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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?
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Linda Case is a financial therapist and financial coach with over thirty years combined experience in financial services, professional counseling, and coaching. She coaches her clients to manage their money and mindset so they can get firmly on the path to financial freedom and comfortable retirement.
Today, Linda joins the show to speak about female entrepreneurship, why the best laid financial plans donât always pan out, and her thoughts on the conditioning of limited beliefs.
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Key Takeaways
00:51 â Jonathan introduces todayâs guest, Linda Case, who joins the show to talk about financial trauma and curating a healthy financial mindset
12:03 â Linda reflects on the impact that the Great Recession of 2008-2009 had on her
16:43 â F3 Cubed
20:54 â From financial advisor to psychologist
27:11 â Staggering statistics on successful female entrepreneurship
31:27 â The conditioning of limited beliefs and how women, in particular, are conditioned
38:58 â Understanding the role that shame and forgiveness plays in finances
43:21 â Hypnosis & Energy
52:58 â One thing that women in particular can do to lead to greater personal and financial success and one thing to avoid doing
55:01 â Something people donât know about Linda that she would like them to know and the one question Linda would want to know the answer to
56:14 â Jonathan thanks Linda for joining the show and lets listeners know where to connect with her
Tweetable Quotes
âI didnât have that knowledge of limiting beliefs. All I had was the upbringing that I had. You come in with these core sets of beliefs and until they come to awareness, youâre looking at your life and saying, âWhoa, this is a problem. Do I want to address this or do I want to push it back down and wait until it springs up again?ââ (11:18) (Linda)
âIt wasnât until I really delved deeper into the spiritual aspects of money and getting my training on energy psychology that really, I think, developed into this program that I created.â (17:44) (Linda)
âItâs a small percent [of female entrepreneurs] that breaks out of that microbusiness mold. And, I just have to attribute that to a lot of belief that we have been brought up with that we donât speak up for ourselves, and donât go after, and are busy taking care of other people.â (27:31) (Linda)
âWe all are conditioned, male and female, and it starts at a very early age. Seven is when we start to develop the conscious reasoning part – the logical part – of our brain. But before that, weâre pretty much walking around in a hypnotic state.â (31:44) (Linda)
âI have clients coming in and itâs not specifically money related, but we end up having those discussions. And I think I have helped them feel safe having that conversation with me. But, unfortunately, so many people out there donât have a safe place to go where theyâre not going to be judged.â (39:45) (Linda)
âYour imagination, when you want to create something, is all there. Itâs all there. You donât know how itâs gonna show up, but be open to synchronicities.â (54:19) (Linda)
Guest Resources
Lindaâs Phone Number: 267-377-7349
Mindful Money Resources
For all the free stuff at Mindful Money:Â https://mindful.money/resources
To buy Jonathanâs first book – Mindful Money:Â https://www.amazon.com/Mindful-Money-Practices-Financial-Increasing/dp/1608684369
To buy Jonathanâs second book â Mindful Investing:Â https://www.amazon.com/Mindful-Investing-Outcome-Greater-Well-Being/dp/1608688763
Subscribe to Jonathanâs Weekly Newsletter:Â https://courses.mindful.money/email-opt-in
Capture the most important benefit of an advisor â behavioral support â without the 1% fee:Â https://courses.mindful.money/membership
For more complex, one on one financial planning and investing support with Jonathan or a member of Jonathanâs team:Â https://www.epwealth.com/our-team/berkeley/jonathan-deyoe/
Website:Â https://mindful.money
Jonathan on LinkedIn:Â https://www.linkedin.com/in/jonathandeyoe
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