Episode 263: Talking About Money and Overcoming Financial Stigma with Author Kathleen Burns Kings... скачать в хорошем качестве

Episode 263: Talking About Money and Overcoming Financial Stigma with Author Kathleen Burns Kings...

Money is everywhere in our lives, yet talking about it remains one of the biggest taboos. In this episode, we bring together—Kathleen Burns Kingsbury, financial psychologist and author, and Melissa Joy, CFP®, founder of Pearl Planning—to explore why breaking money silence is crucial for financial confidence, wealth-building, and stronger relationships. Key Takeaways: 💡 The Origins of Money Silence – Kathleen explains how our reluctance to discuss money started centuries ago as a form of protection but now acts as a barrier to financial literacy, confidence, and fair compensation. 🧠 Understanding Your Money Story – Before having important financial conversations with partners, children, or aging parents, self-reflection is key. Both emphasize that knowing your own money story creates a foundation for more authentic and productive discussions. 📊 Money Archetypes & Awareness – There’s no "perfect" money personality. Kathleen introduces different money archetypes and how understanding them can help you make better financial decisions. 👩‍💼 Women, Wealth & Workplace Confidence – Melissa shares why women often undervalue their skills in the workplace and how identifying your financial superpower—the unique value you bring—can help you negotiate with confidence and build wealth. 💰 Breaking the Silence for Financial Growth – Open conversations about wealth, investing, and financial planning are essential. Silence keeps women from maximizing their earning potential, making strategic investments, and stepping into financial leadership roles. ❤️ Money & Relationships – Talking about money isn’t just about numbers—it’s about values, security, and trust. Kathleen and Melissa explain how breaking money silence can strengthen personal and professional relationships. 🎯 Your Action Step: Commit to having one money conversation you wouldn’t have had before. Whether it’s with a partner, boss, or financial advisor, that single step can transform your financial confidence and help break generational money taboos. Resources Mentioned: 📄 Free Financial Planning Resources – Get insights from Melissa at Pearl Planning (https://pearlplan.com/) 📘 Breaking Money Silence – Learn more from Kathleen at kbkwealthconnection.com (https://kbkwealthconnection.com/) The previous presentation by PEARL PLANNING was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from PEARL PLANNING or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither PEARL PLANNING’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. PEARL PLANNING is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. A copy of PEARL PLANNING’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at https:... (https://pearlplan.com/)