CFO at Home

151. Money and Relationships - Establishing Healthy Boundaries


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All this month on CFO at Home, the focus is on Money and Relationships. Have you ever loaned money to a friend or family member, only to find yourself regretting it later? Have you struggled with saying no or setting limits in relationships, both personal and financial? If so, stick around for this episode and check out Vince's conversation with Heather Claus. Heather is an educator, coach, and author of the book "Take No Sh*t" – Build better relationships through discovering, creating and maintaining healthy boundaries in three (sometimes five) simple steps. Heather shares her personal experiences and the lessons she learned about the importance of setting boundaries, breaks down the six types of boundaries and shares tips about establishing healthy boundaries, particularly in relation to money. Learn more about Heather and her book at My.Curiouser.Life

Show Notes:

(00:00) Introduction to CFO at Home's new financial coaching and education services

(02:50) Heather Claus's background and the impetus behind her book on boundaries

(5:56) The six types of boundaries and their overlap with financial well-being

(7:04) The nuances of material boundaries and the psychology behind lending money

(8:08) Strategies for setting boundaries with family members, including parents

(30:10) The relationship between self-esteem and establishing boundaries

(34:22) The importance of being true to oneself in relationships and financial matters

(42:00) Heather's approach to coaching and the wealth of resources available on her website

Ways to contact/follow:

  • Curiouser.Life

Contact the Host - [email protected]

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CFO at HomeBy Vince Carter

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