The Energy of Money: Shifting Your Mindset for Abundance with Financial Planner Julie Loughlin Haers

Ep. 39 Explore the often taboo and misunderstood realm of money and finances with expert guest Julie Loughlin Haers. The discussion delves into the concept of money as an energy exchange and addresses the significant impact of personal beliefs on financial success. Julie shares her distinctive approach to financial advising, which integrates mindset coaching with traditional analytical methods for truly holistic planning. Julie articulates her belief that money is not just a mere tangible entity but also an energetic one, shaped by our upbringing and societal influences. The conversation offers insightful anecdotes and professional guidance on overcoming mental blocks surrounding money. Key Takeaways: Past experiences and familial lessons significantly influence one's relationship with money; examining and redefining these can lead to marked financial improvements. Engaging with one’s finances requires not just paying bills but also developing a system and mindset that fosters a healthy relationship with money. Financial advisors operating under fiduciary guidelines have a legal obligation to act in the client's best interest, offering more personalized and beneficial financial advice. Intentional self-care and investment in personal growth are crucial, especially for entrepreneurs and women business owners. About the Guest: Julie Loughlin Haers is the co-founder of Breathe Capital Planning based in Rochester, New York. With a robust professional background including business consulting for large companies and a specialization in guiding individuals through financial decisions, Julie has pivoted to focus on personal finance. She emphasizes the importance of a supportive mindset in financial planning and brings her life experience and a unique approach to helping clients achieve their financial goals. Her work particularly shines in areas of women entrepreneurship, divorce or traumatic loss recovery, and encouraging a healthy relationship with money. Resources: Julie Loughlin Haers' book: Surrender to Rise  Gabrielle Bernstein's book: The Universe Has Your Back Breathe Capital Planning's website and services www.breathecapitalplanning.com Instagram https://www.instagram.com/julie4597/ Chapters: 0:00:00 Money as an exchange of energy  0:01:28 Introduction of Julie Loughlin Haers  0:03:03 The different perspectives on money: tangible vs. energy exchange. 0:05:05 The impact of generational beliefs about money. 0:06:14 Common struggles and friction points when it comes to money. 0:07:31 The importance of engaging with your finances and creating a plan. 0:09:23 The taboo nature of talking about money and the need for open conversations. 0:10:44 Being intentional with money and starting with regular check-ins. 0:11:19 Starting point for changing mindset around money 0:12:31 Releasing negative money memories through burning or ripping 0:13:18 Creating a new relationship and story with money 0:14:29 Questions to ask a financial planning company for alignment 0:15:30 Importance of working with a fiduciary practice 0:16:33 Collecting data and understanding goals for comprehensive planning 0:17:09 Integration of mindset coaching in financial planning 0:18:00 Recommended book: "The Universe Has Your Back" by Gabrielle Bernstein 0:19:18 Importance of daily connection with money and self-care 0:20:11 Specialization in women, women business owners, divorcees, and trauma survivors 0:20:31 Creativity as carving one's own path 0:21:43 Bucket list item: Traveling to Italy 0:22:37 Julie talks about the coolest things she's done in the past year. 0:23:17 Julie shares her experience of hosting a world-class retreat in her local area. 0:24:21 Julie discusses her chapter in a book titled "Surrender to Rise". Learn more about your ad choices. Visit megaphone.fm/adchoices