In Episode 72, Helene put Naomi in the hot seat to walk through the eight money weeks of our 12-week Her Money Masterclass. This week the tables turn. Naomi asks Helene, our resident therapeutic coach, why she’s part of a money course at all, and Helene takes us through the four money mindset weeks that round out the course.
She also shares her own story of making money decisions on her own for the first time after her divorce, and what she wishes someone had told her back then. In this episode we cover:
- Why the numbers are only half the story, and what’s really behind the advice so many women never act on
- Doing the work together: why we complete budgets in real time in the room, and what research shows about working on your finances in a group
- Your money beliefs: where they come from, the most common ones holding women back, and how questioning a belief can change what you do with money
- Your values: how they show up in the way you spend, save or avoid, and what happens when your spending is out of step with what matters to you
- Money personalities: the avoider, the hoarder, the spender and the over-giver, and why none of them are fixed
- Changing habits: Helene’s three-step framework, Name It, Place It, Choose It
- Designing your Ideal Average Day: a fresh way to think, and feel, about retirement, starting with your life 12 months from now
Helene’s first step for you is to write down three sentences that start with “Money is…”, without overthinking them. Then pick one and ask yourself where you learnt it, how old you were, and whether it’s actually true. Next, choose your top three values. A good hint is to look at where you’re spending most of your time, energy and money right now.
To get you started you can download a copy of some of the common values:
https://241927930.fs1.hubspotusercontent-na2.net/hubfs/241927930/Episode%2077%20-%20Common%20Values.pdf
If you missed Part 1, head back to Episode 72 for the eight money weeks.
If this has you curious about doing the course yourself, we’re registering interest for our next intake in February/March 2027. Head to https://www.hermoneymatters.com.au/courses to join the waitlist. We’d love to have you join us 😊.
This episode contains general information only and does not take into account your personal objectives, financial situation or needs. It is not financial product advice, nor is it medical, psychological or therapeutic advice. Before acting on anything discussed, consider whether it’s appropriate for your circumstances and seek advice from a qualified professional. Naomi Holmes and Her Money Matters are licensed by Alethea Partners Pty Ltd, AFSL 557729. NGS Super is a sponsor of this episode. Sponsorship does not influence the general information we share, and nothing discussed is a recommendation of any NGS Super product specifically.
