What happens when financial planning meets mindfulness and true empathetic listening? In this transformative episode of The Wealth in Yourself podcast, host Josh St. Laurent sits down with Saundra Davis, MSFP, MCC, APFC®, FBS®, known as "The Financial Coaches Coach", who challenges everything we think we know about money and planning.With fierce compassion, Saundra shares her philosophy: "I'm not in the business of helping people be more comfortable with being poor, my role is to help people create the life they want, and take action on what they need to do to make it happen."Saundra drops a truth bomb that flips conventional wisdom upside down: "The less you have, the more important planning is because you just don't have a lot of room for error." While most people assume those with less money need less planning, Saundra reveals why the opposite is true and how this misconception creates dangerous gaps in financial education."The less you have, the more important planning is because you just don't have a lot of room for error," Saundra explains, highlighting how financial vulnerability actually requires more intentional strategy, not less attention.This episode explores the often misunderstood landscape of financial professionals and when to seek help from coaches versus planners versus therapists. Saundra breaks down her continuum of financial well-being, from education and counseling to coaching, planning, and therapy, helping listeners understand which professional can best serve their unique needs.What you'll discover:Why people with less money actually need more financial planning, not lessThe truth about FIRE movement burnout and why early retirees are returning to workHow to distinguish between financial educators, counselors, coaches, planners, and therapistsThe 70/30 rule of coaching - why clients do most of the workSaundra's personal financial trauma story and the insurance company wake-up callThe difference between listening to reply versus listening to understandWhy "me too" responses can actually harm instead of helpHow mindfulness creates the foundation for better financial decisionsThe power of the pause in both money conversations and life decisionsSaundra challenges the rising buzzwords in personal finance, warning against getting trapped in limiting labels like "I'm not good with money" or "I have financial trauma I can't recover from." Instead, she advocates for understanding that wherever you are, you can learn a new way and try a new path.The episode culminates with Saundra's definition of wealth - living with ease in all areas of life - and her practical advice for starting wherever you are on your financial journey.Connect with Saundra Davis:LinkedIn: https://www.linkedin.com/in/saundradavis/Website: SageFinancialSolutions.orgTo learn more about Josh and Wealth In Yourself, visit: www.wealthinyourself.com Connect with us on social media at: https://www.instagram.com/wealthinyourself https://www.linkedin.com/company/wealth-in-yourself https://www.youtube.com/@wealthinyourself https://www.facebook.com/officialwealthinyourself https://twitter.com/josh_stlaurent https://tiktok.com/@wealthinyourself#FinancialCoaching #Mindfulness #FinancialPlanning #MoneyMindset #FinancialTherapy #PersonalFinance #WealthBuilding #EmpathyInFinance #FinancialWellness #MoneyTrauma #FIREMovement #FinancialFreedom #ListeningSkills #EmotionalIntelligence #FinancialEducation #MindfulMoney #WealthMindset #MoneyPsychology #FinancialHealing
