Tag: money and spirituality

Clarity in the Present, Build the Future

Gaining the emotional awareness to transform our relationship with money requires taking a difficult but critical journey into the past. As described last week, Ebenezer Scrooge made that journey with the guidance of the Ghost of Christmas Past. Only then was he ready...

The Spiritual Aspect of Financial Planning

Ask if Advisors Follow Their Own Investment AdviceWatch this video on YouTube What does spirituality have to do with financial planning? That was my first thought when Stephen Brody, CFP, ChFC, EdD, contacted me about being interviewed for his doctoral dissertation on...

Simple Living Not Always So Simple

Simple Living Not Always So SimpleWatch this video on YouTube “Living simply with fewer material possessions leaves room for more soul” (meaning more joy, connection, peace, and spirituality). “Material possessions prohibit one from finding deep...