Tag: Financial Advisor

Overcoming Money Shame (Ep. 61)

Overcoming Money Shame (Ep. 61)

In this episode of The Money is Emotional Podcast, host Christine Luken, the acclaimed financial dignity coach, dives deep into the often uncomfortable topic of “Overcoming Money Shame.” Using insights from Brene Brown’s “Atlas of the Heart,” Christine unpacks heavy emotions like shame, guilt, and perfectionism—showing how they manifest specifically in our financial lives. She inspires us to embrace self-compassion and empathy, positioning these as the keys to break free from the shackles of money shame.

Christine discusses:

  • The difference between guilt and shame in the context of managing personal finances.
  • How to break out of money shame cycle.
  • Her personal journey of overcoming money shame.
  • How perfectionism can sabotage your future growth.
  • What she learnt from the challenges she faced in the BODi LAVA fitness program.
  • The importance of self-compassion in overcoming money shape and achieving financial dignity.

 

Resources:

 

Connect with Christine Luken: 

Family Wealth Transfer with Paul Deloughery (Ep. 60)

Family Wealth Transfer with Paul Deloughery (Ep. 60)

On this episode of The Money is Emotional Podcast, host Christine Luken delves into the intricacies of family wealth transfer with  Paul Deloughery, an experienced estate planning and probate litigation attorney with over 25 years of experience.

Paul shares insights from his own journey, highlighting the importance of seeing your family as a championship team with strong communication, shared values, and a collective vision. Together, you can weather any financial storm and ensure lasting prosperity


Gain some insight as Paul shares:

  • Why effective communication and preparedness are crucial ingredients for successful wealth transfer.
  • The harsh lessons he learnt after receiving a surprising $14million inheritance.
  • The relationship between good and bad events in his life.
  • Why it is important to educate the next generation.
  • The secrets behind creating a sustainable family wealth that spans generations.
  • How ultra-wealthy families utilize family offices to maintain financial harmony.

 

Connect with Christine Luken: 

 

Connect with Paul Deloughery:
X: Paul Deloughery
Linkedin: Paul Deloughery
Website: Sudden Wealth Protection Law
Quiz: Will Your Heirs Blow Their Inheritance
Book: Lasting Wealth – A Revolutionary Method for Family Wealth Transfer™ on Amazon

 

About our guest:

Paul Deloughery, also known as Paul E. Deloughery, is an experienced estate planning and probate litigation attorney with over 25 years of experience. Based in Phoenix, Arizona, Paul is dedicated to helping families protect their wealth, maintain harmony, and create lasting legacies. As a Certified Family Wealth Advisor and author of Lasting Wealth – A Revolutionary Method of Family Wealth Transfer, Paul brings a unique, proactive approach to estate planning that prioritizes family governance, autonomy safeguards, and multi-generational wealth protection. He serves clients throughout Arizona and beyond.
 
After receiving his Bachelor of Arts and Bachelor of Science degrees from Indiana University-Bloomington, Paul went on to earn his Juris Doctor degree from the Iowa College of Law. He is licensed to practice law in Arizona and is a member of the State Bar of Arizona and WealthCounsel. He is a certified Family Wealth Advisor. He is also the author of Probate Made Simple.

 

Dissolve Money Blocks with Hypnosis with Tammy Tyree (Ep. 59)

Dissolve Money Blocks with Hypnosis with Tammy Tyree (Ep. 59)

On this engaging episode, Financial Dignity® Coach Christine Luken chat with Tammy Tyree, an award-winning author and clinical hypnotherapist. Together, they explore the fascinating world of hypnosis and how it can dissolve deep-seated money blocks. Tammy shares her journey into hypnotherapy and reveals how this powerful tool works to replace old, limiting beliefs with empowering new ones—a game-changer for those seeking financial growth. Plus, get a sneak peek into their collaborative Money Mind Reset Hypnosis Library, a collection designed to help you tackle the most stubborn financial issues effortlessly.


Christine and Tammy discuss:

  • How hypnosis differs from meditation.
  • How combining emotional intelligence with financial planning leads to more effective results.
  • Accessing your subconscious to rewrite unhelpful money scripts and embrace abundance.
  • Common myths surrounding hypnosis.
  • Getting unexpected results by adopting new mantras and breaking free from financial shame.

 

Resources:

Connect with Christine Luken: 


Connect with Tammy Tyree:

 

About Our Guest: 

Tammy Tyree is an award-winning author and clinical hypnotherapist. A devoted mother of four and proud grandmother, she spent years helping individuals navigate the depths of the subconscious.

Now fully immersed in her passion for writing, Tammy has transitioned into a full-time author and self-hypnosis audio creator, blending her expertise in the mind’s hidden realms with the art of storytelling.

She is celebrated for her memoir and paranormal fiction, weaving profound themes of transformation, spirituality, and the unseen. As a writer, narrator, and explorer of all things spiritual, Tammy inspires others to embrace healing, self-discovery, and the power of our Divine Source.

Provider Money and Pleasure Money (Ep.54)

Provider Money and Pleasure Money (Ep.54)

Are you over the old advice to just save and never enjoy your money? Ready to discover how to balance saving and living?

Join Financial Dignity® Coach, Christine Luken as she discusses balancing ‘Provider Money’ and ‘Pleasure Money’ energies in your financial life. Christine shares insights on how to identify imbalances, practical strategies for achieving balance, and resources for further learning. The conversation highlights the emotional aspects of money management and the necessity of both safety and enjoyment in personal finances.

Gain new perspectives as Christine shares: 

  • Balancing Provider and Pleasure energies
  • Why extreme budgeting can backfire
  • Recognizing when your financial energies are out of balance 
  • How past experiences shape your money mindset
  • Tips for integrating gratitude into your financial life
  • And more

Resources:

📖✨ My NEW Book is Now Available!

Connect with Christine Luken: 

Hiring and Working with a Financial Advisor: Part 2 (Ep. 48)

Hiring and Working with a Financial Advisor: Part 2 (Ep. 48)

Are you confident your financial advisor is truly working for you? 

Welcome back to Hiring and Working with a Financial Advisor: Part 2, where Financial Dignity® Coach, Christine Luken, dives into the fiduciary standard and arms you with essential questions to ask your financial advisor that ensure you’re hiring the right advisor for your unique situation. This episode uncovers the importance of having an advisor who understands your specific financial landscape and follows a fiduciary standard. You’ll also learn red flags indicating it might be time to find a new advisor.

Christine discusses: 

  • The importance of asking good questions in the hiring process
  • How and why you need to cultivate a positive long-term relationship with your advisor
  • Red flags to watch for in a financial planner, aka when to fire yours
  • And more

Resources:

📖✨ My NEW Book is Now Available!

Connect with Christine Luken: 

Numbers to Know Before You Buy a Car (Ep. 45)

Numbers to Know Before You Buy a Car (Ep. 45)

Thinking of buying a car soon?

In this episode, Financial Dignity® Coach, Christine Luken, dives into the essential numbers you need to know before stepping into a car dealership. From understanding your current car’s value, trading in or selling options, to grasping personal financial figures like your credit score and down payment, this episode equips you with all the necessary tools to be a smart car shopper. Additionally, Christine shares an important perspective on the car buying process, including the often-overlooked total cost of ownership and the psychological tactics employed by salespeople – all to ensure you drive away with a deal that suits your financial health.

Christine discusses: 

  • The different things to keep in mind when you’re trading your car vs selling it
  • The three important personal numbers you need to know: your credit score, downpayment, and walk away price
  • The importance of researching the vehicle you want to buy so you know the price range for the options you want
  • How getting financing from the dealer is like buying two products
  • Why you need to understand your emotional triggers during the car buying process
  • And more

Resources:

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Launching Financial Grownups With Bobbi Rebell (Ep. 36)

Launching Financial Grownups With Bobbi Rebell (Ep. 36)

Are your adult kids becoming financial grownups?

Let’s talk about how you can help your adult (18+) children become financially independent while supporting them along the way.

Today, Financial Dignity® Coach, Christine Luken, sits down with Bobbi Rebell, CFP®, founder of Financial Wellness Strategies, to discuss launching financial grownups. Bobbi shares her journey from the news world to helping parents raise financially savvy almost-adult kids. She emphasizes the importance of understanding each person’s unique financial blueprint and offers practical advice for transitioning your adult children to financial independence. Learn how to empower your children to become money-smart adults and navigate financial independence with practical strategies and emotional support.

Bobbi’s Key Topics:

  • Her journey from working in national media to helping parents raise financial grown-ups.
  • Supporting young adults in their financial journey towards independence.
  • Encouraging open communication and transparency around financial matters.
  • Providing financial guidance and setting up an exit plan for parental support.
  • Allowing adult children to lead their financial decisions while offering guidance and supervision.
  • And more

Resources:

Connect with Christine Luken: 

Connect with Bobbi Rebell:

About our Guest: 

Bobbi Rebell, CFP®,  is the founder of Financial Wellness Strategies and the author of Launching Financial Grownups: Live Your Richest Life by Helping Your (Almost) Adult Kids Become Everyday Money Smart. She is a financial wellness educator, speaker, conference host, and moderator, and works as a spokesperson for brands aligned with her values. 

Bobbi is frequently quoted in the media as a money and parenting expert. Media outlets have included The Wall Street Journal, The New York Times, Consumer Reports, AARP, The NY Post, New York Magazine, The Washington Post, USA Today, Newsweek, Time, CNBC, Architectural Digest, Health, Brides, Parade, Business Insider, Money, Cosmopolitan, Bottom Line, Yahoo Finance, Marketwatch, The Street,  MSN, Today.com, Oprah.com, Fox News Channel, Fox Business, Cheddar, The Street, as well as hundreds of appearances on local television, radio and podcasts. 

Earlier in her career Bobbi was a global business news anchor and personal finance columnist at Thomson Reuters and held various journalist positions at top news outlets including CNBC, CNN, and PBS. Bobbi is a graduate of the University of Pennsylvania and received her Certificate in Financial Planning from New York University. Her first book “How to be a Financial Grownup: Proven Advice from High Achievers on How to Live Your Dreams and Have Financial Freedom” was released in 2016. She and her family live in Boca Raton, Florida.