Beyond the Headlines: Finding Financial Clarity and Hope in Changing Times At a recent financial education workshop I was asked, “How do we prepare financially for all the f**ery coming with the new administration?” My initial gut reaction was to clench because I have no idea what’s coming and I want to protect my clients, myself, and most of all my family, from any negative financial consequences. Continue Reading →
Beyond Financial Freedom: Finding Purpose, Balance, and Community Financial independence is a goal many strive for, but what happens after achieving it? Continue Reading →
The Power of Belonging: Reflections from the SER Summit There is something beautiful and powerful about having a strong sense of belonging. Continue Reading →
Beyond Capitalism: Rethinking Money, Meaning, and What It Means to Have Enough Ever wondered about the trade-offs that truly make sense for your life? In a world pushing us to constantly pursue more, it’s important to pause and reflect. How do you navigate defining ‘enough’ in your life amidst societal pressures? Let’s dive into a conversation about finding balance and fulfillment. Share your thoughts—it’s a journey worth exploring together. Continue Reading →
From Musician to Financial Activist: One Advisor’s Journey Toward Economic Justice leo freeman never imagined he’d end up as a financial advisor. Continue Reading →
3 Reasons Self-Care Supports Social Justice Work Have you ever felt torn between pursuing social justice causes while also trying to practice self-care? Continue Reading →
Regulated nervous systems, solidarity, and science fiction Hello from Tenochitlan, my home in Mexico City, I had a set of difficult conversations yesterday related to money, activism, the financial services industry, and my own sense of power as an individual. Continue Reading →
Culturally Aware Money Coaching Culturally aware money coaching creates the environment for financial wholeness and empowerment. The comments below are why we need it. Continue Reading →
Money as Medicine People come to me because they’re stressed and they sense money is the reason. Continue Reading →
Meeting the Business Cycle as a Pre-schooler In the past few months I’ve seen continued online conversations of inflation, recessions, and angst – understandably given all the changes we’re experiencing. My wish for you is that you live a life that is only marginally impacted by the business cycle, including inflation, deflation, recessions, and yes, even growth. Continue Reading →
