The Legacy of Love

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In this transformative episode, Sara welcomes Deborah Price, pioneering Money Coach and former financial planner, who reveals how our earliest childhood experiences shape our relationship with wealth. Drawing from her 20-year career and groundbreaking work at The Money Coaching Institute, Deborah explains how our financial behaviors are hardwired before age 12 and often carry generational patterns that impact everything from daily spending to estate planning decisions. Through compelling client stories and research-backed insights, she explores why traditional financial planning often falls short without addressing the psychological foundations of money management. Deborah shares powerful strategies for identifying harmful money patterns, healing financial trauma, and creating conscious wealth that aligns with personal values. Whether you're navigating complex family dynamics in estate planning or seeking to transform your own money mindset, this episode offers a revolutionary framework for understanding the behavioral science behind financial decision-making and building a healthier relationship with money.
About Deborah:
Deborah Price is the Founder and CEO of the Money Coaching Institute, which provides business and money coaching services and training to individuals, couples, and families. A former financial advisor for over twenty years with firms such as Merrill Lynch, Mass Mutual, AIG and London Pacific Advisors, Deborah left the financial industry to pioneer the field of Behavioral Money Coaching in 2000.

Coping with money issues, both practically and psychologically, continues to be a major life struggle for millions of people and yet, there is very little help available. As a result, people often manifest money patterns, beliefs and behaviors that can prevent them from experiencing their full financial potential. Deborah has developed a unique, step-by-step coaching program that helps clients move beyond barriers to their personal and financial success. As a result, client's experience renewed hope, restored relationships, increased confidence, and enhanced personal and financial success.

Through education and awareness, Deborah is committed to empowering others both personally and financially. She is the author of Money Therapy: Using the Eight Money Types to Create Wealth and Prosperity; Money Magic: Unleashing Your Potential for Wealth and Prosperity; Start Investing Online Today, and The Heart of Money: A Couples Guide to Creating True Financial Intimacy. She is considered one of the foremost experts in her field and speaks and teaches globally. She has trained over 2500 Certified Money Coaches (CMC)® in 38 countries.
Her Books:
Money Magic: Unleashing Your True Potential for Prosperity and Fulfillment
The Heart of Money: A C

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Our free workbook was designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones.
If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one.
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In this enlightening episode, Sara chats with Karen McAllister, a mindful money mindset coach, about the often complex relationship we have with money. Karen shares her journey from studying economics to co-founding a meditation community, emphasizing how our attitudes and fears surrounding money can shape our financial behaviors. She emphasizes that “money's just a piece of paper” and explores how understanding our emotional patterns and family histories can reveal obstacles to abundance.

Together, they delve into money archetypes, which provide insights into our unique financial identities, and discuss the importance of defining what “enough” truly means for each of us. Karen encourages listeners to examine feelings of shame and guilt around money, advocating for the transformative power of working with a coach to cultivate a healthier financial mindset. Tune in for valuable insights on navigating your emotions around money and stepping into a life filled with abundance and clarity!

About Karen:
Karen is a mindful money mindset coach dedicated to helping you release your deeply held blocks around money so that you can flourish financially. Everyone has subconscious beliefs that keep us stuck and in a self-sabotaging loop-and when it comes to money, our beliefs, mindset, and unconscious fears often prevent us from receiving what we really want. She wasn't born knowing how to embrace wealth. She started in the same place as you. She has learnt about money through lived experience and a curiosity to break socioeconomic and racial patterns associated with financial abundance and money. It's possible to break these bias patterns and no longer hate money or the guilt of wanting, needing, or having it.Born in Ireland, she has lived and worked across the world—Japan, Europe, Brazil, and North America—and has lived in an intentional community since 2005. All these cultural, spiritual, and business experiences have enabled me to answer the question of how you can have money and be a spiritual person. You can do both. Money doesn't have to be a burden; it can be a treasure. And she is here to help you uncover that fortune only you can unlock.Connect with Karen:
Email: [email protected] Website: themindfulmoneycoach.com
On Facebook
On Instagram @karen_moneycoaching
On Twitter
On Youtube
On LinkedInReferenced in this Episode:
My Grandmother’s Hands by Reesmaa Menakem
Your Life or Your Money by Vicki

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Download The Legacy of Love Workbook
Our free workbook was designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones.
If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one.
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In this enlightening conversation, Sara and guest Katherine Revoir explore the profound impact of family systems on our lives and emotional well-being. Katherine, who has dedicated over five decades to helping people “make their brains a happy place to live,” shares how family constellation work uncovers unseen patterns and unwritten rules that shape our behavior, choices, and relationships. Together, they examine the neuroscience of emotions, the role of epigenetics, and the power of resonance in fostering connection and healing. From the eight core emotional circuits to the invisible contracts we create for belonging, this episode is a deep dive into the ways we can transform generational patterns as part of our legacy and reclaim our full emotional expression. Tune in to learn how understanding your family system can unlock greater emotional health, more choice, and collective healing.
About Katherine:
Katherine Revoir founded Center for Richer Living in 2007 as a teaching community. She is a neuroscience educator, published author, family constellations facilitator, artist, and ordained minister.

As a relational neuroscience counselor for leaders, Katherine combines practices of epigenetics, constellation work, and resonant language. This integrative approach helps people heal their brains by becoming less reactive to the stress and emotional pain that hijacks well–being.

This work has remodeled Katherine’s life, and she is delighted to help others shift from being self-critical to making their brains a happy place to live. She knows this process works because it continues to work for her.

Connect with Katherine:
RicherLiving.orgReferenced in this Episode:
Katherine's Teacher, Sarah Peyton: SarahPeyton.com
Nonviolent Communication: A Language of Life by Marshall Rosenberg, PHD

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Download The Legacy of Love Workbook
Our free workbook was designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones.
If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one.
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Planning for the future of a neurodivergent child can feel overwhelming, but expert financial strategist Michael Ringel shares how families can secure both their own financial well-being and their child's long-term care through smart estate planning and special needs trusts. In this insightful conversation with Sara, Michael breaks down why parents must plan for two lifetimes, how special needs trusts help preserve access to government benefits, and why life insurance is the most efficient tool to fund these trusts. He also dives into the importance of assembling a strong team—including financial professionals and attorneys—to ensure every aspect of the plan is aligned. If you’re navigating the complexities of special needs planning, this episode is packed with actionable insights to help you create a secure, sustainable future for your family.

About Michael:

Michael Ringel empowers families with children with special needs to protect, grow, and enjoy their wealth. His focus is on educating families about the importance of planning for the special individual in their lives. His topics of expertise include special needs trusts, ABLE accounts, retirement planning, funding special needs trusts and planning for two lifetimes.

Connect with Michael:

Facebook

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His Website: MikeRingel.com

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Connect with Sara on:
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Download The Legacy of Love Workbook
Our free workbook was designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones.
If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one.
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In this heartfelt episode, Sara sits down with Tami Anastasia, an author and consultant with a deep-rooted passion for dementia care, inspired by her family’s own journey. Together, they explore the unique challenges and gifts of caregiving for a loved one with dementia. Tami shares her approach, combining a deep understanding of family dynamics with empathy, to help families navigate the complex emotional terrain of dementia care. From understanding how past memories influence present behavior, to finding grace and compassion for oneself in the face of ambiguous loss, Tami reminds us that “you are as important as the person you're taking care of.” This conversation is a poignant reminder that caregiving, though often painful, is also profoundly meaningful. Whether you're supporting someone with dementia or simply looking to deepen your understanding of caregiving, this episode is a powerful exploration of love, resilience, and healing.
Tami is hosting a free webinar on Holiday Tips & Tricks for Dementia Caregivers on November 13th. Register here.
About Tami:
Tami Anastasia is a dementia consultant, educator, speaker. and the author of Essential Strategies for the Dementia Caregiver: Learning to PACE Yourself. Tami holds a Master of Arts in Counseling, a Certificate in Gerontology, and a Certificate in End of Life. She’s also a Certified Senior Advisor. For more than 30 years, Tami has provided counseling services, dementia guidance, emotional support, and care strategies to family and professional dementia caregivers. She also facilitates twice monthly support groups.

Connect with Tami:
Get her book: Essential Strategies for the Dementia Caregiver
TamiAnastasia.com
On Facebook
On TikTok
On Twitter/X
On LinkedIn
On YouTube
On Instagram @tamianastasia1

Referenced in this Episode:
ALZAuthors.com
DementiaSociety.org

Connect with Sara on:
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Download The Legacy of Love Workbook
Our free workbook was designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones.
If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one.
Disclaimer