Financial Wellness with Carrie: Recent Episodes
Carrie Friedberg
Psychology-informed financial coach and Financial Behavior Specialist®, Carrie Friedberg interviews experts on topics ranging from wealth building, earning, aging, happiness and conscious spending, the art of accountability and so much more. Carrie Friedberg, the SF Money Coach, teaches individuals, couples and small business owners all over the world how to feel confident & intentional with their money.
Are you struggling to know where you stand financially? Do you find yourself wanting more clarity with your finances? Maybe you’ve had a good system in the past, but life got in the way, and now you’re stuck not knowing how to get back on track.
I get it! But listen - not having a clear picture about where you’re at with your money can impact every aspect of your life including your health. It can be hard to get started, but you don’t have to figure it out on your own. There are people and systems that can help and today’s guest is a remarkable resource.
I have a true talent in the realm of personal and business finances joining me today. As owner and founder of a remote bookkeeping company, Jenny Abbott and her team specialize in crisis bookkeeping and partner with their clients to help ease the discomfort and fear that’s often present on the journey to financial clarity. Our conversation today circles around meticulous bookkeeping, why the emotional component of personal finance should not be overlooked, and what money steps you can take TODAY to help fulfill your purpose in life.
What you’ll learn:
- The two biggest reasons you should be keeping good, accurate records of your spending
- Jenny’s tips for those just getting started on tracking
- What a healthy and sustainable relationship with money looks like
- Whether or not a business degree is needed for a career in bookkeeping or someone starting their own company
- Jenny’s family history with money, what life event shattered her belief that all adults knew how to handle their money well, and why she started her company
- My first wake up call with managing money - and running out of it!
- Why you don’t have to like managing money to do it well
- And much more!
Mentioned on the show:
Book your FREE 30 minute consultation with the Jenny Abbott Company: http://www.jennyabbottcompany.com/contact
Email Jenny: jenny@jennyabbottcompany.com
Learn more about the Jenny Abbott Company: http://www.jennyabbottcompany.com/
Connect with me:
Instagram: https://www.instagram.com/sfmoneycoach/
Website: https://sfmoneycoach.com
Facebook: https://www.facebook.com/SFMoneyCoach
Email: carrie@sfmoneycoach.com
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
Connect with Gibrán:
Website: https://www.gibranrivera.com/
Podcast: https://www.gibranrivera.com/podcast
Newsletter: https://www.gibranrivera.com/jointhenetwork
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
Death Awareness Resources: https://docs.google.com/document/d/1CAq0nny2mAWXF3lQnQ8PgU95Ogy2OsL4NUx_86jPOA0/edit?usp=sharing
Connect with me:
Instagram: https://www.instagram.com/sfmoneycoach/
Website: https://sfmoneycoach.com
Facebook: https://www.facebook.com/SFMoneyCoach
Email: carrie@sfmoneycoach.com
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/
Financial Forgiveness Mini Workbook: https://www.donnaotmani.com/financial-forgiveness
Connect with me:
Instagram: https://www.instagram.com/sfmoneycoach/
Website: https://sfmoneycoach.com
Facebook: https://www.facebook.com/SFMoneyCoach
Email: carrie@sfmoneycoach.com
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/
Connect with me:
Instagram: https://www.instagram.com/sfmoneycoach/
Website: https://sfmoneycoach.com
Facebook: https://www.facebook.com/SFMoneyCoach
Email: carrie@sfmoneycoach.com
We all know that self-acceptance is incredibly important, but what does it actually take to cultivate it in your life?
If you want to feel more comfortable in your own skin and strengthen your relationship with money, others, and yourself, you’ll want to tune in for this episode! I invite intuitive healer, coach, and recovering approval-seeker, Janine Aurichio, to share her wisdom on the inside job of self-acceptance.
What you’ll learn:
- Self-acceptance and its relationship to money, career & purpose
- The definition of success Janine grew up with and how it affected her life & career path
- Her signature formula for self-acceptance and how to apply it in your life!
- A special sneak peek into her morning routine
- Some of her best advice for getting more comfortable with transition
- How money influenced Janine’s major life decisions
- What to explore if you’re trying to discover your purpose
- Intuitive medicine work and how it can be applied to money
- A guided, mini visualization that can help you with overwhelm & anxiety
- And much more!
Mentioned on the Show:
Janine’s Website: https://www.yes2yum.com/
12-Minute Grounding Meditation: https://drive.google.com/file/d/1L9jG0q3r8myTPPpFSn943YDU0laBq4cc/view
Personal Mission Statement Worksheet: https://www.yes2yum.com/purpose
Connect with me:
Instagram: https://www.instagram.com/sfmoneycoach/
Website: https://sfmoneycoach.com
Facebook: https://www.facebook.com/SFMoneyCoach
Email: carrie@sfmoneycoach.com
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
Rain’s additional guided meditations: https://rainelizabeth.org/abundance
Jane Hirshfield’s poem, The Weighing: https://poets.org/poem/weighing
Connect with Rain:
Website: https://rainelizabeth.org/
Email: meditation@rainelizabeth.org
Connect with me:
Instagram: https://www.instagram.com/sfmoneycoach/
Website: https://sfmoneycoach.com
Facebook: https://www.facebook.com/SFMoneyCoach
Email: carrie@sfmoneycoach.com
Do you want to have more control over your financial situation? Do you seem to do things that sabotage your finances but you don’t know why? If so, oh my gosh, you can take comfort in knowing that you’re completely normal. In fact, according to my guest this week, if you aren’t struggling in your financial life, you’re the exception. (But it doesn’t have to stay that way!)
If you want to understand what causes us to think, feel, and act the way we do about money and how to start rewriting your money script so that you can change your financial future, you don’t want to miss this episode with Dr. Brad Klontz! Brad is an award-winning expert in financial psychology, financial planning, and applied behavioral finance as well as a six-time author and the cofounder of the Financial Psychology Institute.
We’re discussing the tribal brain and what it has to do with your money, all the things in your life that are predicted by your money script, and how learning to rewrite that script can change your financial future for the better.
We’re exploring:
- Brad’s top tips to help you evolve your money thoughts TODAY
- THIS contributing factor that separates the wealthy from the middle and lower class (it’s not what you think!)
- How he uses manifestation to achieve his goals
- The money myths that Brad has had to unwrap for himself over the years
- Why it’s so tough for people to shift socioeconomic groups
- Two of the most common money beliefs that ironically come together but keep you stuck
- Brad’s personal favorite money mantra
- One of the most powerful tools in personal finance
- His #1 tip to curb spending in a slippery slope category (like gifts!)
- And so much more!
Mentioned on the Show:
You can buy Brad’s latest book here: Money Mammoth
Take his free quiz: What’s Your Money Script?Follow Brad on TikTok and other social media platforms @drbradklontzwww.BradKlontz.comFinancial Psychology Institute
**Connect with me at:
Instagram @sfmoneycoach**
https://sfmoneycoach.com
https://www.facebook.com/SFMoneyCoach
Email: carrie@sfmoneycoach.com
You’ve probably heard of the gender pay gap, but did you know that there is another huge gender gap when it comes to money? We’re breaking each of these down for you—and more!— in this episode. My guest today is Mikelann Valterra, a financial psychology expert and master money coach whose passion is to help you make money in an intentional way and live your best life, and we’re talking about one of our mutual favorite topics: earnings! We’re diving into why it’s important to recognize your money script, the difference between offensive and defensive finance, and her top tips for earning more money.
What You’ll Learn in This Episode:
- 7 reasons you should raise your rates and start charging at the top of your field
- Mikelann’s journey from growing up on government food stamps to becoming a money coach
- Her earliest money memory and how it influenced her own money stories growing up
- How I increased my earnings and balanced my life
- These actions can help you resolve a money shortfall
- How to avoid underearning
- Mikelann’s best advice for you and your partner to work together to be successful with money (THIS exercise is a game changer for many couples!)
**Learn more about Mikelann at:
@seattlemoneycoach on all social media platforms**
https://seattlemoneycoach.com
Learn more about working with Carrie at:https://www.sfmoneycoach.com/ Connect with me on Instagram! https://instagram.com/sfmoneycoach
Mentioned on the show
SFmoneycoach.com/membership
MoneyMinder: Simple Accounting Software
The Women’s Earning Institute
Why Women Earn Less: How to Make What You're Really Worth
What do you feel when you think about money? What about your ability to build wealth? If you desire more but aren’t sure how to get there, you aren’t alone. Many women struggle with managing their money and living up to their financial and personal potentials, but you don’t have to stay stuck there. In this episode, I’m bringing you a conversation with Barbara Huson, a financial therapist, wealth coach, seven-time bestselling author on women and finance, and one of my long-time personal mentors to show you how. We’re diving into what’s REALLY influencing your thoughts and behaviors around money, what to focus on as you work towards having more than enough of it, and the 3 steps you can start taking TODAY on your path to wealth building (even if you’ve been ignoring money your entire life!)
What you’ll learn:
- Why looking at THIS is key to dismantling your biggest money mindset blocks
- The 3 levels of financial development and how to move through them
- How Barbara uses neuroscience in her work to help women reach their financial goals faster
- The difference between how men and women process financial information
- How generational trauma plays a role in your ability to reach your financial goals
- THESE simple daily, weekly, and monthly habits will help you start changing your financial future
Mentioned on the show:
Prince Charming Isn't Coming
Rewire for Wealth
Jean Chatzky, Newsletter
Her Money with Jean Chatzky, Podcast
www.barbara-huson.com
Learn more about working with me at:https://www.sfmoneycoach.com/ Connect with me on Instagram! https://instagram.com/sfmoneycoach
