Money Files: Money Mindset & Personal Finance cover art

All Episodes

Money Files: Money Mindset & Personal Finance — 263 episodes

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Title
1

228 | Stop Being Surprised by Summer Spending: A 3-Step Budget Reset

2

227 | The 7 Questions to Answer Before Every Summer Trip (So You Don't Blow Your Budget)

3

226 | How Lisa Paid Off $15,000 in Debt and Built $7,000 in Savings in One Year

4

225 | What's Really Underneath Your Money Patterns — A Conversation With Two Therapists

5

224 | The Debt Exit Plan: How to Break the Cycle For Good

6

223 | Five Savings Buckets Every Budget Needs — Starting With the One You're Probably Skipping

7

222 | How Much Should You Save Each Month? The Answer No One Talks About

8

221 | How to Budget as a Couple When You’re Paid on Different Schedules

9

220 | The Intention Tax: The Hidden Financial Cost Keeping High Earners Stuck

10

219 | How to Stop Letting Your Pay Schedule Control Your Money

11

218 | The Simple Habit That Helps Couples Get on the Same Page About Finances

12

217 | How to Use Your Tax Refund to Get Ahead, Not Just Catch Up

13

216 | Why Your Budget Keeps Breaking (And How to Fix It)

14

215 | How Frictionless Spending Quietly Drains Your Bank Account

15

214 | [MVP] Tracking vs. Budgeting - How to Actively Manage Your Finances

16

213 | When Financial Comfort Quietly Replaces Financial Growth

17

212 | 3 Simple Questions That Will Help You Stay In Control Of Your Money Each Week

18

211 | Permission Spending: The Hidden Reason You Feel Broke With a Six-Figure Income

19

210 | Why Spending Urges Are Normal and How to Respond Without Shame

20

209 | [Debt Identity Series] Understanding Survival Debt: Why Your Debt Is Not a Personal Failure

21

208 | [Debt Identity Series] When “Free Points” Keep You Broke

22

207 | [Debt Identity Series] The Status Keeper’s Hidden Spending Trap

23

206 | [Debt Identity Series] The Safety Net User: How to Break the Cycle of Returning Debt

24

205 | [Debt Identity Series] Why Debt Keeps Coming Back And What To Do About It

25

204 The Pause Method: How to Stop Impulse Spending and Reclaim Your Wealth

26

Five Figure Series 05: Who Do You Want to Be 150 Days From Now?

27

Five Figure Series 04: Why You're Still Waiting And What It's Costing You

28

Five Figure Series 03: The Compassionate Redirect That Makes $10K Possible

29

Five Figure Series 02: 5 Beliefs You Need for a Five-Figure Reinvention

30

Five Figure Series 01: The 10k Effect

31

203 | How to Enjoy the Holidays Without Overspending or Debt

32

202 | The Five Figure Reinvention: Reinvent Your Finances Before January

33

201 | “Automatic Money Thoughts”: The Sneaky Scripts Keeping You in Fake Math

34

200 | How Ellie Grew Her Net Worth by $100K (and Still Traveled)

35

199 | The Money Legacy: Building Trust and Expanding Possibilities With Your Finances

36

198 | The Money Rhythm: Finding Your Flow for Sustainable Financial Health

37

197 | Financial Predictability: How Clara Created Financial Ease as a Hairstylist

38

196 | The Money Edit: Stop the Leaks and Create More Choice With Your Money

39

195 | The Money Table: How to Create a Real Budget (and Stop Fake Math)

40

194 | How To Know If Your Paycheck to Paycheck Cycle Is An Income Problem

41

193 | Why Even High Earners Are Living Paycheck to Paycheck

42

192 | From Panic to Peace: “Even Looking at Bills Made Me Panic” (Emily’s Story)

43

191 | The Surprising Mindset Shift That Makes Paying Off Debt Easier

44

190 | Lisa’s Story: How Lisa Stopped Using Her Planner To Budget

45

189 | Turn Your 3rd Paycheck Into a Financial Power Move

46

188 | A Better Way to Handle Unexpected Expenses

47

187 | Always Ahead: How to Budget for the Fall Season Without Falling Behind

48

186 | What Really Happens in a 5-Month Money Coaching Partnership

49

185 | How to Save $10K on Repeat with the Magic 10 Strategy

50

184 | The Hustler Saver: Why Making More Money Still Leaves You Broke

51

183 | The Dipper Identity: How to Break the Cycle of Dipping into Your Savings

52

182 | The Leftover Saver: How to Stop Trying To Save

53

181 | Emergency Funds Are Out—Side Eye Funds Are In

54

180 | 10 Money Date Questions That Will Change How You Manage Your Finances

55

179 | Permission Budgeting: How to Overcome Overwhelm and Take Control of Your Finances

56

178 | The A.S.S. Method: How to Actually See Your Extra Money

57

177 | Debt Binge vs. Debt Balance: What No One Tells You About Paying Off Debt

58

176 | The Fear of Fake Math: What Happens When You Finally Face It

59

175 | [MVP] Why April Chose Budgeting Over Bankruptcy (and How It Paid Off)

60

174 | Why Your Finances Feel Messy: The Truth About Fake Math (EP 1)

61

173 | The Power of a One-Year Money System

62

172 | The Smart Way to Budget as a Six-Figure Earner: My Three Bucket Money System

63

171 | Why Your List of Bills Isn’t a Budget (And What to Do Instead)

64

170 | Breaking Free from the 'I Should Be Better with Money' Trap

65

169 | Resetting Your Finances: Q1 Reflections and Q2 Planning

66

168 | How To Simplify Your Retirement Plan

67

167 | How to Stop Relying on Tax Season for Financial Security

68

166 | Money Matters: Preparing for Divorce with Financial Confidence

69

165 | How To Stop Comparing Your Financial Journey To Others

70

164 | Stop Letting the 'New Joneses' Control Your Budget

71

163 | How to Align Your Budget with Your Financial Reality

72

162 | Rewriting Your Spending Story: How to Spend with Purpose and Confidence

73

161 | Back to In-Person Work? Here’s How to Prepare Your Budget

74

160 | Financial Grazing: How Little Habits Can Derail Big Goals

75

159 | 5 New Year Money Moves to Take Control of Your Finances in 2025

76

158 | Ditch the Fake Math: How Your Spending Habits Impact Your Budget

77

157 | The Power of Micro Habits for Financial Success

78

156 | Budget Reset for 2025: Aligning Your Money with Your Priorities

79

155 | What Is a Financial Self-Care Plan and Why You Need One

80

154 | Smart Spending: A Simple 5-Day Challenge

81

153 | The Lily Pad Progress Method: Reframing Your Financial Progress

82

152 | Five Stages of Change with Dielle Charon

83

151 | When Desires Overwhelm Your Budget: Navigating the Pitfalls of Financial Entitlement

84

150 | How Coaching Helped Denva Redefine Her Relationship with Debt

85

149 | Navigating Debt Payoff: Insights and Strategies

86

148 | Mastering Holiday Spending: How to Plan Ahead and Enjoy a Debt-Free Holiday

87

147 | Unpacking Your Severance: How to Manage Money During A Layoff

88

146 | Why Becoming A Saver is the Secret to Paying Off Debt

89

145 | Don’t Be A Sales Side Chick: How To Sales Proof Your Finances

90

144 | Understanding Debt: How Awareness Breaks the Debt Cycle

91

143 | Stop, Think, Spend: Implementing a Money Pause for Better Financial Decisions

92

142 | Balancing Friendship and Finances: 4 Ways to Set Financial Boundaries with Your Friends

93

141 | Stop Living a Fake Rich Lifestyle: Practical Tips for Managing Your Money Intentionally

94

140 | Why Non-Budget Victories Are the Building Blocks to Paying Off Debt and Saving Money

95

139 | The Legacy of Financial Coaching: How Coaching Helped Lynae Invest in Real Estate

96

138 | Financial Preparedness: Three Ways to Plan for Q4 Expenses

97

137 | Why Safety Funds Are More Important Than Paying Off Debt

98

136 | How Saving Money Helped Krissy Spend On Things That Mattered

99

135 | Why Was Budgeting Easier When You Made Less Money?

100

134 | Aligning Expenses with Values: How to Conduct a Cost Saving Audit

101

133 | Are You Tired of Paying Down Debt: How To Implement A Debt Spending Break

102

132 | How to Get On the Same Financial Page with Your Partner: Client Conversation with Dana Johnson

103

131 | Sustainable Change: Take the Next Best Step to Change How You Think and Feel About Money

104

130 | Mid Year Financial Check-in: Breaking Money Goals into Habits

105

129 | How Financial Patterns Can Help Shape Your Budget

106

128 | Aligning Finances: How To Budget As A Couple With Different Paydays

107

127 | Creating a Second Payday: How to Manage Money in a Once Monthly Paycheck Cycle

108

126 | Optimize Your Earnings: What To Do When You Have Extra Money in Your Paycheck

109

125 | Understanding Your Paycheck Cycle - Bi-Weekly vs. Twice Monthly Paychecks

110

124 | Paycheck Series: How to Manage Your Paycheck as a 1099 Contractor

111

123 | Paycheck Series: Build the Habit of Checking Your Pay Stub

112

122 | How to Stop Under-Asking and Get the Salary You Deserve with Leigha May

113

121 | How to Build a 6-Figure Mindset

114

120 | 3 Essential Steps to Auditing Your Money Team for Financial Growth

115

119 | Three Shifts You Need To Stop Underearning

116

118 | Shifting Your Financial Taste Buds: The Power of Intentional Spending

117

117 | Financial Spring Cleaning: 90-Day Reflection of Q1 Money Habits & Goals

118

116 | Financial Spring Cleaning: Planning Your Vacation Budget for the Next 90 Days

119

115 | 5 Smart Financial Moves to Make Home Buying Easier

120

114 | Financial Spring Cleaning: 4 Things You Should Do With Your Tax Refund

121

113 | Why You Shouldn’t Depend on Payday

122

112 | Three Years Later With Jeanine: What Does Life Look Like After Financial Coaching

123

111 | How Fake Math Is Killing Your Budget

124

110 | Skip the No Spend Challenge - Learn How to Save & Spend Money Drama-Free

125

109 | Mastering Debt: How a Financial Coach Leverages, Manages, and Pays Off Debt

126

108 | What I’ve Learned About Saving Money As A Financial Coach

127

107 | Ripple Effects of Coaching: Two Years Later with Muhawu

128

106 | How I Align My Budget, Spending, And Future Goals As A Financial Coach

129

105 | Investing, Planning For Retirement, And Building Wealth As A Financial Coach

130

104 | 5 Steps To Wealth Building

131

103 | End Of The Year Financial Checklist

132

102 | How To Overcome Financial Setbacks

133

101 | Why Your Bank Account Doesn’t Match Your Budget

134

100 | Thank You For 100 Episodes!

135

99 | How $1,000 Turns Into $10,000

136

98 | How To Plan Ahead And Budget For Holiday Shopping

137

97 | Then & Now - How Is My First Coaching Client Managing Her Finances?

138

96 | From Finances To Motherhood: Let’s Talk Money Coaching

139

95 | How To Build A Money Team

140

94 | Shifting Your Budgeting Mindset with Lindsay Dotzlaf

141

93 | How To Budget For A Wedding

142

92 | Good Girls And Money With Sara Fisk

143

91 | 5 Reasons Why You Shouldn’t Only Focus On Paying Off Debt

144

90 | A Stress-Free Way To Save $10,000

145

89 | Why You Need A Personal Allowance

146

88 | How To Take Control Of Your Spending

147

87 | Simple Steps To Pay Down Debt

148

86 | 5 Ways To Maintain The Habit Of Budgeting

149

85 | 4 Financial Tips To Help Plan For Homeownership

150

84 | How To Make A Career Pivot with Kim Tran

151

83 | How To Overcome The Fear Of Falling Back Into Bad Money Habits

152

82 | 15 Practical Things You Should Be Doing With Your Finances

153

81 | 10 Frequently Asked Questions About Working with Me

154

80 | 4 Ways To Prepare For Student Loan Payments

155

79 | The Power of Creating A Financial System You Trust

156

78 | Tracking vs. Budgeting - How to Actively Manage Your Finances

157

77 | How To Begin A Midyear Finance Review

158

76 | Defining And Understanding Your Financial Self Concept

159

75 | Keina And Jenny Talk No Restriction Budgeting and Nutrition

160

74 | How Ellie Got Out Of The Paycheck To Paycheck Cycle As A Six Figure Earner

161

73 | MVP: How Giving Every Dollar A Name Changed Marie’s Spending

162

72 | Exploring A New Mindset To Make More Money: The Ownership Of You

163

71 | Exploring The Idea Of Financial Maintenance

164

70 | Demystifying 100K

165

69 | The Critical Link Between Budgeting and Financial Awareness

166

68 | Is Retirement an Age or a Number?

167

67 | Finding the Root of the Problem: The Patriarchy and Our Money

168

66 | How Coaching Helped Jenna Embrace Her Financial Choices

169

65 | Join the Money Conversation With Keina and Jess

170

64 | How to Make a Balance Transfer Successful

171

63 | The 5 Month Coaching Container - Explained

172

62 | How To Stop Allowing Yourself To Underearn

173

61 | How To Take The Shame Out Of Debt

174

60 | How To Navigate Money Triggers Without Self Judgment

175

59 | How My Parents Influenced My Relationship With Money

176

58 | Stop Feeling Guilty About Not Knowing Your Retirement Plan

177

57 | 2023’s Biggest Question: Why Do You Want To Be Rich?

178

56 | Three Budgets Every Entrepreneur Need

179

55 | Setting Sustainable Money Goals For 2023

180

54 | How Lauren Paid Off $30,000 in Credit Card Debt and Saved $10,000

181

53 | Life After Coaching: Three Women Share Their Financial Transformations

182

52 | How Six-Figure Owners Outsource Their Financial Awareness

183

51 | How Nicole Shifted Her Finances From Good To Great

184

50 | How To Prepare A Transition Plan To Work For Yourself Full Time

185

49 | Establishing A Healthy Financial Decision Making Process

186

48 | How to Use Financial Dreams to Pay Off Debt and Save Money

187

47 | Prioritizing Your Finances So You Can Say Yes More

188

46 | Why Reviewing Your Finances During Open Enrollment Season Will Set You Up for Financial Success Next Year

189

45 | How Asking for Help Allows You to Become the Best Version of Yourself

190

44 | How the Skills Karen Learned During Financial Coaching Continue to Support Her

191

43 | Evaluating Your Mindset So You Can Feel Confident In Your Pricing

192

42 | How to Break the Debt Cycle by Understanding Your Spending Habits

193

41 | An Honest Money Conversation with My Friend Eniola

194

40 | How Examining Your Mindset Around Debt Can Help You Pay It Off

195

39 | Shift the Way You Think About Saving to Build Better Financial Habits

196

38 | How Giving Every Dollar A Name Will Help You Make Financial Progress

197

37 | How Brent Ditched Perfectionism and Got Intentional with His Spending

198

36 | Why Financial Results Don’t Have to Be Linear

199

35 | How to Build a Better Relationship with Your Credit Cards

200

34 | How to Navigate Overspending Without Guilt

201

33 | Starting Over Is Just Another Step Toward Financial Progress

202

32 | How Financial Coaching Transformed Amy and Jennifer’s Joint Finances

203

31 | How to Build Your Financial Confidence

204

30 | The Difference Between Financial Coaching and Financial Planning

205

29 | Identifying Your Money Ceiling and Shifting Your Mindset

206

28 | How Chelsea Changed Her Money Mindset and Embraced Her Value

207

27 | Tavianna’s Growing Money Confidence

208

26 | An Update To Review Your Personal Finances For Quarter Two

209

25 | My Five Step Process for Creating Clarity Around Your Money

210

24 | How Lynae Went From Money Confused to Money Confident in Two Years

211

23 | How to Create Consistency With Fluctuating Cash Flow

212

22 | How to Determine Your Paycheck as an Entrepreneur

213

21 | Using Money Dates to Spend Quality Time with Your Finances

214

20 | Why It’s Not About Proving Yourself To Make More Money

215

19 | How to Use Financial Visioning to Achieve Your Money Goals

216

18 I Giving Yourself Permission to Grow Your Business and Take on a Full-Time Job

217

17 | Reshaping How you Think About and Plan For Extra Income

218

16 | How to Budget Without Restriction & Transform Your Relationship With Money

219

15 | How Martha Manages Her Money and ADHD

220

14 | A Quarterly Number Review For Your Personal Finances

221

13 | Negotiating for the Salary You Desire & Deserve with Kim Tran

222

12 | How Layra Invested in Herself & Increased Her Income

223

11 | The #1 Reason People Struggle With Budgeting

224

10 | The Mindset Shift That Got Damon Out of the Paycheck-to-Paycheck Cycle

225

09 | How to Choose Your Thoughts About Money

226

08 | How Jackie Turned Her Dreams into Actions With a Financial Coach

227

07 | Moving Forward After a Financial Failure

228

06 | Tavianna’s 30-Day Money Transformation

229

05 | How to Budget for Clarity & Confidence

230

04 | Setting, Reaching, & Exceeding Your Financial Goals

231

03 | Rethink Your Numbers With Values-Based Budgeting

232

02 | How to Clean Up Your Money Mindset

233

01 | How to Cultivate Financial Self-Trust

234

Welcome to Money Files!

235

23 I From Financial Avoidance to Participation with Courteney

236

22 I The Language of Money with Arlete

237

21 I How Jeanine Got Out of the Debt Cycle in Five Short Months

238

20 I How financial coaching has reshaped Sophie's relationship with her business and personal finances

239

19 I Building financial trust during new financial seasons with Brent

240

18 I Overcoming the Emotional Side of Money w. Jackie

241

17 I How Catarina Found Financial Balance

242

16 I How Lourdes Learned to Manage Fluctuating Income

243

15 I How Dayna reached her financial goals without making more money

244

[Bonus Episode-Where Are They Now?] April's Story

245

[Bonus Episode-Where Are They Now?] Alex's Story

246

[Bonus Episode-Where Are They Now?] Dayna's Story

247

[Bonus Episode-Where Are They Now?] Andraéa's Story

248

[Bonus Episode-Where Are They Now?] Maggie's Story

249

14 I How Andraéa Got Out Of The Debt Cycle With A Personalized Approach

250

13 I Moving Beyond Fear to Finding Joy With Money

251

12 I How Kim Changed Her Finances In One Hour Part 1

252

11 I How Karen Improved Her Finances After Filing For Bankruptcy

253

10 I How Lynae paid off $1400 of debt in three months while also building her emergency fund

254

09 I The Difference Between Tracking and Planning w. Suzanne

255

08 I How Maggie Paid off $11,000 In Credit Card Debt in 8 Months

256

07 I Covering Current and Future Expenses w. Marie

257

06 I Reshaping Your Business Finances In the Midst Of Uncertainty w. Brooke

258

05 I From Barely Having $500 to Saving $5000 in Less than Six Months w. Martha

259

04 I Why You Don't Need to Get Things Together to Work With A Financial Coach with Roselynn

260

03 I How Having a Team Helped Lisa Payoff $20,000 in Debt

261

02 I A New Way to Invest with Katie

262

01 I From Tough Love to Believing in Self with April

263

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