Art of Abundance with Leisa Peterson

It is my sincere pleasure to introduce you to financial therapist, Dr. Brad Klontz on today’s podcast.  I’ve been a big fan of Dr. Klontz’s work since reading the book he co-authored with his father, Dr. Ted Klontz, Mind Over Money.

You can also watch the video of our conversation by clicking here:  https://youtu.be/zyKxu2aGTY0

During our call, we discuss our experiences of assisting people with their money challenges and this is one powerful conversation that will leave you thinking about money in new and transformational ways.  Listening to Brad talk about the lack of focus when it comes to traditional therapy and money is going to blow your mind just like it did mine.  Brad is also a financial advisor and so his expertise is unusual and inspiring — giving all of us hope about the future of money and how we can take greater responsibility to create the life we really want to be living.  

You can learn more about Dr. Klontz by going to his website:  www.Yourmentalwealth.com and also checking out his funny, financially educational and super inspiring YouTube channel.

Bradley T. Klontz, Psy.D., CFP® is a Founder of the Financial Psychology Institute® and an Associate Professor of Practice in Financial Psychology at Creighton University Heider College of Business. He is a Managing Principal of Your Mental Wealth® Advisors, a Fellow of the American Psychological Association, and a Former President of the Hawaii Psychological Association. 

Dr. Klontz has been a columnist for the Journal of Financial Planning, On Wall Street, and PsychologyToday.com and has co-authored/co-edited five books on the psychology of money.

The post AALP 212 – Transforming Your Money Beliefs with Dr. Brad Klontz appeared first on Wealth Clinic.

Today’s conversation is with Pete Krull who is a financial advisor specializing in socially and environmentally responsible investing.  We both share the important of being mindful about how you invest your money and during this conversation we discuss ways you can take that extra due diligence step and work to align your investments with your core values and beliefs.

During our conversation, you’ll learn:

-How Pete created his dream business after leaving the regular world of financial advising,

-Why’s and How’s to ensure your investing approach matches your values,

-Things to know when it comes to socially responsible investing,

-What a “B-corp” is and why Pete made the decision to become one, and much more!

Pete Krull is the CEO & Director of Investments at Earth Equity Advisors in Asheville, NC. The firm that Pete founded in 2004 is a leader in socially and environmentally responsible investing – they help their clients align their investments with their values. Pete was selected as a member of the 2018 Investopedia 100 list of the 100 most influential financial advisors in America. Earth Equity advisors is a Certified B Corp and has received the Best for the World designation for three straight years. The firm manages about $80 million for clients in 22 states and works with individuals, trusts, retirement plans, non-profits and institutions. In addition to their own clients, Earth Equity Portfolios are offered on the TCA by E*Trade and Folio Institutional SMA platforms.

To learn more about Earth Equity Advisors, Click here 

Pete’s personal blog can be found here:  www.intentionalassets.com

The post AALP 211 – Socially Responsible Investing with Peter Krull appeared first on Wealth Clinic.

I am excited to share my latest interview about empowering your relationships with Tracy Crossley. Tracy is a Behavioral Relationship Expert and Pattern Buster whose work centers on emotional connection—with ourselves and others.  She helps people get out of their head to uncover the belief system that drives their behavior, then guides them through emotionally-driven actions to break the patterns that keep them stuck.

During our conversation, Tracy shares how she helps her clients and some tips you can use to improve your relationships starting today.

Tracy started coaching 8 years ago, when she became a Love Coach. Having gone through challenging and dysfunctional relationships, she knows the importance of being true to yourself, and changing the damaging patterns of deep seated negative beliefs.  Tracy specializes in helping clients reclaim their power by gaining confidence and finding out who they truly are and what they really want from life.  She encourages clients to get out of their heads and focus on their deep intuitions instead.  By enabling them to identify on a deeper level with their core beliefs, they can then eliminate those beliefs and learn how to self love.

As someone who struggled with insecure attachment issues for most of her life, Tracy shares her experiences with equal parts empathy and humor. She’s been there, and knows how much is available to those who refuse to settle. The work she does leads to self-acceptance, emotional freedom and a more authentic life. Learn more about Tracy and the work she does.

To learn more about Tracy and her courses and programs, go to:  www.tracycrossley.com

The post AALP 210 – Empowering Your Relationships with Tracy Crossley appeared first on Wealth Clinic.

So excited to share this absolutely fabulous interview with Dana Wilde!  You DO NOT want to miss this one…

Dana Wilde is the bestselling author of Train Your Brain and featured in the movies The Abundance Factor, The Truth About Prosperity, and Dream Big. After growing her own business from zero to a million dollars a year in under 19 months, Dana can teach you how to make money by being happy and get paid for being YOU!

With nearly 100,000 followers in 68 countries, she affects lives daily on The Mind Aware Show, where she reveals how to intentionally and systematically change your mindset so you get better outcomes.

During our conversation Dana is sharing a wealth of information to help you change your life for the better including:

-The ONE THING all successful people have in common.

-The exact process that leads to life changing benefits that only takes a few minutes a day!

-Four steps you can take to get your mind working on creating more abundance and prosperity in your life.

-and much more!!

Get the Train Your Brain full 7+ hour audio training as a gift from Dana!!!

Go to www.danawilde.com/leisa to get access to your download

The post AALP 209 – Training Your Brain For Abundance with Dana Wilde appeared first on Wealth Clinic.

With years of experience, CFP, Bridget Grimes repeatedly witnessed female executives and managers fall prey to common financial pitfalls.  Despite their high-earning power, she saw women, often with little time to spare, reward themselves with retail therapy, failing to focus on their long-term financial health.  Bridget also observed financial advisors failing to account for situational considerations (like, underearning and time away from work) that are specific to women.

Compelled to help women take the reigns of their financial fate and helping them to live the life they deserve, Bridget identified the four common financial derailers women must know.  They are:

Prioritizing what you want

Cash Flow Management

How you Manage your Career for the life you want

Having a Plan

During our conversation, Bridget and I discuss the disparity between the salaries of men and women; the shame and anxiety regarding finances; how writing down goals will increase your odds of reaching them; and tips for finding a great CFP.

To change your financial fate, go ahead and purchase Bridget’s book, Corner Office Choices.  You can connect with Bridget by visiting: www.wealthchoice.com.

Bridget Grimes, CFP® is the President of WealthChoice, a boutique financial life planning firm for women executives, and Co-Founder of Equita Financial Network, a collaboration of women-led financial planning firms.  She is also author of the Best Seller Corner Office Choices: The Executive Woman’s Guide to Financial Freedom. She believes in empowering women through education, collaboration, and support so that they have the confidence to take action for a better life.

The post AALP 208 – Executive Women’s Money with Bridget Venus Grimes appeared first on Wealth Clinic.

During our conversation you’ll learn:

Jennifer Longmore, Forensic Investigator turned North America’s Soul Purpose Expert, is the internationally acclaimed host of “Soul Purpose Central,” 3-time best selling author, and creator of the popular Spiritual Leadership and Legacy Program and Heal Your Money Story Intensive. For over 15 years she has been helping people remember who they really are through over 30, 000 soul purpose sessions, including the who’s-who of actors, professional athletes, CEO’s of leading companies, and other influential luminaries.To learn more about Jennifer, visit www.souljourneys.ca

***If you enjoy this episode be sure to listen to Leisa’s new show, Mindful Millionaire with Leisa Peterson***

The post AALP 207 – Akashic Records and Money with Jennifer Longmore appeared first on Wealth Clinic.

Today’s conversation is with my good friend, Theresa Fowler who has written two books oriented to self-love and taking better care of yourself.  During our conversation, she shares some helpful tips she uses in her daily life that have helped her go through tremendous changes over the past 10 years.  Theresa and I also talk about how to take good care of yourself when that is the opposite of what you’re wanting to do — instead how can you turn things around when you’re feeling down and more inclined to give yourself a hard time.

To give you some background, Theresa is an author, mentor, energy worker, international speaker and intuitive self love and joy creator. Theresa began her journey into personal development and spirituality almost 10 years ago at the age of 43, when she heard a message from the divine to get healthy while standing at her father’s graveside — at the time she was a 60-a-day smoker, heavy binge drinker and an obese type 2 diabetic. Now after years of course work, self study and research, she has made it her life’s purpose to support leaders in putting themselves first so that they consistently feel self love and project their joy.

Theresa recently published her second book, Breakdowns to Breakthroughs: The 7 Secrets You Need To Know To Love Yourself. You can order the book on Amazon.

The post AALP 206 – Tips for Better Self Care with Theresa Fowler appeared first on Wealth Clinic.

Today’s guest is Jonathan K. DeYoe who is a California-based financial adviser and a longtime Buddhist practitioner.

By listening in, you’ll learn:

-The 3 critical decisions Jonathan had to make to get his life back on track. 

-The connection between happiness and money.

-Considerations for anyone looking to work with a financial advisor.

-How to create more peace of mind when it comes to money and investing.

Jonathan spent his first six of twenty years as a financial adviser working for Wall Street firms. Seeking to create a more independent platform, he started DeYoe Wealth Management with 6 clients in 2002. Today, the firm manages nearly $300 million for just over two hundred families and non-profits. He says, “I do my best face-to-face work in that place of hope for a better future, where love and money overlap.”

Jonathan started HappinessDividend.com as a way to provide his brand of behavioral wealth education and advice to a broader audience through a digital platform. There is a ton of free content, worksheets, videos, and e-classes. There are also planning and aggregation tools for the DIY crowd and a digital advisor that marries Jonathan’s management process with YOUR portfolio philosophy (Low-Cost; Outperform; or Social Responsibility).

Perhaps most importantly, Jonathan keeps a long-term perspective that is missing from the day to day market and economic data. He writes and speaks regularly in an effort to reduce the noise and bring a calming influence to the craze of financial media. His written work can be found in Business Insider, Huffington Post, Yahoo! Finance, SF Business Times, The Wall Street Journal, The Motley Fool, NerdWallet, and MindBodyGreen. He speaks regularly at Universities and Conferences, corporate all-hands meetings and non-profits fundraisers.

His twin goals are to help busy people lead more meaningful lives and to spread the benefits of regular mindfulness practice for both well-being and better financial outcomes.

Jonathan lives in Berkeley with his wife and two children. His book, Mindful Money: Simple Practices for Reaching Your Financial Goals and Increasing Your Happiness Dividend is available in local book stores and, of course, on Amazon.

Learn more at http://happinessdividend.com/mindfulmoney

The post AALP 205 – Mindful Money with Jonathan DeYoe appeared first on Wealth Clinic.

Excited to introduce you to my new friend Lisa Fraley!  We both share a passion for using the chakra system to help you with your business and finances.  Today you can listen to us talk about the chakras and how Lisa uses them to help 1,000’s of business owners improve their effectiveness with better legal protection.  Her methods are quite fascinating and I know you’re going to be really glad you listened to this conversation.  

I can’t wait to hear what you takeaway from it!  

XOXO, Leisa

More about Lisa:

Lisa Fraley, JD, is an Attorney, Legal Coach®, Speaker and #1 Best-Selling Author of Easy Legal Steps…That are Also Good for Your Soul. She’s also the host of the “Legally Enlightened” podcast on iTunes. She’s a frequent legal expert on over 250 webinars and podcasts including top-ranked “Entrepreneur on Fire”, and she’s spoken at live events for Jonathan Fields, Mike Koenigs, Carolin Soldo, Health Coach Institute, The Health Coach Group, and others, taking stage alongside Gabrielle Bernstein, Kris Carr, and many of today’s thought leaders.

Lisa’s mission is to help small business owners understand that the law can be accessible, empowering, loving, and even spiritual. As a Holistic Lawyer®, Lisa blends her legal expertise and caring health & life coaching skills to help thousands of heart-centered entrepreneurs to protect their businesses and brands with contracts, disclaimers, trademarks and more. She shares her “Legal Love” through DIY legal templates, online courses and 1:1 services and is known for aligning legal steps with the chakras. Join the Legal Love tribe and receive free legal tips at www.lisafraley.com

The post AALP 204 – Legal-Ease and the Chakras with Lisa Fraley appeared first on Wealth Clinic.

Today’s guest is Anahata Ananda who will be guiding us through the 6 Steps to Quantum Manifesting — a wonderful crown chakra opening practice that will inspire you to create the things you’d like more of in your life.

Blending the compassion and tenderness of an Angel and the wisdom and strength of a Shaman, Anahata Ananda guides profound journeys of healing and awakening. Sedona’s prominent Shamanic Healer and Soul Guide artfully integrate the fields of Spirituality, energy healing, self-empowerment, shamanic teachings, emotional release, quantum manifestation, couple/family dynamics and visualization techniques.

Those seeking spiritual awakening, transformational healing, soul guidance, relationship counseling or body/mind/soul rejuvenation choose from a wide range of private tailored sessions, sacred land journeys, inspirational workshops, group retreats or online courses.

Anahata is the founder of Shamangelic Healing based in Sedona, Arizona making this the perfect setting for healing and expansion.

For detailed descriptions of her Shamangelic healing services visit www.ShamangelicHealing.com

TO ACCESS FREE GIFTS FOR LISTENERS!!! 

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