In this conversation, I explore the psychological barriers that clients face in making financial decisions, emphasizing the role of emotions and limiting beliefs. Through real-life examples, I illustrate how these factors lead to self-sabotage and offer a framework for financial advisors to help clients recognize and overcome these patterns. This discussion highlights the importance of understanding the emotional underpinnings of financial behavior and provides practical tools for fostering healthier relationships with money.

00:00 Understanding Client Fear and Self-Sabotage

11:12 Transformative Coaching: A Case Study

13:26 The Money Narratives Clearing Method

18:36 Recognizing Patterns and Limiting Beliefs

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Reveal and Heal The Inherited Money Patterns Keeping You Stuck with the 5 Hidden Money Beliefs Framework Guide

his conversation, Jazze Jervis and I explore the significant shifts occurring in the economy and society, driven by planetary changes. We discuss how these shifts impact our understanding of money, power, and personal value, emphasizing the importance of humaneness, visibility, and nervous system regulation in navigating these changes. Our conversation encourages you to embrace curiosity and authenticity as you adapt to the evolving landscape of business and personal growth.

00:00 Entering the New Economy

01:56 Planetary Shifts and Their Impact

06:59 Navigating Changes in Business and Life

15:56 The Importance of Humaneness in Business

24:51 Visibility and Authenticity in the New Era

32:12 Nervous System Regulation and Decision Making

42:34 Curiosity and Action in 2026

Watch the 20 Minute Loom Real Time Video on How I built my own personalised AI Money Coach

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Check out the Energy Guide here

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Reveal and Heal The Inherited Money Patterns Keeping You Stuck with the 5 Hidden Money Beliefs Framework Guide

Disclaimer: Educational only, not financial advice. Do your own research and seek regulated advice where appropriate. This podcast contains affiliate links. If you make a purchase through these links, I may earn a small commission at no additional cost to you. I only recommend what I truly believe in.

ught: will people still want to hear from me when AI can give them information instantly? I felt panic - who am I if I'm not a content creator? If you've been feeling that uncertainty too, this episode will completely reframe everything, because it's not really about AI at all. Maybe you're worried AI will replace you or your clients won't need you anymore. Here's what I want to explore - what if this is about something we've been avoiding our entire lives: uncertainty. We spend so much time creating certainty in our careers, finances, and identities, then AI reminds us none of this was ever certain to begin with. Today, I'm diving into why uncertainty equals danger in our nervous systems, how every moment of expansion came through uncertainty, and the three Rs to navigate this threshold - release your performance-based identity, reconnect to your inherent worth, and reclaim your irreplaceable humanity, because AI isn't stealing your identity, it's revealing how you relate to uncertainty itself.

00:00 Navigating Identity in the Age of AI

08:07 Embracing Uncertainty for Growth

17:43 Practices for Managing Uncertainty

24:37 Reclaiming Your Humanity in an AI World

30:27 Building a Relationship with AI

Learn more about the 3 Prompts Framework Here - AI Dream Team Playbook

Watch the 20 Minute Loom Real Time Video on How I built my own personalised AI Money Coach

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Listen to me interview Natalie about AI and the future of money here

This post contains affiliate links. If you make a purchase through these links, I may earn a small commission at no additional cost to you. I only recommend what I truly believe in and have completed myself.

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Reveal and Heal The Inherited Money Patterns Keeping You Stuck with the 5 Hidden Money Beliefs Framework Guide

The way you've been relating to money is about to fundamentally shift, not because of what AI can do, but because of what it's forcing you to feel. Maybe you're overwhelmed by AI, worried about being replaced, or anxious about putting financial information into something that might not be secure. Here's what I've discovered - that fear isn't really about AI at all. When I first started using AI around money, my entire body felt incredible fear: would people still need me? But all those AI fears - will it replace me, am I techie enough, which tool should I choose - they're the exact same money fears that have been showing up for years, just in a new disguise. Today, I'm exploring why AI is holding up a mirror to our three core beliefs about productivity, worth, and scarcity, how to use AI safely without exposing personal information, and why the real question isn't "will AI replace me" but rather "what becomes possible when I stop replacing my humanity with productivity."

00:00 The Emotional Impact of AI on Money Management

03:31 Practical Tips for Using AI Safely

08:29 Understanding the Root of AI Anxiety

10:19 Core Beliefs About Worth and Productivity

17:54 Identifying Emotions Linked to Money Beliefs

21:38 Reframing AI as a Tool for Transformation

29:19 Navigating AI Without Losing Humanity

Learn more about the 3 Prompts Framework Here - AI Dream Team Playbook

Watch the 20 Minute Loom Real Time Video on How I built my own personalised AI Money Coach

Join AI Dream Team to learn how to build your own AI dream team

Join my Monthly Money Visionary Newsletter for monthly AI Prompts

Listen to me interview Natalie about AI and the future of money here

This post contains affiliate links. If you make a purchase through these links, I may earn a small commission at no additional cost to you. I only recommend what I truly believe in and have completed myself.

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Reveal and Heal The Inherited Money Patterns Keeping You Stuck with the 5 Hidden Money Beli

As a former financial adviser, I love to geek out on money apps and AI, and I've tested dozens of tools over the last year with five standing out as absolute game-changers. Today, I'm sharing the five AI tools that will help you make better financial decisions: Claude for spotting spending patterns and acting as your behavioural money therapist, ChatGPT for quick financial scenario planning, Perplexity for fact-checking and researching financial products, Notebook LM which turns boring pension statements into engaging podcasts you can listen to on dog walks, and Snoop which monitors your bills to catch overcharges (it found me two forgotten Amazon Prime subscriptions!). I'm diving into exactly how to use each tool ethically, the specific prompts that get the best results, and why these tools aren't about replacing human advice but about removing the overwhelm that keeps you avoiding your finances - because sometimes the right tool can put £95 back in your pocket in just five minutes.

00:00 Introduction to AI in Money Management

00:31 Exploring Claude: Your Financial Therapist

10:42 Using ChatGPT for Financial Conversations

19:19 Researching with Perplexity

23:55 Audio Learning with Notebook LMM

28:19 Managing Money with Snoop

32:10 Conclusion: Choosing Your AI Tool

Check out Snoop

Join me and my mentor online to build your first AI Dream Team Member LIVE

Learn more about the 3 Prompts Framework Here - AI Dream Team Playbook

Watch the 20 Minute Loom Real Time Video on How I built my own personalised AI Money Coach

Join AI Dream Team to learn how to build your own AI dream team

Join my Monthly Money Visionary Newsletter for monthly AI Prompts

Listen to me interview Natalie about AI and the future of money here

This post contains affiliate links. If you make a purchase through these links, I may earn a small commission at no additional cost to you. I only recommend what I truly believe in and have completed myself.

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Reveal and Heal The Inherited Money Patterns Keeping You Stuck with the 5 Hidden Money Beliefs Framework Guide

As a former financial adviser who's worked with hundreds of people around money, one of the biggest barriers to good financial management isn't the lack of knowledge - it's that gap between knowing what you should do and actually doing it. This gap is created by overwhelm, decision paralysis, fear that money will run out, or shame from comparing yourself to others. This is where AI, when used properly, can remove that friction in ways I've never seen before. Today, I'm sharing my personal framework for building an AI money coach - not just using ChatGPT for random questions, but creating a personalised tool that actually improves your financial decisions. I'm diving into the three essential elements (context, cues, and clarity), what AI can and cannot do with money, how to build safeguards so you're using it effectively not dangerously, and the exact prompts I use - because the future of personal finance isn't about replacing humans with AI, it's about using AI to bridge the gap between knowing and doing.

00:00 Bridging the Knowledge-Implementation Gap in Finance

02:48 The Role of AI in Financial Management

06:08 Building Your AI Money Coach: The Framework

08:55 Context: Understanding Your Financial Situation

12:09 Cues: Decision-Making Frameworks for AI

18:01 Clarity: Setting Boundaries for AI Interaction

29:56 Practical Steps to Create Your AI Money Coach35:46 The Future of AI in Personal Finance

Join me and my mentor online to build your first AI Dream Team Member LIVE

Learn more about the 3 Prompts Framework Here - AI Dream Team Playbook

Watch the 20 Minute Loom Real Time Video on How I built my own personalised AI Money Coach

Join AI Dream Team to learn how to build your own AI dream team

Join my Monthly Money Visionary Newsletter for monthly AI Prompts

Listen to me interview Natalie about AI and the future of money here

This post contains affiliate links. If you make a purchase through these links, I may earn a small commission at no additional cost to you. I only recommend what I truly believe in and have completed myself.

Get my FREE book 'It's Not About The Money'

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Reveal and Heal The Inherited Money Patterns Keeping You Stuck with the 5 Hidden Money Beliefs Framework Guide

Have you ever noticed that no matter how hard you work or how skilled you become, you seem to hit the same income ceiling over and over again?

There's a fascinating concept in financial psychology called your financial set point - an unconscious income limit that most of us cap at roughly the same level our parents earned when we were growing up. When you try to exceed this invisible ceiling, your brain literally hits the emergency brake, triggering self-sabotage, guilt, or an overwhelming sense that you don't deserve more. I experienced this myself when my mum saw my bank statement showing over £50,000 in one month and I immediately downplayed it, feeling this deep shame about earning more easily than she ever did. Today, I'm unpacking why your childhood money environment is a stronger predictor of your financial success than your education or business skills, how unconscious loyalty patterns keep you stuck at your parents' income level, and the four essential steps to gradually expand your nervous system's capacity to hold more wealth - because breaking these patterns isn't just about you, it's about resetting the entire financial landscape for the next generation.

00:00 Understanding Financial Set Points

07:08 The Impact of Childhood on Financial Success

12:52 Identifying Signs of Financial Self-Sabotage

17:39 Breaking the Cycle of Financial Limitation24:48 Tools for Regulating Financial Anxiety

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Reveal and Heal The Inherited Money Patterns Keeping You Stuck with the 5 Hidden Money Beliefs Framework Guide

Check out The Body Of Wealth

Listen to The Psychology of Wealth: How to Start Thinking Rich and How to Change Your Beliefs About Money with Dr. Brad Klontz

What if the financial freedom you've been told is the one thing you should be focusing on - the independent, the self-sufficient, the doing it all for yourself - is actually the very thing that's been keeping you from the enriched abundant life you're perhaps seeking? On today's show, I want to talk about financial freedom, and it's so interesting that every single book in the personal finance space, including my own book "It's Not About the Money," refers to this topic as a very individual pursuit. I'm exploring why everything we've been taught about financial independence might actually be the very thing stopping us from creating a better life for ourselves and for others around us.

00:00 Rethinking Financial Freedom

02:35 The Balance of Masculine and Feminine in Money

05:42 Challenging Traditional Financial Paradigms

08:03 The Shift from Independence to Interdependence

10:47 Embracing Community and Collective Wealth

13:12 The Future of Financial Relationships

15:50 The Power of Asking for Help

18:24 Interdependence as a New Paradigm

21:15 Exploring New Financial Models

23:41 Invitation to Collective Action

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Reveal and Heal The Inherited Money Patterns Keeping You Stuck with the 5 Hidden Money Beliefs Framework Guide

Check out The Body Of Wealth

Today, I'm sharing a practice that has supported me so much I can't even begin to tell you - one that allows for more flow, more ease, and some wiggle room for change. Traditional goal setting attaches your worthiness to a specific outcome, which means your whole body and nervous system code the entire process as a task you're measured against. If you fear failure, setting a goal activates fear instantly and your body goes into contraction. If you fear success - what happens if I actually achieve this? - you unconsciously self-sabotage. Instead, I'm sharing my four-step money visioning ritual that honours the season you're in, brings all parts of yourself along for the journey, and creates a future so exciting and inspiring that you'll want to follow it rather than feeling like you have to push yourself into rigid frameworks.

00:00 Introduction to Goal Setting Challenges

03:02 The Money Visioning Process

10:47 Creating an Expansive State for Visioning

16:38 Understanding Your Current Season

29:33 Welcoming All Parts of Yourself

39:03 Vividly Embodying Your Vision43:14 Conclusion and Invitation to Action

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Reveal and Heal the Inherited Money Patterns Keeping You Stuck with the 5 Hidden Money Beliefs Framework Guide

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Is there this part of you that genuinely wants more, but another part of you that's pushing money away? What I'm about to share in today's episode might actually come as a bit of a relief - your money struggles aren't necessarily about what you know or what you don't know, and they're not even really just about what you think or what you believe. I've been able to bottle it all down to seven somatic resets, seven states of being that live in your body, seven ways that your body has essentially learnt to relate to money. I know this because I've lived all seven of them, even with my qualifications as a financial adviser, even whilst sitting across from clients helping them plan and invest their money. I still felt that familiar sensation of stress, tightness in my chest, not believing I was worthy of having money, and that sense that no matter what I did, I couldn't keep hold of it. Today, I'm walking you through all seven of these states - from separation to wholeness, scarcity to sufficiency, independence to interdependence, transactional to relational, forcing to allowing, fear to love, and forever to seasons - what they actually feel like in your body, why they keep you in these patterns, and the very specific invitation that's going to support you in shifting your relationship with money for good.

00:00 Introduction to Somatic Financial Coaching

02:38 Understanding the Seven States of Being

03:03 State of Separation: Feeling Disconnected from Money

06:07 State of Scarcity: The Illusion of Lack

11:34 State of Independence: The Burden of Self-Reliance

16:57 State of Transaction: Moving to Relationship with Money

21:00 State of Forcing: Transitioning to Allowing

26:08 State of Fear: Embracing Love as a State of Being

31:42 State of Forever: Recognizing Natural Cycles

39:44 Conclusion: Embracing Change and Transformation

Get my FREE book 'It's Not About The Money'

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Reveal and Heal the Inherited Money Patterns Keeping You Stuck with the 5 Hidden Money Beliefs Framework Guide

Check out The Body Of Wealth