Everyone can follow their own idea of success to build a better relationship with money. It’s not uncommon to do what you’re “supposed” to do by society’s “standards”, and have things not go the way you expect. Creating your own path gives you the options that lead to a thriving life. This episode talks about feeling good in our relationship with finances.

Growing up, I constantly saw a theme of “Money is only as good as what it can do for you.” In this idea, the value of money is shaped by how you spend money, like spending money on experiences. Investing in experiences is a mindset I cherish. Now, a new phase in my relationship with money is developing. I’m exploring what money can do for me at this point in life, and today’s guest holds insight on making money work for you.

Tara E. Nolan is a money strategist who supports entrepreneurs and professionals, who have limited time due to business and family demands, achieve and retain the lifestyles they want. Since starting her company, she has been obsessed with helping people feel good about their finances. It’s hard when they are stressed about money, and she loves helping people find that good feeling in their belly when they are in control of their money situation. Tara combines finance, her background in strategic military planning and a focus on personal development to create transformational financial plans. She shares her philosophy and approach to money in her book, Money Moves: Change Where Your Money Lives and Change How Your Financial World Grows.

On EP 74’s Wise Walk, Tara and I discuss ways to gain clarity in your money relationship so you can start planning for how to make your money work for you and your life. Your money should have a job. We explore how you can be more intentional with your finances, and we connect it to a bigger picture. Join this conversation to reflect on these Wise Walk questions and more:

      • What do you really want, and how do you get clear on small steps to get there?
      • How does the vision from that clarity make you feel?
      • What are things you really want to invest in?

Tara believes in giving your money more than one job. There are strategies to help your money gain momentum. This can mean letting go of things that no longer serve you or building a team to amplify how your money works. Listen as Tara talks through examining your Financial Junk Drawer to get an overview of your current money and the possibilities of your future money.

Find what success is for you without getting caught up in what everyone “thinks” is success. Think of it as keeping yourself open so that as you evolve and change you can pivot your plans or visions to work for you instead of getting stuck. Begin a more fun and fulfilling money relationship with these Wise Walk questions:

      • What are things in your life you once deemed important, but no longer serve you?
      • What are things you can take off your list, so you can share your Heart Value in ways that matter most?
      • How can you start nurturing relationships so you can have fun in the process?

Join this inspiring community to uncover a new sense of freedom, and be sure to follow and review the True Stride podcast as we continue to exchange our light and Heart Value with each other.

 

In this episode:

[00:23] – Welcome to the show!

[02:51] – Tara E. Nolan says that teaching is the common thread in the experiences that light her up.

[05:46] – Tara shares how she recognized the need to unlearn the scarcity mindset from her upbringing.

[07:54] – Get clear on what retirement looks like for you.

[10:31] – A vision helps you shift your preparation in an effective direction.

[12:14] – Tara talks through examining your Financial Junk Drawer to get an overview of your current money and the possibilities of your future money.

[14:40] – Money is not math; it’s all emotion.

[17:07] – What people really want is options.

[19:45] – Gaining clarity is an on-going relationship.

[22:07] – Abundance is much more than money.

[24:59] – Tara explains how to connect your money to a larger plan.

[27:44] – Good, bad, or ugly, it’s useful to be aware of your current money status.

[29:40] – Give your money more than one job. Tara talks about how to give your money momentum.

[32:34] – How does a team influence what you can do with your money?

[35:00] – Mary Tess talks about her mindset shift that she worked through with her financial planner.

[36:52] – Make sure the team you build energetically and emotionally understands you. That’s how everybody wins.

[38:57] – Tara calls for everyone to get honest in their relationship with their money.

[41:55] – Mary Tess says we become more authentic to ourselves if we’re paying attention to what we feel.

[43:48] – The amazing story of the aunt with a comical and timely money story.

[45:58] – You have permission to spend.

[47:37] – What prevents people from moving forward in their money relationship? How can people address that?

[50:06] – What is one of the first steps you can take in changing your relationship with money planning?

[51:46] – Thank you for listening!

 

Memorable Quotes:

  • “It’s amazing how we get so wrapped up into measuring our success based on someone else doing what we ‘think’ it means.” – Tara
  • “When you feel like you don’t have enough money, you just need to make a better plan.” – Tara
  • “Your money can make money for you if you have the right investments, structure, and team to support you.”  – Mary Tess
  • “When someone says something, we have an immediate emotional or heart-centered reaction to it.”  – Mary Tess
  • “The more we work with people, the more we’re able to identify what it is in our heart that really speaks to us or that we have resistance in.”  – Mary Tess

 

Links and Resources:

Mary Tess Rooney

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Heart Value

 

Tara E. Nolan

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