Allie Beckmann Archives - Physio Room

142. Connecting the Dots Between Health & Wealth | Allie Beckmann

Andrew Fix — Tue, 15 Oct 2024 17:04:13 +0000

“Money is so deeply tied to our sense of safety and fear that people often aren’t aware of how it impacts their behavior, even in ways that aren’t directly obvious. That’s why I think it’s so important to have these kinds of conversations—it’s about education and building awareness,” says Allie Beckmann, a financial advisor and behavioral coach.

This week, Allie joins Dr. Andrew Fix in this episode to talk about the link between financial health and overall well-being. They discuss how financial stability can affect mental, emotional, and even physical health. By digging into the emotional stories we tell ourselves about money, Allie shows how shifting that perspective can turn financial stress into an opportunity for growth and empowerment.

Allie encourages listeners to start with small steps, whether it’s gaining clarity around cash flow or building better health habits. How can we use this awareness to create a more balanced, fulfilling life? By understanding the link between wealth and wellness, Allie believes anyone can make meaningful changes that lead to long-term well-being.

Quotes

“I was able to do some root cause analysis and ultimately realized that my lack of prioritization on financial stability was at the root of all the stressors in my life—personally, professionally, everything.” (06:59 | Allie Beckmann)
“Money is so deeply tied to our sense of safety and fear that people often aren’t aware of how it impacts their behavior, even in ways that aren’t directly obvious. That’s why I think it’s so important to have these kinds of conversations—it’s about education and building awareness.” (20:45 | Allie Beckmann)
“I understand the real benefit of learning how to harness the power of your mind to serve you rather than work against you. If we don’t take charge of the way our mind is working, it often works against us or in ways we’re not consciously choosing. So, we at least want to be in the driver’s seat. I think it starts with mindset.” (23:52 | Allie Beckmann)
“Let’s use money to help you live a life that truly matters to you. Let’s use money so that you feel more like yourself than ever before, allowing you to show up in this world as the unique individual you want to be.” (39:11 | Allie Beckmann)

Links

Connect with Allie Beckmann:

Allie Beckmann, RFA® helps mission-driven and social-impact warriors utilize money as a tool so that their dreams become a reality that reflects their values and vision. As a financial planner and performing artist, she specializes in working with creative and service-based entrepreneurs to set them on the most efficient path to financial security and creative freedom. Allie’s holistic approach honors the inevitable relationship between the emotional and tactical aspects of money while creating a safe space for her clients to bring their full selves to the table. Allie currently holds her Series 6, 63, 65, and 7 licenses as well as her Health/Life/Annuity License. You can learn more about her on her website or on LinkedIn. If you’d like to have a chat with Allie about the ways she can help you accomplish your goals and live your Ideal Life, you can set up a time to connect here.

Disclosure: “Beckmann Financial is an independent firm not affiliated with Money Concepts Capital Corp. All Securities Offered Through Money Concepts Capital Corp. Member FINRA/SIPC. Not FDIC Insured. May Lose Value. No Bank Guarantee.”

https://www.linkedin.com/in/alliebeckmann/

beckmannfinancial.com

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98. Does Your Money Match Your Mission? | Allie Beckmann

Andrew Fix — Tue, 12 Dec 2023 22:52:57 +0000

Should emotional well-being and personal values be aspects guiding sound financial decisions? This episode of The Code with Dr. Andrew Fix introduces Allie Beckmann, a financial advisor whose expertise lies in helping creative and service-based entrepreneurs navigate their financial landscapes. Allie delves into the emotional aspects of money management and its profound connection to overall life quality.

Throughout the discussion, Allie tackles the big financial questions her clients face, from retirement strategies to savvy spending. She underscores the need for financial literacy, suggesting resources for enhancing financial knowledge and skills.

A core piece of Allie’s philosophy is aligning spending with personal values. She advises a reflective approach, urging listeners to review their bank statements to see if their spending truly aligns with their core values, facilitating more purposeful financial choices.

Allie also stresses the importance of setting specific, achievable financial goals. She discusses reverse engineering these goals to create a practical and effective roadmap towards financial stability, making each financial decision a strategic step towards broader, value-driven objectives.

This episode offers a unique perspective on finance, intertwining emotional well-being with smart money management. Allie’s insights are a valuable resource for anyone aiming to integrate purpose and clarity into their financial planning.

Key Takeaways:

• Align your money with your values: Take a look at your spending and assess whether it reflects what is truly important to you. Make sure your financial decisions are in line with your values and goals.

• Start with specific and measurable goals: Set clear financial goals for yourself, whether they are short-term, mid-term, or long-term. Make them specific, measurable, and attainable. This will help you stay focused and motivated.

• Take ownership of your financial future: Your financial well-being is ultimately your responsibility. Take ownership of your financial decisions and actively work towards your goals. Don’t rely on external factors or wait for someone else to take care of your finances.

Quotes:

• “I prioritize making space for the emotional conversation around money in my practice because, if we’re honest, money is emotional. It is emotionally driven. We have emotional baggage that likely we’ve not investigated because often it’s uncomfortable, it’s overwhelming, and most of the time I see people tending toward avoidance when it comes to really sitting down with money and finances.” (17:39 | Allie Beckmann)

• “We wish we all would have started 20 years ago, but we didn’t. So let’s get started today.” (27:20 | Allie Beckmann)

• “Take a look at your spending. Look at it from the lens of your values. And that’s a great place to start aligning your money with your values.” (41:49 | Allie Beckmann)

Links

So Money Podcast:

https://podcast.farnoosh.tv/

You Are a Badass at Making Money (book):

https://jensincero.com/shop/

Art of Money (book):

https://baritessler.com/art-of-money-book-2/

Simple Path to Wealth (book): https://www.amazon.com/gp/product/1533667926/ref=as_li_tl?ie=UTF8&camp=1789&creative=9325&creativeASIN=1533667926&linkCode=as2&tag=jlcollinsnh-20&linkId=1b236a42ef2205f07c4e83e9a984bd17

The Intelligent Investor (book):

https://www.amazon.com/Intelligent-Investor-Definitive-Value-Investing/dp/B0BN7XQTNH/ref=asc_df_B0BN7XQTNH/?tag=hyprod-20&linkCode=df0&hvadid=673665749670&hvpos=&hvnetw=g&hvrand=10145948872017547593&hvpone=&hvptwo=&hvqmt=&hvdev=c&hvdvcmdl=&hvlocint=&hvlocphy=9028754&hvtargid=pla-2222270246074&psc=1&mcid=25e3bb7c198432649cf86b6227b97401

Connect with Allie Beckmann:

LinkedIn: https://www.linkedin.com/in/alliebeckmann/

Website: beckmannfinancial.com

“Beckmann Financial is an independent firm not affiliated with Money Concepts Capital Corp. All Securities Offered Through Money Concepts Capital Corp. Member FINRA/SIPC. Not FDIC Insured. May Lose Value. No Bank Guarantee.”

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