The Financial Mindset Fix

Joyce Marter is a therapist, entrepreneur, speaker, and adjunct professor at Northwestern University. She’s the founder and CEO of Urban Balance, a nationwide counseling practice that provides trainings on mental health and success for Fortune 500 companies. With Sounds True, Joyce has written a new book called The Financial Mindset Fix: A Mental Fitness Program for an Abundant Life, which offers practical exercises for cultivating greater financial literacy and resilience. In this episode of Insights at the Edge, Tami Simon speaks with Joyce about how our thoughts and emotions around money shape our financial reality. They discuss how low self-esteem holds us back financially and how we can shift into a “mindset of abundance” that shatters the limitations we’ve created for ourselves. Joyce and Tami also talk about the realities of financial trauma in our society, setting boundaries in our relationships with money, transforming toxic notions we may have of “success,” and mindfulness practices for managing financial shame or anxiety in a healthy, healing way.

The Financial Mindset Fix

Joyce Marter — August 9, 2021

Frederic Laloux: The Adventure of Remaking Our World

The modern workplace is a source of so much pain in so many peoples’ lives. And with the extreme challenges facing humanity, it’s easy to understand the gloom-and-doom perspective that has become prevalent today. Frederic Laloux sees things differently. “I look at it from a place of adventure,” he tells us. “If we don’t have a lens of ‘these are times that are confusing and difficult’ we can see them instead as extraordinary times for us to learn and to grow as individuals.”

In this podcast, Tami Simon speaks with the renowned author of Reinventing Organizations about his life’s mission to transform our approach to business. Give a listen as Tami and Frederic discuss: becoming change makers at the systemic level; applying Ken Wilber’s Integral Model to the way we organize businesses; the “inner angle,” or the mindset and beliefs that we bring to any problem; societal leaps and the people who drive them; a polycrisis or a great adventure: how do you see it?; three cornerstones for the future of business: self-management, wholeness, and evolutionary purpose; creating fluid hierarchies at work; leadership that inspires and connects; the fundamental shift from predict and control to sense and respond (especially in these uncertain times); to budget or not to budget…; finding support and community during a “dark night of the soul”; bringing joy, pride, and courage to our social change activism; climate change and the concept of pluralistic ignorance; and more.

Note: This episode originally aired on Sounds True One, where these special episodes of Insights at the Edge are available to watch live on video and with exclusive access to Q&As with our guests. Learn more at join.soundstrue.com.

Otto Scharmer: What Future Is Wanting to Emerge Throug...

Looking at the state of our world, says Dr. Otto Scharmer, it’s plain to see that there’s something wrong with our collective decision-making. How, then, do we move from just reacting against the issues of the past, toward sensing and actualizing the future that is wanting to emerge? That is the profound question at the heart of this podcast featuring the renowned MIT lecturer, author of Theory U, and contributing faculty member to Sounds True’s Inner MBA® program.

In a bold conversation that speaks directly to both our individual empowerment and the larger societal changes that are becoming increasingly urgent, Tami Simon and Otto Scharmer discuss: the collective sense of depression and disillusion at this time; reframing a fearful cultural narrative to one of hope and possibility; bridging today’s ecological, social, and spiritual divides; ego-system awareness vs. ecosystem awareness; big changes through small steps; the subtle shift of “opening the will”; letting go of what’s not essential; moving from certainties to not knowing; Social Presencing; courage; why transformational work and activating our potential is easier than we think; creating a “holding space” and allowing generative forces to come forth; attention, intention, and agency; the invisible yet vital part of our social field—the quality of our relationships; deep listening; the awakening of the human spirit; and more.

Tami Simon: Being a Spiritual Entrepreneur

Tami Simon — August 22, 2023

A magazine article about Sounds True founder Tami Simon referred to her as a “spiritual entrepreneur.” At first, Tami wasn’t sure about the label. Yet over time, she came to appreciate and embrace it. Today, the art of spiritual entrepreneurship is a central facet of Sounds True’s Inner MBA® program.

In this host-only episode of Insights at the Edge, Tami shares her thoughts and feelings about what it means to lead a company dedicated to the well-being of its employees as equally as it is to business success. For anyone looking to bridge their innermost values with how they make a living, Tami reveals seven principles of the spiritual entrepreneur, with insightful guidance on honoring the voice of the heart; leading with presence; why relationships need to come first; creating a culture of care, engagement, and well-being; alternating between high performance and good rest; how to embrace challenges as growth opportunities; claiming our personal agency and doing the work of “cleaning up”; business as a means to address real social needs; maintaining trust in the unfolding process; making a commitment to “lift each other up” in the way we do business; recognizing our interdependence; and more.