13 hours ago

142. Connecting the Dots Between Health & Wealth | Allie Beckmann

“Money is so deeply tied to our sense of safety and fear that people often aren’t aware of how it impacts their behavior, even in ways that aren’t directly obvious. That’s why I think it’s so important to have these kinds of conversations—it’s about education and building awareness,” says Allie Beckmann, a financial advisor and behavioral coach.

This week, Allie joins Dr. Andrew Fix in this episode to talk about the link between financial health and overall well-being. They discuss how financial stability can affect mental, emotional, and even physical health. By digging into the emotional stories we tell ourselves about money, Allie shows how shifting that perspective can turn financial stress into an opportunity for growth and empowerment.

Allie encourages listeners to start with small steps, whether it’s gaining clarity around cash flow or building better health habits. How can we use this awareness to create a more balanced, fulfilling life? By understanding the link between wealth and wellness, Allie believes anyone can make meaningful changes that lead to long-term well-being.

Quotes

“I was able to do some root cause analysis and ultimately realized that my lack of prioritization on financial stability was at the root of all the stressors in my life—personally, professionally, everything.” (06:59 | Allie Beckmann)
“Money is so deeply tied to our sense of safety and fear that people often aren’t aware of how it impacts their behavior, even in ways that aren’t directly obvious. That’s why I think it’s so important to have these kinds of conversations—it’s about education and building awareness.” (20:45 | Allie Beckmann)
“I understand the real benefit of learning how to harness the power of your mind to serve you rather than work against you. If we don’t take charge of the way our mind is working, it often works against us or in ways we’re not consciously choosing. So, we at least want to be in the driver’s seat. I think it starts with mindset.” (23:52 | Allie Beckmann)
“Let’s use money to help you live a life that truly matters to you. Let’s use money so that you feel more like yourself than ever before, allowing you to show up in this world as the unique individual you want to be.” (39:11 | Allie Beckmann)

Links

Connect with Allie Beckmann:

Allie Beckmann, RFA® helps mission-driven and social-impact warriors utilize money as a tool so that their dreams become a reality that reflects their values and vision. As a financial planner and performing artist, she specializes in working with creative and service-based entrepreneurs to set them on the most efficient path to financial security and creative freedom. Allie’s holistic approach honors the inevitable relationship between the emotional and tactical aspects of money while creating a safe space for her clients to bring their full selves to the table. Allie currently holds her Series 6, 63, 65, and 7 licenses as well as her Health/Life/Annuity License. You can learn more about her on her website or on LinkedIn. If you’d like to have a chat with Allie about the ways she can help you accomplish your goals and live your Ideal Life, you can set up a time to connect here.

Disclosure: "Beckmann Financial is an independent firm not affiliated with Money Concepts Capital Corp. All Securities Offered Through Money Concepts Capital Corp. Member FINRA/SIPC. Not FDIC Insured. May Lose Value. No Bank Guarantee."

https://www.linkedin.com/in/alliebeckmann/

beckmannfinancial.com

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