Money as a Tool: Rewriting the Rules of Financial Planning
We've been taught to chase money like it's the goal—but what if it's actually just the tool?
In this episode of The Amanda Kaufman Show, I sat down with Allie Beckmann, RFA—a trauma-informed financial planner and behavioral coach—who brings a radically refreshing perspective on how we can relate to money.
Together, we explore:
How to design a financial plan that aligns with your values and lifestyle
Why emotional safety is the foundation for making real financial progress
The difference between perceived risk and actual risk—and why it keeps people stuck
What it means to plan for your life, not just your bank account
Why "more money" isn't enough to stay motivated (and what to focus on instead)
Allie's work isn't just about the numbers—it's about helping people reconnect with what they want their lives to feel like, and then building a plan to make that real. If you've ever felt disconnected, confused, or intimidated by financial conversations, this episode will empower you to see your money—and your future—through a new lens.
📢 Connect with Allie Beckmann:
🔗 Website: www.beckmannfinancial.com
💼 LinkedIn: linkedin.com/in/alliebeckmann
📢 Amanda's Free Tools & Links:
💡 Take the SCORE Quiz – Your Messaging Clarity Checker: https://score.thecoachesplaza.com/
📕 Free Thrive & Scale Blueprint: https://thecoachesplaza.com/the-thrive-and-scale-blueprint
👥 Join Clients Over Chaos: https://login.thecoachesplaza.com/communities/groups/clients-over-chaos/home
📸 Instagram: https://www.instagram.com/theamandakaufman
💼 LinkedIn: https://www.linkedin.com/in/amandackaufman/
🎙️ More episodes: https://podcasts.apple.com/us/podcast/the-amanda-kaufman-show/id1450993176
📝 Disclaimer:
All content is for education and information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results. Advisory services are offered by Beckmann Financial, an Investment Advisor in the State of Colorado and other jurisdictions in which it may conduct business.
