Podcast appearances and mentions of luna jaffe

We are thrilled to welcome CERTIFIED FINANCIAL PLANNER™ professional, financial therapist, and author, LUNA JAFFE, this month on Smart Women Talk Radio.Luna and Katana will discuss :Why you are not broken when it comes to money. How to become masterful with money.Strategies for how you can change your world.Luna Jaffe never bought the common notion that one must sacrifice passion or forfeit creativity to get serious about money. As a Certified Financial Planner and psychotherapist, Luna strongly believes that true wealth embraces your values, not just the numbers on your ledger. Entrepreneurial from a young age, Luna was the president of her own wearable art company, LunaSilks, at 23. She owns Lunaria Financial in Portland, Oregon, and is the award-winning author of Wild Money: A Creative Journey to Financial Wisdom. She is also the CEO and co-owner of Sacred Money Studios, a retail location dedicated to financial education, community and empowerment. Luna offers security and advisory services through KMS Financial Services, Inc. To learn more about Luna, go to www.lunajaffe.com.

In this episode, we chat with US Adviser Luna Jaffe. Luna is not your normal financial planner, she combines her background in art and physiotherapy to uncover her client's emotional side of money. You can hear our conversation with Luna (see links below) and while you're at it, why not subscribe to hear our future conversations as soon as they're released. Connect with Luna: linkedin.com/in/lunariafinancial If you have more questions, don't forget to reach out to me on LinkedIn and to send an email at jacqui@adviceintelligence.com  

Luna Jaffe is the founder of Lunaria Financial, an advisory firm that oversees nearly $55 million in assets under management for 100 client households. In an effort to make financial knowledge affordable, Luna launched the Sacred Money Studios and Prosperity Pie Shoppe, a literal pie shop across the street from her advisory firm office that offers low-cost financial education programs on budgeting.  In this episode, we discuss the budgeting philosophy her business teaches, as well as the real-world challenges that come with opening up a retail store with employees. Listen in to hear what Luna has learned while trying to expand the reach of financial education through a retail store, how she helps clients implement necessary changes, and more. For show notes and more visit: https://www.kitces.com/151  

Mo Money PlanningIn #InVinoFab episode no. 32, @laurapasquini & @profpatrice talk about mo' money planning. As money does not grow on trees, they share resources for identifying spending habits, resources for saving/investing, and getting started with enhancing your own financial literacy. There are ideas for saving money for the future, investing for retirement, and just reflecting on your own money habits. Enjoy!Resources shared and discussed in this #InVinoFab episode:NPR Life Kit – Money Kit: https://www.npr.org/lifekit#money -Budget management: Be the Master of Your Budget https://www.npr.org/2019/01/09/683530953/be-the-master-of-your-budget-How are you spending money? 6 Simple Rules for Saving Money https://www.npr.org/2018/12/12/676120025/get-started-saving-Boost Your Credit Card IQ https://www.npr.org/2019/01/10/684067151/boost-your-credit-card-iq-Never Pay An Unnecessary Fee Again https://www.npr.org/2019/01/10/683983397/never-pay-an-unnecessary-fee-again-Journal your expenses: figure out how and where your money is going. What are your daily, monthly, etc. expenses? Tracking bills, services, subsTips for not spending online: Do you really need an Amazon Prime account? Or other subscription where you purchase? Or if you frequently find yourself purchasing from Amazon, save an item in your cart and come back a day or two later to see if you still want/need that item. Remove your credit cards from shopping accounts. Taking away this automation for buying and require yourself to find your credit card and type it  Take pause to ask yourself if this purchase will really “bring you joy”? Mari Kondo would be pleased with your efforts to bring less into your home #ProactiveDecluttering  Block ads online, use an ad blocker https://adblockplus.org/tutorials or privacy browser, we recommend Mozilla Firefox: https://www.mozilla.org/en-US/firefox/   Investment:-Your Cheat Sheet for Smarter Investinghttps://www.npr.org/2018/12/12/676158680/your-cheat-sheet-for-smarter-investing-More about NPR's Life Kit: https://www.npr.org/lifekit Broad-based index fund – passively managed S&P 500; Vanguard https://investor.vanguard.com/corporate-portal/-Should You Pay for Financial Advice?https://www.npr.org/2018/12/12/676160245/should-you-pay-for-financial-advice-What is FIRE? https://www.playingwithfire.co/whatisfire-Retirement Calculator https://www.playingwithfire.co/retirementcalculator-Work Optional Worksheets https://theworkoptionalbook.com/worksheets/Apps for tracking your spending & making the right money moves:-Mint: https://www.mint.com/-Nerd Wallet https://www.nerdwallet.com/ -Others ways to track your spending: https://www.forbes.com/sites/financialfinesse/2017/08/17/6-ways-to-track-your-spending/#5db6939d4650#InVinoFab Recommended Reads:--Wild Money: A Creative Journey to Finance Wisdom by Luna Jaffe http://lunajaffe.com/wild-money/  --Unconventional Success: A Fundamental Approach to Personal Investmentby David F. Swensen https://www.goodreads.com/book/show/17372.Unconventional_Success--Work Optional: retire Early the Non-Penny-Pinching Way by Tanja Hester https://theworkoptionalbook.com/ --Playing with FIRE: Financial Independence Retire Early by Scott Riekens https://www.playingwithfire.co/--A Random Walk Down Wall Street: The Time-Tested Strategy for Successful Investingby Burton G. Malkiel https://www.goodreads.com/book/show/40242274-a-random-walk-down-wall-streetStay connected to the #InVinoFab Podcast: Hosts: Patrice (@profpatrice) & Laura (@laurapasquini); pronouns: she/her Twitter: https://twitter.com/invinofab Instagram: https://www.instagram.com/invinofab/ 

Luna Jaffe is the owner and CEO of Lunaria Financial and the visionary behind the innovative, brick & mortar business called Sacred Money Studios & Prosperity Pie Shoppe, located in Portland, Oregon. She is the author of the award-winning book series “Wild Money: A Creative Journey to Financial Wisdom”. Luna is a Certified Financial Planner™, visual artist and psychotherapist.

Obstructive beliefs about money were dissolved at a ritual with tears and laughter last weekend.   Personal obstacles to financial success were written onto slips of “spy” paper and thrown into water as women declared what they were dissolving. The ritual was lead by Luna Jaffe of the Sacred Money Studios at the Mindful Wealth […]

Imagine that your financial world is only black and white, that only numbers define your relationship with money…until, like Dorothy in the Wizard of Oz, you open the door to a vivid, vibrant, colorful reality. Suddenly, you see money in rainbow colors. Each exchange comes alive with meaning and is aligned with your purpose. Your […]

Creative entrepreneurs often seek me for money advice. They think finances are boring and they have to be a math whiz to manage money. They are pleasantly surprised to find there are integrated approaches that align their values with their resources. Psychological, emotional, and mental approaches can be combined for financial success. Yet it is […]

Most people don’t put managing their money and being creative together. Especially since one seems to be what you have to do, whereas the other seems to be what you get to do. But managing your money is a creative process and whether you like it or not, it’s an emotional process too. Luna Jaffe joins me today to share how she has incorporated her work as an artist into her work as a guide for people to improve their relationship with their money. Ready? Let’s do this!   Key Takeaways: [0:53] Struggling to keep up with processing your email? SaneBox may just be the tool you need! [1:30] Go to SaneBbox.com/giant & you’ll get a $25 credit towards subscription on top of the 14 days free trial. [1:55] Charlie tells us a bit about Luna Jaffe and her work! [3:51] What was it like to jump from being a psychotherapist to being a financial planner? [7:53] What were some clear visions Luna had that seemed super crazy? What happened when she pursued them? [9:56] How does Luna maintain momentum & at the same time does quantum shifts? [14:19] What’s been 3 lessons Luna has had to learn all over again? [18:02] Luna’s thoughts on going from being solo-oriented to community-oriented. [22:40] Luna’s suggestions on how to visualize & think about your relationship with money. [26:14] What are some surprising or unexpected things she has seen with people & their money? [30:07] Any good coach is asking good questions & encouraging people to understand things at a deeper level. [33:24] What’s been harder to do with Sacred Money Studios that didn’t turn out to be that hard? [38:28] What’s it like to go through the highs & lows of running her businesses? [44:55] What’s the most unanticipated challenge Luna is facing right now? [48:35] What’s the one thing Luna wants the listeners to take away from this episode?   Mentioned in This Episode: Luna Jaffe – Where Creativity & Money Meet Lunaria Financial KMS Financial Services Inc. Wild Money: A Creative Journey to Financial Wisdom by Luna Jaffe Wild Money Coloring Book by Luna Jaffe Sacred Money Studios

It was a pure pleasure to interview Luna Jaffe this week. I admire Luna for her ability to step into the world of financial advising, when she actually has the true soul of an artist and training as a psychotherapist. Luna shares her own challenge with this part of herself and some really good tools that have helped her to stay focused on what's best for her business, and when something is a good idea or not from a financial and business building point of view. The advice she offers is stellar and you will all benefit. Luna is the author of the award winning book, Wild Money: A Creative Journey to Financial Wisdom. This book is beautiful as well as creative and very powerful to help you shift your own money issues. Luna's financial planning practice is a unique alchemy of traditional planning, creativity and financial coaching. She engages her clients in a process that aims to develop financial savvy and confidence while also dealing with cash management, investment allocation, estate and tax planning, business planning and setting/implementing financial goals. To read more about Luna's wisdom tips and how to contact her-go to wisewomanpodcast.com For more help with your business contact me at awakeningBusiness.com

Amazing conversation with Luna Jaffe, we cover a lot of ground here, spirituality, finances, health, wellness, and much more! www.lunajaffe.com

Amazing conversation with Luna Jaffe, we cover a lot of ground here, spirituality, finances, health, wellness, and much more! www.lunajaffe.com

Certified Financial Planner and author Luna Jaffe talks to Antrese Wood about why artists feel handicapped when it comes to managing money, plus exercises that have demolished long held scripts that were holding her clients back. http://www.savvypainter.com/34

Adventures in Visibility | How to Use Kickstarter to Publish Your Book Denise Wakeman welcomes Luna Jaffe of Lunaria Financial, to Adventures In Visibility to discuss how she used Kickstarter to publisher her book, Wild Money, and how that impacted her financial planning business. Luna Jaffe, CFP® is the founder and CEO of Lunaria Financial, Ltd, a boutique advisory firm in SW Portland, Oregon, providing holistic money management and financial planning for clients with portfolios ranging from $500k to $10+ million. Luna is the author of Wild Money: A Creative Journey to Financial Wisdom and Wild Money: A Financial Field Guide and Journal (the 2-volume set was published in March 2013), and the e-book Zelda's Financial Field Guide: A Visual Glossary. On the Hangout we discuss: > Why choose Kickstarter > What's involved with using Kickstarter > Luna's tips for using Kickstarter to publish a book > How the Kickstarter campaign impacted Luna Jaffe's business Luna Jaffe htt://lunajaffe.com http://lunariafinancial.com Wild Money (on Amazon) http://amzn.to/1gtKXri Watch the video with Luna Jaffe here: http://denisewakeman.com/hoa/how-to-use-kickstarter-to-publish-your-book-luna-jaffe/ Watch previous Adventures in Visibility here: http://denisewakeman.com/hoa If you'd like to get on the email list to get notified about future Adventure Hangouts and when video replays and show notes are posted, go to http://AdventuresInVisibility.com

Luna Jaffe Financial Advisor for Creatives by BSR Broadcasts with Jackie B. Peterson

Financial Counselor to the creative class, Luna Jaffe, joins us for our first live episode of Creative Insurgents. Luna talks about money, art, and how to develop a more positive financial relationship.  0:50 - Melissa shares her upcoming course and some of her new art 2:30 - Melissa introduces Luna Jaffe, Certified Financial Planner and author of Wild Money, a money book for creatives 7:00 Luna explains how she accidentally ended up as a silk artist and then as a financial planner 11:30 Luna talks about how she got her silk art and clothing in front of her ideal clients 15:00 Luna talks about how beneficial trade (or barter) can be to artists - she got dental services on barter! 19:00 Where did the Wild Money book come from? How do we develop a better relationship with money 32:00 the importance of getting feedback on how you’re handling your money 38:00 the three most important things to track in order to have more money 43:00 listener questions - some really GREAT questions here 54:00 the difference between a tax preparer, a CPA, and a financial planner

In this episode of Driving Your Marketing Ely talks with guest Luna Jaffe about her marketing strategy with using the World Domination Summit as a way to network, meet great people and collect Money Stories. The post DYM 055 – Luna Jaffe: Where Creativity, Money and Marketing Meet appeared first on Driving Your Marketing.

Join us as we’ll discuss:How to find and use your innate creativity to heal your relationship with money.Luna's mission to inspire women to embrace money as a powerful tool that can be used to make a difference in the world, starting with your own life.The key to transforming your mindset and your current financial practices (or lack thereof) is to leverage your creativity and be willing to practice new skills. Luna Jaffe is the Founder and CEO of Lunaria Financial, Ltd, a boutique advisory firm providing holistic money management and financial planning for clients with portfolios ranging from $500k to $10+ million. Luna is the author of Wild Money: A Creative Journey to Financial Wisdom; Wild Money: A Financial Field Guide and Journal and Zguide to Money: A Sassy Woman's Visual Financial Field Guide.After years working for a traditional, male-dominated financial services firm, Luna wanted to create a firm where that integrates compassionate guidance, financial wisdom, and a creative spirit into financial planning and money management where clients receive clear advice and support to live the life they desire. The heart of Luna’s work is based in her pioneering process that integrates creativity into financial planning, drawing on her experience as a visual artist, entrepreneur, and psychotherapist. This approach to personal finance honors the unique learning and money management styles of creatives, and in doing so builds financial confidence and wisdom. Luna earned her Master’s degree from Pacifica Graduate Institute in Depth Psychology, her BA from University of California at Santa Cruz in Bilingual Education, and holds the distinguished CFP® designation. Advisory and Financial Services offered by KMS Financial Services, Inc. To learn more about Luna go to www.lunajaffe.com.

Rhi and Luna, the author of two upcoming books about money, have a winding conversation around creativity and money and how she has discovered the perfect way to relate financial concepts to non-financial people using art, play, and loads of compassion. Scroll down for show notes! We love your feedback! Please let us know what you think – email us at radio@loveandmoneyrevolution.com, or leave us a comment below. If you’re not subscribed, please join us! How to subscribe: Most people subscribe to podcasts in iTunes; click the button to view the podcast in iTunes. Show notes from this episode with Luna Jaffe: Rhi talks with Luna Jaffe about combining financial planning with the creative world. Luna has two books: “Zguide to Money” and the recently-released “Wild Money: A Creative Journey to Financial Wisdom” and its accompanying workbook/journal. Luna has always been a creative human being, but she struggled with money for 20 years. She got involved in the world of finance ten years ago and realized that there were no resources or educational materials for people who think differently than the left-brained, analytical world. So she decided to change that and provide some really cool materials for the right-brained folks. After writing for herself for many years, she decided to turn that outward and write for others in order to help them find tools and build confidence around money. She uses visual images as a very powerful tool to help people understand what the deeper mythology of their own subconscious is. She says that words just don’t do justice to our feelings around money, so she has people draw or sketch their feelings around the topic. Making it a visual experience is a tangible and powerful practice and tool for transformation. People can “draw themselves out of money trouble.” Luna says that if people can visualize their financial situation as different, then they can make it different. She helps people find their own language to use so they can own their attitudes and feelings around the topic of money. This proves to be very empowering. Luna decided to do a workbook to accompany the book in order to share the exercises around money that she has done for herself over the years. Working with something, especially money, in this way validates our learning and knowledge in a positive, non-threatening way. When Rhi asks Luna to describe her path from artist to psychotherapist to financial planner, Luna recounts her journey from her days as a successful businesswoman in art. Her work as an artist allowed her to travel and live the lifestyle she wanted. Not long after she decided that she wanted to be a mother, her father died suddenly. She was 30 years old. She decided to evaluate where she was and where she wanted to be in life. That led her to graduate school. She continued to use art to teach creative process workshops and decided to pursue psychotherapy. Three years into practice, she realized she didn’t like it: it was too isolating for her. She wanted to be able to share her ideas and help people to get going rather than wait for them to come to their own conclusions—which is great in psychotherapy, but she really wanted to help people in a quicker way. She got divorced and reinvented herself at 36 years old. She realized that in order to fulfill her desire to be a mother, she would need a job with a reliable income and benefits—something she’d never had before. She started in high-tech, in customer service, and she loved it! She was promoted to be a trainer within three months. She realized that there are things that people can learn, and then there are things that are just innate—a part of who someone is that can’t be taught. She spent three years doing this for a Fortune 500 company and did it well but felt uninspired. She’s thankful for that experience, however, because it allowed her to experience the world of the 9-to-5 workaday. While she was employed with that company,

This on demand audio series is a part of the Executive Girlfriends Group Vignette Series. Chicke Fitzgerald interviews Luna Jaffe. The original live interview was 2/28/13. Wild Money is a new approach to exploring, enriching, and transforming your relationship with money. Like it or not, money is a relationship that isn't going away. You can ignore it, abuse it, deny its existence, but still, you will be involved. You do have a choice about how you relate to the money that flows in and out of your life: You can choose to bless it or curse it, be thankful or resentful, be knowledgeable or ignorant. No matter how much or how little you have, how easily it comes and goes, you can take responsibility or not. Luna Jaffe is the Founder and CEO of Lunaria Financial, Ltd, a boutique advisory firm providing holistic money management and financial planning for clients with portfolios ranging from $500k to $10+ million.  After years working for a traditional financial services firm, Luna wanted to create a firm that integrates compassionate guidance, financial wisdom, and a creative spirit into financial planning and money management. Luna earned her Master's degree from Pacifica Graduate Institute in Depth Psychology, her BA from University of California at Santa Cruz in Bilingual Education, and holds the distinguished CFP® designation. Luna's website is www.lunajaffe.com/ For book publication check website To assist Luna with her kick-start campaign go to http://www.kickstarter.com/projects/1689413584/wild-money-where-creativity-and-money-meet?ref=live