Take Back Retirement

68: Energetic Resources and Your Financial Journey with Stacey Stern


Listen Later

"[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)

If you like what you've been hearing, we invite you to subscribe on your favorite platform and leave us a review. Tell us what you love about this episode! Or better yet, tell us what you want to hear more of in the future. [email protected]

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

Follow Stephanie on Twitter, Facebook, YouTube and LinkedIn.

Follow Kevin on Twitter, Facebook, YouTube and LinkedIn.

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

Take Back RetirementBy Stephanie McCullough & Kevin Gaines

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

18 ratings


More shows like Take Back Retirement

View all
Freakonomics Radio by Freakonomics Radio + Stitcher

Freakonomics Radio

32,246 Listeners

Planet Money by NPR

Planet Money

30,609 Listeners

Marketplace by Marketplace

Marketplace

8,801 Listeners

Afford Anything | Make Smart Money Choices by Paula Pant, Personal Finance Expert | Cumulus Podcast Network

Afford Anything | Make Smart Money Choices

3,565 Listeners

The Stacking Benjamins Show by StackingBenjamins.com | Money Podcast | Cumulus Podcast Network

The Stacking Benjamins Show

2,000 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,312 Listeners

Retire Sooner with Wes Moss by Wes Moss

Retire Sooner with Wes Moss

454 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

543 Listeners

ChooseFI by ChooseFI

ChooseFI

5,156 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

752 Listeners

The Rob Berger Show by Rob Berger

The Rob Berger Show

200 Listeners

The Long Term Investor by Peter Lazaroff

The Long Term Investor

145 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

1,062 Listeners

The Mel Robbins Podcast by Mel Robbins

The Mel Robbins Podcast

20,222 Listeners

The Great Retirement Debate with Ed Slott & Jeffrey Levine by The Great Retirement Debate with Ed Slott & Jeffrey Levine

The Great Retirement Debate with Ed Slott & Jeffrey Levine

139 Listeners