Emotional Money Coach

Why Your Firm Needs an Emotional Money Coach

You might be wondering why your financial firm needs an emotional money coach (or what that even means.) As an advisor, you’re passionate about growing your clients’ wealth so they’re comfortable in retirement. They’re not worried about running out of money and able to enjoy their golden years. Some of your clients get it. They max out their contributions and …

I’m Banning the Budget

I’m banning the budget! Yes, you heard me right, I am banning the B-word from my vocabulary. Words are powerful. Words are loaded with meaning. And the word “budget” is loaded with negative connotations. When I ask my clients what comes to mind when I say “budget,” here’s what they say: “Discipline.” “Restriction.” “Deprivation.” “No fun.” It’s a wonder that …

Trying to Look Rich vs being rich

Trying To Look Rich Versus Being Rich

There’s a huge difference in trying to look rich versus being rich. The term “rich” is subjective and we can argue over exactly what that means. I really love the definition of rich that Jen Sincero gives in her book, You are a Badass at Making Money. “RICH = Able to afford all of the things and experiences required to …

5 Things You Didn’t Know About Medical Bills

Top 10 Money Mistakes Creative Entrepreneurs Make

Here are the top 10 money mistakes creative entrepreneurs make when starting their own businesses: Not Getting Your Personal Finances in Order. Why it’s a mistake: If you don’t ensure your personal finances are rock solid, it will directly impact the success of your creative venture. Why? Although we hear financial experts tell us to keep our business and personal finances …

What to Do During Your Weekly Money Date

Other money gurus preach the practice of holding a monthly budget meeting, but not me! I much prefer my clients have a weekly “money date” instead. Why? If you’re only checking in with your money progress on a monthly basis, you have the opportunity to get way off track. By doing this weekly, you’re more in tune with your money …

How Do I Get My Wife to Stop Spending Money

How Do I Get My Wife to Stop Spending Money?

You open your monthly credit card statement and almost faint when you see the total. Oh. My. God. How do I get my wife to stop spending money? There must be some mistake, right? As your shock subsides, anger rushes into take its place. “Honey! Get in here!” you bellow. The dreaded monthly credit card fight is about to begin. …

Grow Your Biz with a Quiz

Grow Your Biz with a Quiz

As an entrepreneur intent on growing your engagement online, you might be wondering if you can grow your biz with a quiz… Maybe, like me, you’ve noticed how many people love taking quizzes and sharing their results on social media. It’s been over a year since the nice folks at Interact contacted me to test drive their quiz creation platform. …

forget your money

Did You Forget Your Money?

A strange phenomenon occurs for a high percentage of my coaching clients when they work with me… They find money they forgot they even had! You might be saying to yourself, “Oh that must be nice to have so much money that you forget about some of it! That definitely would NOT happen to me.” I wouldn’t be so sure …

The Best Budget App for Couples

How do you find the best budget app for couples when there are so many choices available? Almost every major bank, and even small credit unions, are offering a budgeting function as a part of their online banking system. And of course, there are the most popular third-party budget apps like Mint, YNAB (You Need a Budget), and Every Dollar. …