be utilized as a lens to help identify how to focus your energy and impact
How has Calvert Impact Capital embraced the SDGs as a framework for impact?
Jenn tells the story of how Calvert Impact Capital facilitated the issue of the world’s first Blue Bond in the Seychelles to help preserve and save the ocean, as well as investing in a Forest Resiliency Bond and Environmental Impact Bond in the US.

RESOURCES MENTIONED IN THIS EPISODE * Learn more about the work of Calvert Impact Capital: https://www.calvertimpactcapital.org/ * Learn more about the Calvert Impact Capital Community Investment Note: https://www.calvertimpactcapital.org/invest * Learn how Calvert Impact Capital is using the Sustainable Development Goals: https://www.calvertimpactcapital.org/portfolio/sdgs * All 17 of the United Nations Sustainable Development Goals: https://sustainabledevelopment.un.org/sdgs * Learn more about the Seychelles Blue Bond: https://www.calvertimpactcapital.org/portfolio/list/blue-bond * Learn more about the Forest Resilience Bond: https://www.calvertimpactcapital.org/portfolio/list/forest-resilience-bond * Learn more about the Environmental Impact Bond for DC Water: https://www.calvertimpactcapital.org/blog/749-breaking-ground-dc-water * Contact Calvert Impact Capital: https://www.calvertimpactcapital.org/contact-us

Connect with Jenn & Calvert Impact Capital: LINKEDIN | TWITTER | FACEBOOK | YOUTUBE

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HIGHLIGHTS

Jacque talks about her work in the world, how it began, and what her work looks like with the women she coaches.

VALUES:

What are values?
Why is it important for us to have clarity about our own values, and be able to name and understand them?
What does it look like when we don’t have an understanding of our personal values?
Can we have different values in different areas of our life?
Jacque talks about the processes and tools she uses with clients to help them explore and get clarity on their values.
Jacque discusses how she has brought her values into her money life.
Who is a good match for the services she offers?

RESOURCES MENTIONED IN THIS EPISODE * Barrett Values Center Personal Values Assessment (PVA) Assessment: https://www.valuescentre.com/tools-assessments/pva/ * The Leadership Challenge Workshop: Value Cards: http://www.leadershipchallenge.com/ProductDetail/9780470559703.aspx * Learn more about Jacque's work and sign up for her newsletter: https://jacquesaltsman.com/ * Learn about ways to work with Jacque: https://jacquesaltsman.com/work-with-me/

Connect with Jacque: FACEBOOK | INSTAGRAM | LINKEDIN | YOUTUBE

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HIGHLIGHTS

Jacquette defines and describes her work as a Financial Behaviorist.
Highlights from Jacquette’s book, Financial Intimacy: How to Create a Healthy Relationship with Your Money and Your Mate:
- The 4 Financial Modes and why they matter
- The Pyramid of Wise Money Management - how the foundational layers of awareness, beliefs, thoughts, behavior and reasoning influence the small tip of purposeful action
- The importance and diversity of the women's stories shared in the book
- Beyond the Numbers - why "Financial Success Doesn't Start in Your Wallet"
How Jacquette, as a Financial Behaviorist, helps women navigate through sudden money transitions, such as inheritance, divorce or loss of a spouse, during which they are suddenly faced with the need to engage with money in a new way
The focus and audience of Jacquette’s podcast, “More than Money”
Values: Being aware of and present to HOW we're bringing our values into our money life, getting out of the mindset of just being tactical and reactive with our money, and making the time to stop leaving money on the back burner
Women, Money, and Power:
- Examples of what power can look like in our money lives, such as being intentional about where you spend your money, asking for a raise or having the uncomfortable conversation with your parents about their financial situation
- How your definition of power can shift over time
- How having a clear idea of what power means to you helps ensure that you’re not intentionally or unintentionally quieting your own financial power

RESOURCES MENTIONED IN THIS EPISODE * Financial Intimacy: How to Create a Healthy Relationship with Your Money and Your Mate: https://www.amazon.com/Financial-Intimacy-Create-Healthy-Relationship/dp/1556527756 * Podcast - More than Money with Jacquette Timmons: https://www.jacquettetimmons.com/podcast-episodes/ * Learn more about Jacquette's work and get her free Financial Wheel tool at her website: https://www.jacquettetimmons.com/ * Learn about ways to work with Jacquette, including her program, Beyond the Numbers: https://www.jacquettetimmons.com/rock-your-finances/ * Learn about Jacquette’s dinner series, The Comfort Circle: https://www.jacquettetimmons.com/comfort-circle/

Connect with Jacquette: FACEBOOK | TWITTER | INSTAGRAM | LINKEDIN | YOUTUBE

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HIGHLIGHTS

An introduction to Sacred Success and why it’s important for women
Engaging vs. abdicating with our power and money - Barbara shares some important stories about how she realized she was abdicating her own power, particularly in her money life, and the consequences.
How money and power are a part of one’s spiritual journey
A reflection on money as a sacred tool
The Feminine Face of Wealth and Power - “It’s considerably different from what the male world models.”
Barbara’s Four Core Principles of Sacred Success and how they are the “foundation on which [our] power rests.”
An introduction to the Four Stages on the path of Sacred Success
What is the new paradigm? What does it look like? What does it require of us?
The ways Barbara has brought her values into her money life

RESOURCES MENTIONED IN THIS EPISODE * A Course in Miracles: https://acim.org/acim/ * Bari Tessler’s Body Check-in: http://baritessler.com/the-body-check-in/ * Learn more about Barbara's work, her books, and get her free ebook, Rewire for Wealth, at her website: https://www.barbara-huson.com/ * Learn about ways to work with Barbara, including more about her online community, The Wealth Connection: https://www.barbara-huson.com/coaching/ * Carrie’s Empower Your Money for GOOD™: A Framework for Personal Impact tool: https://static.wixstatic.com/ugd/6a1b05_838c65e23ae6411d8cea5485ab5f353c.pdf

Connect with Barbara: FACEBOOK | TWITTER | LINKEDIN | YOUTUBE | INSTAGRAM

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HIGHLIGHTS

A simple introduction to B Lab
What is a Certified B Corps? Why does this matter?
What does Inclusive Economies refer to?
As the Director of Inclusive Economies at B Lab, how is Kathryn focusing her efforts?
What are the four main pillars of Kathryn’s Inclusive Economies work?
How are Certified B Corps helping evolve the purpose and behavior of business?
How do B Corps help us connect our values into the areas of our money life?
What is the impact of buying from Certified B Corps?

RESOURCES MENTIONED IN THIS EPISODE * Learn more about B Lab: https://bcorporation.net/about-b-lab * B Corps Vote Every Day Campaign: https://bcorporation.net/vote * B Corps and the Prison Industry: https://bcorporation.net/controversial-issues * Greyston Bakery: https://greyston.org/about/ * Sundial Brands: https://www.linkedin.com/company/sundial-brands-llc/ * New Voices Fund: https://newvoicesfund.com/ * Animikii - Indigenous Innovation: https://www.animikii.com/ * Carrie’s Empower Your Money for GOOD™: A Framework for Personal Impact tool: https://static.wixstatic.com/ugd/6a1b05_838c65e23ae6411d8cea5485ab5f353c.pdf

Connect with Kathryn: MEDIUM | LINKEDIN | FACEBOOK | TWITTER

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Transforming 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/

Connect with Bari: WEBSITE | FACEBOOK | TWITTER | INSTAGRAM | PINTEREST

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Investing, Philanthropy and Values Part II HIGHLIGHTS

An introduction to the Community Foundation of Louisville (CFL) and Anne’s role within the organization
Anne’s background and what led her to her current work with CFL
Working with donors to help them create a mission statement for their philanthropy
Challenges people face in the process of customizing their mission statement
High level questions to help clarify for the fundholder their thoughts on philanthropy and charitable giving
An exploration of how “Money Messages” have informed assumptions about money and wealth
Examples of the differences in approaching the process with an individual, a couple or a family group
Philanthropy and Investing - bringing values to both
How Anne brings values into her personal money life

RESOURCES MENTIONED IN THIS EPISODE * Smart & Soulful Money® Podcast Episode 003: Trisha Finnegan: http://smartandsoulfulmoneypodcast.libsyn.com/episode-003-smart-soulful-money-podcast-trisha-finnegan * Money Messages Tool: http://technogoober.net/pdf/money_msg.pdf * Carrie’s ‘Smart & Soulful Money Values Circle’: https://static.wixstatic.com/ugd/6a1b05_c12f46149c64459eba72a06a327632e3.pdf

Connect with Anne: WEBSITE | FACEBOOK | TWITTER | LINKEDIN

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Investing, Philanthropy and Values Part I HIGHLIGHTS

Trisha talks about what sparked her interest in impact investing
A simple introduction to Impact Investing & Philanthropy
Where Impact Investing & Philanthropy are distinct and where they overlap
Addressing the misconception that one takes away from the other
How a donor / investor determines which to use and when
How people work with Community Foundation of Louisville to support them in their giving
The Community Foundation of Louisville’s innovations with Impact Investing AS a part of their Philanthropic impact

Connect with Trisha: WEBSITE | FACEBOOK | TWITTER | LINKEDIN

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Using the Empower Your Money for GOOD™: A Framework for Personal Impact tool HIGHLIGHTS

What is the Empower Your Money for GOOD™ framework?
How does it help me bring my values to my money life?
Is it really possible for money to be a sacred tool?
The four phases of how we bring our values into our money life (you’re probably doing this already!)
The power of imperfect action

RESOURCES MENTIONED IN THIS EPISODE * Empower Your Money for GOOD™: A Framework for Personal Impact

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An Introduction to the Smart & Soulful Money® podcast, a Podcast for Women to Explore How to Empower Their Money for Good

Smart & Soulful Money® Podcast: Recent Episodes

Carrie B. VanWinkle, CFP® | Socially Responsive Investment Advisor & Financial Planner