Smart & Soulful Money  Podcast

®

The Smart and Soulful Money® Podcast explores the intersections of smart finance, sustainability, spirituality and a conscious purpose in our money lives. Our money can be used as a sacred tool and filled with soul, empowerment and a source for positive change in the world.

Carrie B. VanWinkle, CFP® and Socially Responsive Investment Advisor with the pioneering firm Natural Investments, walks listeners through the intersections of money, feminism, activism and smart investment. An expert in the field, Carrie has conversations with specialists to dive into how we can weave together the smart strategies of finance with the soulful approach of a values-aligned money life.

>>> JUMP TO THE NEWEST EPISODE <<<

Episode 1: It Is Possible to Be Both

Smart and Soulful in Your Money Life

Episode 2: How the Empower Your Money for GOOD Framework

Helps You Bring Your Values into Your Money Life

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

 

Episode 3: Trisha Finnegan

How Impact Investing and Philanthropy

Work Together in Your Money Life

A Louisville-native, Trisha is committed to making meaningful contributions and serving others in doing the same.   

Joining the Community Foundation of Louisville in 2015, Trisha brought over 15 years of multi-functional experience including a social venture, a nonprofit and two Fortune 100 corporations.

 

Over the last 4+ years first as Vice President of Mission & Impact and now as Senior Vice President & Chief Strategy Officer, Trisha has innovated process and programs, established and extended relationships and elevated the foundation’s community engagement and investment efforts.

Whether through impact investing, poverty alleviation or collaborative funding initiatives, Trisha works with strategic focus and urgency to drive sustained, positive community change in concert with partners, grantees and donors.

 

Trisha holds a B.S. in Business and Organizational Behavior from Miami University in Oxford, OH where she graduated magna cum laude and completed a graduate certificate in Design Thinking & Innovation through the Darden School at University of Virginia in 2018. Trisha is a proud and active Board Member of the Community Foundations of Canada, Louisville Urban League, and Greater Louisville Project. 

 

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

Episode 4: Anne McKune

How to Create a Mission Statement

to Focus Your Philanthropy and Charitable Giving

Anne McKune is the Director of Philanthropy at the Community Foundation of Louisville. In that position, she works with individuals, families and business leaders who are interested in being more intentional in their grantmaking. 

From helping an individual craft a personalized philanthropic plan, to working with corporations to develop customized employee giving campaigns, Anne is dedicated to partnering with the Foundation’s donors to create greater impact in community. 

Anne has over twelve years of experience in the nonprofit sector, where her work has taken her across the globe, from Quito, Ecuador, to Tanout, Niger. She holds a B.A. in French and International Studies from the University of Richmond and a Master’s Degree from UNC Chapel Hill’s School of Social Work, where her work focused on community and organizational development.

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 with an individual, a couple or a family group

  • Philanthropy and Investing - bringing values to both

  • How Anne brings values into her personal money life

RESOURCES MENTIONED IN THIS EPISODE

 


 

Connect with Anne: WEBSITE | FACEBOOK | TWITTER | LINKEDIN

Episode 5: Bari Tessler

 Bari Tessler - How the Art of Money Approach Helps You

Transform Your Relationship with Money

Bari Tessler Linden, M.A., is a Financial Therapist, Mentor Coach, Mama-preneur, and the Founder of The Art of Money. She has guided thousands of people to new, empowered, and refreshingly honest relationships with money through her nurturing, body-centered approach.

Her methodology weaves together personal, couple, and creative entrepreneurial money teachings into one complete tapestry. She is the founder of The Art of Money: a year-long money school, which integrates Money Healing, Money Practices and Money Maps.

Every year, 500+ students, from around the globe, go through the year-long, Art of Money program. Her work has been featured on Oprah.com, Inc.com, the Huffington Post, Inc., US News & World Report, Reuters Money, The Fiscal Times, USA Today, The Cut, Girlboss, Nerd Wallet, The Simple Dollar, Real Simple, REDBOOK Magazine. She has also been featured on the cover of Experience Life Magazine and Mindful Magazine.

Bari is the author of The Art of Money: A Life-Changing Guide to Financial Happiness, published by Parallax Press on June 14th, 2016. She lives with her husband, son, and many cats in Boulder, CO. Learn more about Bari at: http://baritessler.com/

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, which help people engage with their money - titration (one of my favorites!) and the body check-in

  • Bringing our values into our money life - how does someone know what their values are? How does Bari help people bring their values into their money life? 

  • Where does intuition play a role in our money life?  

 

   WOMEN, MONEY, AND POWER 

  • In her book, Bari says, “Power is a journey.” Where is she now on her journey with power? 

  • How does Bari see money in connection with power? 

  • Bari’s thoughts on this time we are in now, and women’s relationship with money and power

  • Learn more about Bari’s teachings, The Art of Money year-long program, and The Art of Money book. 

 

RESOURCES MENTIONED IN THIS EPISODE

Connect with Bari: WEBSITE | FACEBOOK | TWITTER | INSTAGRAM | PINTEREST 

Episode 6: Kathryn Buford

 How B Corps Are Taking a Stand for Better Ways of Doing Business Which Address Equity, Inclusion & Positive

Social and Environmental Impact

Dr. Kathryn Buford, currently Director of Inclusive Economies at B Lab, is a sociologist committed to translating theory into action. As a scholar, social entrepreneur, and consultant, she has led and consulted on projects for The Embassy of Jamaica, Americorps, BBC, Sony Entertainment, University of Illinois at Urbana-Champaign and various small businesses, creative agencies, non-profits and media brands.

 

Her writings and commentary have appeared in publications like BBC, GOOD, CNBC and Live Unchained - her former blog (of 6 years) for women and creatives across the African Diaspora.
 

She holds a PhD in sociology from the University of Maryland, College Park with concentrations in Social Theory and Social and Cultural Entrepreneurship. 

HIGHLIGHTS

 

  • 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

Connect with Kathryn: MEDIUM | LINKEDIN | FACEBOOK | TWITTER

 
 
 
 
 
 

© 2019 by Carrie B. VanWinkle, CFP® | Natural Investments. LLC. | 1927 Harvard Drive, Louisville, KY 40205