Highly Sensitive Money for Highly Sensitive People who want to align their values with their money

River Nice on Queer Finance, Mutual Aid, and Collective Transformation In this episode, our guest River Nice and I explore what it means to take control of money while resisting the individualism that capitalism promotes. River shares how their journey began in the tech world, shifted after the 2016 U.S. election, and led to their decision to dedicate their skills to supporting queer and trans communities. With honesty and clarity, River discusses the pivotal moment of leaving the traditional financial advising model to create something rooted in inclusivity and collective well-being. Money is often portrayed as neutral or purely practical, but this conversation shows how deeply political it is, and how reimagining its role can transform both individual lives and communities. Their analogy of money and gender—both social constructs enforced through systems of power yet lived as daily realities—opens a door to thinking differently about how we relate to financial structures. This episode is not just about personal finance but about imagining alternative futures, where money becomes a tool for collective care instead of extraction. About River Nice River Nice (they/them) is the founder of Be Intentional Financial and a financial educator dedicated to serving queer and trans communities. A self-described “spreadsheet brain,” River discovered their calling in 2017 after helping a partner navigate credit card debt from a gender transition. Their own financial privilege and upbringing by a CPA gave them the foundation to demystify money and support others in building confidence and stability. Before launching their practice, River worked in tech and then under a national broker-dealer, where they earned their Series 7 and 66 licenses. But traditional finance felt misaligned—clients needed education and empowerment more than portfolio management. Guided by conversations with peers like Phuong Luong and the support of XY Planning Network, River took the leap into self-employment, creating an independent RIA by 2019. Today, River runs group programs focused on financial literacy through an anti-capitalist lens. Their philosophy centers on transparency, inclusivity, and solidarity—whether through reparations-based pricing, teaching creative approaches to credit, or helping communities imagine collective transformation. River’s work continues to challenge the dominant systems of finance while offering practical tools for liberation. Episode Highlights Keywords #QueerFinance #AntiCapitalism #FinancialEducation #TransFinancialPlanning #MoneyAndCommunity #FinancialLiberation #CollectiveCare #MutualAid Resources Be Intentional Financial “Financial Activist Playbook” by Jess (Jasmine) Rashid FreeWill Click here to watch it on Youtube Diana Gisel Yañez is an Investment Advisor Representative of Natural Investments PBLLC. Natural Investments is an independent Registered Investment Advisor. All the Colors is not a registered entity and is not an affiliate or subsidiary of Natural Investments. See our Disclosures and Disclaimers and read our Form CRS.

The Wealth Gap Closers™ Method with Shehara Wooten In this episode, our guest Shehara Wooten and I explore what it takes to build wealth with confidence and purpose, especially for Black women in STEM navigating promotions, pay raises, and the pressures that come with them. Shehara’s story of moving from engineering into finance reveals not just a career change but a mission: to help others see what’s possible with their money when they feel empowered instead of pressured. You’ll hear insights from her book “In the Meantime, Own Your Financial Narrative”, stories of her clients’ breakthroughs, her reflections on racial wealth gap history, and even how hobbies like line dancing and painting tie back to money and life purpose. Shehara Wooten: Financial Planner, Author, and Founder of Your Story Financial With over 20 years of experience in financial services, Shehara Wooten helps ambitious mid-career Black women in STEM gain clarity, control, and confidence in managing money. She specializes in guiding clients to avoid lifestyle creep, confidently navigate promotions, and build lasting wealth. Her mission is rooted in doing her part to close the racial wealth gap while empowering women to live the lives they imagine. Shehara founded Your Story Financial in 2016, serving clients across the United States. In 2019, she launched Your Story Financial Academy, offering education and coaching to help people envision financial independence and “work-optional” living as achievable. Her work is fueled by a deep belief in financial literacy and equitable access to planning. A graduate of The Ohio State University with a B.S. in Electrical and Computer Engineering, Shehara began her career as an engineer before shifting to finance in 2004. Since then, she has served with global and national financial firms before creating her own practice. Beyond her professional work, she enjoys line dancing, reading nonfiction, watching historical documentaries, and spending time with her husband, family, and friends. Episode Highlights Keywords #SheharaWooten #FinancialPlanning #BlackWomenInSTEM #WealthGap #FinancialLiteracy #MoneyMindset #STEMCareers #RacialWealthGap #CommunityWealth #FinancialFreedom Resources Shehara's Youtube Chanel Your Story Financial LinkedIn Instagram In the Meantime, Own Your Financial Narrative by Shehara Wooten The Gap and the Gain by Ben Hardy Click here to watch it on Youtube Diana Gisel Yañez is an Investment Advisor Representative of Natural Investments PBLLC. Natural Investments is an independent Registered Investment Advisor. All the Colors is not a registered entity and is not an affiliate or subsidiary of Natural Investments. See our Disclosures and Disclaimers and read our Form CRS.

Trusting Your Intuition While Raising Littles with Laren LaSalle In this episode, our guest Lauren LaSalle and I dive into the tender, challenging, and transformative path of early motherhood. Lauren shares her journey from feeling overwhelmed and second-guessing herself to finding confidence, peace, and joy as a mom. As a mentor for sensitive mothers of young children, she knows firsthand how difficult it can feel to balance caring for yourself with caring for your kids. Together, we explore the shift from therapy into coaching, the ways Lauren discovered that her deep sensitivity was actually a strength, and how she now guides other moms in reconnecting with their intuition. Lauren also reflects on her childhood financial background, her work with money mindset coaching, and the shift that came when she stopped leading with fear and began leading with trust. This conversation highlights the power of slowing down, listening to ourselves, and realizing that there’s no single “right” way to parent—only the way that works best for you and your family. About Lauren LaSalle Lauren LaSalle is a mentor for moms of littles who want to parent with confidence, calm, and intuition. She helps mothers move from survival mode into a more peaceful, connected experience of parenting. With an MS in Clinical Mental Health Counseling and years of experience supporting highly sensitive women, she brings both professional training and lived experience to her work. After becoming a mom herself, Lauren realized the unique challenges of raising children while honoring her own needs. Through one-on-one mentorship, group programs, mini-courses, and community spaces, she now helps other mothers reconnect with their inner wisdom so they can raise emotionally balanced children while enjoying the process of motherhood. She lives in New Hampshire with her husband, daughter, baby son, two cats, and a flock of chickens. When she’s not guiding moms, she enjoys theater, dance, and living in harmony with her family and community. Episode Highlights Keywords #MotherhoodJourney #CalmParenting #MaternalInstincts #OvercomingOverwhelm #MoneyMindset #ParentingSupport #IntuitiveParenting #EmotionalWellbeing #ParentingCommunity Resources Website Mom YOUR Way (Spotify) The Highly Sensitive Podcast (Spotify) Click here to watch it on Youtube Diana Gisel Yañez is an Investment Advisor Representative of Natural Investments PBLLC. Natural Investments is an independent Registered Investment Advisor. All the Colors is not a registered entity and is not an affiliate or subsidiary of Natural Investments. See our Disclosures and Disclaimers and read our Form CRS.

Seeing Money Through the Heart In this episode, I explore three essential tools that can transform the way we experience money. Inspired by Le Petit Prince and the reminder that “we only see well with the heart,” I share how a heart-centered perspective can guide us through common struggles such as decision fatigue, overwhelm in money conversations, and the shame that arises when we recognize inequities in financial privilege. These challenges are often heavy, yet within them lies the potential for clarity, connection, and meaningful change. You’ll also hear practical steps for turning vague goals into heart-centered plans, what it takes to prepare for sensitive conversations, and why leaning into curiosity and playfulness can unlock new solutions. This episode is an invitation to see money not as a rigid problem, but as a living puzzle—one that can reveal healing, creativity, and possibility when approached with care. Episode Highlights 00:01:46 Opening with Le Petit Prince and the heart’s wisdom 00:02:46 Naming common money struggles 00:04:06 Hidden gifts of sensitivity with money 00:06:46 Decision fatigue and money 00:11:26 Five steps to transform fatigue into clarity 00:16:46 Preparing for money conversations 00:19:26 Treating money issues as puzzles 00:24:26 Imagining new worlds beyond inequity 00:26:26 Shame, guilt, and Brene Brown’s distinction 00:28:06 Community investing and money as a force for good Keywords #MoneyHealing #FinancialClarity #HeartCenteredLiving #MoneyConversations #OvercomingShame #MoneyWellness #FinancialEquity #MoneyInsights #TransformYourMoney Resources Le Petit Prince The Heart’s Electromagnetic Field is Your Superpower - Psychology Today The Interconnected Dollar: Aligning Your Money with Social Justice and Environmental Care Resource Generation Watch it on Youtube here Diana Gisel Yañez is an Investment Advisor Representative of Natural Investments PBLLC. Natural Investments is an independent Registered Investment Advisor. All the Colors is not a registered entity and is not an affiliate or subsidiary of Natural Investments. See our Disclosures and Disclaimers and read our Form CRS.

Money, Boundaries, and Care: A Conversation with Stacy Kellogg In this episode, our guest Stacy Kellogg and I explore what it means to truly honor our capacity while still caring deeply for others. Stacy is a leadership coach and facilitator who helps high-achieving changemakers discover what they truly need and want—so they can contribute to the world from a place of abundance instead of exhaustion. Together, we reflect on her transition from years in social justice nonprofits to building a coaching practice rooted in joy, intuition, and collective support. We also dive into the importance of redefining work away from struggle, exploring resources that helped shift her financial beliefs, and the role of equitable pricing in creating access and inclusion. About Stacy Kellogg Stacy Raye Kellogg is a leadership coach, facilitator, and podcast host who brings compassion, enthusiasm, and intuition into every conversation she holds. Known for creating spaces of joy and safety, she supports sensitive high achievers and people pleasers in learning how to include themselves in the care they give to others. In addition to one-on-one coaching, Stacy facilitates group programs, leadership workshops, and team development for organizations seeking authentic and sustainable growth. Her career began in nonprofit leadership, where she worked with survivors of sexual assault and domestic violence, affordable housing initiatives, restorative justice programs, and international human rights advocacy. After years of overextension and burnout, Stacy pivoted into coaching and facilitation, finding a new path that allowed her to thrive while supporting others more sustainably. She now partners with individuals and organizations around the world, including collaborations with The Firefly Group in Scotland and The RoundTable Institute in Austin, Texas. Originally from Colorado and now based in Athens, Georgia, Stacy blends her love of learning with professional certifications and extensive training in mental fitness, somatics, compassionate inquiry, and inclusive leadership. Beyond her work, she is passionate about travel, music, and dance, embodying a vibrant balance of joy and depth in everything she does. Episode Highlights 00:01:48 Meeting Stacy and her coaching work 00:03:57 From nonprofit leadership to burnout 00:06:48 Personal development and choosing joy 00:09:48 Rethinking the “hero’s journey” through connection and community 00:12:02 Care versus capacity and early messages about selfishness 00:25:48 New blueprints: books that reshaped money mindset 00:31:48 Exploring needs versus wants in financial choices 00:39:48 Discovering and naming sensitivity in her coaching practice 00:43:48 Bringing social justice into her business model 00:47:48 Balancing equitable pricing with sustainability 00:49:28 Modeling growth and tending to our own needs Keywords #LeadershipCoaching #BurnoutRecovery #MoneyMindset #EquitablePricing #SocialJusticeLeadership #PersonalGrowth #BoundariesAndCare #CoachingJourney #RedefiningSuccess #HighlySensitiveMoney Resources Website Listen to the "Outgrow the Grind" podcast Instagram Join our free, monthly Nurture Your Nervous System calls Tiered Green Jars for Sliding Scales by Worts and Cunning It’s Not Your Money by Tosha Silver Overcoming Underearning by Barbara Stanny (Houston) Financial Recovery by Karen McCall Enjoy the episode in Youtube here Diana Gisel Yañez is an Investment Advisor Representative of Natural Investments PBLLC. Natural Investments is an independent Registered Investment Advisor. All the Colors is not a registered entity and is not an affiliate or subsidiary of Natural Investments. See our Disclosures and Disclaimers and read our Form CRS.

From Journalist to Financial Coach with founder of Queer & Trans Wealth Leo Aquino In this episode, our guest Leo Aquino and I dive into a heartfelt conversation on how money intersects with identity, survival, and joy. Leo is a financial coach, anti-capitalist writer, and the founder of Queer & Trans Wealth. Their work centers people who have often been excluded from traditional financial spaces, and their approach is deeply informed by lived experience, community engagement, and social justice. We explore the unconventional path that led Leo from journalism to personal finance, and how being laid off became the push they needed to launch the work they’d been dreaming about. Meet Leo Aquino Leo Aquino is a financial coach and interdisciplinary writer whose work centers anti-capitalist approaches to personal finance. They are the founder of Queer & Trans Wealth and the editor-in-chief of Queerency, a platform dedicated to LGBTQ+ business news. Rather than follow the conventional path to financial expertise, Leo built their approach by listening—interviewing people from economically diverse backgrounds to understand how policies, identity, and lived experience shape our financial realities. Born and raised in Manila, Philippines, Leo's life has been shaped by both economic hardship and powerful moments of protest and resilience. After immigrating to the U.S. in 2003, they witnessed their family rebuild stability in the face of systemic barriers. These early experiences would later inform Leo's nuanced and justice-rooted lens on money. From navigating six figures in student debt, to surviving housing insecurity in New York, and eventually discovering their trans identity during the pandemic, Leo’s personal journey fuels their mission to help others find agency and abundance in their financial lives. They have studied with organizations like Trauma of Money, Antioch University's Radical Economy course, and Anticapitalism for Artists. Their work not only provides financial coaching to individuals, couples, and groups, but also advocates for systemic change—especially around housing, healthcare, and income for queer and trans communities. Leo’s commitment to economic justice is grounded, intersectional, and deeply human. Episode Highlights 00:02:10 Meeting Leo and the origin of Queer & Trans Wealth 00:03:50 From journalist to full-time financial coach 00:06:53 Overcoming imposter syndrome 00:08:33 Early financial memories from Manila and the family business 00:10:50 Immigration, poverty, and the struggle for stability 00:14:32 “If I were my own client…” boundaries and saving habits 00:19:38 Survivor’s guilt and joy in the queer/trans community 00:21:30 Grandma Leonila: quiet power and everyday justice 00:25:40 Why social justice is a pressure valve, not a burden 00:36:10 How imagining a future changed Leo’s financial habits 00:42:40 Right-sized accountability and building sustainable change 00:46:10 The Pay It Forward Fund: redistributing access and care Keywords #QueerFinance #TransMoneyCoach #EconomicJustice #DecolonizeWealth #MoneyAndIdentity #FinancialHealing #LGBTQFinance #AntiCapitalism #SocialJusticeMoney #RightSizedAccountability Resources Queer & Trans Wealth Substack Instagram Leo Aquino on the podcast Dem Bois with Sean Aron Pay It Forward Fund with Queer & Trans Wealth Watch it on Youtube here Diana Gisel Yañez is an Investment Advisor Representative of Natural Investments PBLLC. Natural Investments is an independent Registered Investment Advisor. All the Colors is not a registered entity and is not an affiliate or subsidiary of Natural Investments. See our Disclosures and Disclaimers and read our Form CRS.

One Degree Turns: Small Money Shifts with Big Impact In this solo episode, I explore how each of us can make our money do good—starting right where we are. Using the five ways we interact with money—how we earn, spend, save, give, and invest. I share practical micro actions that align our finances with values of justice, care, and interconnection. This solo episode is rooted in my article The Interconnected Dollar and reflects on how money is never neutral; it’s always expressing something about what we value, whether we’re conscious of it or not. Throughout this episode, I ask: what would happen if our financial lives became one more site of solidarity and collective care? There’s something uniquely clarifying about mapping your entire financial life—how you earn, spend, save, give, and invest—onto a framework of values like justice and environmental care. In this episode, I ask listeners to consider not just what they do with money, but who they become through those choices. I speak candidly about what it means to decouple our worth from wealth, how social structures skew our understanding of “deserving,” and how small shifts in where we bank or how we give can ripple out in unseen but powerful ways. These aren’t sweeping, overnight transformations—most of what I share are subtle reorientations, one-degree shifts that, over time, alter the course of our lives and communities. I also touch on the emotional labor of holding grief for the planet, the way capitalism numbs our natural instincts for mutual care, and how some of my most values-aligned moments came not from traditional financial success, but from reimagining what success even means. This episode invites you to think with your whole self: intellectually, emotionally, politically, and spiritually. Not to arrive at perfection, but to stay present with the complexity—and the possibility—of living a life where our money reflects the world we want to build. Episode Highlights 00:01:32 Introducing the five ways we interact with money 00:05:32 Capitalism, scarcity, and the myth of self-reliance 00:09:22 Social justice as mutual care, not saviorism 00:10:32 Honoring Joanna Macy and the grief of climate inaction 00:14:02 What spending choices say about our values 00:15:42 Redefining generosity through accessible pricing 00:18:32 When your income source drains your spirit 00:24:22 How your savings fuel the fossil fuel industry 00:26:32 A heart-based guide to values-aligned investing 00:29:32 One micro action you can take in each money area 00:32:32 Living in uncertainty—and choosing to care anyway Keywords #socialjusticefinance #ethicalinvesting #intentionalspending #valuesbasedliving #interconnectedness #climatejustice #moneyandmeaning #consciouscapitalism #mutualcare Resources The Interconnected Dollar: Aligning your money with social justice and environmental care The Dawn of Everything by David Graber and David Wengrow The Way of Integrity by Martha Beck Invest Your Values As You Sow Natural Investments Heart Rating The Dirty Dozen Banks Accidental Gods with Amanda Scott Check it on Youtube here Diana Gisel Yañez is an Investment Advisor Representative of Natural Investments PBLLC. Natural Investments is an independent Registered Investment Advisor. All the Colors is not a registered entity and is not an affiliate or subsidiary of Natural Investments. See our Disclosures and Disclaimers and read our Form CRS.

Why Hoarding Doesn’t Make You Safe—And What Does with Jordyn Middlebrooks Jordyn Middlebrooks and I dive deep into what it means to reimagine wealth, safety, and belonging. Jordyn is a financial coach, organizer, and the host of the podcast Reimagine Wealth. With roots in the Sunrise Movement and a background in both community organizing and financial advising, Jordyn brings a rich perspective on money, justice, and identity. As we explored her story, we unpacked how her early environmental activism evolved into class-conscious financial work, and how stepping into her own class privilege—publicly—was an act of vulnerability and transformation. We talked about what it means to build alternative safety nets, how her choice to leave a six-figure salary changed her relationships, and why conversations about money can deepen trust. Jordyn also shares her method for helping clients discover their “enough number,” blending visioning, practical financial review, and the framework of fundamental needs. This conversation touches on shame, solidarity, burnout, the limits of individualism, and the liberatory potential of mutual aid. And as always, we reflect on the internal work required to support collective change. Meet our Guest Jordyn Middlebrooks is a financial planner, coach, and community organizer working at the intersection of wealth, justice, and belonging. Based in Austin, Texas—on Tonkawa, Jumanos, Comanche, Coahuiltecan, and Lipan Apache land—Jordyn is the founder of Reimagine Wealth LLC and the host of the podcast Reimagine Wealth. They use their background in psychology, business management, and organizing to support clients in clarifying their financial values, redistributing wealth, and aligning resources with movement-building. Jordyn holds a Series 65 license, a PMP certification, and degrees from the University of Florida. Before shifting into financial work, they co-led the Sunrise Movement’s Austin chapter and worked in the renewable energy and technology sectors. Today, they are a member of Resource Generation and Rad Planners, committed to supporting a Just Transition and the growth of a Solidarity Economy. Known as someone who “makes shit happen” while balancing urgency with deep care, Jordyn’s work centers around creating accessible and permanent safety nets. They help people transform their relationship to wealth so they can act in alignment with their values—and show up as the person they want to become. Episode Highlights 00:01:50 Meeting Jordyn and their entry into financial activism 00:07:03 Hiding class background in organizing spaces 00:10:30 Shame, anxiety, and the fear of being found out 00:18:50 The “marathon metaphor” and seeing class clearly 00:22:50 Divesting from Wall Street and choosing lower income 00:24:50 How interdependence creates real safety 00:29:60 Creating a soft place to land in movement work 00:34:60 Guiding clients toward their “enough” number 00:41:10 Planning for shifts and building adaptive money practices 00:50:50 Asking for help as a radical act of mutuality Keywords #reimaginewealth #classprivilege #mutualaid #redistribution #enoughness #financialcoach #socialjustice #solidarityeconomy #restisresistance #movementwork Resources Reimagine Wealth Substack Podcast Reimagine Wealth Resource Generation Manfred Max-Neef and Pseudo-Satisfiers Enjoy it on Youtube here Diana Gisel Yañez is an Investment Advisor Representative of Natural Investments PBLLC. Natural Investments is an independent Registered Investment Advisor. All the Colors is not a registered entity and is not an affiliate or subsidiary of Natural Investments. See our Disclosures and Disclaimers and read our Form CRS.

Budgeting as Activism and Owning Your Time as True Wealth with Miriam Zoila Pérez In this episode, our guest Miriam Zoila Pérez and I dive deep into the emotional, cultural, and political layers of money, especially through our experiences of Latine children of immigrants. Miriam is a queer Cuban-American writer, activist, and budget coach whose career spans reproductive justice, feminist blogging, and Latinx music podcasting. Together, we reflect on how money influences our sense of belonging, our family legacies, and our everyday choices. About Miriam Zoila Pérez Miriam Zoila Pérez is an award-winning queer Cuban-American writer and activist whose work explores the intersections of race, gender, and health. A graduate of Swarthmore College in Anthropology and Spanish Literature, Pérez has written for The New York Times, The Guardian, and Colorlines, and delivered a TED Talk—viewed over a million times—on how racism impacts maternal health. They are the author of The Radical Doula Guide and have contributed to several acclaimed anthologies, including Not That Bad, edited by Roxane Gay. Pérez is also the co-host of the bilingual Latinx music podcast Radio Menea and recently ventured into young adult fiction with their debut novel, Camila Núñez’s Year of Disasters (2025). Their activism has spanned over a decade in reproductive justice and digital communications, and more recently, they’ve brought their values-driven approach to money coaching through YNAB, working with clients from diverse backgrounds to build financial clarity and empowerment. They currently reside in Washington, DC, nurturing a love for houseplants and cultural storytelling. Episode Highlights 00:02:08 Meeting Miriam Zoila Pérez and celebrating frikitonas 00:03:38 How activism led Miriam to financial coaching 00:05:08 Navigating a multifaceted career: writer, activist, doula, and podcaster 00:08:28 Family history: wealth, exile, and class shifts between Cuba and the US 00:21:48 Budgeting with YNAB: who Miriam works with and why 00:27:09 Wealth hoarding vs. purposeful financial planning 00:35:28 Practicing generosity: how Miriam approaches giving 00:41:58 Managing finances as a self-employed creative 00:47:08 Choosing time freedom over wealth accumulation 00:50:38 Retirement planning, financial literacy, and the flaws of the 401(k) system Keywords #MiriamZoilaPérez #MoneyAndSocialJustice #QueerLatinxVoices #ReproductiveJustice #YNAB #FinancialEmpowerment #LatinxIdentity #BudgetingWithValues #GenerationalWealth Resources Miriam Zoila Pérez website YNAB Coaching with Miriam Instagram Camila Núñez’s Year of Disasters Radio Menea Ep 125: Frikitona Resource Generation Enjoy it on Youtube here Diana Gisel Yañez is an Investment Advisor Representative of Natural Investments PBLLC. Natural Investments is an independent Registered Investment Advisor. All the Colors is not a registered entity and is not an affiliate or subsidiary of Natural Investments. See our Disclosures and Disclaimers and read our Form CRS.

Navigating Money, Legacy, and Family Dynamics with Dr. Shay Harris-Pierre In this episode, our guest Dr. Shay Harris-Pierre and I explore the emotional and relational dimensions of wealth. Dr. Shay is a family legacy strategist and financial therapist with a background in marriage and family therapy. She shares her journey from training clinicians to working with families navigating sudden wealth, inheritance, and cross-class growth. Together, we dive into the emotional thermostat metaphor for financial comfort zones, the unconscious ways people sabotage or limit their financial growth, and how money beliefs shape behavior across generations. About Dr. Shay Harris-Pierre Dr. Shay Harris-Pierre, LPC, CFT, is a Family Legacy Strategist and Licensed Professional Counselor specializing in the emotional and relational aspects of wealth. With over a decade of clinical practice, she helps families with shared wealth navigate conflicts like apathy, entitlement, and estrangement, guiding them through challenging conversations that strengthen bonds and uphold values. Her expertise spans financial therapy, cross-class mobility, and intergenerational wealth transfer, with a focus on helping wealth creators and inheritors understand what their wealth is truly for. Her career path weaves together marriage and family therapy, financial therapy, and family business consulting. After years as a professor training therapists, Dr. Shay transitioned into private practice, working with high-achieving women of color, couples, and families. She consults with Continuity Family Business Consulting, helping multi-generational enterprises resolve conflict and align leadership. Living in Arlington, VA, with her husband and their Maltipoo, Dr. Shay integrates personal passion and professional insight into her mission: to help families not only preserve financial capital but nurture the human capital—the people, purpose, and values—that give wealth meaning. Through her work, she invites families to steward their legacy with intention, empathy, and courage. Episode Highlights 00:01:48 Meeting Dr. Shay and her journey into financial therapy 00:03:38 Early family dynamics and the roots of her career 00:05:18 How sudden wealth and cross-class growth impact families 00:08:08 The emotional thermostat: adjusting to new financial realities 00:11:58 Defining cross-class growth and the struggle of wealth integration 00:15:38 Finding balance between heritage culture and new wealth culture 00:18:48 Grieving the past when stepping into new financial spaces 00:28:58 How financial professionals can build trust with marginalized clients 00:36:45 Emotional family governance and why relationships need structure 00:43:38 Supporting sensitive clients through empathy and attunement Keywords #FinancialTherapy #FamilyLegacy #WealthTransfer #CrossClassGrowth #EmotionalIntelligence #MoneyBeliefs #SuddenWealth #FamilyGovernance #SocialJusticeFinance #GenerationalWealth Resources Harris Pierre Consulting Shades of Wealth Podcast LinkedIn Instagram Affluence Intelligence by Stephen Goldbart Strangers in Paradise by James Grubman We Need to Talk by Jennifer Risher The Color of Money by Mehrsa Baradaran Watch on Youtube Here Diana Gisel Yañez is an Investment Advisor Representative of Natural Investments PBLLC. Natural Investments is an independent Registered Investment Advisor. All the Colors is not a registered entity and is not an affiliate or subsidiary of Natural Investments. See our Disclosures and Disclaimers and read our Form CRS.

Economics That Heal: Exploring Regenerative Livelihoods with Della Duncan Della is a Renegade Economist who challenges mainstream economic assumptions through her coaching, teaching, and documentary podcasting. Our conversation spans from the personal, like her advocacy for alternative metrics of success, to the deeply political and degrowth economics. Together, we explore her journey upstream from social work to systemic economic change. Highlights include a discussion on what it means to be a good ancestor, how we can move from power-over to power-with, and the practice of balancing personal survival with building collective futures. We also explore practices like the Work That Reconnects and Max-Neef’s framework of fundamental human needs. Whether you're new to these ideas or already immersed in economic justice work, this conversation with Della offers grounding, insight, and vision. About Della Duncan Della Duncan is a Renegade Economist whose work spans coaching, education, activism, and podcasting—all with a focus on reimagining economics in service of justice, community, and ecological regeneration. She supports individuals in aligning their values with their livelihoods as a Right Livelihood Coach and collaborates with organizations working toward equitable and sustainable economic transformation. As the host of the Upstream Podcast, she curates powerful conversations and documentaries that challenge dominant economic narratives and uplift alternatives like Buddhist, feminist, and cooperative economics. Della is a Senior Atlantic Fellow of Social and Economic Equity at the London School of Economics and the Course Development Manager for Fritjof Capra’s Systems View of Life. She is also a Gross National Happiness Master Trainer, a founding member of the California Doughnut Economics Coalition, and teaches at several institutions including the California Institute of Integral Studies and Gaia Education. With academic roots in International Relations and a master’s in Economics for Transition, Della bridges intellectual rigor with deep spiritual and community practice. Her work is deeply informed by indigenous knowledge, Joanna Macy’s Work That Reconnects, and post-growth thinkers like Jason Hickel. Whether facilitating a workshop or tending to her local community (and now, in a new chapter as a parent), Della embodies the principles she teaches—living into a world where we care for one another, the planet, and future generations. Episode Highlights [00:01:47] Meeting Della and her many livelihood plants [00:04:07] From crisis work to upstream economics [00:06:17] Reimagining success beyond money [00:10:47] Donut Economics in practice [00:15:17] Quaker and Buddhist spiritual grounding [00:17:27] Seventh Generation exercise from the Work That Reconnects [00:21:07] Balancing small-scale action with systemic change [00:29:47] Degrowth as opportunity, not sacrifice [00:41:47] The journey upstream: from supremacy to interconnection [00:53:47] Redefining wealth: capital beyond money Keywords #Upstream #RegenerativeEconomics #DonutEconomics #PostGrowth #RightLivelihood #SystemicChange #GiftEconomy #Enoughness #Interconnection #WorkThatReconnects #EconomicJustice Resources Della Duncan's Website Upstream Podcast Instagram Debunking Homo Economicus Work That Reconnects Everyday Utopia: What 2,000 Years of Bold Experiments Can Teach Us About the Good Life by Kristen R. Ghodsee Donut Economics by Kate Raworth Less Is More: How Degrowth Will Save the World by Jason Hickel Braiding Sweetgrass by Robin Wall Kimmerer The Serviceberry by Robin Wall Kimmerer Barefoot Economics by Manfred Max-Neef Sacred Economics by Charles Eisenstein Watch this episode on YouTube Diana Gisel Yañez is an Investment Advisor Representative of Natural Investments PBLLC. Natural Investments is an independent Registered Investment Advisor. All the Colors is not a registered entity and is not an affiliate or subsidiary of Natural Investments....

Wisdom & Money: Money as a Doorway to Spiritual Transformation In this episode, I open up about the foundational spiritual and money work I’ve done with Wisdom & Money. You'll also hear about the spiritual practices that helped me embrace both the structured and the intuitive sides of my financial work. From silent retreats to shadow play, and from difficult career decisions to joining a nonprofit board, this episode brings together the playful, the profound, and the practical. I reflect on what it means to bring our full selves—including our quirks and contradictions—to conversations about money. My hope is that my story helps others feel less alone in their questions about wealth, values, and the kind of world we want to build. Episode Highlights 00:01:59 Discovering Wisdom & Money through a friend's memorial 00:05:49 Experiencing silence and Lectio Divina in a virtual retreat 00:07:59 Retreats and facing a career crossroads 00:09:59 Shadow play: Embracing both privilege and discomfort 00:12:39 Finding balance between structured finances and open spirituality 00:16:59 Letting go of the rescuer role and learning to receive 00:18:19 The Bible passage that inspired my leap into entrepreneurship 00:20:29 How community support shaped my evolving career 00:21:59 Taking a step in faith as Treasurer 00:25:19 Moving from personal transformation to systemic change Keywords #MoneyAndSpirituality #FaithAndFinance #EntrepreneurJourney #InnerWork #WealthAndJustice #MoneyStories #SacredEconomy #PersonalTransformation #CommunityCare #ValuesBasedLeadership Resources Wisdom & Money Website Wisdom & Money: A Community Supporting Mindful Financial Decisions Money and the Meaning of Life by Jacob Needleman Watch the YouTube video here Diana Gisel Yañez is an Investment Advisor Representative of Natural Investments PBLLC. Natural Investments is an independent Registered Investment Advisor. All the Colors is not a registered entity and is not an affiliate or subsidiary of Natural Investments. See our Disclosures and Disclaimers and read our Form CRS.

Brat Energy & Budgeting: Taking Control of Your Finances with Nicole Stanley In this episode, our guest Nicole Stanley and I dive into the emotional, strategic, and systemic layers of personal finance. Nicole is the founder of Arise Financial Coaching and the creator of the Money Momentum Method—a system born from her own transformation from debt and anxiety to a thriving six-figure net worth by age 27. We talk about the real reasons money creates so much stress, how our childhoods shape financial behaviors, and how to build confidence even when things feel uncertain. Through her ADHD lens, we see a different way of thinking about financial planning—one that values automation, visual cues, and goal-based tracking over rigid spreadsheets. And when we talk about changing the world, Nicole makes it clear that empowered women with financial literacy aren’t just making better lives for themselves—they’re lifting whole communities. Nicole Stanley – Founder of Arise Financial Coaching Nicole Stanley is a financial coach, entrepreneur, and the founder of Arise Financial Coaching, a growing practice that has already served over 600 clients worldwide. She developed her signature approach, the Money Momentum Method, after transforming her own life: from drowning in debt and stress to building a $250K+ net worth by the age of 27—all on an average salary and without shortcuts. Her journey was fueled not just by numbers, but by a deep need to reclaim her peace of mind and autonomy from the grip of financial anxiety. Nicole began coaching informally—helping friends and family navigate their budgets—before realizing the power of what she’d created. In March 2020, in the midst of global uncertainty, she launched her coaching business officially. Since then, Arise Financial Coaching has grown to include a team of ADHD-informed coaches, group programs, and accolades from platforms like TIME, Yahoo Finance, and CNET. Nicole’s mission is clear: to help people stop feeling behind and start building financial lives that feel aligned, joyful, and free. Episode Highlights [00:01:41] Meeting Nicole and her early money story [00:05:31] Coast FIRE by age 27 [00:07:19] Detaching from Dave Ramsey-style deprivation [00:10:56] ADHD, money, and the myth of laziness [00:18:21] Childhood financial anxiety and parental influence [00:23:48] Building confidence even in financial chaos [00:29:41] Redefining social justice through money [00:33:19] Coaching clients through tithing and debt [00:37:41] Resignation and learned helplessness in today’s economy [00:41:27] Why empowering women financially transforms communities Keywords #FinancialFreedom #DebtFreeJourney #ADHDAndMoney #WomenAndWealth #FinancialCoaching #MoneyMindset #EmpoweredSpending #CoastFIRE #MoneyAndFaith #NeurodivergentMoney Resources Instagram Website Threads TikTok Francis Cabrini Prince Charming Isn't Coming: How Women Get Smart About Money by Barbara Stanny Viking Economics: How the Scandinavians Got It Right-and How We Can, Too by George Lakey Watch this episode on YouTube Diana Gisel Yañez is an Investment Advisor Representative of Natural Investments PBLLC. Natural Investments is an independent Registered Investment Advisor. All the Colors is not a registered entity and is not an affiliate or subsidiary of Natural Investments. See our Disclosures and Disclaimers and read our Form CRS.

Money, Grief & Healing: A Former Advisor’s New Mission In this episode, our guest DonJay Rice and I take a deep dive into the complex relationship between money, grief, and healing. Early in DonJay’s career as a wealth manager a series of personal and professional turning points led him to add behavioral coaching skills to his work, way before it was a common practice for wealth managers. In our conversation, he opens up about how an experience with three widowed clients changed everything he thought he knew about money and human connection. We explore how personal history shapes our financial behaviors, the ongoing impact of childhood experiences, and what it takes to truly feel emotionally safe with money. DonJay shares insights about his own upbringing in poverty, becoming the legal guardian of his special needs brothers, and how discovering his "transferable skills" outside of traditional finance became a catalyst for work filled with purpose and meaning. We also reflect on the journey from emotional numbness to the subtle joy of appreciating nature and why helping others reclaim their voice is part of his life’s work. Get to Know DonJay Rice DonJay Rice is a Financial Coach and the founder of Drumbeat of Wealth, where he specializes in guiding clients through the tangled intersections of money, grief, and trauma. With over 25 years of experience in financial services, including 28 years as a wealth manager, DonJay brings a unique blend of financial expertise and deep emotional insight to his coaching practice. His work is grounded in behavioral finance and shaped by his own journey through personal loss, hardship, and healing. Having grown up in poverty and navigated complex family responsibilities from a young age—including becoming guardian to his special needs brothers—DonJay developed an acute sensitivity to how unresolved grief can shape our financial lives. Today, he draws on that lived experience, as well as formal training in financial psychology, to help others find clarity, purpose, and a renewed relationship with money. Whether it's unspoken money anxieties or long-standing emotional patterns, DonJay helps clients find their rhythm again—one beat at a time. Episode Highlights [00:01:50] Meeting DonJay Rice [00:04:48] The moment three widows changed his career [00:08:29] Leaving financial advising without a plan [00:12:10] Realizing he had transferable skills [00:16:22] Childhood financial enmeshment and trauma [00:21:22] Why people box up pain and how we eventually unpack it [00:26:02] The value of sensitivity and unstructured time [00:32:22] Bringing social justice into financial coaching [00:38:20] How DonJay works with clients post-therapy [00:41:53] Exploring “half-truths” and inherited money beliefs [00:47:50] The role of a coach: not an expert, but a mirror Keywords #moneyandtrauma #griefsupport #financialcoaching #healingjourney #financialbehavior #socialjusticework #donjayrice #traumainformed #moneyhealing #coachingwithpurpose #drumbbeatofwealth Resources Drumbeat of Wealth LinkedIn Instagram Facebook Nobody Nowhere: The Remarkable Autobiography of an Autistic Girl by Donna Williams Watch this episode on YouTube Diana Gisel Yañez is an Investment Advisor Representative of Natural Investments PBLLC. Natural Investments is an independent Registered Investment Advisor. All the Colors is not a registered entity and is not an affiliate or subsidiary of Natural Investments. See our Disclosures and Disclaimers and read our Form CRS.

Why Rest Is Radical: Reclaiming My Time as an Entrepreneur In this episode, I take the mic solo to talk about something I've struggled with for years: rest. As a woman of color, entrepreneur, and daughter of workaholics, rest has never come easy. I share personal stories—from my time hustling in Los Angeles to a life-changing sabbatical in Costa Rica—and unpack how I’ve slowly learned to embrace rest, not as a luxury, but as a necessity, especially as I’ve learned more about what I need as a Highly Sensitive Person. This conversation weaves through memories of burnout, the lessons I picked up in cultures that value community and slow living, and the deep unlearning required to step away from internalized capitalism. I reflect on what it means to decouple productivity from self-worth, how Highly Sensitive People are wired for rest, and why our society’s obsession with overwork is exploitative. If you’ve ever needed permission to slow down, this episode is for you. Episode Highlights [00:01:50] Why rest matters for entrepreneurs [00:08:00] Challenging the idea of “charging your worth” [00:09:40] Lessons from Tico culture and slowing down [00:11:20] Discovering that rest improves productivity [00:18:20] Hitting a wall: the moment of deep burnout [00:19:50] The illusion of rest while digital nomading [00:26:00] Building white space into the calendar [00:31:10] Rest as a core need for sensitive minds Keywords #MindfulBusiness #RestIsRevolutionary #BurnoutRecovery #WorkLifeBalance #RestOverGrind #MoneyMindset #WomenInBusiness #MinorityOwned Resources Breaking Toxic Patterns of Workaholism Debt: The First 5,000 Years by David Graeber The Dawn of Everything by David Graeber and David Wengrow Watch the video conversation on YouTube Diana Gisel Yañez is an Investment Advisor Representative of Natural Investments PBLLC. Natural Investments is an independent Registered Investment Advisor. All the Colors is not a registered entity and is not an affiliate or subsidiary of Natural Investments. See our Disclosures and Disclaimers and read our Form CRS.

Work at the Intersection of Money and Purpose with Val Nelson In this episode, our guest Val Nelson and I open up about the beautiful, complex journey of building a career that actually fits. Val shares how her path—from burnout and confusion to alignment and clarity—was anything but linear. We talk about what it really means to be someone who craves both meaning and stability in their work, and how energy, money, and purpose intersect. Along the way, Val shares how discovering her sensitivity shifted her relationship to career, business, and self-trust. We also explore how social justice shows up in pricing models, what scarcity feels like in the body, and how nature’s seasons can become guides for our work. Val’s honesty and presence make this conversation a grounding space for anyone navigating a tender chapter in their professional life. Whether you're dreaming of self-employment or just need permission to take more breaks, you’ll find something in here that speaks to your inner knowing. Val Nelson: The Black Swan Coach Val Nelson is a career and business coach with over 15 years of experience supporting introverts and highly sensitive people (HSPs), including those who identify as sensitive extroverts. Known as the Black Swan Coach, Val helps clients find meaningful, sustainable work that aligns with their energy and values. Her compassionate, intuitive approach has guided countless INFJs and ENFJs toward careers and businesses that nourish both their souls and their bank accounts. Val offers career clarity coaching, business mentoring for women solopreneurs, and online courses such as Find the Best Use of You Now and Could I Leave My 9-5?. She also leads intimate groups for SOULpreneurs—heart-centered entrepreneurs seeking wise pacing and grounded purpose. With a deep commitment to accessibility and social justice, Val integrates reparative pricing models and equity-based practices into her business. She lives in New England, where the rhythm of the seasons informs both her personal life and professional planning. Episode Highlights [00:01:29] A Winding Path to Purposeful Work [00:03:40] The Myth of Choosing Between Meaning and Money [00:06:02] Discovering Sensory Processing Sensitivity [00:10:03] Sensitivity as a Superpower in Coaching [00:20:00] The Financial Messages from Childhood [00:26:30] How Scarcity Feels in the Body [00:34:06] Seasonal Planning as a Grounding Practice [00:36:30] Reparations and Equity-Based Pricing as an Entrepreneur [00:43:00] Navigating Criticism Around Equity and Inclusion [00:48:00] Purpose-Driven Work and Social Justice in Coaching Keywords #SensitiveEntrepreneur #EnergyBasedPlanning #PurposeDrivenWork #SensitiveFounder #QuietLeader #IntuitiveEntrepreneur #MindfulCareer #AuthenticWork #EconomicJustice #SomaticCoaching #BodyWisdom #HolisticMoney #ConsciousCapitalism Resources Val Nelson Courses LinkedIn Watch our video conversation on YouTube Diana Gisel Yañez is an Investment Advisor Representative of Natural Investments PBLLC. Natural Investments is an independent Registered Investment Advisor. All the Colors is not a registered entity and is not an affiliate or subsidiary of Natural Investments. See our Disclosures and Disclaimers and read our Form CRS.

Money, Boundaries & Inner Healing: A Conversation with Mónica Duarte In this episode, our guest Mónica Duarte and I explore the courageous path of a first-generation Latina who has transformed personal trauma into a powerful practice of healing and coaching. Mónica Duarte is a Mental Wellbeing and Certified Parts Work coach, as well as a Credentialed Professional Goal Coach. She joins me to talk about her journey from surviving domestic violence and navigating poverty as a Mexican immigrant in the U.S., to now helping Latinas and cycle breakers process trauma and unlock their full potential. Mónica shares pivotal moments of her life, including two near-death experiences that became catalysts for spiritual awakening and self-discovery. We talk about how internalized narratives from childhood shape our relationship with money, how imposter syndrome is often rooted in trauma, and how Parts Work can gently unravel the beliefs that keep us stuck. She also speaks candidly about reclaiming her indigenous heritage and the emotional weight of returning to Mexico after 20 years. This episode is a powerful reminder that inner healing opens the door to aligned action, meaningful success, and deep reconnection with self and community. Mónica O. Duarte - Mental Wellbeing & Trauma-Informed Goal Coach Mónica Duarte is a trauma-informed coach dedicated to helping Latinas, women, and entrepreneurs break generational cycles and pursue their goals with clarity, courage, and compassion. As a first-generation Mexican immigrant and a survivor of trauma, Mónica combines lived experience with professional training to support others on their healing journeys. She is certified in Parts Work (Internal Family Systems), credentialed through the ICF (ACC), and specializes in integrating modalities like NLP, somatic work, and emotional intelligence. Through her work, Mónica empowers clients to identify and process the core wounds tied to limiting beliefs—whether it's imposter syndrome, money trauma, or inherited family dynamics. Her coaching supports sustainable personal and professional growth, emotional regulation, and deeper self-awareness. With a background in advertising and over a decade in the creative industry, she also helps entrepreneurs integrate brand strategy with inner transformation. Mónica is also a featured speaker and former Culture & Entrepreneurship Writer for Epifania, a Latina magazine. Episode Highlights [00:01:50] Meeting Mónica Duarte [00:02:50] Defining what it means to be a cycle breaker [00:04:25] Monica’s immigrant story and early trauma [00:05:15] Leaving corporate life after a near-death experience [00:06:50] How unprocessed trauma blocks goal achievement [00:08:05] When holding cash feels unsafe [00:17:25] Growing up in poverty and money-based shame [00:20:10] Scarcity responses: hoarding vs. overspending [00:24:50] A money miracle: student loan forgiveness [00:31:20] Healing internalized gaslighting through Parts Work [00:35:45] Reclaiming indigenous roots and ancestral wisdom [00:45:50] Why “charge your worth” is disempowering There’s something quietly powerful about Mónica Duarte’s story that lingers long after the episode ends. It’s not just the transformation she’s experienced—from trauma survivor to professional coach—but the way she frames healing as an act of both personal and ancestral reclamation. You’ll hear how she was told to “be grateful” for having very little, even while her father withheld money that could have lifted the family out of poverty. You’ll hear how money felt unsafe until she redefined it on her own terms, with the help of Parts Work and a lot of inner listening. What’s more, Monica doesn’t offer quick fixes or motivational fluff. Instead, she invites you into a slower, more honest exploration of why your goals might feel out of reach—and how you can start to feel safe enough to pursue them. We touch on spirituality, nervous system regulation, and the layered experiences of...

How to Use Wealth for Social Change Without Burning Out — A Conversation with Sarah DeLuca In this episode, our guest Sarah DeLuca and I dive deep into the emotionally charged and politically potent topic of money as a tool for social change. Sarah is a Money and Philanthropy Coach who supports individuals and families in aligning their resources with their values—and in doing so, healing their relationship to wealth. We talk about her transition from nonprofit organizer to coach for high-net-worth individuals looking to redistribute wealth more effectively and ethically. Together we explore how perfectionism and burnout manifest in activist spaces, how financial privilege can sometimes obscure our ability to connect across class, and what it looks like to use money not just for safety, but for liberation. Sarah shares what politicized her, how growing up in a financially open household shaped her comfort with spreadsheets and stock markets, and the deeply human struggles her clients face—from secrecy and shame to shoulds and martyrdom. There’s also a powerful thought experiment imagining the world in 2035—what happens when we build it, and it falls apart, and we choose to build again. Bridging Money and Movement: Meet Sarah DeLuca Sarah DeLuca is a Money and Philanthropy Coach with Move Money Shift Power where she focuses on social change philanthropy with individuals, families, and foundations. Sarah began her social justice career working in documentary filmmaking in LA, but quickly realized she wanted to be more deeply involved in activism. She spent a decade working for social justice non-profits, building grassroots movements and raising millions of dollars. In addition to honing her organizing and fundraising skills there, Sarah developed her critical analysis of corporate power and systemic change. In 2018, she opened Move Money, Shift Power. There, she works directly with funders who want to move wealth and power to grassroots movements, and heal their relationship to money. She is a Capricorn and an 8 on the Enneagram, making her a BOSS lady, lover of spreadsheets and helping others “get sh*t done!” She and her husband live on the North Shore of Massachusetts with their dog, Freddie Mercury. Episode Highlights [00:02:05] Sarah’s Journey from Activism to Radical Finance [00:06:18] Early Money Lessons from Her Family [00:09:00] Living for Now vs. Saving for Retirement [00:11:14] How Social Change Happens (and Why It Feels Hard) [00:14:32] Burnout, Perfectionism, and Hitting a Wall [00:19:16] Recognizing Privilege and Early Class Awareness [00:26:22] Political Awakenings and the Limits of People Power [00:30:00] Freeze Mode: When Funders Retreat from Movement [00:35:00] Philanthropy as a Family Practice [00:37:40] Conversations About Money with the Next Generation [00:43:00] Expanding Our Vision: Safety Nets, Resilience, and Shared Futures When we talk about money, we’re rarely just talking about numbers. We’re talking about values, trauma, identity, justice, and belonging. This conversation with Sarah goes far beyond conventional philanthropy or financial coaching—it offers a glimpse into what’s possible when people with wealth move beyond guilt or shame and begin to show up as co-conspirators in change. If you’ve ever felt overwhelmed by the scale of injustice or unsure of your role in the movement, this episode will remind you that your resources—emotional, financial, and relational—are powerful tools. Sarah’s candidness, warmth, and strategic mind will resonate whether you’re navigating your own inherited wealth, supporting clients through their money stories, or simply trying to figure out how to live in a world that can feel so confusing. Resources Sarah's Website Instagram

Leading with Self-Trust: Kate Carter on How Sensitive Leaders Can Transform Their Inner Narrative In this episode, our guest Kate Carter and I explore the winding road that sensitive and introverted leaders often face when navigating personal development, leadership, and money. Kate is a mindset and success coach whose journey from childhood anxiety to professional empowerment is deeply inspiring. After experiencing panic disorders from a young age and later facing a transformative breaking point after the birth of her daughter, she set out to reclaim her power. Through deep personal healing and professional training, Kate now supports others in turning sensitivity into strength. Together, we unpack what it's like to lead and make decisions while being highly attuned to emotions, people, and nuance. We talk about how rabbit-hole thinking can create internal blocks, how early family dynamics around money shape adult financial habits, and how learning to set boundaries can be both liberating and terrifying. We also dive into coaching techniques like somatic anchoring and NLP, and how these can support sustainable change. This conversation is honest, vulnerable, and filled with insight for anyone who’s ever felt “too much” or unsure how to bring their full self into their work. Meet Our Guest: Kate Carter - A Coach for Deep Thinkers and Quiet Leaders Kate Carter is a mindset and success coach for highly sensitive and/or introverted leaders and entrepreneurs. Her journey began in 2016 when she took control of the anxiety and panic disorder that had shaped her life since childhood. She discovered much of her anxiety stemmed from being highly sensitive. Through years of self-discovery and professional growth, she transformed her sensitivity into a powerful strength—and now she helps others do the same. With over 17 years of experience in education and management, and more than 5 years supporting HSPs and introverts in their careers and businesses, Kate knows how to support HSPs and Introverts. As a trauma-informed, Level 5 qualified professional coach with accredited certifications in Positive Psychology, NLP, and CBT, she blends practical strategies with psychological insights to offer a holistic approach. Her mission is to create a supportive space where others can embrace their natural gifts, manage overwhelm, and lead authentically. Podcast Highlights [00:02:05] Meeting Kate Carter and her coaching philosophy [00:04:09] Where are the sensitive leaders? [00:08:25] Rabbit hole thinking & decision paralysis [00:11:15] Self-knowledge, boundaries, and saying no [00:17:32] Panic disorder, motherhood, and breaking down [00:21:25] Childhood financial trauma & emotional associations [00:24:05] Healing money avoidance with her partner [00:30:25] Anchoring and NLP to create safety [00:36:55] Unlearning old money patterns & starting small [00:42:05] Creating change with gentle, incremental steps [00:48:05] Comparison, confidence, and self-trust for sensitive leaders Being a thoughtful leader or entrepreneur doesn’t mean sacrificing your needs, your calm, or your sense of safety. Throughout this episode, you’ll hear how Kate Carter has turned years of inner chaos into clarity — and how she now helps others do the same. Kate’s approach is honest, grounded in evidence-based techniques, and beautifully infused with compassion. You’ll hear us unpack patterns like rabbit-hole thinking, the hidden cost of people-pleasing, and the challenge of unlearning early money narratives. We also dive into practical tools you can use right away, including powerful mindset reframes and body-based techniques for nervous system regulation. This episode is for anyone who’s ever been told they were “too sensitive,” and it offers a clear, compassionate counter-narrative: your depth is not your weakness — it’s your superpower. If you’ve ever felt overwhelmed trying to make confident choices or burned out from bending yourself to fit systems...

In this episode, I share my journey of becoming an investment manager at Natural Investments, a firm focused on socially responsible and impact investing. I discuss how I overcame my initial hesitation about joining the investment world and found alignment between my values and my work managing investments that create positive social and environmental impact. I explore how highly sensitive people like myself can bring our values into our financial decisions, challenging the notion that values-aligned investing means sacrificing returns. I share personal stories and practical advice on how listeners can create more coherence between their money and their values, whether through investment choices or banking decisions. Episode Highlights [00:01:00] My story of Natural Investments' 40-year history [00:02:00] Focus on impact investing beyond returns [00:04:00] Client-focused preparation process [00:05:00] The approach to long-term strategy vs. market timing [00:06:00] Examples of values-aligned investments [00:09:00] My perspective as a highly sensitive person [00:12:00] A comparison of screened vs. conventional returns [00:14:00] Challenges to the profit-values tradeoff myth [00:15:00] My role supporting clients through challenges [00:21:00] My "one degree turn" philosophy #ImpactInvesting #SociallyResponsibleInvesting #ValuesAlignedMoney #NaturalInvestments #HighlySensitiveMoney #ESGInvesting #SustainableFinance #EthicalInvesting #FinancialWellbeing #ClimateFinance Resources Natural Investments Banking on Climate Chaos report (2024) Better Banking Options All the Colors Watch this episode on YouTube