Financial Healing

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March 15, 2011

Tami Simon speaks with Spencer Sherman, a graduate of the Wharton School, who was named one of the top wealth advisors in the US, and is a cofounder of Abacus Wealth Partners. Spencer’s expertise in finance has landed him appearances on CNN and CNBC, and in the Wall Street Journal and the New York Times. He’s the author of the book The Cure for Money Madness, and is currently working with Sounds True on The Money and Spirit Online Workshop, an online workshop designed for integrating our spiritual and financial lives. Spencer speaks about taking back our own financial wisdom, the importance of understanding childhood messages about money, and whether it’s really best to rent or buy a home. He also shows us the practice that he calls the “money breath.” (49 minutes)

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Spencer Sherman (MBA, CFP®) is a leading financial advisor, author, public speaker, and the founder and former CEO of Abacus, a values-driven financial consulting firm managing more than $3 billion in assets. A New York native living in California, Spencer now devotes much of his time to sharing his mindfulness-based approach to money through books, Fearless Finance University, and personal appearances. He is dedicated to helping all beings realize the benefits of shifting from a mindset of “more” to a mindset of “enough.”

Author photo © Michelle Montalbano

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Founded Sounds True in 1985 as a multimedia publishing house with a mission to disseminate spiritual wisdom. She hosts a popular weekly podcast called Insights at the Edge, where she has interviewed many of today's leading teachers. Tami lives with her wife, Julie M. Kramer, and their two spoodles, Rasberry and Bula, in Boulder, Colorado.

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Spencer Sherman: The Inner Mastery of Money

Spencer Sherman was named one of the top wealth advisors in the United States, has an MBA from Wharton School, and is the founder of a sustainable financial firm with Buddhist values. With Sounds True, Spencer is the coauthor of The Money and Spirit Workshop. He also is bringing his work on the inner mastery of money to the Inner MBA program, a nine-month training program Sounds True is producing in partnership with LinkedIn, Wisdom 2.0, and MindfulNYU. In this podcast, Sounds True founder Tami Simon speaks with Spencer about how we can shift from having a neurotic, confused, or highly charged relationship with money to enjoying a wise, healthy, and uncharged relationship. Spencer introduces the iceberg metaphor, sharing how our financial literacy doesn’t actually drive our money behaviors as much as our fixed, unconscious beliefs and emotions do. Tami and Spencer also discuss the connections between money and Buddhism, exploring self-worth, fear, generosity, equanimity, and more.

Financial Healing

Tami Simon speaks with Spencer Sherman, a graduate of the Wharton School, who was named one of the top wealth advisors in the US, and is a cofounder of Abacus Wealth Partners. Spencer’s expertise in finance has landed him appearances on CNN and CNBC, and in the Wall Street Journal and the New York Times. He’s the author of the book The Cure for Money Madness, and is currently working with Sounds True on The Money and Spirit Online Workshop, an online workshop designed for integrating our spiritual and financial lives. Spencer speaks about taking back our own financial wisdom, the importance of understanding childhood messages about money, and whether it’s really best to rent or buy a home. He also shows us the practice that he calls the “money breath.” (49 minutes)

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