Resources
Podcast Interviews with Megan
My Favorite Financial Books
Financial Recovery - Karen McCall
This is the book that changed everything. It lead me to Karen - my mentor. It’s a loving and extremely approachable book to guide you towards a healthy relationship with your money. Libraries usually have copies - but it’s one worth investing in. You will feel comforted, inspired, and ready to take new steps towards a different future.
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Overcoming Under Earning - Barbara Stanny
Another powerful book to add to your list. Barbara was one of Karen's early clients. Her story is powerful, and she has written many other helpful books.
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The Soul of Money - Lynne Twist
This is a beautiful book—on so many levels. Lynne Twist provides a new way to imagine and define wealth. If you have wrestled with the idea of wealth in our culture, this is a wonderful book for you to read.
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The Heart of Money - Deborah L. Price
I appreciate the gentle tone of this book and often recommend it to couples who are eager to understand each other and their relationship to money.
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Money Harmony - Olivia Mellan & Sherry Christie
Navigating money conversations with your partner is often coupled with conflict, avoidance, or a start and stop pattern that keeps you from gaining the financial momentum you want. This book is an excellent guide for money in both new and longstanding relationships.
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The Energy of Money - Maria Nemeth
I have read this book several times—and while my approach may differ, this book is rich with intriguing insights.
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Prince Charming Isn't Coming - Barbara Stanny
This is an important read for everyone because rescue fantasies are pervasive, especially for women. This book is a bucket of cold water that gets your financial attention.
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You are a Badass at Making Money - Jen Sincero
This is a hilarious read—relatable as well as inspirational. I don’t agree with all of Sincero’s assumptions (it disregards systemic barriers to wealth and privilege) and the book is often a bit vague about what you actually need to do, but it does provide many questions that may illuminate your blindspots.
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Your Money or Your Life - Vicki Robin
This was one of the first books I ever read about money—ages ago. It is a 'classic' and has a dedicated following that spans over a few generations.
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Mind over Money - Brad Klontz, Ted Klontz
This is a helpful exploration of the emotional drivers of our behavior with money. I really appreciate their approach and the work they have done to bring Financial Therapy into the mainstream.
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We Need to Talk: A Memoir About Wealth - Jennifer Risher
This is an excellent book for everyone, but particularly those anticipating or been the beneficiaries of sudden wealth. This candid memoir explores the internal complexities that arise in tandem with the privilege of increased wealth. Our identities, our relationships, and our beliefs about money are amplified and challenged in the wake of having more money than we have before. This book illustrates the crucial need for all of us to talk openly and honestly about money and includes excellent discussion questions at the end of each chapter.
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Additional Financial Resources
If you want a Financial Advisor or Planner to assist with Retirement Planning, the following may be helpful*–
A Fiduciary / Fee - Only Advisor can advise you on the investments that will help you reach your long term financial goals.
A Certified Financial Planner (CFP) can help you determine when you can retire, what you will need when you retire, and how to meet other financial goals. (most often a Financial/Investment Advisor is also a CFP, or the planning process is a part of the service).
If you are interested in Impact Investing & Socially Responsible Banking, the following (ever-expanding) list may be helpful*–
Amalgamated Bank - Personal Banking, Commercial Banking, and Investing
Aspiration Bank – Personal Checking & Savings, Business, Credit & Microloans, Investing
Atmos Banking – Climate positive Savings Accounts
Betterment – Personal Banking and Investing
Greenwood Bank - Personal banking “working to bring greater financial value and support to the Black and Latino community”
Wealthfront - Investing + Socially Responsible Investing
As You Sow – Determine where your money is invested so you can align future investments with your values
Earthfolio – Investing with Environmental and Social Impact in mind
Ellevest - A financial company, for women by women. They have Impact Portfolios that invest in environmental and social change
Real Money Moves – a nonprofit organization educating people on Impact Investing
If you want support navigating Debt, the following may be helpful*–
GreenPath Financial Wellness to explore creating a Debt Management Plan (DMP)
Earnest – to explore Student Loan Refinancing (especially Private Student Loans)
*I am not affiliated with any of the above, nor am I declaring that any of these are the best choice for you. Please follow through with your own responsible due diligence and be mindful of the terms & conditions for this website.
If you are in need of no cost personalized support, the following organizations are a wonderful place to start–
All of the groups listed above have national and international chapters and meet virtually and in person.
I understand that there is stigma and cultural shame attached to each of the titles above, but that doesn’t mean there is anything shameful about getting the support you need.
There are millions of others who have built a community of support from their own lived experience. Those who have walked this path before you are ready to support you. I recommend attending at least 2 different groups (virtually or in person) to find one that is the right fit.