72. Putting your money where your mouth is with Charlotte Wood
This week’s episode is more of a fireside chat with Julie & Charlotte Wood.
It’s a little different as we’re not sharing any money tips.
Instead we’re taking on the big questions.
🚨 Charlotte & Julie are not short of opinions, and they can both be a tad militant. But how do they reconcile their own personal values with the fact they work in financial services?
Values is a word that’s thrown around a lot, but how do we truly begin to understand what ours are?
Top tip – here are two questions to journal around to find yours:
🎯 Think of a meaningful experience or accomplishment. What values were in play?
🎯 What frustrates you? What values were being denied?
🔗 Brene Brown’s list of values
Guest Expert
Charlotte Wood is a Chartered Financial Planner and runs Rosewood Financial Planning. Charlotte is active within the profession as a women’s advocate and an award-winning community builder, most notably the founder of the Empowered Community. As an intersectional feminist, Charlotte spends a lot of her free time reading and learning about social justice issues and how to embed these values within the way she works and her business. Charlotte also has two children under four, and speaks openly about her struggles being a mum and a businesswoman.
YOUR HOST
Julie Flynn is an experienced independent financial adviser and financial coach. Justice and equality drive Julie. Which is why she’s spent years studying and researching how stress affects our financial decision making.
Julie is best known for her work with women who have lost their partner and coaching financial services business who want to implement fair and transparent charges.
Ebb & Flow Financial Coaching | Bree Wealth & Tax | Instagram
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