Unlocking Financial Freedom - Aligning Wealth with Purpose
In this episode of Spirit Sherpa, host Kelle Sparta explores the critical importance of aligning your mindset, values, and financial strategies even at higher income levels. Joined by Dr. Allen Lomax, a financial wealth manager with a PhD in organizational systems psychology, they discuss navigating financial challenges, especially for those with significant assets.
Key Topics Include:
Unique stressors and considerations for wealthy individuals
Benefits of private placements
The significance of having a purpose-driven financial strategy
The need for spiritual individuals to steward wealth responsibly
How freedom through financial planning can enhance one's spiritual journey
00:00 Introduction and Housekeeping
03:00 Welcoming Dr. Allen Lomax
04:10 Dr. Lomax's Journey and Insights
13:06 Understanding Private Placements
20:45 Aligning Wealth with Purpose
22:12 Managing Stress in Investments
25:32 Spirituality and Wealth
42:50 Conclusion and Final Thoughts
Keywords:
spiritual money mindset
aligning wealth with purpose
conscious investing strategies
spiritual entrepreneurs and money
abundance and money energy
wealth building for lightworkers
spiritual approach to finances
how to invest as a spiritual person
private placements investing
accredited investor mindset
wealth and personal growth
purpose-driven financial planning
passive income for spiritual coaches
how spiritual people build wealth
money blocks and abundance mindset
investing after spiritual awakening
financial empowerment through purpose
mindful money management
sacred money archetypes
values-aligned wealth strategy
If you would like to learn more please book a Discovery Call here: https://kellesparta.com/discovery-call/
Licensing and Credits:
“Spirit Sherpa” is the sole property of Kelle Sparta Enterprises and is distributed under a Creative Commons: BY-NC-ND 4.0 license. For more information about this licensing, please go to www.creativecommons.org. Any requests for deviations to this licensing should be sent to kelle@kellesparta.com. To sign up for, or get more information on the programs, offerings, and services referenced in this episode, please go to www.kellesparta.com.
