I sat down with Holly Ruxin, a visionary in the world of financial empowerment and ethical investing. Holly's journey is both inspiring and instructive, starting from her early days in a conventional finance career to becoming a leader in values-driven investment strategies. 

 

We begin by exploring Holly's professional background and the milestones that led her to question the status quo of traditional finance. Holly shares compelling stories from her career, highlighting the moments of disillusionment and awakening that directed her towards a path of ethical investing. 

 

Throughout our discussion, Holly opens up about the challenges and rewards of prioritizing ethics in a profit-driven industry. She discusses her experience teaching others about financial empowerment and architecting freedom through money, and aligning finances with your values. 

 

Through hearing Holly’s money stories, you'll walk away with a deeper understanding of how to manage your finances responsibly while also making a meaningful difference.

Key Topics:

1. Equating personal freedom with earning and tracking money at a young age
2. Using money to take charge of your own destiny
3. When Holly first fell in love with economics and followed her intuition on that
4. Striving to bring money conversations out of the dark
5. Learning that money is an energy and using that to inform savings and investment decisions
6. The investments and purchases that didn’t work out as planned
7. The spiritual awakening that moved Holly to leave Wall Street for good
8. How to architect your own freedom with money math
9. Giving back to yourself energetically to meet shifting and changing needs
10. Being very intentional about money conversations around kids
11. Teaching others that money is love 
12. Giving others permission to be braver and feel like they belong 

Connect with Holly online:

 

Website: https://www.montcalmtcr.com/our-story

LinkedIn: https://www.linkedin.com/in/hollyziegelruxin/

Instagram: @montcalmtcr

Find more from Syama Bunten:

Instagram: @syama.co, @gettingrichpod

Website: https://scalingretail.com/, https://syamabunten.com/

Youtube: https://www.youtube.com/scalingretailconsulting