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 episode, Sara sits down with Deborah Heiser, an applied developmental psychologist and founder of The Mentor Project, to explore the profound impact of mentorship. They discuss how midlife often sparks a natural drive to give back and how mentorship benefits both mentors and mentees in unexpected ways. Deborah shares insights from The Mentorship Edge, highlighting the power of lateral mentorship, the emotional vulnerability that can come with seeking guidance, and the role mentorship plays in keeping us connected—whether in person or through technology. Tune in for an inspiring conversation about how mentorship fosters purpose, relevance, and a lasting legacy, transforming not just careers but entire communities.

About Deborah:

Deborah Heiser, Ph.D., is an Applied Developmental Psychologist, a TEDx speaker, consultant, author, and Founder of The Mentor Project, and an Adjunct Professor in the Psychology Department at SUNY Old Westbury.

Deborah has additionally authored peer-reviewed articles, is co-editor of SpiritualAssessment and Intervention with Older Adults, and a frequent expert guest for syndicated and local talk radio shows, international and local podcasts, and print and online media outlets.

She has been quoted in The New York Times, Seattle Times, Dallas Times and contributes to Thrive Global. Her research covers a wide range of topics related to aging, including depression identification, dementia, and frailty with grants awarded from NIA/NIH andPfizer. She received an international award for her research on depression identification, as well as serving for 9 years on the Board of the State Society on Aging of New York and wasPresident in 2008. Later In 2016, she served as President of Queens PsychologicalAssociation in New York.

Get Her Book: The Mentorship Edge

Connect with Deborah:

DeborahHeiser.com

On Instagram @deborah_heisertmp

On LinkedIn

On Substack

The Mentor Project on Facebook

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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 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 episode, Sara is joined by Amy Friesen, the founder of Tea & Toast, a Canada-based business specializing in elder care planning, retirement living search, and long-term care navigation. Amy shares her expertise on the often overwhelming process of selecting the right care for aging loved ones and the impact of caregiver burnout. With a focus on education, Amy explains how Tea & Toast helps families make informed, compassionate decisions about their loved ones’ futures by simplifying the search for retirement residences and long-term care options. Together, Sara and Amy highlight the importance of getting the proper legal documents in place, such as the powers of attorney and taking a proactive approach to elder care planning. Amy also offers compassionate guidance on how families can help aging parents stay in their homes longer. Tune in as Sara and Amy explore the evolving landscape of elder care, the challenges of the sandwich generation, and the power of sharing your caregiving journey.

About Amy:

Amy Friesen is a renowned expert in senior living, celebrated for her innovative approach to Eldercare and her tireless advocacy for seniors and their families. With over 20 years of experience in the senior-housing industry, Friesen has established herself as a trusted voice in navigating the complexities of aging and care.

As the founder of Tea & Toast, Amy’s mission is to simplify the often-overwhelming process of finding suitable senior-living options. Her unique methodology offers personalized guidance tailored to each family’s specific needs, ensuring that seniors receive the most-appropriate care while alleviating the stress on their loved ones. Amy’s holistic approach prioritizes both immediate well-being and long-term planning, empowering families to make confident decisions throughout the Eldercare journey.

Amy’s expertise has earned her widespread recognition, including the 2018 Businesswoman of the Year Award and the Ottawa Business Journal’s 2019 Forty Under 40 award, both acknowledged by the House of Commons. Her educational background in psychology from the University of Ottawa and business marketing from Algonquin College provides a solid foundation for her work. As a sought-after speaker and media guest, Amy frequently shares her insights on senior living and Eldercare planning through news interviews and podcasts.

Connect with Amy:

Get a copy of her book, Breadcrumbs, here.

TeaAndToast.ca

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YouTube

Instagram @teaandtoastottawa

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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 insightful episode, Sara sits down with Cathy Curtis, a seasoned financial advisor who turned her passion for personal finance into a fulfilling 20-year career. After facing barriers in the packaged foods industry, Cathy transitioned into financial planning, where she now helps clients take control of their wealth with unbiased, client-focused guidance. She shares why so many women—especially young professionals—still defer financial decisions to their spouses and why it’s crucial to be actively involved. Sara and Cathy also dive into estate planning essentials, the emotional side of inheritance, and how financial advisors help clients define their “enough” point. Whether you're reassessing your financial future, navigating an inheritance, or looking to take a more active role in wealth building, this conversation offers practical insights on financial confidence, estate planning, and long-term security.
About Cathy:

Cathy Curtis, CFP®, is the founder of Curtis Financial Planning, a boutique wealth management firm dedicated to empowering single women and women-led households to build thoughtful, strategic financial plans. Known for her warm, personalized approach and deep expertise, Cathy integrates comprehensive financial planning and investment management to help her clients achieve their most meaningful goals. She also shares her insights through her Substack, Wealth Whisperings, and her newsletter, Musings on Life and Finance.

When she’s not advising clients or writing, Cathy stays active by biking the trails of Oakland, practicing Pilates and weight training, and exploring the vibrant culinary and wine scenes. A firm believer in lifelong learning and self-care, Cathy seamlessly blends her professional expertise and personal passions to inspire and educate others about living their best financial lives.

Connect with Cathy:

CurtisFinancialPlanning.com

Musings on Life and Finance Newsletter

Wealth Whisperings Substack

Cathy's podcast: Financial Finesse

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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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