Wisdom & Money: Money as a Doorway to Spiritual Transformation

In this episode, I open up about the foundational spiritual and money work I’ve done with Wisdom & Money. You'll also hear about the spiritual practices that helped me embrace both the structured and the intuitive sides of my financial work. From silent retreats to shadow play, and from difficult career decisions to joining a nonprofit board, this episode brings together the playful, the profound, and the practical. I reflect on what it means to bring our full selves—including our quirks and contradictions—to conversations about money. My hope is that my story helps others feel less alone in their questions about wealth, values, and the kind of world we want to build.

Episode Highlights

00:01:59 Discovering Wisdom & Money through a friend's memorial
00:05:49 Experiencing silence and Lectio Divina in a virtual retreat
00:07:59 Retreats and facing a career crossroads
00:09:59 Shadow play: Embracing both privilege and discomfort
00:12:39 Finding balance between structured finances and open spirituality
00:16:59 Letting go of the rescuer role and learning to receive
00:18:19 The Bible passage that inspired my leap into entrepreneurship
00:20:29 How community support shaped my evolving career
00:21:59 Taking a step in faith as Treasurer
00:25:19 Moving from personal transformation to systemic change

Keywords

#MoneyAndSpirituality #FaithAndFinance #EntrepreneurJourney #InnerWork #WealthAndJustice #MoneyStories #SacredEconomy #PersonalTransformation #CommunityCare #ValuesBasedLeadership

Resources

Wisdom & Money Website
Wisdom & Money: A Community Supporting Mindful Financial Decisions
Money and the Meaning of Life by Jacob Needleman

Watch the YouTube video here

Diana Gisel Yañez is an Investment Advisor Representative of Natural Investments PBLLC. Natural Investments is an independent Registered Investment Advisor. All the Colors is not a registered entity and is not an affiliate or subsidiary of Natural Investments. See our Disclosures and Disclaimers and read our Form CRS.