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Welcome back to the Smart & Soulful Money® Podcast: the Aligned Inheritor Series! Today we're focusing on exploring and naming what you want to move away from and what you want to move toward in your money life. I've provided a helpful worksheet you can download to guide you in this process.
Tune in to hear about:
- Prompts and examples to help you name three things you want to move away from and three things you want to move toward
- A personal story from Carrie about her experience with this process
RESOURCES MENTIONED IN THIS EPISODE
Download the "Moving Away from & Moving Toward" Worksheet
Learn more about Bari Tessler (books & offerings)
Learn more about working with Carrie
Follow Carrie on Instagram
Listen to Episode 18: The Aligned Inheritor - Navigating Relationships with Communication
Sign up to receive updates on the podcast
Check out Carrie's Blog
By Carrie B. VanWinkle, CFP®5
33 ratings
Welcome back to the Smart & Soulful Money® Podcast: the Aligned Inheritor Series! Today we're focusing on exploring and naming what you want to move away from and what you want to move toward in your money life. I've provided a helpful worksheet you can download to guide you in this process.
Tune in to hear about:
- Prompts and examples to help you name three things you want to move away from and three things you want to move toward
- A personal story from Carrie about her experience with this process
RESOURCES MENTIONED IN THIS EPISODE
Download the "Moving Away from & Moving Toward" Worksheet
Learn more about Bari Tessler (books & offerings)
Learn more about working with Carrie
Follow Carrie on Instagram
Listen to Episode 18: The Aligned Inheritor - Navigating Relationships with Communication
Sign up to receive updates on the podcast
Check out Carrie's Blog