It's Not About The Money

In this conversation, I explore the concept of money set points and how our nervous system influences our relationship with wealth. I discuss the biological responses to financial success and introduce three somatic techniques to help expand our capacity for wealth. These techniques focus on creating a sense of safety in the body, allowing individuals to navigate their financial journeys with greater ease and confidence. Chapters 00:00 Understanding Money Set Points 02:57 The Nervous System and Money 05:50 Somatic Techniques for Financial Safety 08:40 Safety Anchoring Technique 12:00 Capacity Expansion Technique 17:01 The Expanded Heart Technique 23:49 Recap and Conclusion Resources: Get my FREE book 'It's Not About The Money' Take the Money StoryTypes® Quiz Sign up to my FREE Newsletter Become a Certified Financial Coach Reveal and Heal The Inherited Money Patterns Keeping You Stuck with the 5 Hidden Money Beliefs Framework Guide Join the waitlist for Wealth Resonance Discover the Body of Wealth Learn more about The Great Release Check out the 5 Hidden Money Beliefs

In this episode, I explore the emotional and somatic aspects of money mindset, emphasising acceptance over resistance. I discuss research on affirmations, the importance of emotional scale, and practical techniques like embodied heart breathing to transform your relationship with money. Chapters 00:00 The Power of Positive Thinking About Money 02:58 Understanding Emotional Responses to Money 07:23 The Importance of Acceptance in Financial Well-being 12:53 Embodied Heart Breathing Practice for Money Emotions19:20 The Great Release: A Path to Financial Freedom Resources: Get my FREE book 'It's Not About The Money' Take the Money StoryTypes® Quiz Sign up to my FREE Newsletter Become a Certified Financial Coach Reveal and Heal The Inherited Money Patterns Keeping You Stuck with the 5 Hidden Money Beliefs Framework Guide Join the waitlist for Wealth Resonance Discover the Body of Wealth Learn more about The Great Release

In this episode I explore the four major emotions - grief, fear, shame, and resentment - that influence money decisions. I discuss how these emotions are stored in the body, their impact on financial behavior, and practical tools like emotional freedom technique (EFT) to release them. Chapters 00:00 The Emotional Body and Money 01:03 Understanding Somatic Patterns in Money 01:37 Why Logical Advice Isn't Enough 02:31 Research on Emotional Mapping in the Body 05:56 Financial Grief and Its Impact 12:13 Fear as a Major Money Emotion 14:32 Shame and Its Silent Power 18:42 Resentment and Systemic Money Beliefs 22:31 Tools for Emotional Release and Change Resources: Get my FREE book 'It's Not About The Money' Take the Money StoryTypes® Quiz Sign up to my FREE Newsletter Become a Certified Financial Coach Reveal and Heal The Inherited Money Patterns Keeping You Stuck with the 5 Hidden Money Beliefs Framework Guide Join the waitlist for Wealth Resonance Discover the Body of Wealth Watch the first episode of the Body of Wealth series

In this conversation I discuss the transformative impact of AI on the financial services industry, emphasising the importance of human skills and emotional intelligence in financial advice. I explore how AI can handle technical aspects of financial planning but cannot replicate the deep human connection and understanding required to navigate clients' emotional relationships with money. I introduce the concept of 'money story types' and highlight the growing need for financial coaching as a means to address the emotional side of money management. I conclude by asserting that the future of financial advice will rely on professionals who can integrate AI's capabilities with their own human insights to better serve clients. Chapters 00:00 The Rise of AI in Financial Services 02:48 Understanding Human Skills in Financial Advice 06:12 The Emotional Side of Money 09:07 Money Story Types and Their Impact 12:08 Integrating AI with Human Insight 14:54 The Future of Financial Advice 17:51 The Importance of Emotional Intelligence 20:56 Exploring Financial Coaching Opportunities Resources: Get my FREE book 'It's Not About The Money' Take the Money StoryTypes® Quiz Sign up to my FREE Newsletter Become a Certified Financial Coach Reveal and Heal The Inherited Money Patterns Keeping You Stuck with the 5 Hidden Money Beliefs Framework Guide Watch episode: Should You Become a Financial Coach Watch episode: Why Clients Self-Sabotage With Money Watch episode: What Financial Coaching Actually Looks Like

In this episode I explores the profound relationship individuals have with money, emphasizing the importance of financial coaching in addressing deeper emotional and psychological issues surrounding financial behaviors. I discuss the need for financial professionals to integrate coaching techniques into their practices to better support clients in navigating their financial identities and challenges. Through personal anecdotes and practical advice, I highlight the transformative power of understanding one's relationship with money and the necessity of addressing underlying beliefs to foster lasting change. Chapters 00:00 Understanding the Relationship with Money 02:48 The Need for Financial Coaching 05:29 The Impact of Identity on Financial Decisions 08:30 The Role of Financial Coaching in Transformation 11:18 Techniques in Financial Coaching 14:09 Language Patterns in Money Conversations 17:02 Integrating Financial Coaching into Existing Practices 19:35 The Future of Financial Coaching22:22 Personal Journey and Call to Action Resources: Get my FREE book 'It's Not About The Money' Take the Money StoryTypes® Quiz Sign up to my FREE Newsletter Become a Certified Financial Coach Reveal and Heal The Inherited Money Patterns Keeping You Stuck with the 5 Hidden Money Beliefs Framework Guide Watch the Full AI Series Here

his conversation, Jazze Jervis and I explore the significant shifts occurring in the economy and society, driven by planetary changes. We discuss how these shifts impact our understanding of money, power, and personal value, emphasizing the importance of humaneness, visibility, and nervous system regulation in navigating these changes. Our conversation encourages you to embrace curiosity and authenticity as you adapt to the evolving landscape of business and personal growth. Chapters 00:00 Entering the New Economy 01:56 Planetary Shifts and Their Impact 06:59 Navigating Changes in Business and Life 15:56 The Importance of Humaneness in Business 24:51 Visibility and Authenticity in the New Era 32:12 Nervous System Regulation and Decision Making 42:34 Curiosity and Action in 2026 Resources: Watch the 20 Minute Loom Real Time Video on How I built my own personalised AI Money Coach Join AI Dream Team to learn how to build your own AI dream team Join my Monthly Money Visionary Newsletter for monthly AI Prompts Follow Jazze on Instagram Check out the Energy Guide here Get my FREE book 'It's Not About The Money' Take the Money StoryTypes® Quiz Sign up to my FREE Newsletter Become a Certified Financial Coach Reveal and Heal The Inherited Money Patterns Keeping You Stuck with the 5 Hidden Money Beliefs Framework Guide Disclaimer: Educational only, not financial advice. Do your own research and seek regulated advice where appropriate. This podcast contains affiliate links. If you make a purchase through these links, I may earn a small commission at no additional cost to you. I only recommend what I truly believe in.

The way you've been relating to money is about to fundamentally shift, not because of what AI can do, but because of what it's forcing you to feel. Maybe you're overwhelmed by AI, worried about being replaced, or anxious about putting financial information into something that might not be secure. Here's what I've discovered - that fear isn't really about AI at all. When I first started using AI around money, my entire body felt incredible fear: would people still need me? But all those AI fears - will it replace me, am I techie enough, which tool should I choose - they're the exact same money fears that have been showing up for years, just in a new disguise. Today, I'm exploring why AI is holding up a mirror to our three core beliefs about productivity, worth, and scarcity, how to use AI safely without exposing personal information, and why the real question isn't "will AI replace me" but rather "what becomes possible when I stop replacing my humanity with productivity." Chapters 00:00 The Emotional Impact of AI on Money Management 03:31 Practical Tips for Using AI Safely 08:29 Understanding the Root of AI Anxiety 10:19 Core Beliefs About Worth and Productivity 17:54 Identifying Emotions Linked to Money Beliefs 21:38 Reframing AI as a Tool for Transformation 29:19 Navigating AI Without Losing Humanity Resources: Learn more about the 3 Prompts Framework Here - AI Dream Team Playbook Watch the 20 Minute Loom Real Time Video on How I built my own personalised AI Money Coach Join AI Dream Team to learn how to build your own AI dream team Join my Monthly Money Visionary Newsletter for monthly AI Prompts Listen to me interview Natalie about AI and the future of money here This post contains affiliate links. If you make a purchase through these links, I may earn a small commission at no additional cost to you. I only recommend what I truly believe in and have completed myself. Get my FREE book 'It's Not About The Money' Take the Money StoryTypes® Quiz Sign up to my FREE Newsletter Become a Certified Financial Coach Reveal and Heal The Inherited Money Patterns Keeping You Stuck with the 5 Hidden Money Beli

As a former financial adviser who's worked with hundreds of people around money, one of the biggest barriers to good financial management isn't the lack of knowledge - it's that gap between knowing what you should do and actually doing it. This gap is created by overwhelm, decision paralysis, fear that money will run out, or shame from comparing yourself to others. This is where AI, when used properly, can remove that friction in ways I've never seen before. Today, I'm sharing my personal framework for building an AI money coach - not just using ChatGPT for random questions, but creating a personalised tool that actually improves your financial decisions. I'm diving into the three essential elements (context, cues, and clarity), what AI can and cannot do with money, how to build safeguards so you're using it effectively not dangerously, and the exact prompts I use - because the future of personal finance isn't about replacing humans with AI, it's about using AI to bridge the gap between knowing and doing. Chapters 00:00 Bridging the Knowledge-Implementation Gap in Finance 02:48 The Role of AI in Financial Management 06:08 Building Your AI Money Coach: The Framework 08:55 Context: Understanding Your Financial Situation 12:09 Cues: Decision-Making Frameworks for AI 18:01 Clarity: Setting Boundaries for AI Interaction 29:56 Practical Steps to Create Your AI Money Coach35:46 The Future of AI in Personal Finance Resources: Join me and my mentor online to build your first AI Dream Team Member LIVE Learn more about the 3 Prompts Framework Here - AI Dream Team Playbook Watch the 20 Minute Loom Real Time Video on How I built my own personalised AI Money Coach Join AI Dream Team to learn how to build your own AI dream team Join my Monthly Money Visionary Newsletter for monthly AI Prompts Listen to me interview Natalie about AI and the future of money here This post contains affiliate links. If you make a purchase through these links, I may earn a small commission at no additional cost to you. I only recommend what I truly believe in and have completed myself. Get my FREE book 'It's Not About The Money' Take the Money StoryTypes® Quiz Sign up to my FREE Newsletter Become a Certified Financial Coach Reveal and Heal The Inherited Money Patterns Keeping You Stuck with the 5 Hidden Money Beliefs Framework Guide

What if the financial freedom you've been told is the one thing you should be focusing on - the independent, the self-sufficient, the doing it all for yourself - is actually the very thing that's been keeping you from the enriched abundant life you're perhaps seeking? On today's show, I want to talk about financial freedom, and it's so interesting that every single book in the personal finance space, including my own book "It's Not About the Money," refers to this topic as a very individual pursuit. I'm exploring why everything we've been taught about financial independence might actually be the very thing stopping us from creating a better life for ourselves and for others around us. Chapters 00:00 Rethinking Financial Freedom 02:35 The Balance of Masculine and Feminine in Money 05:42 Challenging Traditional Financial Paradigms 08:03 The Shift from Independence to Interdependence 10:47 Embracing Community and Collective Wealth 13:12 The Future of Financial Relationships 15:50 The Power of Asking for Help 18:24 Interdependence as a New Paradigm 21:15 Exploring New Financial Models 23:41 Invitation to Collective Action Resources: Get my FREE book 'It's Not About The Money' Take the Money StoryTypes® Quiz Sign up to my FREE Newsletter Become a Certified Financial Coach Reveal and Heal The Inherited Money Patterns Keeping You Stuck with the 5 Hidden Money Beliefs Framework Guide Check out The Body Of Wealth

Is there this part of you that genuinely wants more, but another part of you that's pushing money away? What I'm about to share in today's episode might actually come as a bit of a relief - your money struggles aren't necessarily about what you know or what you don't know, and they're not even really just about what you think or what you believe. I've been able to bottle it all down to seven somatic resets, seven states of being that live in your body, seven ways that your body has essentially learnt to relate to money. I know this because I've lived all seven of them, even with my qualifications as a financial adviser, even whilst sitting across from clients helping them plan and invest their money. I still felt that familiar sensation of stress, tightness in my chest, not believing I was worthy of having money, and that sense that no matter what I did, I couldn't keep hold of it. Today, I'm walking you through all seven of these states - from separation to wholeness, scarcity to sufficiency, independence to interdependence, transactional to relational, forcing to allowing, fear to love, and forever to seasons - what they actually feel like in your body, why they keep you in these patterns, and the very specific invitation that's going to support you in shifting your relationship with money for good. Chapters 00:00 Introduction to Somatic Financial Coaching 02:38 Understanding the Seven States of Being 03:03 State of Separation: Feeling Disconnected from Money 06:07 State of Scarcity: The Illusion of Lack 11:34 State of Independence: The Burden of Self-Reliance 16:57 State of Transaction: Moving to Relationship with Money 21:00 State of Forcing: Transitioning to Allowing 26:08 State of Fear: Embracing Love as a State of Being 31:42 State of Forever: Recognizing Natural Cycles 39:44 Conclusion: Embracing Change and Transformation Resources: Get my FREE book 'It's Not About The Money' Take the Money StoryTypes® Quiz Sign up to my FREE Newsletter Become a Certified Financial Coach Reveal and Heal the Inherited Money Patterns Keeping You Stuck with the 5 Hidden Money Beliefs Framework Guide Check out The Body Of Wealth

How many times have you been told that your money problems are just a mindset issue? That if you're not wealthy yet, it's just because you've got money blocks or you're not aligned? Well, what if I told you that's actually emotional gaslighting designed to keep you blaming yourself instead of seeing the real problems? Welcome to the second episode in my Money Myths series where I'm busting the myths and beliefs that keep you stuck. Today, we're unpacking the myth that says you have to have a millionaire mindset to become wealthy. Now, I talk a lot about mindset - it is incredibly important - but it's not the only thing you need to become a millionaire. This belief glosses over systemic barriers like the gender pay gap, racial discrimination, caring responsibilities, and disability factors that affect your ability to build wealth. It completely bypasses money trauma and shames people for not being positive enough, creating toxic positivity that disconnects you from your actual lived experience. Instead of vision boards and affirmations, I'm sharing why we need to feel safe and grounded with money first, plus four practical steps to build genuine financial resilience that acknowledge both your internal patterns and the external systems working against you. Chapters 00:00 Introduction to Money Myths 02:56 The Millionaire Mindset Myth 05:47 Systemic Barriers to Wealth 09:02 The Impact of Money Trauma 11:57 Financial Education and Access 14:47 Collective Responsibility and Change 18:11 Emotional Responses to Money 20:54 Practical Steps for Financial Safety 24:04 The Importance of Reality in Financial Conversations 27:12 Conclusion and Call to Action Resources: Get my FREE book 'It's Not About The Money' Take the Money StoryTypes® Quiz Sign up to my FREE Newsletter Become a Certified Financial Coach Check out other episodes focusing on Money Trauma: https://catherinemorgan.com/podcastarchive/the-psychological-impact-of-money-trauma/ https://catherinemorgan.com/podcastarchive/financial-coaching-can-help-you-heal-money-trauma/ https://catherinemorgan.com/podcastarchive/10-steps-to-overcome-your-money-trauma/

What does it really take to walk away from a six-figure consultant surgeon salary? This week, I'm delighted to chat with Dr Bex Winterborn, who did exactly that after 25 years in the NHS. From experiencing PTSD after losing a colleague during surgery, to burnout during the pandemic, to that pivotal moment when she realised she was avoiding theatre lists - Bex shares her powerful journey of rediscovering purpose beyond the identity she'd held since she was seven years old. We explore the courage it takes to remove the armour and mask we wear in high-pressure careers, why embodying your next chapter before you leap is essential, and how coaching and parts work helped Bex recognise she was multifaceted beyond just being a doctor. If you're in a well-paid job but know there's something bigger calling you, this conversation about finding joy, setting boundaries, and understanding that it's absolutely okay to have different chapters in your life is going to really resonate with you. Chapters 00:00 The Journey of Transitioning from Surgeon to Coach 05:23 Rediscovering Identity and Purpose 10:17 Understanding Parts Work and Its Impact 15:13 Navigating Financial Concerns During Transition 19:20 Breaking Down Hierarchies in Healthcare 24:16 The Power of Language in Transformation 27:44 Embracing Change and Supporting Others Resources: Get my FREE book 'It's Not About The Money' Take the Money StoryTypes® Quiz Sign up to my FREE Newsletter Become a Certified Financial Coach Connect with Dr Winterborn Take Becs' Heart Centered Free Compass Assessment

What would happen if you stopped holding all the responsibility with money? If you weren't the rescuer or the provider, the generous one - would people still value you and would you still matter? That may sound like a rather odd question, but right now there are thousands of people searching terms like "Why do I always put others first with money?" and "How do I stop feeling guilty spending money on myself?" because so many of us are trapped in what I refer to as the caretaker money cycle, where your mind and your body have literally learnt that giving money away equals safety, love, and worthiness. And that programming is essentially bankrupting your future. Whether you're a business owner who's paying everybody else's salary before your own, a mother funding your adult children's lives whilst living on scraps, a partner who ignores your own needs to keep the peace, or perhaps somebody supporting an aged parent at the expense of your own retirement - the scenario changes, but the pattern is the same. Today, I'm going to show you why financial caretaker exhaustion isn't about being generous, and I'm going to give you an emotional toolkit exercise to help you break free from these cycles, along with some practical steps as well. Chapters 00:00 Breaking the Caretaker Money Cycle 14:09 Understanding Financial Responsibility and Identity 22:17 Practical Steps to Break Free 40:04 Emotional Financial Freedom Resources: Get my FREE book 'It's Not About The Money' Take the Money StoryTypes® Quiz Sign up to my FREE Newsletter Become a Certified Financial Coach Get my FREE "5 Hidden Money Beliefs" Framework for Coaches. Take the '5 Hidden Money Beliefs + 3-Zone Self-Check' Download more resources at themoneypanel.co.uk/breakingmoneycycles