Smart & Soulful Money® Podcast Carrie B. VanWinkle, CFP® | Socially Responsive Investment Advisor & Financial Planner

Welcome 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-judgment in the face of patronization 
- The key relationships that an inheritor should prioritize 
- Leaving a legacy 
- The importance of asking questions 
Resources mentioned:
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Welcome 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. 

HIGHLIGHTS
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 doing the work of moving forward to create change RESOURCES MENTIONED IN THIS EPISODE Read Susan’s book - “Sudden Money: Managing a Financial Windfall” - https://suddenmoney.com/buy-the-book-sudden-money-managing-a-financial-windfall/ Watch Susan’s TEDx Wilmington Women talk, “Change launches you into the next great chapter of your life, whether you like it or not” - https://www.youtube.com/watch?v=kcf7zbW1C7Y Learn more about Christina Baldwin - https://peerspirit.com/ Connect with Susan & Sudden Money® Institute:
 WEBSITE | FACEBOOK | LINKEDIN | TWITTER | INSTAGRAM

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” stand for at Uplevel You™? Christine talks about coming back to center - rooting into our authenticity and continuing to ask “What do I really want?” as we navigate transitions in our lives and in business. “Imperfect Action” & “Embrace the Funk” - breaking out of old patterns and moving forward through mistakes, shame and self-doubt Christine talks about her favorite coaching tools - the Enneagram and the Kolbe A™ Index RESOURCES MENTIONED IN THIS EPISODE
Read Christine’s book - “The Soul-Sourced Entrepreneur: An Unconventional Success Plan for the Highly Creative, Secretly Sensitive, and Wildly Ambitious” - https://soulsourcedbook.net/soul-sourced-book/ Listen to Christine’s podcast, “The Soul-Sourced Business” - https://christinekane.com/podcast/ Learn more about Christine’s “Uplevel Your Life Program” - https://uplevelyourlife.com/ Read “Profit First,” by Mike Michalowicz - https://mikemichalowicz.com/profit-first/ Learn more about the Enneagram - https://www.enneagraminstitute.com/ Learn more about the Kolbe A™ Index - https://www.kolbe.com/ Connect with Christine:  WEBSITE | FACEBOOK | LINKEDIN

HIGHLIGHTS
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 ecosystem. How COVID has exposed lack of resilience in our food system, and how (surprisingly) inefficiency can help Exploring the idea of “What is enough?” How are women playing a key role in innovation at the forefront of both Regenerative Agriculture and Investing?  “The Third Way” - how rejecting a dichotomy of choice framework paves the way toward creative solutions  RESOURCES MENTIONED IN THIS EPISODE Visit the Cienega Capital website: https://www.cienegacapital.com/ Learn more about the #NoRegrets Initiative: https://www.noregretsinitiative.com/ Learn more about Paicines Ranch: https://paicinesranch.com/index.php Read about Sallie Calhoun and Esther’s work, highlighted in Joel Solomon's book, "The Clean Money Revolution:" https://joelsolomon.org/book/ Read ”Emergent Strategy: Shaping Change, Changing Worlds,” by Adrienne Maree Brown: https://www.akpress.org/emergentstrategy.html  Connect with Esther & Cienega Capital:  FACEBOOK | LINKEDIN

HIGHLIGHTS
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 choices that disadvantage and create unintended disproportionate impact downstream and how raising awareness around the collective can help to position others for more possibility. The importance of asking the question, "What aren't we talking about?” to help get to the root of problems. "I know I've gone too far if I get kicked out of a room” - Stacy’s challenge to manage her fears around provoking new ideas. Women, Power and Leadership: What are Stacy’s three Dimensions of Power and how can they help women recognize the patterns and narratives that impact them in order to embody the idea of full spectrum power? Stacy talks about making money choices that align with her values.  RESOURCES MENTIONED IN THIS EPISODE Visit the Knowetry Consulting website: http://www.knowetryconsulting.com/ Visit the Dignitas Agency website: https://dignitasagency.com/ Connect with Stacy:  LINKEDIN