Shows
Smart & Soulful Money® PodcastEp. 20: The Aligned Inheritor - Can’t Get Technical Without the Personal (AKA the Two Sides of Money)Welcome back to the Smart & Soulful Money® Podcast: the Aligned Inheritor Series! Today we’re focusing on exploring the two sides of money, the personal and the technical. Tune in to hear about: - Deep dive into the personal side of money and how it relates to your emotions, hopes & dreams, self-esteem, well-being and values - Noticing, naming and identifying how to connect the two sides of money and bring in support RESOURCES MENTIONED IN THIS EPISODE Learn more about Susan Bradley and "Sudden Money" Learn more abou...
2025-03-2724 min
Smart & Soulful Money® PodcastEp. 19: The Aligned Inheritor - Moving Away From & Moving Toward, An Inspired ProcessWelcome back to the Smart & Soulful Money® Podcast: the Aligned Inheritor Series! Today we’re focusing on exploring and naming what you want to move away from and what you want to move toward in your money life. I’ve provided a helpful worksheet you can download to guide you in this process. Tune in to hear about: - Prompts and examples to help you name three things you want to move away from and three things you want to move toward - A personal story from Carrie about her experience with this proce...
2025-03-2717 min
Smart & Soulful Money® PodcastEp. 18: The Aligned Inheritor: Navigating Relationships with CommunicationWelcome back to the Smart & Soulful Money® Podcast: the Aligned Inheritor Series! Today we’re focusing on relationships, communication, and the tools you can use to support yourself in confidently stepping into your money life as an inheritor. Without solid communication, the relationships in our lives can get a bit sticky. When an inheritance is involved, an additional charge makes it all the more crucial to build the skills we need to have those necessary conversations. Tune in to hear about: - The 2 tools Carrie recommends to navigate communication and relationships. - Limiting self-j...
2022-02-0232 min
Smart & Soulful Money® PodcastEp 17: The Aligned Inheritor: Finding Your Voice on Your Financial JourneyWelcome to a brand new season of the Smart & Soulful Money® Podcast! We’re doing things a little differently this time around and diving deep into the real-life experiences of what it can be like for an inheritor as they navigate their financial transitions. Major life shifts within an ever-changing world can result in some powerful inner shifts, as well. In this episode, Carrie is sharing an important experience that every Aligned Inheritor seems to go through and what suggestions she has for someone going through this phase of the experience.
2021-10-1224 min
Smart & Soulful Money® PodcastSusan Bradley - Author of "Sudden Money: Managing a Financial Windfall" Talks Navigating Change in Money and LifeHIGHLIGHTS What is a Sudden Money Experience? How GoFundMe campaigns represent the newer sudden money, and the importance of building a trusted team to handle the windfall experience Susan talks about navigating the opportunity of sudden money as well as the challenges, particularly when someone receives a settlement from a traumatic event What are the phases of Transition? Navigating COVID through the lens of transition How does a CeFT® support a client to Shape Change? Susan talks about challenging the SYSTEMS that can be attached to an inheritance, particularly for women, and the importance of asking questions and do...
2021-04-0258 min
Women TodayHow to Empower Your Money for Good with Carrie VanWinkleJoin Carrie VanWinkle, CFP and Socially Responsive Investment Advisor, as she blows us away and breathes fresh, new life into the women and money conversation. Carrie educates us about how we can empower our money, on all levels, to do good work in the world.In this inspiring episode we cover:Some of Carrie's personal money story including going to college even though her parents had not, starting to do her taxes on her own at age 16 and surviving a frightening car accident that led to an unexpected financial windfall in the form of...
2021-03-181h 09
Smart & Soulful Money® PodcastChristine Kane - The Soul-Sourced Entrepreneur: A Conversation with Author and Founder of Uplevel You™HIGHLIGHTS What does it mean to be a Soul-Sourced Entrepreneur or to have a Soul-Sourced Business? How is it different from the typical way of having a business? What is the benefit of living life in a spirit of creativity vs. reactivity? Christine shares stories about what has helped her personally and to teach others about how we reconnect to the power of our presence. What is the relationship between women, money and power? How working with coaches has taught Christine that “we lose our power because we believe our thoughts and our emotions” What does the “I’m IN” st...
2021-03-111h 01
Creating Social Impact Podcast with Kat LuckockInvestments that matter with Carrie VanWinkleCarrie B. VanWinkle, CFP®, is the trusted Advisor for Smart Women who are consciously investing their money to create positive change in their lives and in the world. She is a Socially Responsive Investment Advisor with the nationally recognized impact investing firm, Natural Investments (in the USA).
Carrie supports her clients as they navigate sudden money experiences such as divorce, loss of a parent, spouse, or other loved one so that they are clear and more confident to take action in their money life in ways that are aligned with their values.
Carrie shares how you m...
2021-03-1131 min
The Inner Alchemy Podcast with Becca Clegg: Empowering You to Create Your Dream Life Using the Magic WithinBecca with Carrie VanWinkle on Money Mindset, the Four Pillars to Investing, and Social ResponsivenessCarrie VanWinkle is a social responsive investment advisor, and we are so pleased to have her on this episode of the Inner Alchemy Podcast. Not only does Carrie have some incredible insights about her 14 year old self, but her understanding of the prominence of money in our world is unparalleled. She shares the four pillars of her approach to investing, as well as how imperative it is to comprehensively heal how we think about it.
2021-01-1431 min
Smart & Soulful Money® PodcastEsther Park - Capitalism: Reformation or Revolution? A #NoRegrets Approach to Regenerative Investing, and PhilanthropyHIGHLIGHTS Esther describes her work with Cienega Capital. Why is Regenerative Agriculture Cienega Capital’s chosen focus? What does it mean to be Regenerative? Esther talks about change: What changes are needed? How is change happening? How working with Sallie Calhoun has opened Esther’s eyes to the benefits of paying attention to soil What is the #NoRegrets Initiative? Capitalism: Reformation or Revolution? “Vulture Capitalism” vs. “Emergent Changemakers” - the shift from exploitive and extractive to investment in positive change Esther talks about two businesses Cienega Capital is currently investing in and how it parallels moving from monoculture to a diverse eco...
2020-11-1254 min
Smart & Soulful Money® PodcastStacy Parson - Full Spectrum Leadership, Activism and Embodying Our PowerHIGHLIGHTS Stacy describes her work with individuals, teams and organizations. Navigating volatile, uncertain, chaotic and uncertain circumstances - “You are better prepared than you realize.” Stacy talks about activism and how “anybody who's moving in the direction of something they want to see in the future has to disrupt whatever's happening in the moment” and how it relates to innovation and leadership. How is it possible to live into values that don't just make your own world better, but make a much broader set of people’s better? Localized vs collective focus: How Rugged Individualism can lead us to make choi...
2020-09-0140 min
Smart & Soulful Money® PodcastSara Loving - Banking for Change: How Better Banking Options Help Us Create Positive ImpactHIGHLIGHTS Why does it matter where we bank? What are ‘big banks’ and what’s wrong with them? Sarah describes how ‘better banking options’ make sure that our money, while it's in the bank, is doing as much good as possible. What is the issue with transparency in the banking industry? What can we do about it? What is the difference between a bank and a credit union? What is the mission of Better Banking Options? Sara talks about the four criteria Better Banking Options uses to evaluate banks and credit unions. Better Banking Options offers a helpful search engin...
2020-06-1843 min
Smart & Soulful Money® PodcastJoel Solomon - The Clean Money Revolution: Reinventing Power, Purpose, and CapitalismHIGHLIGHTS What is Clean Money? What are the characteristics of clean money? Joel describes the difference between an extractive and generative economy. Joel has been on a lifelong journey of working with systems change and going within for his own personal development work - why has this been important for him to do both? As an inheritor, Joel experienced a special opportunity to work alongside Carol Newell to help support her in creating positive impact. Joel describes how he was able to get clear on his values and channelled it into action in ways that reflected his values. J...
2020-04-081h 12
Smart & Soulful Money® PodcastJenn Pryce - How the Sustainable Development Goals Help Focus Our Efforts to Create More Positive ImpactHIGHLIGHTS Jenn describes the work of Calvert Impact Capital and how their Community Investment Note is connecting capital and communities, with special focus on women and families in the US and around the world. What is microfinance and how is it a part of the Calvert Impact Capital portfolio? An introduction to the UN Sustainable Development Goals (SDGs), why they matter, and how they can be utilized as a lens to help identify how to focus your energy and impact How has Calvert Impact Capital embraced the SDGs as a framework for impact? Jenn tells the story of...
2020-03-0448 min
Smart & Soulful Money® PodcastJacque Saltsman - How Living Our Values Changes Our LifeHIGHLIGHTS Jacque talks about her work in the world, how it began, and what her work looks like with the women she coaches. VALUES: What are values? Why is it important for us to have clarity about our own values, and be able to name and understand them? What does it look like when we don’t have an understanding of our personal values? Can we have different values in different areas of our life? Jacque talks about the processes and tools she uses with clients to help them explore and get clarity on their values. Jacque...
2020-01-2842 min
Smart & Soulful Money® PodcastJacquette Timmons - The Author of "Financial Intimacy" Talks About How It's Really 'More Than Money' When It Comes to Our Challenging Financial Behaviors and What We Can Do About ItHIGHLIGHTS Jacquette defines and describes her work as a Financial Behaviorist. Highlights from Jacquette’s book, Financial Intimacy: How to Create a Healthy Relationship with Your Money and Your Mate: The 4 Financial Modes and why they matter The Pyramid of Wise Money Management - how the foundational layers of awareness, beliefs, thoughts, behavior and reasoning influence the small tip of purposeful action The importance and diversity of the women's stories shared in the book Beyond the Numbers - why "Financial Success Doesn't Start in Your Wallet" How Jacquette, as a Financial Behaviorist, helps women navigate through sudden money transi...
2019-12-311h 06
Smart & Soulful Money® PodcastBarbara Huson - Women's Relationship with Power and Money and How It Can Be the Foundation of Our Sacred SuccessHIGHLIGHTS An introduction to Sacred Success and why it’s important for women Engaging vs. abdicating with our power and money - Barbara shares some important stories about how she realized she was abdicating her own power, particularly in her money life, and the consequences. How money and power are a part of one’s spiritual journey A reflection on money as a sacred tool The Feminine Face of Wealth and Power - “It’s considerably different from what the male world models.” Barbara’s Four Core Principles of Sacred Success and how they are the “foundation on which [our] pow...
2019-12-0553 min
Smart & Soulful Money® PodcastKathryn Buford - How B Corps Are Taking a Stand for Better Ways of Doing Business Which Address Equity, Inclusion & Positive Social and Environmental ImpactHIGHLIGHTS A simple introduction to B Lab What is a Certified B Corps? Why does this matter? What does Inclusive Economies refer to? As the Director of Inclusive Economies at B Lab, how is Kathryn focusing her efforts? What are the four main pillars of Kathryn’s Inclusive Economies work? How are Certified B Corps helping evolve the purpose and behavior of business? How do B Corps help us connect our values into the areas of our money life? What is the impact of buying from Certified B Corps? RESOURCES MENTIONED IN THIS EPISODE Learn more about B...
2019-11-0743 min
Smart & Soulful Money® PodcastBari Tessler - How the Art of Money Approach Helps You Transform Your Relationship with MoneyTransforming Our Relationship with Money Using the Art of Money Approach HIGHLIGHTS An introduction to the Art of Money methodology/ approach - the three phases and why they’re important in helping us have a more positive relationship with money Learn about The Art of Money year-long program and The Art of Money: A Life-Changing Guide to Financial Happiness book Exploring enough-ness while creating a life you love. How do we stay grounded in our values while re-calibrating to new normals (like inheritance, increased income)? Two simple and powerful somatic tools that Bari uses and teaches, whi...
2019-10-141h 11
Smart & Soulful Money® PodcastAnne McKune - How to Create a Mission Statement to Focus Your Philanthropy and Charitable GivingInvesting, Philanthropy and Values Part II HIGHLIGHTS An introduction to the Community Foundation of Louisville (CFL) and Anne’s role within the organization Anne’s background and what led her to her current work with CFL Working with donors to help them create a mission statement for their philanthropy Challenges people face in the process of customizing their mission statement High level questions to help clarify for the fundholder their thoughts on philanthropy and charitable giving An exploration of how “Money Messages” have informed assumptions about money and wealth Examples of the differences in approaching the process wi...
2019-10-1048 min
Smart & Soulful Money® PodcastTrisha Finnegan - How Impact Investing and Philanthropy Work Together in Your Money LifeInvesting, Philanthropy and Values Part I HIGHLIGHTS Trisha talks about what sparked her interest in impact investing A simple introduction to Impact Investing & Philanthropy Where Impact Investing & Philanthropy are distinct and where they overlap Addressing the misconception that one takes away from the other How a donor / investor determines which to use and when How people work with Community Foundation of Louisville to support them in their giving The Community Foundation of Louisville’s innovations with Impact Investing AS a part of their Philanthropic impact Connect with Trisha: WEBSITE | FACEBOOK | TWITTER | LINKEDIN
2019-10-0250 min
Smart & Soulful Money® PodcastHow the Empower Your Money for Good™ Framework Helps You Bring Your Values into Your Money LifeUsing the Empower Your Money for GOOD™: A Framework for Personal Impact tool HIGHLIGHTS What is the Empower Your Money for GOOD™ framework? How does it help me bring my values to my money life? Is it really possible for money to be a sacred tool? The four phases of how we bring our values into our money life (you’re probably doing this already!) The power of imperfect action RESOURCES MENTIONED IN THIS EPISODE Empower Your Money for GOOD™: A Framework for Personal Impact
2019-09-2440 min
Smart & Soulful Money® PodcastIt Is Possible to Be Both Smart and Soulful in Your Money LifeAn Introduction to the Smart & Soulful Money® podcast, a Podcast for Women to Explore How to Empower Their Money for Good
2019-08-2005 min
She Knows the WayBeing Brave About Money with Carrie VanWinkleSocially responsive investment advisor Carrie VanWinkle shares how getting real and brave about your money is an often overlooked part of being well. Carrie B. VanWinkle is a socially responsive investment advisor & Certified Financial Planner™ Professional. She works with women and couples who want their money lives to reflect an approach that is both smart AND soulful - so that they are able to thrive in their money life while also creating bigger ripple effects of positive impact in the world.
2019-02-2729 min
Art of Money PodcastSRI Financial Planner Carrie VanWinkleSRI Financial Planner Carrie VanWinkle by Bari Tessler
2017-12-2758 min