Upcoming Event!
How Can Mindfulness Help You Reach Financial Independence?
Do you want to reduce money anxiety, but don’t know who to trust?
Would you like to learn how to set up and manage your own retirement plan?
Do you want to know how we create a passive income stream you can’t outlive?
If yes, join us and learn how to answer the 4 critical financial independence questions:
- Am I on track for financial independence?
- What do I need to do to get on track?
- How do I design a mindful investing portfolio?
- How do I manage that portfolio and my income over time through changing markets?
Learn more: https://courses.mindful.money/financial-independence-bootcamp
Kim Curtis is the CEO of Wealth Legacy Institute and is proud to be part of a firm that puts clients first. For Kim, how you deal with money says a lot about how you deal with life. She’s the best-selling author of Money Secrets: Keys to Smart Investing, and her mission is to give women the right mindset and money formula to help them get comfortable with their money so they can focus on creating lives of purpose.
Today, Kim joins the show to talk about the Two Laws of Money, the gender differences surrounding money, and how and when money finds us.
📺 Watch on YouTube
Key Takeaways
00:54 – Jonathan introduces today’s guest, Kim Curtis, who joins the show to talk about how her parents’ divorce impacted her views on money
08:45 – The value placed on education and a student loan surprise
13:55 – The origins of the Wealth Legacy Institute
19:45 – The most potent money scripts Kim runs into with couples
24:07 – Love yourself and money will follow
25:29 – Two Laws of Money
28:46 – Differences in how men and women approach money
37:36 – One thing we can do to increase personal and financial success and one thing to completely ignore
39:32 – The last thing that Kim changed her mind about and one thing she would like others to know about her
41:27 – Jonathan thanks Kim for joining the show and lets listeners know where to connect with her
Tweetable Quotes
“Events happen in our lives all the time that we have no control over. But, what I recognized at that point, was that I did have control over the responses or the choices that I made. And that would determine my outcomes.” (11:17) (Kim)
“I wanted to create a firm that had a soul – a firm filled with humanity that puts clients first, not last – and that’s when I created Wealth Legacy Institute.” (16:43) (Kim)
“You have to have managing money tied to a financial plan for self-preservation and putting it in perspective.” (21:38) (Kim)
“Money finds you when your frequency is high. And, when we have high frequency is when we have joy, when we have aliveness, when we have gratitude, when we have self-love, when we have self-respect, when we have consciousness and awareness. That raises up our frequency to understand for money to find us. And how does money find us? Well, money finds us through our ideas, and ideas are abundant.” (25:02) (Kim)
“I think the struggle allows, for the other side, gratitude.” (37:10) (Kim)
Guest Resources
Happiness Doesn’t Retire Instagram
Wealth Legacy Institute Website
Wealth Legacy Institute Twitter
Wealth Legacy Institute LinkedIn
Wealth Legacy Institute Facebook
Mindful Money Resources
For all the free stuff at Mindful Money: https://mindful.money/resources
To buy Jonathan’s first book – Mindful Money: https://www.amazon.com/Mindful-Money-Practices-Financial-Increasing/dp/1608684369
To buy Jonathan’s second book – Mindful Investing: https://www.amazon.com/Mindful-Investing-Outcome-Greater-Well-Being/dp/1608688763
Subscribe to Jonathan’s Weekly Newsletter: https://courses.mindful.money/email-opt-in
Capture the most important benefit of an advisor – behavioral support – without the 1% fee: https://courses.mindful.money/membership
For more complex, one on one financial planning and investing support with Jonathan or a member of Jonathan’s team: https://www.epwealth.com/our-team/berkeley/jonathan-deyoe/
Website: https://mindful.money
Jonathan on LinkedIn: https://www.linkedin.com/in/jonathandeyoe
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