Category Archives: Psychology of Money

RISK: Managing, Accepting, and Embracing

“Most men either compromise or drop their greatest talents and start running after, what they perceive to be, a more reasonable success, and somewhere in between they end up with a discontented settlement. Safety is indeed stability, but it is … Continue reading

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You Can’t Move Forward until You Do This

Sing it with me, you can pick from the Disney movie Frozen, “Let it Go” or The Beatles’ freeing tune, “Let it Be.” You see, as a financial planner and confidant, I’ve met so many people who very much want … Continue reading

Posted in Budgeting, Goals, Living the life of your dreams, Personal Finance with a twist, Psychology of Money, Saving, Tackling debt | Tagged , , | 3 Comments

Hate Budgeting? Steps 9-12 Solidify A New, Joyful Path

The I HATE Budgeting (But I Like Having Money) wrapped up the 12-Step program, learning the final 4 steps to changing their relationship with money from (even mildly) dysfunctional to hopeful, intentional and – dare I say – joyful. While … Continue reading

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Hate Budgeting? Take Step 2: Acknowledge a Higher Power & Ask for Help

Over this past summer I decided that the I HATE Budgeting (But I Like Having Money) support group would use the 12 steps used by other support groups. The 12 steps were designed for those struggling with addiction. In applying … Continue reading

Posted in Budgeting, Faith & Finances, Goals, Money & Spirituality, Personal Finance with a twist, Psychology of Money, Saving, Tackling debt | Tagged , , , | 1 Comment

Did You Get a Flat Tire on the Road to Financial Wellness?

I met with a client the other day who was simply trying to pull up his most recent 401(k) statement for me to review and, forgetting his password, got sucked into Log-In-Reset- Password-Hell. I have another client who was supposed … Continue reading

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104 Ways to Feel Better About Your Financial Situation

In a nod to a wonderful post titled 101 Ways to Feel Better About Your Recent Weight Gain I am offering my 104 ways to feel better about your finances. This too shall pass. Even if it takes a long time, … Continue reading

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Creating & Maintaining Healthy Financial Boundaries

“You have to try tough love.” “Don’t be an enabler.” “I’m scared he won’t survive without my help.” “We’re all doing the best we can.” “We can’t afford that!“ “The heart has its reasons which reason knows nothing of.” ~ … Continue reading

Posted in Budgeting, Goals, Money in relationships, Personal Finance with a twist, Psychology of Money | Tagged , , | 1 Comment

How Women Navigate The Belief That “Money Means Security”

“Our beliefs are the invisible ingredients in all our activities.” ~Wayne Dyer I have a few women business friends who gather monthly to discuss goals, struggles and achievements. We serve as each other’s cheerleaders, coaches, and/or accountability partners. Two of … Continue reading

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Plugging the Leaks in Your Financial Boat

Some years ago I heard Dr. Wayne Dyer talk about the children’s song, “Row, row, row your boat.” He went on to explain that the song provides a succinct and sweet guide to life: “Row, row, row (don’t try to … Continue reading

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Don’t Trip Over The Thin Line Between Thrift and Greed

My Mom had beautiful, long nails that she frequently painted a deep red but I don’t think she ever had a a proper manicure at a salon; that would be too much of a luxury. Every year, on the day … Continue reading

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