Your Money, Your Rules | Money Mindset, Money Management, Abundance Mindset, Budgeting, Spirituality

112 | How to Have Your Financial Team Work for You: Wealth Management Made Simple


Listen Later

Too many women in business walk out of meetings with their CPA, bookkeeper, or financial advisor feeling confused, unseen, or like they’ve lost a piece of their power. In this episode, I am breaking down why that happens—and what to do about it.

You’ll learn how to reclaim your authority in financial conversations, regulate your nervous system before stepping into money decisions, and create partnerships with your financial team that actually support your goals and values.

We explore:

  • How women are conditioned to defer financial decisions to “more qualified” experts
  • The role of financial trauma and nervous system dysregulation in fawn, freeze and flight
  • Subtle signs you’re giving away your power (like nodding along when you’re confused or agreeing too quickly)
  • How to ground yourself before financial meetings and ask questions that create true clarity
  • Why your financial team should be working with you—not above you

If you’ve ever felt like your voice disappears in financial conversations, this episode will help you reconnect to your intuition and step back into the role of CEO—of your business, your body, and your money.


Want to learn more or connect with me?


Step 1: Join my Facebook Community.

➡️ Join here

Step 2: Grab your free Human Design chart

➡️ Get your chart here

Step 3: Work with Me

➡️ Schedule your free clarity call here


From my soul to yours,

Erin

...more
View all episodesView all episodes
Download on the App Store

Your Money, Your Rules | Money Mindset, Money Management, Abundance Mindset, Budgeting, SpiritualityBy Erin Gray | Wealth Coach, Former CFP and CFO

  • 5
  • 5
  • 5
  • 5
  • 5

5

27 ratings


More shows like Your Money, Your Rules | Money Mindset, Money Management, Abundance Mindset, Budgeting, Spirituality

View all
The Daily by The New York Times

The Daily

112,482 Listeners

Money For Couples with Ramit Sethi by Ramit Sethi

Money For Couples with Ramit Sethi

3,387 Listeners

ADHD Money Talk by David DeWitt, CFP®

ADHD Money Talk

40 Listeners

Healthy Love and Money by Ed Coambs - Therapy-Informed Financial Planning™

Healthy Love and Money

17 Listeners

The Fintech Playbook by Austin Carroll

The Fintech Playbook

0 Listeners