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GameStop + How to Take YOUR Next Step To Invest

Uncategorized Feb 16, 2021

Were you caught up in the story? Wondering how you missed out? Wondering what all the terms mean? Short Squeeze is a new one for me!

Gamestop was the big story a few weeks ago, bringing the topic of investing into the public conversation. I am not (nor do I have any interest in being) an investment advisor - but I do think it is an important moment to step into this conversation from my perspective, and perhaps give you a few "next steps" if the recent events have made you want to learn and understand more about investing.

When we understand we are empowered to take new action. I am interested in YOU taking intentional action towards your healthy financial future!

Investing has an aura around it; an aura of complexity, risk, and intrigue. There is also a perception - and reality - of exclusion; this is something the "wealthy" do, understand, and benefit from.

When you don't seem to belong, it is less likely you'll participate.

This was what captured the imagination of the country;...

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Financial SHAMING is Never a Path to Financial Wellness

Uncategorized Feb 12, 2021

“I want to hug every person (including myself) who read his statement and felt hot shame flood their bodies” - a DM in response to my IG story post this morning on the following…

“I don’t believe in a stimulus check. If $600 or $1,400 changes your life, you were pretty much screwed already. You got other issues going on. You have a career problem. You have a debt problem. You have a relationship problem. You have a mental health problem. Something else is going on if $600 changes your life” - Direct Quote from Dave Ramsey

The following is my equivalent of a giant hug to everyone and anyone feeling the same.

This is a call IN as much as it is a call out. I know how beneficial his approach has been for millions of people. Many of my clients had great success with his method (before they came to work with me…;-). I am not dismissing him, or his work outright…

I am just truly outraged at this comment and it’s lack of...

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An Antidote to the Pandemics (at least one of the 3)

Uncategorized Nov 02, 2020

Here we are - nearing the eve of the US election, and nearing the end of 2020 - a year filled with unrelenting turmoil.

You may have noticed that I have been particularly quiet lately. I have found it hard to post anything on Instagram. My emails have lapsed despite my desire to reach out to all of you... It seems as though every outward effort requires almost twice as much recovery time.

There is a particular exhaustion we are all confronting - the exhaustion of persistent uncertainty, mixed with an illusive grasp on anything hopeful, and the doors to bigger questions being blown open more rapidly than they are being resolved. I assume you are feeling this too. Pandemic / 2020 fatigue is very, very real.

I thought I would offer you what I am considering a preventative antidote - a soothing balm, a grounding rod - to help us through what is looking like one very long winter ahead.

I heard a man from the Italian government interviewed on NPR who said every decision he made must...

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My Outrage. My Actions. My Invitation - An Open Community Letter

Collectively we are so many things right now: outraged, angry, heartbroken, confused. We are experiencing an uprising in the midst of a pandemic and unprecedented level of unemployment. It's really hard to sleep at night.

I first want to speak to my Black community members - there are no words other than YOUR LIFE MATTERS! and I am deeply sorry. For the pain. The injustice. The deep anguish that has always been a part of your life, but has been dismissed by those of us who have had the privilege of ignorance, rather than the honesty required for a radical uprising.

As a white woman, my anti-racist actions will be a lifelong, active apology aimed at mending the gaping national wound that I have contributed to along with my ancestors.

My business is an extension of me, and I am committed to examining, then implementing, all that is required to bring my practices in full alignment with my values. While it is not your job to call me out on what I need to be doing, I welcome correction....

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Pandemic Endurance

pandemic May 19, 2020

I was a sprinter. A trail runner.

I know how to dig deep. To access the well of energy that propels fierce speed to cross a finish line.

In high school my track coach would infuriate me with a workout he would parse out over a few hours, leaving me no sense of how to best pace myself.

I trained with a partner who would give every sprint his all - puking at least once a practice.

I was measured - holding a little back to be sure I could make it to the end - 200, 400, 800, 200x2, etc x 20.

On the final sprint I usually busted out, eclipsing my partner, impressing my coach.

But I always wanted to KNOW the workout, to pace myself accordingly. Knowing when to push, when to recover after passing the baton.

This pandemic situation feels like I am back on that track. No clue when the sprints will end. There is no ‘end of practice’ whistle. Only an announcement that next will be the distance run, before more sprints. Every day. For who knows how long.

This pandemic required I start...

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Your FINANCIAL affairs - are they in ORDER?

Has it been on your list for a while? (... years? decades?) If it has - you are right there with 60% of all Americans.

I procrastinate with the best of them. I can also do pretty much anything I set my mind to (I recovered the same couch. TWICE.).

While I hate admitting it publicly, for years we procrastinated in completing this one. Whenever I procrastinate, I know I am avoiding a BIG feeling, I don't know where to start, OR a combination of both... (it is very liberating to run through this menu next time you find yourself in avoidance...)

Completing your WILL, your health care directive - means confronting DEATH. It is much easier to "not have the time" for this project and keep our in-denial heads tucked into that sand.

But - in this moment - death is alive in the conscious realm collectively - individually. We are already confronting it. So, we might as well use this moment to rip the bandaid off and get to work.

We can 'control' so very little right now, but this - this is...

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A Collective Economic Shift of Consciousness

We are all experiencing the aftershock and impact of the rapid news these past days. 

In the wake of decisions both large and small, financial vulnerabilities are clear - if not our own, then certainly for our friends. Our loved ones. Our neighbors. Our clients and customers.

And yet…

How we RESPOND - rather than react - will have a profound impact on our own financial wellbeing, and ultimately, the wellbeing of an evolving economy. 

Yes. I believe this is a profound moment. One that has the potential to transform our consciousness - towards something more powerful if we have the courage to invite it in with curiosity.

I too know the fear, anxiety, and uncertainty. It is overwhelming - particularly with the dual fear of financial health and physical health. It is destabilizing, making it harder to find solid ground.

I am an optimist. I am also a realist. It is critical that we all downshift into a ‘lean’ spending plan. Identifying the essentials,...

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Your Financial 'Plan B'

It seems like there are two forces in our midst -

The Spring blossoms are bursting out...visually - and sensually - filling our hearts with hope and the delicious optimism of what is soon to be... picnics! outdoor dinners with friends! and all the goodness the sunny warmth brings!

 

At the same time, the news cycle is full of escalating fear - though not yet in full throttle panic. Currently it is the scare of the Coronavirus & the stock market's reaction to the interdependence of our global economy causing our own checking accounts to feel the impact of work being missed - for weeks, or months - halfway across the world.

There are the BIG implications this has on the balance of your investment portfolio (...though, ideally yours is diversified, and isn't needed in the short term... so best to just take a breath and trust it will rebound).

And then there are the day-to-day implications. The potential of missing work. Paychecks. Customers. School Days!

These potential...

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A Time of Joy, A Time of Grief [and the impact on spending]

Do you feel a mix of emotions this time of year? Joy, happiness, connection - as well as grief, sadness, and loneliness?

We see commercials, Instagram & Facebook feeds full of everyone celebrating, being 'joyful'. Yet if this isn't our current reality, it can intensify the grief that is either prominent - or was laying dormant, unexpressed.

Grief illuminates the divide between our current reality to what once was, or what never was. It can be hard to talk about, because it doesn't feel very welcome in a time of 'good cheer' and 'holiday spirit'.

Yet death, divorce, heartache, illness, absence, and the wounds of abandonment (both emotional and physical) can bubble to the surface for nearly every single one of us this time of year.

Aging is its own form of grief - one that we all wrestle with (including the grief of babies becoming children, becoming teenagers, becoming adults... there is always grief with change, as welcome as it also is).

When there isn't space to allow these...

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The Value of a 'Getaway' Savings Account

savings vacation planning Oct 29, 2019

 

Some crackers, carrots, hummus, and pears was our very un-fancy picnic overlooking the Strait of Georgia. My face was warm in the October sun - making it extremely pleasant to luxuriate in simply BEING. Together. Without plans, or urgency. We were simply present. Utter bliss.

We had heard the LOUD, breathy sound of whales on our hike - and squinted to see them off in the distance. We saw them spout - their backs rising just before sinking deeply back in, covering yards before re-surfacing.

And then a pair magically came up through the water about 30 feet from us - rising in the water, showing the whites of their humpback fins and the bumps along their mouths. What magnificent, powerful creatures... It was a perfect highlight to an incredibly perfect trip.

A trip where I got to have 5 whole days with my husband - celebrating the 20 years we have been married. It was the first time we have been away for more than 3 nights together since we became parents 19 years ago. It was...

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