“[A wise money decision is] one that honors yourself. And to really honor yourself, you need to know yourself, to know who you are and what your values are, and know that your self is not one set entity or one personality set in stone.”

 

With over 18 years of experience as an executive coach, Stacey Stern joins Take Back Retirement to share her unique approach to navigating life transitions and finding more meaning, impact, fulfillment, joy, and peace of mind. Our hosts Stephanie McCullough and Kevin Gaines dive into her journey into coaching, how she works with a wide range of clients, and her insights on overcoming money stress.

 

They explore the concept of energetic resources and how they play a role in our perceptions and experiences with money. Stacey introduces us to the Energy Leadership Index Assessment (ELI) and how it helps clients gain insight into their beliefs and values, allowing them to make better decisions and manage stress more effectively. They also discuss the impact of gender inequity and early childhood messages on our ability to charge what we're worth.

 

Stick around as they tackle the importance of managing money stress and mental health by using tools and tips to help you identify energy drainers, delegate worry, and 'dilute' tasks for a more enjoyable life experience.

 

 

Resources:

• StaceyStern.com
• ELI Assessment

 

 

Key Topics:

• How Stacey Arrived to Her Line of Work (02:41)
• Exploring Money Stress (09:24)
• Risk Tolerance Questionnaire (21:39)
• The Often Surprising Results Behind the Energy Audit (32:42)
• How Stacey Defines a Wise Money Decision (43:38)
• Stephanie and Kevin’s Wrap-up (46:13)

 

 

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You can find the transcript and more information about this episode at www.takebackretirement.com.

 

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