The Most Hated F-Word

Dr. Shay Harris-Pierre | Professional Counselor | Associate Professor | Certified Financial Therapist

Summary:

Ever wonder why you think and act the way you do with money?

In this episode, Shaun chats with Dr. Shea Harris-Pierre to uncover the hidden forces of financial socialization—the powerful influence of family, culture, and society on our money choices. Dr. Shea shares her own journey of redefining wealth as more than just financial success, exploring how well-being and emotional health play a part. Together, they reveal how family dynamics, early lessons, and even our own self-awareness shape the financial habits we pass on. Tune in to discover insights that could reshape your own money mindset and help you build healthier financial habits.

BIO:

Dr. Shay Harris-Pierre, PhD, LPC, CFT-I TM, is a Licensed Professional Counselor, Associate Professor, Certified Financial Therapist, and Family Dynamics Consultant. She holds a bachelor’s degree in psychology, a master’s degree in Marriage and Family Therapy, and a PhD in Counselor Education and Supervision. She has 7 years of experience as a counselor educator and 10 years clinical experience as a therapist. Through her private practice, Shades of You Counseling and Consulting, PLLC, Dr. Shay serves high achieving women of color, couples, and families as they navigate trauma, relational, and intergenerational concerns.

Highlights:

Wealth is defined by personal feelings and experiences.

The pandemic prompted a reevaluation of what wealth means.

Financial socialization influences our relationship with money.

Family dynamics play a crucial role in shaping financial beliefs.

Emotional regulation is essential for healthy financial discussions.

Conscious awareness of financial behaviours can lead to better choices.

Teaching children about money should include emotional context.

Parentification can complicate financial education in families.

Self-exploration is necessary for understanding financial anxieties.

There is no finish line in personal growth regarding finances.

Quotes:

"Wealth is a feeling, not a number."

"The forced slowness of the pandemic helped me to slow down."

Links:

Shades of Wealth Podcast: CLICK HERE

Shades of You: CLICK HERE

Consulting for Finance Professionals: CLICK HERE

Jake Eagle | Psychotherapist | Mindful Instructor | Author

Summary:

Psychotherapist, mindfulness instructor, and author Jake Eagle joins Shaun Maslyk to explore awe's transformative power for lasting well-being, and happiness, and even how we relate to money. Jake shares his inspiring journey from business success to becoming a meta-therapist, where he now helps others tap into awe to enrich their lives. Together, they discuss the Awe Method—a simple, fast technique to experience awe—and its potential to reset the nervous system, build resilience, and even reshape our financial mindset. Discover how a practice of awe can help you feel more at peace with your finances and more fulfilled in life. They dive into the three levels of consciousness—safety, heart, and spaciousness—offering an approach that goes beyond positive psychology and into a deeper, more expansive way to grow. This episode will intrigue you to explore awe as a tool for happiness and personal transformation.

Highlights:

Awe is a powerful emotion that can be accessed quickly for greater well-being.

Taking responsibility for our emotions is crucial for personal growth and healthy financial decisions.

The past can guide us, but it doesn’t have to define us.

Awe can be cultivated through simple, daily practices.

The Awe Method enables quick shifts in emotional state.

We can create new narratives around our experiences and financial stories.

We can create new, empowering narratives around our experiences.

The three levels of consciousness—safety, heart, and spaciousness—support deeper well-being.

Awe can reset our nervous system and enhance resilience.

Every interaction is an opportunity for greater consciousness.

Awareness of our values is essential for meaningful growth.

Quotes:

"The past can inform us, but it shouldn't define us"

"Finding beauty every day is a high value"

"Generosity is a powerful perspective to carry"

Links:

The Power of Awe Book: CLICK HERE

Jake's Be Conscious Now: CLICK HERE

Dr. Michael Amster | Mindfulness Researcher | Author | Interventional Pain Management Specialist

Intro:

When was the last time you felt a true sense of awe? Perhaps it was while gazing at a breathtaking landscape, watching a mesmerizing sunset, or savoring a moment of pure wonder. These extraordinary scenes often inspire awe, yet as our guest, Dr. Michael Amster, co-author of The Power of Awe, explains, awe isn’t limited to grand spectacles or rare events. It’s something we can experience every day—in the warmth of sunlight, a kind gesture, or even the intricate details of a simple leaf. And during this podcast, Dr. Amster discusses how awe is accessible to us all and can have dramatically powerful, positive impacts on our lives.

These moments of everyday awe do more than create beautiful memories; they have a profound impact on our mindset, especially when it comes to money. When we allow ourselves to experience awe, we see how "rich" life can be in the truest sense. We begin to rely less on external “things” to make us happy, knowing that they often bring only fleeting satisfaction. Instead, awe-inspired moments lead us to find fulfillment in experiences, connections, and simple joys. In this way, awe shifts us from seeking happiness through material accumulation to cultivating a lasting sense of inner wealth.

BIO:

Michael Amster, MD, is a physician and awe researcher, writer, and teacher at the UC Berkeley Greater Good Science Center. With twenty years as a pain management specialist, he is currently the founding director of the pain management department at Santa Cruz Community Health. A practitioner of meditation for over thirty years, he is also a certified yoga and meditation teacher. He splits his time between clinical work, research on awe, teaching mindfulness, and leading awe-inspiring retreats around the world.

Highlights:

Practicing awe can lead to a more fulfilling life.

Awe connects us to our intuition and self.

Experiencing awe can slow us down and enhance our presence.

Awe can be found in ordinary moments, not just extraordinary ones.

The AWE method is a simple practice to cultivate awe.

Awe has significant psychological and social benefits.

Awe can expand our identity beyond material possessions.

Experiencing awe can change our perception of time.

Awe is contagious and can inspire generosity in others.

Links:

The Power of Awe Book: CLICK HERE

Dr. Michael Amster LinkedIn: CLICK HERE

Dr. Brad Klontz, Psy.D., CFP® | Financial Psychologist | Author | Professor |

Adrian Brambila | Entrepreneur | Author |

Summary:

In this conversation, we explore how to start thinking rich by shifting from a poor mindset to a rich mindset. There’s no limit to how much you can earn, but once you achieve financial freedom, it's your responsibility to find your purpose. While money can provide safety and security, it’s essential to use it wisely and not rely on material possessions for happiness. The discussion highlights how a poor mindset—believing the system is rigged and feeling powerless—can hold people back, even those with significant wealth. Success comes from changing your beliefs about money, adopting the right behaviours, and consistently challenging your mindset to create lasting change.

BIOs:

Adrian Brambila

Adrian Brambila is an internet entrepreneur and former professional dancer for T-Pain, who has become a leading voice in online marketing. With over 1.7 million social media followers, Adrian’s unconventional journey saw him living in a van and travelling the USA during the pandemic, while making over $100K per month online. He’s passionate about showing how wealth and minimalism can coexist. Adrian is the founder of Bramify.com and BrambilaMethod.com, and the author of Start Thinking Rich.

Dr. Bradley T. Klontz, Psy.D., CFP®

Dr. Brad Klontz is a leading expert in financial psychology, financial planning, and behavioral finance. He’s an Associate Professor of Practice at Creighton University’s Heider College of Business, Co-Founder of the Financial Psychology Institute, and Managing Principal of YYMW Advisors. Dr. Brad has co-authored eight books on the psychology of money, including Psychology of Financial Planning and Mind Over Money. His work bridges the gap between financial behaviour and emotional well-being, helping people create healthier relationships with money.

Episode Takeaways:

Money can offer safety, security, and freedom, but it’s important not to rely on material possessions for happiness.

The first step to financial freedom is believing you can change your financial situation.

Taking responsibility for your financial choices helps you understand and navigate the system.

While the system isn’t necessarily rigged, it’s crucial to recognize and address issues like racism, sexism, and classism.

Being poor is a mindset, not just about lacking money, and even wealthy people can have a poor mindset.

Changing our beliefs about money is essential for achieving financial success.

A mindset shift is necessary for long-term, sustainable change.

Continuously challenging and upgrading your beliefs about money is key.

Content that provokes emotional reactions and inspires action is powerful.

Being open-minded and learning from others' perspectives helps foster growth.

Click here for a copy of START THINKING RICK: 21 Harsh Truths to Take You from Broke to Financial Freedom

Links:

Dr. Brad Klontz Information & Books: CLICK HERE

TikTok: CLICK HERE

LinkedIn: CLICK HERE

Instagram: CLICK HERE

Adrian Brambila:

TikTok: CLICK HERE

YouTube: CLICK HERE

Dr. Daniel Crosby | Chief Behavioral Officer | Author |

Summary:

Dr. Daniel Crosby talks about his latest book, The Soul of Money. Exploring how Dr. Crosby’s thinking has evolved, moving from focusing on objective financial principles to diving into the more personal, emotional side of money. They discuss how to find meaning in money, no matter your financial situation, and introduce the idea of a "return on life."

The conversation touches on how The Soul of Money blends ancient wisdom, research, and practical advice. Dr. Crosby shares his views on the deeper essence of wealth, why having something meaningful to say is key when writing a book, and his thoughts on book design and titles. He also explains the research behind money and happiness, including the PERMA model of well-being, and reflects on the legacy he hopes to leave, emphasizing the role of money in living a meaningful life.

BIO:

Dr. Daniel Crosby is a psychologist and behavioural finance expert who helps organizations understand the intersection of the mind and markets. Dr. Crosby's first book, Personal Benchmark: Integrating Behavioral Finance and Investment Management, was a New York Times bestseller. His second book, The Laws of Wealth, was named the best investment book of 2017 by the Axiom Business Book Awards and has been translated into 14 languages. His third book, The Behavioral Investor, was Axiom's best investment book of 2019 and is a comprehensive look at the neurology, physiology and psychology of sound financial decision-making. His latest book, The Soul of Wealth, will be published in October of 2024. When he's not decoding market psychology, Daniel is a father of 3, a fanatical follower of the St. Louis Cardinals, an explorer of the American South, and an amateur hot sauce chef.

Highlights:

The Soul of Money explores the subjective and personal aspects of the relationship between money and meaning.

Finding meaning in money is not dependent on one's financial situation; it is about maximizing the return on life.

The essence and energy of wealth are intertwined, and wealth should be deployed in a soulful way that energizes and improves life.

The book cover of 'The Soul of Wealth' was carefully designed to convey the timeless wisdom and invite readers on a deep exploration.

Money and happiness are nuanced, with moment-to-moment happiness plateauing at a certain income level but subjective life evaluation continuing to rise.

The PERMA model of human flourishing highlights the importance of positive experiences, engagement, relationships, meaning, and advancement.

Filling the world with happy people, good relationships, and good ideas is a worthwhile pursuit.

Links:

Dr. Daniel Crosby's Book: CLICK HERE

Dr. Daniel Crosby's LinkedIn: CLICK HERE

Standard Deviations Podcast: CLICK HERE

Dr. Brandy Baxter | Ph.d | Financial Coach | Financial Futurist

Summary:

Dr. Brandy Baxter's journey into financial coaching started with an unlikely spark: The Three Little Pigs. This childhood tale inspired her to help women build financial confidence and resilience, much like the pigs who learned to build a stronger house. Her book, rooted in the idea of taking control of your financial future, dives deep into how the right support can transform not just your bank balance, but your entire mindset about money.

Dr. Baxter offers a fresh take, emphasizing that it's not just about having a plan—it's about finding the confidence to act on it. She talks about the power of coaching in creating lasting change, but what really makes her approach different? It might have something to do with the way she helps people connect emotionally to their financial goals, turning intimidating tasks into meaningful steps forward. Dr. Baxter's story raises the question: What if your financial journey could be about more than numbers—about building something resilient like those three little pigs learned to do?

BIO:Brandy is the Owner and Founder of Envison30 where she coaches couples to shift their mindset and bring future financial goals into present reality. Brandy is an Accredited Financial Counselor®, a Financial Fitness Coach®, has a B.A. in Communication, a M.S. in Management, a Graduate Certificate in Executive Coaching, and is currently pursuing a Doctorate degree in Strategic Foresight. She is the author of the book, The Three Little Divas™ Reach Your Money Goals in 3 Steps Before You Huff and Puff and Blow Your Next Paycheck Away, a book about three women and their money personalities.

Highlights:

Financial coaching helps individuals gain confidence in managing their finances and take action.

Coaching focuses on implementation and helping clients make decisions that align with their values.

Financial coaching creates a safe and non-judgmental space for clients to explore their thoughts and feelings about money.

Empathy and forgiveness are essential in the coaching process to support clients in their financial journey.

Financial coaching should be a partnership, with the client as the expert in their own life.

Visualization exercises can help clients connect emotionally with their goals.

Support and accountability are crucial for implementing sustainable changes.

Hold money loosely and use it as a tool to add fulfillment to life.

Quotes:

"Coaching allows clients to uncover for themselves what is best for themselves."

"It's less about what I think and more about what you know."

Links:

Brandy's Linkedin: CLICK HERE

Brandy's website: CLICK HERE

With Amanda Clayman | Financial Therapist | Podcaster |

Summary:

Amanda Clayman discusses her podcast, Emotional Investment, focusing on normalizing conversations about money and emotions. She highlights the intimacy of podcasting and the importance of embracing the messiness of our financial lives. Clayman addresses societal expectations around money, the conflicts they create in relationships, and how shame can prevent financial progress. She emphasizes vulnerability, open communication, and integrating different perspectives in couples' financial relationships. Money, she suggests, is a path to deeper self-awareness. Clayman shares her journey with money-related anxieties and stresses the importance of resilience in navigating financial challenges. She closes with advice for future generations on building a healthy relationship with money.

BIO:

Amanda Clayman is widely recognized as a leader in the field of financial therapy. Her approach as a clinician is to decode how thoughts, feelings, and associations shape our financial choices, and identify how those patterns both serve and limit us.

Her consulting clients and public speaking audiences have included numerous corporations, non-profit organizations, and financial services firms including SoFi, New York Foundation for the Arts, Barnard College, and the Financial Therapy Association Conference. She is a LinkedIn Learning (Lynda.com) author of several financial wellness courses, and the financial wellness expert for SheKnows media, where she writes a financial therapy advice column.

Her work has been featured in such media outlets as CNBC, Fox News, The New York Times, The Wall Street Journal, REAL SIMPLE, and Forbes.

Quotes:

"The messiness of money is a feature. We need to learn to engage with the complexities, contradictions, and discomfort that activate our brain and body."

Takeaways:

We need to shift our perspective on financial distress and embrace the messiness of our financial lives.

Societal expectations around money can create conflicts in relationships, and it's important to have open and constructive conversations about these differences.

Shame often prevents us from addressing our financial behaviours, and acceptance and curiosity are key to overcoming shame and making positive changes.

No one is completely balanced or perfect when it comes to money, and it's important to embrace our imperfections and work towards a healthier relationship with money.

Vulnerability and acceptance are crucial in couples' financial relationships.

Money serves as a portal to deeper self-awareness and personal growth.

Resilience and flexibility are key in navigating financial challenges.

Building a healthy relationship with money requires ongoing self-reflection and self-trust.

Links:

Amanda's Website: CLICK HERE

Amanda's New Podcast: CLICK HERE

With Jared Rabinowitz | CEO & Founding / Executive Partner at Quintessence Wealth

Summary:

In this episode, Shaun chats with Jared about Q Wealth's fresh approach to financial planning, during a conversation at the Future Proof Conference, inside Q Wealth's Canadian Tiki Lounge set up on Huntington Beach. They explore how positive psychology is being used to make wealth management more meaningful and client-focused, touching on how the Tiki Lounge experience connected with many elements of the PERMA model (Positive Emotion, Engagement, Relationships, Meaning, and Accomplishment). You'll hear about the shift from traditional investment strategies to a more holistic, people-centred way of advising, and why creating memorable client experiences is the future of financial services.Takeaways:

The future of financial services will focus on listening and offering guidance rather than just advice

The Canadian Tiki Lounge theme was chosen to enhance the experience and create a unique atmosphere

Integrating PERMA principles can bring more meaning to wealth management

The shift to Advisor 3.0 focuses on helping clients live their best lives

Creating memorable experiences is essential for client engagement.

The financial services industry is moving towards a more human-centred approach.

The importance of anticipation in creating meaningful experiences at conferences.

Links:

Jared's LinkedIn: CLICK HERE

Q-Wealth: CLICK HERE

Future Proof Conference: CLICK HERE

Cherie Stueve Ph.D, CFP®, AFC®, FFC®, FBS® Senior Content Lead at Dalton Education

Summary:

In this episode, Cherie and Shaun explore how our past experiences shape our money habits and discuss the importance of finding a balance between saving for the future and enjoying the present. Listeners will learn how social connections and experiences can bring fulfillment without excessive spending and how being mindful of outside influences can lead to more intentional financial decisions. Cherie also shares insights from her research, highlighting the value of financial therapy and the need for financial professionals to humanize money conversations, helping clients align their goals with their values.

Highlights:

Past experiences shape our views on money and influence our financial habits.

Balancing saving for the future and enjoying the present is essential.

Social connections and experiences bring fulfillment without excessive spending.

Being mindful of external influences helps make intentional financial decisions.

Seeking professional guidance fosters self-awareness and financial well-being.

The financial profession lacks a common language, complicating communication.

Financial coaching, counselling, planning, and therapy have different perceptions.

Humanizing money conversations is key to aligning financial goals with values.

Quotes:

"We are both influenced by our childhood but also really our early adulthood when it comes to how we manage money."

"It's recognizing there are a lot of people trying to separate you from your money without truly giving you that value back."

Links:

Cherie's LinkedIn: CLICK HERE

Dalton Education: CLICK HERE

Dr. Preston Cherry Ph.D, AFC®, CFT-I™, CFP® | Entrepreneur | Coach | Speaker |

Summary:

Dr. Preston Cherry offers a thoughtful exploration of the connection between wealth and well-being, showing how the two work together to create a fulfilling life. He discusses the importance of aligning financial decisions with what truly matters to us, offering insights on how money can support well-being when used with intention. Dr. Cherry also challenges the common belief that money and happiness are disconnected, explaining how our values and personal stories guide our financial choices. He highlights the need for creating financial plans that reflect who we are, rather than simply focusing on numbers. As he reflects on retirement, he redefines it as a transition to meaningful work, rather than just an endpoint. The conversation closes with a discussion about how faith, time, and relationships play a key role in finding balance and purpose in our financial lives.

This thoughtful conversation invites the listener to consider how their relationship with money can be reshaped for a more meaningful, intentional life.

Highlights:

Faith, time, and meaningful relationships are key elements in finding financial harmony and living a happy and healthy life.

Wealth and well-being are distinct but related partners in creating a fulfilling life.

Aligning financial outcomes with well-being is key to achieving true flourishing.

Money can contribute to happiness and well-being by providing resources and opportunities.

Understanding our values and stories helps us make intentional financial decisions.

Retirement is not just about retiring early, but about retiring on time and transitioning from work that is necessary to work that is desired.

Quotes:

"Wealth and wellbeing are distinct but related partners to help you create and achieve your life's design"

"Wealth is dollars, which goes into investing into well-being. There is a difference"

"Without knowing ourselves, it's hard to assign those dollars in the areas"

Links:

Dr. Preston Cherry's Upcoming Book Pre-Order: CLICK HERE

Concurrent Financial Planning: CLICK HERE

Life, Money, Balance Podcast: CLICK HERE