Dear Friend, Sometimes life circles around and presents a door for you to walk through from a place and a time way back in your past. A door you may have walked through when you were much younger, with a whole lifetime of opportunity ahead of you. A few months back, there was a little tap-tap-tap coming from one of those doors I walked through in my early 20’s…a door connected to Naropa University, where I graduated with my Master’s…
Dear Friend, Today, I bring you a lovely conversation I just had with my friend and colleague, Rick Kahler. We just had a wonderful chat about all things financial therapy within the realm of financial planning, and I can’t wait for you to have a listen. Of all my colleagues in the finance space, Rick is one of my longest running friendships. He’s one of the first financial planners I met when I was in the early years of developing…
If you know me, you know that I love to stay home, cuddle with my kitties, and even work from bed sometimes (okay, maybe it’s a daily thing.) But I also love to combine work and travel once in a while. So, when Hollyhock reached out to me last summer and asked if I would be interested in teaching a workshop on their beautiful Cortes Island (just off Vancouver Island) – I had an immediate, big YES. I have always…
Hi Friend, First, a little story and then an invitation to travel and join me for a very special 5-day Financial Therapy Retreat at the gorgeous Hollyhock Retreat Center (on Cortes Island) on May 16-21st! Let’s start with the story… If you’ve been around for a while you may remember my blog post from 3 years ago titled, “I’m using our carpet fund to take my family to Barcelona instead!“ It was the very end of 2021 and we, like…
Dear Money Adventurer, If I can be direct with you for a moment, registration for the January 2025 cohort of The Art of Money closes soon. If you’re reading this and you’re still trying to make a decision about whether or not to join us, I have some help for you. See, the decision you’re trying to make now is a money decision: Should you spend money on improving your relationship with money? Feels like a bit of a tangled…
Hello friend, In case you haven’t sorted it out by now, we’re in a whole new year (personally I’m still not totally getting that it’s 2025 yet.) Somehow it’s just the second week of the year and it already feels like several months have passed. This seems to happen whenever there’s a horrible disaster happening, like what’s happening with the fires in California. Despite the slow passage of time, it’s that phase of the year when most of us are…