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.

Ep 17: The Aligned Inheritor: Finding Your Voice on Your Financial Journey

Oct 12th, 2021 24m 19s

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 financia

Susan Bradley - Author of "Sudden Money: Managing a Financial Windfall" Talks Navigating Change in Money and Life

Apr 2nd, 2021 58m 11s

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

Christine Kane - The Soul-Sourced Entrepreneur: A Conversation with Author and Founder of Uplevel You™

Mar 11th, 2021 1h 1m

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? Chri

Esther Park - Capitalism: Reformation or Revolution? A #NoRegrets Approach to Regenerative Investing, and Philanthropy

Nov 12th, 2020 54m 10s

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? Ho

Stacy Parson - Full Spectrum Leadership, Activism and Embodying Our Power

Sep 1st, 2020 40m 11s

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

Sara Loving - Banking for Change: How Better Banking Options Help Us Create Positive Impact

Jun 18th, 2020 43m 57s

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

Joel Solomon - The Clean Money Revolution: Reinventing Power, Purpose, and Capitalism

Apr 8th, 2020 1h 12m

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 hi

Jenn Pryce - How the Sustainable Development Goals Help Focus Our Efforts to Create More Positive Impact

Mar 4th, 2020 48m 27s

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 i

Jacque Saltsman - How Living Our Values Changes Our Life

Jan 28th, 2020 42m 53s

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 u

Jacquette Timmons - The Author of "Financial Intimacy" Talks About How It's Really 'More Than Money' When It Comes to Our Challenging Financial Behaviors and What We Can Do About It

Dec 31st, 2019 1h 6m

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 ma

Barbara Huson - Women's Relationship with Power and Money and How It Can Be the Foundation of Our Sacred Success

Dec 5th, 2019 53m 56s

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

Kathryn Buford - How B Corps Are Taking a Stand for Better Ways of Doing Business Which Address Equity, Inclusion & Positive Social and Environmental Impact

Nov 7th, 2019 43m 10s

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 mai

Bari Tessler - How the Art of Money Approach Helps You Transform Your Relationship with Money

Oct 14th, 2019 1h 11m

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 mon

Anne McKune - How to Create a Mission Statement to Focus Your Philanthropy and Charitable Giving

Oct 9th, 2019 48m 29s

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 t

Trisha Finnegan - How Impact Investing and Philanthropy Work Together in Your Money Life

Oct 2nd, 2019 50m 37s

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 ov

How the Empower Your Money for Good™ Framework Helps You Bring Your Values into Your Money Life

Sep 24th, 2019 40m 14s

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 t