Highly Sensitive Money for Highly Sensitive People who want to align their values with their money

Leadership, Latinidad, and Internal Power: A Conversation with Dr. Ana María

Leadership, Latinidad, and Internal Power: A Conversation with Dr. Ana María
 
In this episode, our guest Dr. Ana María López Caldwell and I dive deep into the unique challenges and strengths of being a Latino professional navigating leadership, identity, and purpose. Dr. Ana María brings her powerful blend of personal story, cultural insight, and coaching expertise to explore what it truly means to lead with clarity and intention—especially when your values don’t always align with the systems around you.
Dr. Ana María shares how her journey from Colombia to the U.S. shaped her understanding of privilege, identity, and the internal dissonance many high achievers experience. Together, we explore what happens when ambition meets burnout, how to move through guilt around cultural identity, and how to reframe emotional sensitivity as a strength—not a setback. Ana María also breaks down a three-step framework for navigating internal conflict and offers tools for those working in systems they’re not fully aligned with.
Meet Our Guest
Dr. Ana María is a Latina leadership coach. Shel coaches high-achievers to build unshakable confidence, break through limiting beliefs, strengthen their leadership skills, and transform uncertainty into strategic clarity. Her work empowers clients to achieve lasting impact and cultivate a sustainable work-life balance.
Originally from Colombia, Dr. Ana María holds a PhD in Latin American Studies from Tulane University and brings over 15 years of leadership experience to her coaching practice. She offers both 1:1 coaching and group coaching and will be hosting group coaching in Q3 and Q4 of 2025.
Dr. Ana María’s group coaching program is designed for high-achieving professionals who are ready to gain clarity, build confidence, and embrace their unique identity as leaders.
Over five 90-minute sessions, participants will walk away with actionable strategies, powerful insights, and a strong sense of community to fuel their personal and professional growth in 2025.
The next cohort kicks off on June 25th — find out more and sign up here!
To learn more or to schedule a discovery call, visit www.anamarialc.com.
 
Episode Highlights
[00:01:26] Meeting Dr. Ana María & Her Coaching Work[00:05:56] Ana María’s Story: From Colombia to New Jersey[00:07:56] Privilege, Identity, and Learning to Belong[00:10:16] Academic and Career Journey: From Corporate to Coaching[00:12:29] Navigating Misalignment in Corporate Spaces[00:18:25] Signs of Internalized Oppression & Reclaiming Latinidad[00:22:17] Somatic Responses to Financial Fear[00:25:13] Coaching High Achievers & Overstimulated Clients[00:28:26] Reframing Sensitivity as a Superpower[00:35:26] Beyond the Business Case for Latino Inclusion[00:47:32] Three Steps to Find Alignment in the Face of Dissonance.
There’s something powerful about hearing someone speak directly to experiences you’ve never quite found the words for—and that’s what this episode offers. Whether you’re navigating a workplace that doesn’t fully reflect your values, trying to bring more of your cultural identity into how you lead, or simply figuring out how to manage everything on your plate without losing yourself in the process, Dr. Ana María has something for you.
She offers more than insight—she offers frameworks, tools, and a grounded presence that reminds you you're not alone. From her own story of crossing borders—both literal and emotional—to supporting clients through somatic journaling, parts work, and boundaries, Ana María reminds us that leadership isn’t about perfection—it’s about integration. Hit play, take a deep breath, and let this conversation guide you back to your own internal wisdom.
 
Resources
WebsiteLinkedInInstagramJournaling Exercises on Appreciative InquiryHispanic star website
 
Watch this episode on YouTube
 
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.

Embracing Financial Wellness through Somatic Finance® Gayle Colman’s Journey

Embracing Financial Wellness through Somatic Finance® Gayle Colman’s Journey
 
In this episode, our guest Gayle Colman and I dive into the connections between money, personal growth, and embodied awareness. Gayle, a leading expert in personal finance and creator of Somatic Finance®, brings over 40 years of experience helping individuals integrate holistic financial practices into their lives. From her early days in finance to her development of transformative approaches to money management, Gayle shares how financial well-being is intrinsically linked to our mental, emotional, and spiritual health.Together, we explore what it means to cultivate financial integrity, the powerful role of somatic practices in shifting limiting beliefs, and how bringing the “whole self” to our financial choices can liberate us from inherited money trauma. Gayle also shares personal stories that shaped her values around money, her philosophy on creating safe spaces for financial discussions, and her approach to teaching clients how to align their deepest motivations with financial practices.
 
Meet Our Guest
 
Gayle Colman is one of the country's leading experts in personal finances through her innovative work in Integral Wealth Advisory Services and the creator of Somatic Finance®. She is a coach, writer, entrepreneur, and financial planner with 40 years of professional experience and the author of The Body of Money: A Self Help Guide to Creating Sustainable Wealth through Innate Intelligence.Gayle’s holistic approach to wealth advice champions both practical financial health and personal aspects of money mastery: beliefs, patterns, desires, family-of-origin stories. Her unique blend of experience and training guides clients from confusion to refreshing clarity, integrating inner values with real-world practicality.Tapping into decades of training and practice developing the field of Somatic Finance®, Gayle's unique meditative and embodiment practices demystify our money woes, tend to wounds created by generational trauma, and put financial agency squarely back in our own hands, creating clarity and confidence around our choices rather than overwhelm.Along with certifications as a CFP® and Master Integral Coach®, Gayle is a Big Leap Coach through the Hendricks Institute and a Certified Teacher in the Gateless methodology. She is co-founder of Colman Knight Advisory Group, LLC, a holistic and integral wealth advisory firm based in Massachusetts.
 
Highlights
 
[00:01:10] Bridging the inner and outer aspects of finance[00:03:30] Early finance journey: From risk management to purpose-driven work[00:08:20] A breakthrough client moment and the psychology of money[00:10:00] Money as a psychological inquiry, not a problem[00:11:50] Somatic finance explained: field effects and body awareness[00:21:00] Simple titration practices for financial anxiety[00:23:30] Connecting body centers to financial awareness[00:28:10] Gayle’s earliest money memories and how they shaped her philosophy[00:33:00] Exploring shame and guilt in financial history[00:36:10] The impact of race on financial identity[00:47:00] Supporting family without sacrificing personal financial success[01:00:10] Sacred action: Moving beyond habit into intentional financial practicesJoin us on this journey to uncover the layers of financial self-discovery and gain insights into using Somatic Finance® for personal empowerment. Gayle shares stories that are both relatable and eye-opening, reminding us that our financial well-being is deeply personal and unique. Whether it’s learning to create safe spaces around money or integrating the physical, mental, and spiritual aspects of finance, Gayle’s insights offer a fresh, compassionate way to engage with our finances. This conversation will leave you inspired to explore your own beliefs about money, embrace conscious actions, and move beyond financial fear into a place of empowered choice. 
 
Resources
 
Colman KnightLink Tree The Body of Money: A Self Help Guide to Creating Sustainable Wealth through Innate Intelligence by Gayle Colman Curiosity Creates Safe Space
 
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.

Douglas Tsoi on Finding Financial Freedom, Meaning, and Community

Douglas Tsoi on Finding Financial Freedom, Meaning, and Community
 
In this episode, our guest Douglas Tsoi and I dive into the intersection of financial freedom, personal values, and social impact. Douglas, founder of the School of Financial Freedom, shares his journey from lawyer to educator, achieving financial independence by living simply and intentionally. Together, we unpack how his minimalist philosophy allowed him to pursue a path focused on meaning and community. As he shares stories of his family’s immigrant history and insights from his own life transformations, Douglas invites listeners to rethink the roles of money, work, and community in their own lives.Finding peace and purpose beyond financial independence can be elusive, but in this conversation, Douglas Tsoi offers a fresh perspective on how financial freedom opens the door to more meaningful pursuits. Rather than seeing wealth as an end goal, Douglas invites us to explore our motivations and embrace a simpler, more intentional life. 
 
Meet Our Guest
 
Douglas Tsoi is the founder of School of Financial Freedom. This is his short financial freedom story: After college, he had careers as an intellectual property lawyer, Quaker school teacher, government sustainability officer, and nonprofit training manager, making an average of $36,000 a year. During all that time, he lived on $20,000 a year for 20 years and invested the rest. At age 42, he “retired.”After FI, Douglas spends most of his time playing soccer, writing, traveling, and hanging with his dog Wu Wei. He also started a Portland Underground Grad School, a place for affordable lifelong community and education. He became a Franciscan Spiritual Director, trained as a hospital chaplain, and does financial-spiritual coaching. He created The Appreciation Effect, the Gratitude Dojo, and a reparative justice fund. His principle values are voluntary simplicity, integrity, gratitude, lifelong learning, and community.Beyond his financial achievements, Douglas is a multifaceted thinker and leader, committed to building connections and inspiring personal growth. He founded the Portland Underground Grad School to foster lifelong learning in his community and offers financial-spiritual coaching through his roles as a Franciscan Spiritual Director and sustainability advocate. In line with his principles, Douglas has created community-based initiatives such as The Appreciation Effect, the Gratitude Dojo, and the Jubilee Fund, aiming to address systemic financial challenges and bring awareness to the ethics of consumption. Through these projects, Douglas embodies a life of purpose, balance, and meaningful contribution.
 
Highlights
 
[00:00:30] Why Douglas founded the School of Financial Freedom[00:02:10] The role of inner longing in financial decisions[00:06:50] Douglas’s family’s immigrant history and money trauma[00:08:20] Learning to live on “enough”[00:09:50] Money vigilance and scarcity in immigrant families[00:13:20] Ethics of consumption vs. investing[00:15:30] How capitalism affects our identity[00:19:50] Supporting family without losing oneself in “workism”[00:24:50] Balancing giving with self-care[00:27:50] From corporate lawyer to Quaker teacher[00:33:20] Social justice through spiritual interconnectedness[00:34:50] Applying spiritual principles to financial education[00:36:50] The challenge of finding purpose after financial independence[00:39:20] The value of analog leisure and true rest[00:47:00] Building community through the Jubilee FundFrom his work at the School of Financial Freedom to the creation of the Jubilee Fund, Douglas’s approach is not about financial shortcuts but about building a life rooted in values of community, gratitude, and enoughness. This episode challenges conventional ideas of success, exploring the emotional aspects of capitalism and the liberating power of “doing nothing.” Tune in for an insightful discussion on rethinking our relationships with money, work, and each other to live fuller, more purposeful lives.
 
Resources
 
Douglas TsoiSubstackSchool of Financial FreedomScarcity: Why Having Too Little Means So Much by Sendhil Mullainathan and Eldar Shafir
 
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.

Creating Financial Alignment and Embracing «Good Enough» with Shannon Wilkinson

Creating Financial Alignment and Embracing “Good Enough” with Shannon Wilkinson
In this episode, our guest Shannon Wilkinson and I dive into the transformative power of aligning finances with personal values and overcoming perfectionism. Shannon, a life coach with over two decades of experience, shares her journey from starting her career when "life coaching" wasn’t even a well-known term to becoming a specialist in helping others find clarity, confidence, and momentum in life. We explore how Shannon’s experiences with financial awareness, ADHD, and concussions shaped her coaching approach and led her to prioritize simplicity and “good enough” over perfection.Throughout our conversation, Shannon shares the impact of using systems like YNAB (You Need A Budget) to manage money with intention and purpose. She discusses how avoiding money often leads to financial stress, and how consciously giving every dollar a job can bring freedom. Shannon also opens up about her personal journey with sensitivity, ADHD, and how these have influenced her work, enabling her to better understand and support her clients. From letting go of perfectionism to finding meaning in money management, this episode is packed with takeaways for anyone looking to create a life they love.
 
Meet Our Guest
 
Life Coach, NLP Trainer, and Advocate for Personal Empowerment.Shannon Wilkinson has spent more than a decade helping individuals create the change they wish to see in the world. Starting her coaching career when the iPod and Blackberry were the pinnacle of technology, she has worked with hundreds of clients, helping them find clarity, maintain momentum, and achieve their dreams. Shannon’s clients have written books, run marathons, and founded businesses that make a difference in the world.With certifications as a Trainer and Master Practitioner of Neuro-Linguistic Programming (NLP), as well as hypnotherapy, Shannon brings a unique blend of intuition and expertise to her coaching practice. She holds a bachelor’s degree in Humanities from Scripps College, with additional studies at McGill University and American University. Her deep commitment to personal growth is reflected in the hundreds of continuing education hours she’s pursued in coaching, writing, finance, and small business development.
 
Podcast Highlights
 
[00:01:20] Aligning money with values[00:03:30] How money became part of Shannon’s coaching journey[00:04:40] Exploring money avoidance and common financial challenges[00:06:20] How YNAB (You Need A Budget) transformed Shannon’s approach[00:12:00] Planning for meaningful life experiences[00:13:40] Childhood financial background and its influence[00:23:30] Discovering highly sensitive traits and their impact on life[00:26:50] Navigating concussions and health challenges[00:31:40] How ADHD changed Shannon’s view of productivity[00:34:30] The importance of aligning with personal strengths[00:43:50] Embracing imperfection and “good enough”[00:53:50] Why perfectionism holds people back[00:56:00] Productivity blocks and how to overcome them[01:00:10] The deeper connection between self-worth and financial well-beingShannon Wilkinson's journey as a life coach is a testament to how personal and financial well-being are deeply intertwined. Through years of experience, she’s developed an acute awareness of the internal barriers people face when striving for change—whether it’s overcoming perfectionism or creating financial security. In this episode, Shannon shares how simple yet powerful practices like budgeting with YNAB can completely reshape your relationship with money and how being "good enough" can unlock the freedom you’ve been seeking.She offers fresh perspectives on how emotional and financial wellness go hand-in-hand, breaking down the idea that financial security comes from ignoring money. Instead, it’s about giving every dollar a job and aligning spending with values that resonate deeply. As you listen, you’ll find yourself reflecting on how you might integrate some of Shannon’s techniques into your own life—whether it’s creating a system for managing finances or learning to embrace life’s uncertainties with confidence. Tune in to discover practical tips, thought-provoking insights, and the motivational push you need to create a life you truly love.
 
Resources
 
Shannon WilkinsonShannon’s PodcastThe Highly Sensitive Person by Dr. Elaine Aron I Capture the Castle by Dodie SmithYNAB’s “Give Every Dollar a Job” Principle
 
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.

Transforming Grief into Purpose: Financial Wisdom for Widows & Caregivers with Megan Kopka

Transforming Grief into Purpose: Financial Wisdom for Widows & Caregivers with Megan Kopka
 
In this episode, our guest Megan Kopka and I delve into her transformative journey of resilience, compassion, and financial wisdom. She shares her personal story of loss, recounting her path from young widowhood to her inspiring advocacy for widows' rights and financial empowerment.Together, we explore Megan's journey, from founding the Cape Fear Modern Widows Club community to her work as the Board Chair for the national Modern Widows Club. Highlights of the episode include Megan’s insights on widowhood's financial impact, the surprising gender differences in remarriage, and how Modern Widows Club supports women through all stages of grief and empowerment. We also discuss her own experience raising two children after the loss of her husband, Keith, and how the financial lessons from her childhood shaped her approach to her own family’s journey and the clients she serves today.
 
Meet Our Guest
 
Megan is passionate about helping women, especially- caregivers & widows, find financial security and freedom to live fulfilling lives supported through life planning and investing. Her experience as a former math teacher, wife, mom, widow, solo parent, caregiver, medical advocate, business owner, and feminist gives her unique perspectives on integrating money with life values. Megan is a CERTIFIED FINANCIAL PLANNER™ and Registered Life Planner; her personal, professional, and altruistic mission combine into her service and niche in the financial profession. She has two grown children whom she cherishes. Spending time with her children, Bruce, a second mate in the maritime industry, and Jaden, who is currently studying to become a commercial pilot, brings Megan joy. Megan co-founded the Cape Fear Community of the Modern Widows Club (MWC) in May 2020 and served as their community advocate through December 2023. She also served on the Golden Committee for the National Modern Widows Club. Today, Megan is now the Board Chair for MWC and serves as a financial coach for Wings for Widows. Megan enjoys traveling, public speaking, reading, and being outdoors.
 
Episode Highlights
 
[00:01:00] Introduction to Financial Planning and Modern Widows Club[00:02:30] “We to Me” Transition After Widowhood[00:03:20] Megan’s Journey with Modern Widows Club[00:09:20] Widowhood and Health: Brain Fog and Isolation[00:11:00] Megan’s Financial Background from Childhood[00:13:10] Keith’s Legacy Years and Financial Lessons[00:15:10] Asking for Help as a Widow and Caregiver[00:17:20] Differences in Widowhood Experiences Between Men and Women[00:21:10] Financial Impact of Widowhood on Career and Income[00:23:10] Helping Widows with Financial Planning through Wings for Widows[00:29:00] Building Resilience Through Community and Mentorship[00:34:20] Widowhood and the Shift in Social Status[00:42:00] The Seven Pillars of Healthy Living for Widows[00:46:00] Dr. Steven Southwick’s Resilience Research[00:48:10] Megan’s Three Political Wishes for Widows[00:54:00] Personal Touch and Support for Widows’ Families
 
In this episode, Megan Kopka provides a profound look into the unique challenges widows face in our society and the systems that support—or too often neglect—them. Her deeply personal yet universal insights offer hope and actionable advice, from setting boundaries and leaning into community to handling the complex emotions that accompany both grief and financial upheaval. Whether you’re supporting a widow, are one yourself, or are simply curious about how life planning can transform through adversity, this episode is filled with wisdom, empathy, and guidance for navigating life’s hardest transitions. Join us as we uncover the power of resilience and how Megan is paving the way for a more compassionate world for widows and caregivers alike.
 
Resources
 
Megan KopkaLinkedInModern Window ClubModern Widows Club widow support newsletterResilience: The Science of Mastering Life’s Greatest Challenges by Steven M. Southwick and Dennis S. Charney
 
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.

Navigating Money, Race, and Healing with Rahkim Sabree

Navigating Money, Race, and Healing with Rahkim Sabree.
 
In this episode, Rahkim Sabree joins the conversation to explore the intersection of financial trauma, race, and the challenges to financial empowerment. Rahkim, a seasoned financial coach, educator, and author, shares his journey from growing up in poverty to becoming a leading voice in financial empowerment. He reflects on how his personal experiences with money shaped his career and how systemic barriers affect financial outcomes for marginalized communities.You will hear Rahkim’s thoughts on why financial education alone isn’t enough and how emotional and behavioral factors, rooted in trauma, can influence financial decisions. He also discusses the importance of financial sovereignty, healing from generational trauma, and his strategies for empowering others through financial literacy and deeper self-awareness.
 
Meet Our Guest:
Rahkim Sabree, AFC®️: Financial Coach, Author, and Advocate for Financial Trauma Healing.Rahkim Sabree is a financial coach, author, and columnist specializing in the intersection of financial education and trauma, especially within the Black community. Growing up in Mount Vernon, New York, his early experiences with poverty shaped his understanding of money and the generational trauma that often affects financial decisions. Rahkim is passionate about helping individuals and communities address the deeper, emotional aspects of financial health while navigating systemic barriers to success.With his work featured in outlets like Forbes, Business Insider, and TEDx Hartford, Rahkim has become a sought-after speaker and thought leader on financial trauma. Today, he continues his mission of helping individuals and organizations alike find greater financial freedom and empowerment through a holistic approach that blends financial literacy with trauma healing.
 
Episode Highlights:
[00:00:50] Rahkim’s early career in banking[00:02:00] Defining financial trauma and systemic barriers[00:02:40] Recognizing the gap between financial literacy and empowerment[00:05:30] Comparing food deserts and financial deserts[00:07:00] How systemic issues affect behavior around money[00:12:00] Personal financial advice that changed Rahkim's perspective[00:18:30] The role of financial sovereignty in personal growth[00:21:40] How social media affects our view of financial success[00:23:30] Balancing professional success with personal values[00:27:10] Moving from one-on-one counseling to broader educational impact[00:33:20] Discussing the racial wealth gap and its implications today[00:36:40] How systemic inequities perpetuate financial trauma[00:45:20] Rahkim’s vision for financial therapy’s future[00:53:10] Wrapping up: Rahkim’s advice for those navigating financial trauma.The journey to financial freedom isn’t just about numbers—it’s about understanding the emotions, trauma, and systemic forces that shape our money habits. Rahkim shares his profound insights into why financial literacy alone often falls short and how addressing financial trauma can unlock greater empowerment. His story, deeply rooted in his experiences with poverty and race, is a testament to the resilience needed to overcome financial barriers.
 
Resources:
Rahkim Sabree Website.LinkedIn.Substack.Rahkim In Forbes.The Trauma of MoneyThe Color of Money: Black Banks and the Racial Wealth Gap by Mehrsa Baradaran.Decolonizing Wealth by Edgar Villanueva.Post Traumatic Slave Syndrome by Dr. Joy DeGruy.The Miseducation of the Negro by Carter G. Woodson.PowerNomics by Dr. Claude Anderson.Racial Wealth Gap Statistics.2050 Trailblazers podcast.
 
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.

Unveiling the Power of Ancestral Healing with Meenadchi: A Journey Through Money Trauma to Empowerment

Unveiling the Power of Ancestral Healing with Meenadchi: A Journey Through Money Trauma to Empowerment.
 
In this episode, our guest Meenadchi and I delve into the profound impact of ancestral healing on our relationship with money. Meenadchi, a practitioner of family constellation therapy, shares her unique approach to addressing and healing money trauma, which often stems from our ancestral lineage. We explore how this trauma can manifest in our financial habits and decisions, and how by understanding and healing these deep-rooted issues, we can transform our relationship with money from one of scarcity and fear to one of abundance and empowerment.
Highlights of the episode include Meenadchi's insights on the connection between self-worth and financial worth, the importance of listening to our bodies and sensory needs, and the role of authenticity in communication. We also discuss the concept of a "sensory budget" and how it can help us manage our energy and capacity, especially in relation to financial tasks. Additionally, Meenadchi provides practical advice on setting financial goals and boundaries, and how to structure our businesses in a way that supports both our well-being and our communities.
As you listen to Meenadchi's story and the wisdom she shares, you'll find yourself on a journey of self-discovery and empowerment. Her insights into the complex interplay between our ancestral past, our financial present, and our empowered future are both enlightening and transformative. Whether you're seeking to heal your own money trauma or looking to support others on their financial journey, this episode is a must-listen. Meenadchi's approach is not just about money; it's about reclaiming our power, our worth, and our place in the world. 
 
Meet Our Guest:
Meenadchi is an ancestral healing practitioner, TEDx speaker, and communications expert whose work centers social change and embodied transformation. Using the modality of Family Constellation Therapy, Meenadchi supports community-oriented changemakers and entrepreneurs heal inherited and ancestral money trauma, so that we can be paid well and reinvest funds into our communities from a state of overflow instead of self-sacrifice. 
Meenadchi holds a clinical license in occupational therapy and has historically served communities impacted by gender-based violence, complex trauma, and serious mental illness. She is the author of Decolonizing Non-Violent Communication (2019) and is a faculty member with the Trauma of Money.
 
Podcast Highlights:
00:00:00 Introduction00:00:40 Meenadchi’s Background in Ancestral Healing and Financial Empowerment00:02:30 Childhood Financial Security and Sri Lankan Tamil Heritage00:03:40 Lessons from Meenadchi’s Mother on Money and Community00:06:50 The Overgiving Dilemma: Entrepreneurs Afraid of Receiving Money00:07:40 The Fear of Becoming a “Mine is Mine” Person00:09:30 Balancing Financial Stability and Social Justice Work00:13:00 Understanding the Power of Generational Projects and Community00:14:00 Introduction to Nonviolent Communication and Decolonizing It00:16:50 The Role of Family Constellation Therapy in Healing Trauma00:20:00 Evolving from Student to Practitioner in Family Constellation Work00:24:50 Working with Money Trauma through Constellation Therapy00:32:00 Exploring Sensory Needs with the Sensory Budget Tool00:37:00 The Positive Sides of High Sensitivity and Financial Decision-Making00:43:00 Detangling Pricing and Self-Worth for Entrepreneurs00:46:10 The Importance of Serving from Overflow, Not Exhaustion00:50:20 Defining Enoughness: The Intersection of Scarcity, Abundance, and Contentment00:53:30 Emotional Stability and Building Healthier Relationships00:56:50 Incremental Decisions and Mastering Your Current Level
 
Resources
About Meenadchi.Discover Your Money Magic Quiz.Decolonizing Non-Violent Communication Workbook. "The Art of Money: A Life-Changing Guide to Financial Happiness" by Bari Tessler.Sugar Hill Gang Black Birth Worker Collective.
 
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.

Aligning Catholic Values with Financial Strategy: A Conversation with Bill and Anne Hatch

Aligning Catholic Values with Financial Strategy: A Conversation with Bill and Anne Hatch
 
In this episode of Highly Sensitive Money, I interview Bill and Anne Hatch, exploring their journey from conventional finance backgrounds to impactful investments aligned with their Catholic values. The discussion highlights their involvement with the Francesco Collaborative, their transition into social justice and nonprofit finance, and how they navigate their professional and personal lives, including raising three young children. 
Bill shares his story of moving from a non-religious background to volunteering in social justice ministries and eventually working with the Jesuits on impact investing. Anne discusses her background in healthcare strategy and how they complement each other's skills in their joint venture, Hatch & Hatch. The conversation also delves into themes of discernment, community support, and creating a more holistic relationship with money.
 
Meet our guests!
 
Anne Hatch & Bill Hatch, CFA are the co-founders of Hatch & Hatch Consulting, a firm dedicated to helping social purpose organizations, including non-profits, faith-based groups, and social enterprises, become better stewards of their resources and deepen their impact. Together, they journey with organizations, guiding them to align their assets with their mission-driven goals.
Bill began his career in finance, focusing on practical solutions to the climate crisis. His work with BW Group in Singapore involved investing in cleantech and energy transition sectors. A spiritual awakening in his late 20s led him to shift toward service, focusing on marginalized communities through parish and retreat ministry in Toronto. Bill holds a bachelor’s degree from Yale University and is a CFA Charterholder. His volunteer work with the Jesuits of Canada introduced him to impact investing, where he continues to integrate finance and spiritual values, currently via his role as Associate Director at the Catholic Impact Investing Collaborative / Francesco Collaborative. 
Anne has held leadership roles at Ontario Health and Cancer Care Ontario, where she led the strategy and planning for the Cancer Screening programs as well as oversaw the quality management of the labs delivering the organized screening programs in Ontario. She holds a bachelor’s degree from York University and brings a wealth of experience in program management, strategy, and operations.
Together, Anne and Bill live in Ontario with their three children, united in their passion for creating a more just and sustainable world.
 
Podcast Highlights:
 
00:00:40 Meet the Guests: Anne and Bill Hatch00:01:20 Bill’s Journey to Faith-Aligned Impact Investing00:04:00 Meeting Anne and Starting Their Family00:06:00 Anne’s Background in Healthcare and Strategic Planning00:09:00 Balancing Family Life with Impact Investing00:11:20 Pooling Resources and Building Hatch & Hatch00:14:20 Explaining Financial Discernment00:17:20 The Role of Community in Values-Aligned Investments00:19:40 Francesco Collaborative Merging with Catholic Impact Investing00:22:00 Catholic Social Teaching’s Influence on Financial Decisions00:24:30 Challenges of Navigating Extractive Wealth Systems00:27:50 The Concept of Enough and Financial Generosity00:38:20 The Financial Backgrounds of Bill and Anne’s Childhood00:43:00 Transitioning from Hatch & Hatch to Francesco Collaborative00:56:00 Podcast Wrap-Up: Values, Finance, and Family
Resources
About Anne & Bill Hatch.Francesco Collaborative."The Highly Sensitive Person" by Elaine Aron.Pope Francis' Encyclical "Laudato Si"."Nonviolent Communication" by Marshall Rosenberg."Money and the Meaning of Life" by Jacob Needleman.Francesco Collaborative’s Livable Future Investing Workshop.Center for Action and Contemplation (CAC).
 
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.

Breaking the Money Taboo with Psychotherapist turned Money Coach Laura Gates-Lupton

Breaking the Money Taboo with Psychotherapist turned Money Coach Laura Gates-Lupton
 
In this episode, our guest Laura Gates-Lupton and I embark on a candid conversation about the intersection of money, feminism, and sensitivity. Laura, a former psychotherapist turned money coach, shares her journey from a career in social work to empowering women to break free from financial constraints. We delve into the impact of childhood financial backgrounds on adult money habits, the importance of recognizing and leveraging one's value in the workplace, and the emotional aspects of financial growth. Laura's insights offer a fresh perspective on how to approach money with empowerment and authenticity.
In a world where money often feels like a taboo topic, Laura Gates-Lupton's work is a beacon of hope, offering a compassionate and empowering approach to financial well-being. Her insights into the emotional and practical aspects of money are both enlightening and actionable. Whether you're looking to break free from the constraints of your financial past or seeking to embrace a more empowered relationship with money, this episode is a must-listen. Laura's journey and the wisdom she shares are not just about money; they're about reclaiming your worth, living authentically, and creating a life that truly reflects your values and desires. Don't miss this opportunity to be inspired and equipped to take control of your financial future.
 
Meet Our Guest: Laura Gates-Lupton
 
Laura Gates-Lupton is a financial feminist and psychotherapist turned money coach for talented, hardworking solopreneurs. She helps her clients untangle old beliefs and fears about money, break the habit of overworking, simplify their businesses, and smash their personal glass ceilings. As a seasoned clinician with a master's degree in Clinical Social Work, Laura brings a unique combination of emotional and practical support to her clients. Her approach is based on a three-pillar framework: overcoming overworking, growing financial identity, and amplifying impact.
Her ideal clients are women who are overgiving in their businesses and in their lives. They love serving their customers, but they hate dealing with the money aspect of having a business and, as a result, they are undercharging, lacking clear policies and don’t have systems. Laura helps her clients develop a profitable business model based on their strengths, while eliminating busy work. She works with her clients to let go of scarcity thinking and develop the skills to be strong earners. She also assists her clients to create a clear vision for their lives that includes all the non-monetary assets they have or want to develop, along with a healthy bank account.
 
Podcast Highlights:
 
00:00:32 - Introduction to the Guest and Topic Overview00:03:10 - Women’s Financial Journey and the 50th Anniversary of the ECOA00:04:00 - Personal Struggles with Financial Independence in Midlife00:07:40 - A Personal Awakening: Shifting Financial Priorities in Midlife00:09:50 - Dealing with Student Loan Debt as a Woman00:12:00 - Financial Literacy Across Generations: What Has Changed?00:13:50 - How Societal Norms of the 60s Shaped Women’s Finances00:16:20 - Addressing the Gender Wage Gap and Its Impact on Women’s Financial Lives00:19:00 - Midlife Financial Planning: Navigating Financial Goals and Challenges00:23:10 - Balancing Student Debt and Financial Support for Children00:31:05 - Empowering the Next Generation: Financial Lessons for Women00:37:50 - Launching Women Uncaged: The Story Behind Laura’s Podcast00:44:00 - Laura and Lynda’s Coaching Relationship and Their Impact on Each Other’s Work00:50:25 - Financial Literacy for Women: Tools and Resources to Succeed00:59:00 - Final Thoughts: The Importance of Financial Planning for Women
 
Resources
Laura Gates-LuptonGood With Money SubstackWoman Uncaged PodcastSistermind RoundtableLaura's LinkedIn
 
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.

Cultivating Impactful Businesses: Key Insights from Rose Slam! Johnson

Cultivating Impactful Businesses: Key Insights from Rose Slam! Johnson
 
Rose Slam! Johnson is the vibrant force behind Nimble Roots Coaching, a personalized coaching business tailored to queer small business owners. With a focus on infusing joy into the entrepreneurial journey, Slam!’s coaching style is characterized by love, bravery, and compassion. Drawing on their own experiences of overcoming adversity, Slam! specializes in guiding clients to launch or stabilize their businesses, cultivate effective teams, and maintain alignment with their values. With Nimble Roots Coaching, Slam! empowers courageous leaders and healers to navigate challenges, build meaningful businesses, and find stability in an ever-changing landscape.
 
Empowering Entrepreneurs: Rose Slam! Johnson on Building Impactful Businesses
 
In this episode, our guest Slam! and I explore the art of entrepreneurship with a focus on creating businesses that not only succeed but also make a significant impact. Slam!, a seasoned business coach and mentor, shares her journey from a weekly delivery service in San Francisco to becoming a guide for small business owners, particularly those in the queer community. We delve into how to integrate social justice into business practices, the role of a masterful coach in personal and professional growth, and the unique challenges faced by entrepreneurs. Slam!'s insights on building a business with a light footprint yet a strong impact are both inspiring and practical, offering a fresh perspective on how to thrive in the world of entrepreneurship.
 
Meet Our Guest:
 
Slam! is a business coach and mentor who specializes in working with queer small business owners. Their entrepreneurial journey began with a passion for making hummus, which evolved into a multi-faceted business over nine years. Slam!'s approach to business is holistic, focusing on the interplay of money, relationships, vitality, creativity, and joy. 
Rose Slam! Johnson is the vibrant force behind Nimble Roots Coaching, a personalized coaching business tailored to queer small business owners. With a focus on infusing joy into the entrepreneurial journey, Slam!’s coaching style is characterized by love, bravery, and compassion. Drawing on their own experiences of overcoming adversity, Slam! specializes in guiding clients to launch or stabilize their businesses, cultivate effective teams, and maintain alignment with their values. With Nimble Roots Coaching, Slam! empowers courageous leaders and healers to navigate challenges, build meaningful businesses, and find stability in an ever-changing landscape.
 
Podcast Highlights:
 
00:00:32 Introduction to Rose Slam! Johnson00:02:20 How a Family Legacy of Bookkeeping and Building Shaped My Path00:05:50 The Importance of Sharing Power in Small Businesses00:08:05 Results from the First Half of 2024: Refining Offerings, Hiring, and Financial Clarity00:14:03 B Corps and the Possibility of a Non-Extractive Business Model00:14:51 David Graeber’s Debt: The First 5,000 Years and Alternative Economies00:16:20 Social Justice and Business: Imbuing Justice into Company Culture00:22:40 My Parents’ Financial Background and Its Impact on My Career00:25:20 Avoiding Burnout: The Advice I Ignored and What I Learned00:28:50 Dr. Maria Nemeth’s Coaching Framework: The Six Forms of Energy00:29:30 Financial Clarity: Making Decisions Based on Data and Values00:35:40 Embracing High Sensitivity: A Journey of Self-Acceptance00:36:20 The Impact of a Highly Sensitive Nature: Learning to Prioritize Well-Being00:42:20 Empowerment in Elections: Breaking Through the Noise and Taking Action00:43:45 The ABCs of Business: Air, Balance, and Cadence
As the conversation with Rose Slam! Johnson unfolds, it becomes clear that business is not just about the bottom line; it's about creating a legacy of positive change. Slam!'s stories and strategies offer a roadmap for entrepreneurs who want to make a difference without sacrificing their values or well-being. Whether you're a seasoned business owner or just starting out, this episode is a must-listen for anyone looking to infuse their work with purpose and passion. So, hit play, and let's embark on a journey of empowering entrepreneurship with heart and soul.
 
Resources:
 
Rose Slam! Johnson"Debt: The First 5,000 Years" by David Graeber."The Energy of Money" by Dr. Maria Nemeth."Mastering Life's Energies" by Dr. Maria Nemeth.
Upcoming Workshops with Slam!
Queer Business Owner Meetup Online: Nov. 14th 12:00 p.m.ABC's of building a business: Nov. 21st 12:00 p.m.ABC's of building a business: Dec. 12th 10:30 a.m.Queer MBA Starts January 8/9.
 
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.