Ep 151: Expanding Your Advisory Firm's Reach With A Retail Prosperity Pie Shoppe with Luna Jaffe

Luna Jaffe's Wild Money presents a creative, emotionally-attuned approach to personal finance that examines money through six relational aspects: receiving, spending, saving, investing, protecting, and giving. The book weaves financial guidance with psychological and experiential exercises — such as drawing, mind mapping, and reflective writing — to help readers surface beliefs and patterns shaping their money behavior. Jaffe emphasizes aligning spending with values, building budgeting as a permission slip rather than restriction, and using emotional techniques like tapping to address blocks. Wild Money is designed both for individuals managing modest finances and those with significant assets, aiming to foster competence, confidence, and healthier money relationships. In practice, Jaffe uses the book alongside workshops, coaching, and a year-long planning process to guide clients through tangible behavioral change and financial planning steps.