Your Money Story Is Stuck in the Past — Here’s How to Move It Forward (with CFP Marc Shaffer)

Have you ever stepped into a new season of life… only to realize your money story is still stuck in the old one?In this episode of The Sock Drawer Podcast, Lisa sits down with Marc Shaffer (CFP®, AIF®, EA) — a financial planner who doesn’t lead with spreadsheets… he leads with people.Marc shares why financial planning is often more about relationships, priorities, and “money scripts” than math — and why so many of us freeze when money gets loud during reinvention seasons.You’ll hear how to slow down and get clear on what freedom actually means to you, how to spot a scarcity mindset before it drives your decisions, and why “knowing where you stand” is the simplest first step toward peace.In this conversation, we cover:Why money is a tool — and relationships are the real driverThe #1 misconception people have about “getting finances in order”Scarcity vs. abundance mindset (and how it changes everything)Why couples often struggle with saving vs. livingA practical way to stop avoiding your numbers and feel steadier fastMarc’s “Tiny Dare” that strengthens relationships (and your future)Guest: Marc Shaffer — CFP®, AIF®, EA | CFO + Principal (Searcy/CRC Financial Services & Allos Investment Advisors) | Author of One For All