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Holistic Wealth Archives - Holistic Wealth http://www.keishablair.com/tag/holistic-wealth/ Wed, 21 Feb 2024 15:54:06 +0000 en hourly 1 https://wordpress.org/?v=6.5.2 https://i0.wp.com/www.keishablair.com/wp-content/uploads/2020/04/cropped-blue-site-icon.png?fit=32%2C32 Holistic Wealth Archives - Holistic Wealth http://www.keishablair.com/tag/holistic-wealth/ 32 32 127149733 Holistic Wealth Coach Paige Brettle On Her Transformation Journey with The Institute on Holistic Wealth http://www.keishablair.com/holistic-wealth-coach/ http://www.keishablair.com/holistic-wealth-coach/#respond Thu, 15 Feb 2024 16:24:30 +0000 http://www.keishablair.com/?p=21980   Holistic Wealth Coach Paige Brettle On Her Transformation Journey with The Institute on Holistic Wealth In this exciting episode of the Holistic Wealth podcast with Keisha Blair, Holistic Wealth Coach Paige Brettle talks about her transformation journey with the Institute on Holistic Wealth. Paige Brette is a Certified Holistic Wealth Coach/Consultant and Global Holistic […]

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Holistic Wealth Coach Paige Brettle On Her Transformation Journey with The Institute on Holistic Wealth

In this exciting episode of the Holistic Wealth podcast with Keisha Blair, Holistic Wealth Coach Paige Brettle talks about her transformation journey with the Institute on Holistic Wealth. Paige Brette is a Certified Holistic Wealth Coach/Consultant and Global Holistic Wealth Day  Ambassador for Canada. Paige Brettle is on track to becoming a Master Coach/Consultant with the Institute on Holistic Wealth, having completed three certification programs with the Institute including the Certified Holistic Wealth Consultant Program, the Trauma of Money Certification program and the Holistic Healing Certification program. As a Global Holistic Wealth Day Ambassador for Canada, Paige outlines how the Institute on Holistic Wealth has transformed her journey as a financial advisor working in the field with women and finances.

In this interview, Paige outlines how the certification programs at the Institute on Holistic Wealth, have impacted her career journey and her life in general. To date, the Institute on Holistic Wealth has launched ten 10 coaching/certification programs related to Holistic Wealth and Holistic Living that allow learners to apply them in their careers and businesses for ongoing growth and transformation. Paige’s journey highlights the successes of the Institute on Holistic Wealth and the profound impact of the Institute on Holistic Wealth in the field.

In 2024, women continue to earn less money on the dollar than their male counterparts, meaning that women potentially may have less in retirement savings than men. A 2023 study from Pew Research Center found that white women earn about 83% of what men earn, but women of color earn even less — about 70% for Black women and 65% for Hispanic women. The gender pay gap often means that women have less to save and invest than men. The gender pay gap also results in women having less retirement income than men. It is against this backdrop that the Institute on Holistic Wealth has been training and empowering Holistic Wealth Coaches to empower their communities.

In Holistic Wealth Expanded and Updated book, the issues of income inequality, high debt and high levels of stress, anxiety and burnout are heavily discussed. Tune in to listen to this amazing episode of the Holistic Wealth podcast with special guest Paige Brettle.

Resources Used In This Episode:

Holistic Wealth (Expanded and Updated): 36 Life Lessons To Help You Recover From Disruption, Find Your Life Purpose and Achieve Financial Freedom

Certified Holistic Wealth Consultant Program

Trauma of Money Certification program

Holistic Healing Certification program

What You’ll Learn in This Episode:

  • Paige’s journey as a financial advisor and her journey to becoming a Master Consultant with the Institute on Holistic Wealth.
  • Paige’s experience with empowering women in her community and helping her clients using the skills and tools available through the Institute on Holistic Wealth.
  • Paige’s perspective on women’s wealth, and the importance of financial planning for women.
  • Paige’s perspective on the certification programs at the Institute on Holistic Wealth and why they are critical to ongoing learning and career development.
  • Learn about Keisha Blair’s “Dry Bones” analogy and why Paige thinks it’s critical to Holistic Wealth and overcoming setbacks.
  • Learn about plans for Global Holistic Wealth Day 2024 celebrations in Canada.
  • Paige’s personal financial identity and how it has shaped her spending and investing philosophy.

Listen to the Full Episode:

On Apple Podcast herehttps://podcasts.apple.com/ca/podcast/mastering-holistic-wealth-insights-from-global-holistic/id1548127972?i=1000644256070

Also check out this recent Holistic Wealth podcast episode on Loud Budgeting with 50 Practical Examples to get you started:

Featured on the Show:

https://instituteonholisticwealth.com/global-holistic-wealth-day/

Follow the Global Holistic Wealth Day Instagram Account: https://www.instagram.com/global_holistic_wealth_day/

Follow the Global Holistic Wealth Day Canada Instagram Account: https://www.instagram.com/globalholisticwealthdaycanada/

Order Keisha Blair’s pioneering book, Holistic Wealth (Expanded and Updated): 36 Life Lessons To Help You Recover From Disruption, Find Your Life Purpose and Achieve Financial Freedom, the key feature in this episode.

Visit www.keishablair.com and subscribe. Also check out our FREE financial identity quiz and online courses at the Institute on Holistic Wealth. Check out our signature program, and become a Certified Holistic Wealth Consultant and help people build a life of Holistic Wealth.

Order the award-winning, bestselling book Holistic Wealth: 32 Life Lessons To Help You Find Purpose, Prosperity and Happiness, and the Holistic Wealth Personal Workbook.

Follow Keisha Blair on Instagram and Twitter – and ask me your questions related to holistic wealth!

Enjoying the Holistic Wealth Podcast with Keisha Blair?

  • Don’t miss an episode, follow on Spotify and subscribe via Apple Podcasts, Stitcher, or RSS and leave us a review on Apple podcast or Spotify.
  • Follow me on Instagram and Twitter – and ask me your questions related to holistic wealth!

 

 

 

 

 

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Holistic Wealth Podcast – “The Way We Live In The United States Is Not Normal (Why We Are Buying Land In Italy” with Kirsten Powers) http://www.keishablair.com/holistic-wealth-podcast-the-way-we-live-in-the-united-states-is-not-normal-why-we-are-buying-land-in-italy-with-kirsten-powers/ http://www.keishablair.com/holistic-wealth-podcast-the-way-we-live-in-the-united-states-is-not-normal-why-we-are-buying-land-in-italy-with-kirsten-powers/#respond Wed, 24 Jan 2024 16:25:09 +0000 http://www.keishablair.com/?p=21977 Holistic Wealth invites us to live an intentionally designed lifestyle, to recalibrate our priorities, and to foster a life where balance, well-being and meaningful connections take precedence over the relentless pursuit of success at the cost of our mental and physical health. Holistic Wealth urges us to shift our focus from a narrow pursuit of […]

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Holistic Wealth invites us to live an intentionally designed lifestyle, to recalibrate our priorities, and to foster a life where balance, well-being and meaningful connections take precedence over the relentless pursuit of success at the cost of our mental and physical health.

Holistic Wealth urges us to shift our focus from a narrow pursuit of success, marked by stress and burnout towards a comprehensive approach that encompasses not only financial prosperity but also mental and physical well-being. Holistic Wealth is about cultivating a life where sustainable habits, meaningful relationships and personal fulfillment coalesce, creating a harmonious existence that transcends conventional norms and embraces a profound sense of fulfillment and joy. In essence, it’s a transformative journey towards a richer, more balanced life, recognizing that true wealth encompasses more than just monetary gains.

In this exciting episode of the Holistic Wealth podcast with Keisha Blair, our special guest is former CNN Senior Political Analyst, Kirsten Powers. In this interview, Kirsten discussed her popular essay “The Way We Live in The United States Is Not Normal (Why We Are Buying Land in Italy)”. In her essay, Kirsten outlines that “something is deeply wrong with the United States, and I don’t want to live here anymore”. Kirsten outlines several moments of clarity that something was off in the country of her birth, including a moment on a flight home where she sat next to a Danish woman. In her essay, Kirsten states:

“Another clarifying moment occurred on a flight home from the 2016 New Hampshire primary. I was seated next to a Danish woman, a former mayor who was part of an international contingent observing American democracy in action.

People in Denmark are often ranked the happiest in the world. I asked her if this was true. She said she didn’t know if they were the happiest, but that they were happy. She ascribed this to the fact that their basic needs were met. Nobody worried about running out of money for retirement or whether they could attend college or afford health care. Because education was free and life was affordable, people chose careers based on their passions rather than on earning potential. Yes, they paid 50% in taxes but didn’t worry about having what they needed. Nobody graduated from college, saddled with the debt of a small nation”.

Capitalism Has Gone Off The Rails

Kirsten’s essay also points to hyper-capitalism that now exists with an ever-widening gap between the rich and the poor:

“When I was growing up, the United States was a capitalistic country, but there were guardrails. They were not necessarily explicit, but they were understood to exist. Those guardrails are gone. Call it hyper-capitalism or late-stage capitalism, or whatever you want: there is no longer even the slightest sense of decency.

Now there is no shame in making 800 million times more than your average worker at your company, who you would lay off in a heartbeat if it were to your financial benefit—in fact, these people are often glorified as the epitome of the American Dream”.

“Meanwhile, the rest of America is drowning in credit card debt and running their bodies into the ground, chasing success and stability. Because everything is so expensive and our hyper-capitalist culture tells you your value and happiness are derived from your level of career accomplishment and acquisition of material goods, it starts to almost make sense that people would work so hard to achieve this identity for themselves”.

The more we acquire, the more we achieve, the less happy we are. Only now, you also have the problem of cratering mental health and often some sort of chronic illness. We are not designed to live this way, and our bodies are here to remind us of this fact”.

In Holistic Wealth Expanded and Updated book, the issues of income inequality, high debt and high levels of stress, anxiety and burnout are heavily discussed. Kirsten’s substack essay illuminates the fact that holistic wealth is so critical – and that we need holistically wealthy societies. Tune in to listen to this amazing episode of the Holistic Wealth podcast with special guest Kirsten Powers.

Resources Used In This Episode:

Holistic Wealth (Expanded and Updated): 36 Life Lessons To Help You Recover From Disruption, Find Your Life Purpose and Achieve Financial Freedom by Keisha Blair

Saving Grace: Speak Your Truth, Stay Centered, and Learn to Coexist with People Who Drive You Nuts by Kirsten Powers

Holistic Wealth Workbook by Keisha Blair

What You’ll Learn in This Episode:

• Kirsten’s thoughts on why life in the United States isn’t normal and her journey purchasing land in Italy.

• Kirsten’s experience with the lack of meaningful friendships in Washington, DC due to the “hyper-busy, overworked, and stretched so thin crowd” – and how she coped with that.

• Kirsten’s perspective on the wealth gap, and the cost of healthcare in the United States.

• Learn about moving abroad, buying property and planning a retirement in another location (away from home).

• Learn about expat resources including expat groups to share information and get tips and strategies for moving abroad.

The Way We Live in The United States Is Not Normal (Why We Are Buying Land in Italy), Kirsten Powers

Other Resources:

How To Opt Into Holistic Wealth in 2024

 

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How To Opt Into Holistic Wealth in 2024 http://www.keishablair.com/how-to-opt-into-holistic-wealth-in-2024/ http://www.keishablair.com/how-to-opt-into-holistic-wealth-in-2024/#respond Tue, 02 Jan 2024 16:37:54 +0000 http://www.keishablair.com/?p=21958 How To Opt Into Holistic Wealth in 2024 Happy New Year! As we step into the new year, it’s the perfect time to explore actionable strategies for opting into holistic wealth in 2024. In 2023, many people suffered the loss of loved ones, experienced grief and tragedy, and many others suffered from chronic illnesses or […]

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How To Opt Into Holistic Wealth in 2024

How To Opt into Holistic Wealth in 2024 with Keisha Blair, Mother of Holistic Wealth

Happy New Year! As we step into the new year, it’s the perfect time to explore actionable strategies for opting into holistic wealth in 2024. In 2023, many people suffered the loss of loved ones, experienced grief and tragedy, and many others suffered from chronic illnesses or the breakdown of a relationship. With rising inflation in 2023, many people also suffered from financial hardships. Whatever your “white plastic bag moment”, (i.e. a moment of significant setback in life), this episode of the Holistic Wealth podcast, provides tips and strategies to bounce back and build resilience by opting into Holistic Wealth in 2024. Holistic living is a healthy way to live a balanced life and involves making intentional choices every day. This holistic lifestyle is an interconnected way of living that focuses on you as a whole and impacts your overall well-being.

What are “White Plastic Bag Moments”?
I coined the term ‘White plastic bag moments’ in a context that resonates with the depths of life’s unpredictability. In my viral article, I vividly recounted the heart-wrenching experience of losing my husband just three hours after entering a hospital. Three hours later I walked out of the hospital gripped by grief and holding a white plastic bag that the nurses gave me, containing his belongings, I emerged into a world forever altered. This pivotal moment, occurring only eight weeks after the birth of my second child, became the catalyst for this “white plastic bag” concept. ‘White plastic bag moments’ encapsulate those transformative instances when life, abruptly and irreversibly, takes an unexpected turn, leaving individuals grappling with the profound realization that their existence will never be the same again.

Resources Used In this Episode:
Holistic Wealth Expanded and Updated: 36 Life Lessons To Help You Recover from Disruption, Find Your Life Purpose and Achieve Financial Freedom by Keisha Blair

Listen to the podcast:
https://www.buzzsprout.com/1627240/14229435

What You Will Learn:

The Holistic Wealth Approach:
Mindset Mastery:
Cultivate a positive mindset to attract abundance. Embrace the power of gratitude and mindfulness as essential components of holistic wealth. Start your day with affirmations and set the tone for prosperity. The Holistic Wealth Mindset outlines the benefits of embracing gratitude, especially during times of setbacks.

Opt out of Guilt and Shame:
Learn practical tips to opt out of shame, guilt and regret. Name those “dry bones” (i.e. negative emotions) name them, face them, and come to terms with them to powerfully move forward. This is all about reinvention and making space for what’s new in 2024.

Opt out of Comparison in 2024:

Opting out of comparison is critical to holistic wealth. Social comparison theory suggests that
individuals determine their own social and personal worth based on how they stack up against others. In a world connected through social media, the constant barrage of curated success and highlight reels, especially as we start the new year can fuel feelings of inadequacy and undermine your sense of accomplishment. It’s critical to be intentional about what we let into our sacred space in 2024.

Opt into Financial Fitness:
Learn practical financial tips to empower your holistic wealth journey. From budgeting and saving to having regular money date nights in 2024, discover how to build a solid financial foundation and achieve your money goals. Embracing your personal financial identity is also critical to financial self-care. The free Personal Financial Identity quiz is available on the Institute on Holistic Wealth website.

Opt into Positive Relationships:
Holistic wealth extends beyond finances, encompassing meaningful relationships. Learn about ways to nurture connections, build a supportive community, and foster personal growth through positive interactions. Toxic relationships are a drain on your energy and prevent you from achieving holistic wealth. Getting rid of toxic relationships helps you to get over the “white plastic bag moments” in life by tuning out negative messages and emotions and being laser-focused on your goals and life purpose.

Opt into Spiritual Self-Renewal:

Spiritual renewal is critical for maintaining hope and motivation during difficult times. Prayer, meditation, mindfulness and tuning in to your innermost thoughts and desires helps you to overcome the “white plastic bag moments” in life. Spiritual self-renewal is the nucleus for your mission and purpose in life. It allows us to breathe life into our purpose.

Opt into Living Life on Your Terms in 2024:
Staying in alignment with your values and living a life that is true to your goals and personal mission. Walking in alignment with your purpose starts with getting in alignment and living a life of integrity.

Opt into Continuous Learning:
Sharpen your skills and expand your knowledge base. Invest in personal and professional development, highlighting the correlation between learning and holistic wealth.

Health is Wealth:
Prioritize physical and mental well-being. Learn strategies to maintain a healthy lifestyle, including regular exercise, nutritious eating, and mindfulness practices.

Are you ready to take your holistic wealth journey to the next level? Get a copy of the empowering book, Holistic Wealth Expanded and Updated for a comprehensive guide to transforming your life. Additionally, explore the opportunity to become a Certified Holistic Wealth Consultant with the Institute on Holistic Wealth and empower others on their path to holistic well-being.

As we step into 2024, embrace the strategies shared in this episode, adopt a mindset of abundance, and witness positive transformations in every aspect of your life. Remember, the journey to holistic wealth starts with a single step—take it today.

Don’t miss out on the full episode; tune in to the Holistic Wealth Podcast and share with your network.

Other Resources:

Become A Certified Holistic Wealth Consultant 

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Navigating Cold and Flu Season with Dr. Ken Redcross: A Holistic Wealth Podcast Series http://www.keishablair.com/navigating-cold-and-flu-season-with-dr-ken-redcross-a-holistic-wealth-podcast-series/ http://www.keishablair.com/navigating-cold-and-flu-season-with-dr-ken-redcross-a-holistic-wealth-podcast-series/#respond Tue, 12 Dec 2023 16:29:58 +0000 http://www.keishablair.com/?p=21923 Navigating Cold and Flu Season with Dr. Ken Redcross: A Holistic Wealth Podcast Series As winter approaches, the Holistic Wealth Podcast brings you a two-part series packed with invaluable insights on surviving and thriving through the cold and flu season. In Part 1 of the series, our special guest, Dr. Ken Redcross discussed holistic approaches, […]

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Navigating Cold and Flu Season with Dr. Ken Redcross: A Holistic Wealth Podcast Series

As winter approaches, the Holistic Wealth Podcast brings you a two-part series packed with invaluable insights on surviving and thriving through the cold and flu season. In Part 1 of the series, our special guest, Dr. Ken Redcross discussed holistic approaches, natural remedies, and lifestyle strategies to bolster the immune system. Dr. Ken Redcross is the author of “Bond: The 4 Cornerstones of a Lasting and Caring Relationship with Your Doctor,” and founder of a unique concierge service providing patient-first treatment through Strategic Health Services. As one of the first full-service concierge, personalized medical practices in the United States, Dr. Redcross’ patient portfolio includes executives, athletes, and entertainers, as well as individuals from all walks and stages of life. Dr. Redcross earned his MD from Columbia Presbyterian Medical Center in New York, specializing in internal medicine. Subscribe and tune into the conversation as we explore the connection between stress, inflammation, and the heightened vulnerability of individuals with conditions like cancer and diabetes during this challenging season.

Holistic Wealth Podcast with Keisha Blair – Featuring Dr. Ken Redcross

Understanding the Stress-Inflammation Connection:
Dr. Ken Redcross outlined the relationship between stress and inflammation. Stress, particularly chronic stress, can trigger inflammatory responses in the body, potentially compromising the immune system. For those grappling with cancer and diabetes, where inflammation is already a concern, the stakes are even higher during the cold and flu season.

Holistic Approaches for Resilience:

  1. Nutrition for Immune Support:

Dr. Redcross emphasized the pivotal role of nutrition in supporting the immune system. Discover the power of immune-boosting foods rich in antioxidants, vitamins, and minerals to fortify your body’s defences.

2. Exercise as a Defense Mechanism:

Learn how regular exercise acts as a defence mechanism against infections. Dr. Redcross unpacks the benefits of staying active and maintaining a fitness routine during the cold and flu season.

3. Quality Sleep for Restoration:

Delve into the importance of quality sleep for immune restoration. Dr. Redcross offers insights into optimizing your sleep routine to enhance your body’s natural defence mechanisms.

Nutrition for Immune Support:

Dr. Redcross emphasized the pivotal role of nutrition in supporting the immune system. Discover the power of immune-boosting foods rich in antioxidants, vitamins, and minerals to fortify your body’s defences.

Exercise as a Defense Mechanism:

Learn how regular exercise acts as a defence mechanism against infections. Dr. Redcross unpacks the benefits of staying active and maintaining a fitness routine during the cold and flu season.

Quality Sleep for Restoration:

Delve into the importance of quality sleep for immune restoration. Dr. Redcross offers insights into optimizing your sleep routine to enhance your body’s natural defence mechanisms.

Natural Remedies for Cold and Flu:
Explore Dr. Redcross’s recommendations for natural remedies that complement traditional approaches. From herbal supplements to homeopathic remedies, discover holistic options to alleviate symptoms and support your body’s healing process.

Tailored Strategies for Cancer and Diabetes:
Dr. Redcross provides personalized strategies for individuals managing cancer and diabetes during the cold and flu season. Uncover insights into proactive health management and lifestyle adjustments to navigate this season with resilience.

The Holistic Wealth Podcast episode featuring Dr. Ken Redcross equips you with a holistic toolkit to survive and thrive during the cold and flu season. Embrace these natural approaches, prioritize your well-being, and fortify your body against seasonal challenges. As you implement these strategies, remember that small lifestyle changes can yield significant health benefits.

Listen to the full episode for a comprehensive guide on holistic approaches to cold and flu season. Subscribe to the Holistic Wealth Podcast for more empowering insights on your journey to holistic well-being.

For more information, check out the Holistic Wealth Podcast website.

Holistic Wealth podcast episodes are also available on the Institute on Holistic Wealth website.

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Unlocking Financial Intimacy: A Deep Dive into Money Date Nights with Keisha Blair on Holistic Wealth Podcast http://www.keishablair.com/unlocking-financial-intimacy-a-deep-dive-into-money-date-nights-with-keisha-blair-on-holistic-wealth-podcast/ http://www.keishablair.com/unlocking-financial-intimacy-a-deep-dive-into-money-date-nights-with-keisha-blair-on-holistic-wealth-podcast/#respond Sun, 10 Dec 2023 13:42:52 +0000 http://www.keishablair.com/?p=21916 In the latest episode of the Holistic Wealth Podcast, we’re doing a deep dive into money date nights and their profound impact on cultivating financial intimacy. Statistics show that 80% of couples have different money mindsets and this includes different saving, and investment philosophies as well as different appetites for risk and debt tolerance. In […]

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In the latest episode of the Holistic Wealth Podcast, we’re doing a deep dive into money date nights and their profound impact on cultivating financial intimacy. Statistics show that 80% of couples have different money mindsets and this includes different saving, and investment philosophies as well as different appetites for risk and debt tolerance. In this blog post, we’ll delve into the key insights from the episode, emphasizing the critical role of understanding your personal financial identity, referencing Maslow’s Hierarchy of Needs Pyramid, and uncovering the therapeutic benefits of money date nights in coping with past money trauma. In this episode, we shared key lessons and strategies from Holistic Wealth Expanded and Updated: 36 Life Lessons To Help You Recover From Disruption, Find Your Life Purpose and Achieve Financial Freedom. In this book, there’s an entire chapter dedicated to embracing your personal financial identity, which is critical for couples and for money date nights.

How To Have A Money Date Night – Holistic Wealth Podcast with Keisha Blair

What are Money Date Nights? Understanding Money Date Nights:

A “money date night” refers to a deliberate and scheduled time set aside by individuals or couples to engage in open and constructive conversations about their finances. During these sessions, participants discuss financial goals, budgets, spending habits, future money plans, upcoming expenses, and any other relevant money-related topics. The purpose of a money date night is to foster communication, build financial intimacy, align financial priorities, and work together towards shared financial objectives. It provides a structured and intentional space for discussing money matters, helping individuals and couples navigate financial decisions and strengthening their overall financial well-being. Knowing your personal financial identity is critical for money date nights. The Institute on Holistic Wealth has a free Personal Financial Identity Quiz.

Money date nights are more than just a financial check-in with your partner; they are intentional, dedicated moments to foster open communication and strengthen the financial bond within your relationship. In this episode of the Holistic Wealth podcast, we emphasized the importance of setting aside time regularly to align financial goals, discuss budgets, and nurture shared aspirations. (See sample agenda below).

Personal Financial Identity and Maslow’s Hierarchy of Needs:

In this episode of the Holistic Wealth podcast, we outlined the connection between Maslow’s Hierarchy of Needs Pyramid and understanding your personal financial identity. The pyramid, ranging from basic needs like physiological requirements to higher-order needs like self-actualization, provides a framework for assessing the role of money in our lives. Knowing your personal financial identity, especially in the context of belonging, love, and security, is fundamental to achieving a sense of fulfillment and financial well-being.

Understanding your personal financial identity is akin to unlocking the key to your financial well-being and fulfillment. This understanding becomes particularly crucial when viewed through the lens of belonging, love, and security – fundamental aspects that shape our relationships, emotional well-being, and overall sense of fulfillment. This importance is amplified in the context of couples, where differing money mindsets are prevalent, with studies suggesting that around 80% of couples have varying approaches to finances.

1. Belonging:

Impact on Relationships: Your personal financial identity influences how you perceive your role within a relationship. It defines your contribution to shared financial goals and how you navigate financial decisions as a couple.
Building Trust: Understanding each other’s financial identities fosters trust and a sense of belonging within the relationship. It allows you to align your financial goals, work towards shared aspirations, and build a future together.

  1. Love:

Expression of Values: Your personal financial identity is often an expression of your values. Understanding and aligning your values with your partner’s creates a foundation for shared financial values, reinforcing the love and connection within the relationship.
Navigating Challenges: Knowing each other’s financial identities enables couples to navigate financial challenges with empathy and understanding. It promotes a supportive environment where love can flourish even during times of financial stress.

  1. Security:

Financial Security: Your financial identity is closely linked to your sense of financial security. Understanding your partner’s financial identity helps in creating a secure financial foundation, providing stability and peace of mind.
Planning for the Future: Knowing each other’s perspectives on financial security allows couples to plan for the future collaboratively. This includes setting aside savings, planning for major life events, and building a financial safety net.

  1. Fulfillment:

Alignment with Personal Goals: Understanding your personal financial identity enables you to align your financial decisions with your individual goals and aspirations. This alignment is crucial for personal fulfillment and satisfaction.

Embracing a Holistic Wealth Mindset: Incorporating the principles of holistic wealth into your financial identity ensures that your financial decisions contribute not only to monetary gain but also to overall well-being, personal growth, and meaningful experiences.

  1. Differing Money Mindsets in Couples:

Common Challenges: The prevalence of differing money mindsets in couples often leads to challenges such as conflicting financial priorities, communication gaps, and misunderstandings.
Importance of Communication: Understanding your personal financial identity and communicating openly about it with your partner is the antidote to these challenges. It lays the groundwork for compromise, shared decision-making, and mutual respect.

Coping with Money Trauma:

This Holistic Wealth podcast episode explores the therapeutic nature of money date nights in coping with previous money trauma. By engaging in open and honest conversations about financial history, fears, and aspirations, negative money messages, couples can create a safe space for healing. It’s important to acknowledge past money traumas, whether from personal experiences or generational patterns, to break the cycle and build a healthier financial future and build generational wealth.

Trauma of Money Certification Program:

It’s important to take the next step in your financial healing journey by enrolling in the Trauma of Money Certification Program. This comprehensive program, offered by the Institute on Holistic Wealth, provides participants with the tools and insights needed to overcome money trauma and establish a foundation for lasting financial well-being.

Money Date Night Agenda for Holistic Wealth Building:

Welcome and Gratitude (5 minutes):

Begin the evening with a warm welcome and a reminder of the purpose of the money date night.
Express gratitude for the opportunity to work together towards holistic wealth.
Part 1: Reflecting on Financial Goals (15 minutes):

Review Previous Goals:

Discuss any financial goals set during the last money date night.
Celebrate achievements and acknowledge progress.
Identify Short-Term and Long-Term Goals:

Brainstorm and articulate both short-term and long-term financial goals.
Prioritize these goals based on their significance.
Align Goals with Holistic Wealth:

Discuss how each goal contributes to holistic wealth, considering not only financial aspects but also well-being, relationships, personal growth, and purpose.
Part 2: Budget Review and Adjustments (20 minutes):

Review Current Budget:

Examine the current budget, considering income, expenses, and savings.
Identify any areas where adjustments may be needed.
Holistic Budgeting:

Discuss budgeting in alignment with holistic wealth principles.
Allocate funds not only for financial goals but also for experiences, well-being activities, and personal growth.
Emergency Fund Check:

Ensure the emergency fund is on track or discuss adjustments if necessary.
Emphasize the importance of financial security.
Part 3: Investing in Relationships and Well-Being (15 minutes):

Plan for Experiences:

Allocate funds for shared experiences and activities that contribute to relationship-building.
Discuss upcoming events, including weddings, birthdays, anniversaries or trips.
Well-Being Investments:

Identify investments in personal well-being, including health, education, and self-care.
Explore how these investments contribute to overall holistic wealth.
Part 4: Reviewing Financial Strategies (20 minutes):

Holistic Investment Review:

Discuss the current state of investments, including retirement accounts, stocks, and other assets.
Explore new investment opportunities aligned with holistic wealth goals.
Diversification and Risk Management:

Review the diversification of the investment portfolio.
Discuss strategies for managing financial risks.
Holistic Wealth Portfolio:

Start your journey to building a holistic wealth portfolio that includes financial assets, experiences, relationships, personal growth, and well-being investments. The Institute on Holistic Wealth can help you build and refine your Holistic Wealth Portfolio. The Institute on Holistic Wealth also offers the Certified Holistic Wealth Consultant Program that can help guide you on your journey, and also help you help others to do the same.
Closing and Next Steps (10 minutes):

Summarize key decisions and action items from the money date night.
Discuss any additional information or research needed before the next session.
Reiterate the ultimate goal of building a solid holistic wealth portfolio as a couple.

Final Goal:
By the end of the money date night sessions, the ultimate goal is for each couple to contribute towards building a holistic wealth portfolio that reflects a balanced and intentional approach to finances. This portfolio encompasses financial stability, shared experiences, strong relationships, personal growth, and overall well-being, fostering a truly holistic and fulfilling life journey. It’s an ongoing process, and it can be refined and adjusted over time as circumstances evolve and change.

Visit the Institute on Holistic Wealth for a range of courses and resources aimed at helping you have a holistically wealthy lifestyle.

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BEST BOOK OF 2023 – HOLISTIC WEALTH EXPANDED AND UPDATED BY KEISHA BLAIR http://www.keishablair.com/best-book-of-2023-holistic-wealth-expanded-and-updated-by-keisha-blair/ http://www.keishablair.com/best-book-of-2023-holistic-wealth-expanded-and-updated-by-keisha-blair/#respond Wed, 08 Nov 2023 21:17:04 +0000 http://www.keishablair.com/?p=21906 I’m thrilled to announce that “Holistic Wealth Expanded and Updated“ has been awarded the prestigious title of BEST BOOK of the Year in the Self-help Motivational category by the American Book Fest Awards 2023. I am bursting with gratitude to all those who supported this journey by buying a copy of the book (some people […]

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I’m thrilled to announce that Holistic Wealth Expanded and Updated has been awarded the prestigious title of BEST BOOK of the Year in the Self-help Motivational category by the American Book Fest Awards 2023. I am bursting with gratitude to all those who supported this journey by buying a copy of the book (some people bought multiple copies as gifts for family and friends), wrote reviews on Amazon and Goodreads, helped to spread the word about the book and of course, those who offered moral support and continued to cheer on the book even through the many barriers and hurdles that we faced. I am also filled with gratitude to Actress Kelly Rutherford, known for her remarkable roles in “Gossip Girl,” “Melrose Place,” and “Dynasty.” Kelly Rutherford’s words add a unique dimension to this book. Her forward is a testament to the collaborative power of creative minds and the importance of recognizing strong female voices across different domains.

It’s important to also acknowledge a painful truth—historically, female writers haven’t always received the recognition they deserve. This is especially so for under-represented female writers who face multiple barriers from publication to continued plagiarism and erasure of their work. Continuing to support and amplify female and marginalized voices is critically important.

The Journey of Holistic Wealth

Holistic Wealth Expanded and Updated delves deep into the themes of holistic well-being, cultivating resilience, overcoming disruption, and guiding readers on a path to a more fulfilled, balanced, and purposeful life. This book has touched the hearts and minds of many, transforming lives and igniting the spark of personal growth. It’s an honour to have this work acknowledged as the Best Book of the Year, but this achievement is a reminder that the literary world is not immune to gender disparities.

The Gender Gap in Literature

Historically, the literary world has been plagued with gender disparities, where the work of female writers often remained in the shadows, overlooked and underestimated. This gender gap has persisted for centuries, with women writers struggling to gain equal footing in an industry dominated by male voices. The recognition and acclaim they deserved were often overshadowed by bias and discrimination.

Breaking Barriers and Shattering Ceilings

The publication of the first book on Holistic Wealth in 2019, broke barriers and shattered glass ceilings. In celebrating the success of “Holistic Wealth,” we also celebrate the tireless efforts of female authors who have paved the way for recognition in the world of literature. Their determination, resilience, and unwavering dedication have led to a shift in the narrative.

The Global Holistic Wealth Movement

The recognition of “Holistic Wealth Expanded and Updated” as the Best Book of the Year is also a time of reflection on the journey. As a trained Economist, I coined the term Holistic Wealth with the publication of the first book on the subject back in 2019. That book led to the global holistic wealth movement, the holistic wealth podcast, the establishment of the Institute on Holistic Wealth and Global Holistic Wealth Day (celebrated every year on April 9th). The publication of the Holistic Wealth Workbook as well as the Holistic Wealth Expanded and Updated book have further cemented and popularized the term holistic wealth, which is now a global phenomenon.

Thank you for being a part of this journey, and for championing Holistic Wealth in the lives of your loved ones and institutions. If you haven’t yet read the book, get your copy here. If you have read the book, but haven’t yet shared a review, you can do so here.

Subscribe and tune in to the Holistic Wealth Podcast or delve deeper into further learning at the Institute on Holistic Wealth.

With love and gratitude!

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