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Ep. 124: Navigating The Intersection of Money and Life


The intersection of money and life were discussed in this episode, emphasizing the importance of not ignoring financial matters. Kim Curtis and I explored the idea of money as a relationship and the impact of self-worth on financial decisions. Focusing on the importance of upleveling one’s money game and understanding personal beliefs about deserving wealth were important insights. Start early with financial education to break generational patterns and create a positive impact on future generations. We discussed couples and money and highlighted the need for both partners to be involved in financial discussions to avoid feeling left out or disconnected.

Kim Curtis, CFP®, ChFC, CLU, CAP, AEP, MSFS, is committed to creating a new paradigm around money, prosperity, and abundance. Her mission is to reveal life’s best-kept secrets for the mastery of money.

Kim is considered among the world’s foremost experts in building wealth consciousness. She has directly worked with thought leaders, celebrities, entrepreneurs, and countless individuals looking to create an impact and a flourishing, prosperous life. It’s her experience that helps people change the way they think about money and life.

Kim is CEO of Wealth Legacy Institute in Denver, Colorado, and her groundbreaking work in a client-centric planning model is the cornerstone of her firm’s holistic and highly successful approach to integrated wealth management. The Planning for LIFE Experience™ was awarded the Editor’s Choice by the Journal of Practical Estate Planning.

Kim is a speaker and bestselling author of “Money Secrets: Keys to Smart Investing and Retirement Secrets: Keys to Retiring Happy, Healthy & Free.”

She has shared the stage with Astronaut Buzz Aldrin at the U.S. Military Academy at West Point, received the Financial Innovator Award with the Business Expert Forum at the Harvard Faculty Club, and has been featured on the Jumbotron in Times Square. She has advised Governors’ of States, national TV personalities, and even cage-fighting superstars in the UFC. She has been profiled on NBC, CBS, ABC, FOX, and CW, as well as in the Wall Street Journal.


  • Money is seen as an invisible thread that navigates through every part of human existence, affecting how people do life.
  • Money is viewed as a relationship that requires individuals to show up for it, impacting their sense of self-worth and choices.
  • It is crucial for partners to be involved in the money conversation, setting goals, discussing family dynamics, and connecting on the bigger financial picture.
  • Upleveling one’s money game is essential in determining what individuals believe they deserve, influencing their financial outcomes and success.
  • Starting early with financial education helps individuals recognize and break generational patterns around money, creating a positive impact on their family tree.

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I’m excited to offer you a proven way to develop a next-level relationship with money that will empower your mindset and financial mastery by “dating your money.”  Until you understand how YOU relate to money and what you believe about money, nothing will change. Once you begin to get to know yourself with money, learn the fundamentals of money management, and operate in a new way with money, everything will open up. Join my signature  “Your Money Date™” program and I’ll help you make the shift. The next one begins soon!

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