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Seeking Refuge: Self-Care and Community Support as a Money Expert

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Manage episode 402220980 series 3549695
Content provided by Diana Gisel Yañez, CFP® and Diana Gisel Yañez. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Diana Gisel Yañez, CFP® and Diana Gisel Yañez or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

If you're feeling overwhelmed and confused about navigating economic inequality and money, then you are not alone! The traditional approach to financial coaching may not be addressing the deep-rooted impact of childhood financial backgrounds, leading to discomfort, guilt, and a struggle to say no in adulthood. It’s time to explore a new perspective on how systemic issues around money can affect your mindset, and find the community support and financial coaching that truly resonates with your experiences.

In this episode, you will be able to:

  • Understand the impact of economic inequality on individuals' lives.
  • Gain empowerment strategies for marginalized communities in financial matters.
  • Navigate systemic money issues through Quakerism-inspired perspectives.
  • Access a supportive community for financial coaching and guidance.
  • Explore the intersection of privilege and empowerment in the financial realm.

In this episode of Highly Sensitive Money, I delve into my personal experiences with money and how they've shaped my journey as a financial coach. Drawing from my upbringing and exploration of Quakerism, I highlight the importance of community support and empowerment in tackling systemic issues around money. I encourage listeners to tap into various collectives for guidance, emphasizing how shared support has deeply influenced my work as a money expert.

My unique perspective and commitment to addressing economic disparities make this episode a compelling resource for individuals seeking financial coaching and community backing. Through my insights, I offer a fresh and empathetic approach to navigating systemic money issues, making this episode a valuable listen for those seeking guidance in this area.

You can watch the video here.

The key moments in this episode are:
00:00:01 - Introduction: Money Background and Influence
00:09:44 - Addressing Money Needs and Social Justice
00:13:13 - Uniquely Seeing Money Connections
00:05:55 - Impact of Childhood Financial Background
00:14:45 - Becoming a Quaker
00:16:25 - Support from the Quakers
00:17:39 - Acknowledging Privilege
00:19:14 - Professional Support
00:22:21 - Finding Refuge
Resources:

  • For wealth management services, go to Strategy Squad
  • Financial planners who are Latino or allies of Latinos can check out the SER Summit happening October 2024
  • For those interested in learning about activism in the financial planning field, consider checking out Radical Planners for more information and resources.
  • For more on bringing spirituality into money check out www.WisdomandMoney.org

Book a Heart-Centered Money Call!

Connect with me here:

Diana Gisel Yañez is an Investment Advisor Representative of Natural Investments PBLLC. Natural Investments is an independent Registered Investment Advisor. All the Colors is not a registered entity and is not an affiliate or subsidiary of Natural Investments. See our Disclosures and Disclaimers and read our Form CRS.

  continue reading

25 episoade

Artwork
iconDistribuie
 
Manage episode 402220980 series 3549695
Content provided by Diana Gisel Yañez, CFP® and Diana Gisel Yañez. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Diana Gisel Yañez, CFP® and Diana Gisel Yañez or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

If you're feeling overwhelmed and confused about navigating economic inequality and money, then you are not alone! The traditional approach to financial coaching may not be addressing the deep-rooted impact of childhood financial backgrounds, leading to discomfort, guilt, and a struggle to say no in adulthood. It’s time to explore a new perspective on how systemic issues around money can affect your mindset, and find the community support and financial coaching that truly resonates with your experiences.

In this episode, you will be able to:

  • Understand the impact of economic inequality on individuals' lives.
  • Gain empowerment strategies for marginalized communities in financial matters.
  • Navigate systemic money issues through Quakerism-inspired perspectives.
  • Access a supportive community for financial coaching and guidance.
  • Explore the intersection of privilege and empowerment in the financial realm.

In this episode of Highly Sensitive Money, I delve into my personal experiences with money and how they've shaped my journey as a financial coach. Drawing from my upbringing and exploration of Quakerism, I highlight the importance of community support and empowerment in tackling systemic issues around money. I encourage listeners to tap into various collectives for guidance, emphasizing how shared support has deeply influenced my work as a money expert.

My unique perspective and commitment to addressing economic disparities make this episode a compelling resource for individuals seeking financial coaching and community backing. Through my insights, I offer a fresh and empathetic approach to navigating systemic money issues, making this episode a valuable listen for those seeking guidance in this area.

You can watch the video here.

The key moments in this episode are:
00:00:01 - Introduction: Money Background and Influence
00:09:44 - Addressing Money Needs and Social Justice
00:13:13 - Uniquely Seeing Money Connections
00:05:55 - Impact of Childhood Financial Background
00:14:45 - Becoming a Quaker
00:16:25 - Support from the Quakers
00:17:39 - Acknowledging Privilege
00:19:14 - Professional Support
00:22:21 - Finding Refuge
Resources:

  • For wealth management services, go to Strategy Squad
  • Financial planners who are Latino or allies of Latinos can check out the SER Summit happening October 2024
  • For those interested in learning about activism in the financial planning field, consider checking out Radical Planners for more information and resources.
  • For more on bringing spirituality into money check out www.WisdomandMoney.org

Book a Heart-Centered Money Call!

Connect with me here:

Diana Gisel Yañez is an Investment Advisor Representative of Natural Investments PBLLC. Natural Investments is an independent Registered Investment Advisor. All the Colors is not a registered entity and is not an affiliate or subsidiary of Natural Investments. See our Disclosures and Disclaimers and read our Form CRS.

  continue reading

25 episoade

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