A Personal Update - My Next Evolution as a Money Visionary

Episode 326 of the It's Not About The Money podcast, hosted by Catherine Morgan, titled "A Personal Update - My Next Evolution as a Money Visionary" was published on April 28, 2025 and runs 30 minutes.

April 28, 2025 ·30m · It's Not About The Money

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Episode Description

In this deeply personal episode, I share reflections on my journey over the past 18 months and how my vision for my work is evolving. Looking back over nearly a decade of work in the psychology of money, I explain how this next phase represents not an abandonment of my previous mission, but an expansion to create greater impact.

Key Highlights

My Journey So Far

Starting in financial services at age 18 and the shame of knowing all the practical money advice but not following it myself
The transformative power of discovering money psychology and how it changed my relationship with money
From weekly blogs to Facebook groups to launching the "In Her Financial Shoes" podcast five years ago
Mentoring financial advisors individually, then in groups, and eventually creating a certification programme during lockdown
The expansion beyond financial professionals to coaches and therapists who encounter money issues with their clients

Personal Evolution and Healing

Receiving an ADHD diagnosis 18 months ago that prompted deep internal work
The importance of "hiding in a good way" - turning inward to find visibility within myself
Working with numerology, life paths and gene keys to understand my deeper purpose
Being a mother to two boys and how this has expanded my perspective beyond women's financial empowerment

The Expanded Vision: Becoming a Global Money Visionary

Moving from helping women heal their relationship with money to becoming a leading authority in the financial space for all
Recognising how money itself is evolving - from digital currencies to decentralisation
The realisation that financial trauma affects everyone, not just women
Building a "bigger boat" rather than abandoning ship - expanding while maintaining emotional depth

Practical Changes Coming

Closing the Wealthy Woman School in September 2025 to create space for growing the Financial Coach Certification
Continuing certain programmes like "The Energy of Selling" for business owners
Building more relationships and collaborations with others in the financial space
Introducing more guest experts on the podcast, including some who might be considered competitors
Focusing on equipping others to help their clients with money beliefs

The Money Narratives Clearing Framework

Opening up this methodology to all professionals who want to incorporate emotional intelligence into money conversations
Recognising that while I can only reach so many people directly, I can equip others to create wider impact
New resources coming for existing coaches, including white-labelling opportunities for the Money Story Types tool

Final Thought

Evolution isn't without challenges. The moments when we feel we're stepping back are often when we're gathering strength to move forward. True evolution isn't about who you leave behind, but who you're finally ready to include. The work of transforming our relationship with money is both deeply personal and profoundly collective, requiring courage, vulnerability, and a willingness to examine generational stories.

Chapters

00:00 Catherine's Personal Journey and Evolution

06:05 Expanding Beyond Financial Services

12:53 The Heart of the Work Remains

18:34 Embracing Change and Visioning

24:10 Moving Beyond Healing to Empowerment

Resources:

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

Take the Money StoryTypes® Quiz

Come to our Wealth Awakening Retreat

Become a Certified Financial Coach

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