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Smart & Soulful Money® Podcast

Smart & Soulful Money® Podcast

By: Carrie B. VanWinkle CFP®
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About this listen

 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. __________ Carrie B. VanWinkle is an Investment Advisor Representative of Natural Investments, LLC (http://www.naturalinvestments.com/). Natural Investments is an independent Registered Investment Advisor. Carrie B. VanWinkle is not a registered entity and is not an affiliate or subsidiary of Natural Investments. See our Disclosures and Disclaimers (https://www.naturalinvestments.com/disclosures-disclaimers/) and read our Form CRS (https://www.naturalinvestments.com/form-crs/).2019 Carrie B. VanWinkle, CFP® | Smart and Soulful Money® Economics Personal Finance
Episodes
  • Ep. 20: The Aligned Inheritor - Can't Get Technical Without the Personal (AKA The Two Sides of Money)

    Ep. 20: The Aligned Inheritor - Can't Get Technical Without the Personal (AKA The Two Sides of Money)
    Mar 27 2025

    Welcome back to the Smart & Soulful Money® Podcast: the Aligned Inheritor Series! Today we're focusing on exploring the two sides of money, the personal and the technical.

    Tune in to hear about:

    - Deep dive into the personal side of money and how it relates to your emotions, hopes & dreams, self-esteem, well-being and values

    - Noticing, naming and identifying how to connect the two sides of money and bring in support

    RESOURCES MENTIONED IN THIS EPISODE

    Learn more about Susan Bradley and "Sudden Money"

    Learn more about Bari Tessler (books & offerings)

    Learn more about working with Carrie

    Follow Carrie on Instagram

    Listen to Episode 19: The Aligned Inheritor - Moving Away From & Moving Toward - An Inspired Process

    Sign up to receive updates on the podcast

    Check out Carrie's Blog
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    24 mins
  • Ep. 19: The Aligned Inheritor - Moving Away From & Moving Toward, An Inspired Process

    Ep. 19: The Aligned Inheritor - Moving Away From & Moving Toward, An Inspired Process
    Mar 27 2025

    Welcome back to the Smart & Soulful Money® Podcast: the Aligned Inheritor Series! Today we're focusing on exploring and naming what you want to move away from and what you want to move toward in your money life. I've provided a helpful worksheet you can download to guide you in this process.

    Tune in to hear about:

    - Prompts and examples to help you name three things you want to move away from and three things you want to move toward

    - A personal story from Carrie about her experience with this process

    RESOURCES MENTIONED IN THIS EPISODE

    Download the "Moving Away from & Moving Toward" Worksheet

    Learn more about Bari Tessler (books & offerings)

    Learn more about working with Carrie

    Follow Carrie on Instagram

    Listen to Episode 18: The Aligned Inheritor - Navigating Relationships with Communication

    Sign up to receive updates on the podcast

    Check out Carrie's Blog
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    17 mins
  • Ep. 18: The Aligned Inheritor - Navigating Relationships with Communication

    Ep. 18: The Aligned Inheritor - Navigating Relationships with Communication
    Feb 2 2022

    Welcome back to the Smart & Soulful Money® Podcast: the Aligned Inheritor Series! Today we're focusing on relationships, communication, and the tools you can use to support yourself in confidently stepping into your money life as an inheritor. Without solid communication, the relationships in our lives can get a bit sticky. When an inheritance is involved, an additional charge makes it all the more crucial to build the skills we need to have those necessary conversations.

    Tune in to hear about:

    - The 2 tools Carrie recommends to navigate communication and relationships.

    - Limiting self-judgment in the face of patronization

    - The key relationships that an inheritor should prioritize

    - Leaving a legacy

    - The importance of asking questions

    Resources mentioned:

    Learn more about working with Carrie

    Follow Carrie on Instagram

    Listen to Episode 17: The Aligned Inheritor - Finding Your Voice on Your Financial Journey

    Sign up to receive updates on the podcast

    Check out Carrie's Blog
    Show More Show Less
    32 mins
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