Navigated to The Mid-Year Holistic Wealth Reset: Holistic Wealth Coaching and the Wake-Up Call We Didn’t Know We Needed

The Mid-Year Holistic Wealth Reset: Holistic Wealth Coaching and the Wake-Up Call We Didn’t Know We Needed

July 21
26 mins

Episode Description

Menu Menu Holistic Wealth Podcast The Mid-Year Holistic Wealth Reset: Holistic Wealth Coaching and the Wake-Up Call We Didn’t Know We Needed It’s the middle of 2025 and if you’re feeling disillusioned, burnt out, or uncertain about your future—you’re not alone. In fact, you’re exactly who I had in mind when I created this Holistic Wealth Reset episode of the Holistic Wealth Podcast. We’re halfway through the year, and many people around the world are confronting the hard truth that success, as we’ve been taught, doesn’t feel good anymore. The pressure to perform, the endless hustle, the financial stress, the invisible emotional labor—it’s all adding up. We’re overdue for a Holistic Wealth Reset. And this episode is your moment to pause, recalibrate, and come back to your true self. A mid-year reset using the principles of Holistic Wealth Coaching can help you reclaim your purpose, passion and peace. Download the FREE Holistic Wealth Reset Checklist on the Institute on Holistic Wealth website.  

Resources Used in This Episode:

Holistic Wealth Expanded and Updated: Life Lessons to Help You Recover from Disruption, Find Your Life Purpose, and Achieve Financial Freedom’ Holistic Wealth Workbook: 32 Life Lessons to Help You Find Purpose, Prosperity, and Happiness. The Certified Holistic Wealth Coaching Program at the Institute on Holistic Wealth. 

What the Data Tells us: Why the World Needs Holistic Wealth Coaching

  • 77% of people globally report feeling burnt out (Microsoft Work Trend Index, 2025).

  • 1 in 2 adults say they’re living paycheck to paycheck despite working full time (CNBC, 2025).

  • Over 70% of Gen Z say they feel anxiety about their financial and emotional futures (Deloitte 2025 Global Gen Z Report).

  • And 64% of women say they’ve never been taught how to define success in a way that aligns with their values (Institute on Holistic Wealth Study, 2024).

  • Over 5000 women have taken the Personal Financial Identity quiz on the Institute on Holistic Wealth website, revealing powerful patterns in how individuals relate to money and decision-making. The most common Personal Financial Identity among quiz takers? The Minimalist and the Anxious Spender (Institute on Holistic Wealth Study, 2024).

The Mid-Year Holistic Wealth reset is the ideal time to pause and say: “Where I am on the Holistic Wealth spectrum? How am I spending – not just my money, but my time, energy and focus?” The data validates the need for Holistic Wealth Coaching – a framework designed not only to help people understand their financial behaviors but to retrain their mindset, and build emotional resilience.  

What Is a Holistic Wealth Reset?

As the original creator of the Holistic Wealth framework, I’ve coached thousands through personal and professional transitions—using a method I developed from deep personal loss and healing.

Holistic Wealth Reset isn’t just about your finances. It’s about your entire life ecosystem. It’s a guided process to:

  • Reconnect with your values and purpose

  • Set boundaries that protect your energy and peace

  • Audit your financial decisions through the lens of meaning

  • Reclaim your time from obligations that drain you

  • Realign with the vision of who you truly want to be

And it starts with one courageous decision: to stop numbing and start noticing.

Holistic Wealth Reset The Steps of the Holistic Wealth Reset

Here are the 5 core steps I outline in the episode:

  1. The Personal Identity Audit
    – Who am I at my core, and how does my identity shape my decisions?

  2. The Alignment Inventory
    – What areas of my life are out of sync with my values and purpose?

  3. The Emotional Spending Cleanse
    – Where am I using money to self-soothe or prove my worth?

  4. The Time Freedom Reclaim
    – What relationships, routines, or roles are draining my energy?

  5. The Vision Reset
    – What does success look and feel like for the version of me I’m becoming?

This isn’t just coaching. This is deep transformationDownload the FREE Holistic Wealth Reset Checklist on the Institute on Holistic Wealth website. 

The 1 Billion with Holistic Wealth Movement

The Holistic Wealth Reset is more than just a podcast episode—it’s part of a worldwide movement – the 1 Billion with Holistic Wealth mission.

The Institute on Holistic Wealth now has Certified Holistic Wealth Coaches in over 25 countries. Every year on April 9th, we celebrate Global Holistic Wealth Day, uniting individuals and organizations under a bold mission:
1 Billion People Living With Holistic Wealth by 2030.

You Don’t Need to “Push Through” Anymore

If you’ve felt like your life doesn’t belong to you anymore…
If you’ve been measuring yourself by outdated definitions of wealth and worth…
If you’ve been holding your breath, waiting for “someday”…

Let this be your reset.
You don’t need permission to change your life.

You only need one moment of clarity, and this episode is it. Download the FREE Holistic Wealth Reset Checklist on the Institute on Holistic Wealth website.  What You Will Learn

In this transformative episode, I walk you through:

  • guided audit of your mental, emotional, financial, and spiritual health

  • Why resilience is more than bouncing back—it’s about bouncing forward

  • The toxic money habits and money trauma holding women back (and how to break them)

  • How to apply the Holistic Wealth Method™ to your real life

  • Why now, more than ever, we must reframe wealth as a daily practice—not a distant goal

This is not just a listen—it’s a personal check-in, a soul deepening, and a quiet revolution you begin from within.

Holistic Wealth Reset

Topic: The Mid-Year Holistic Wealth Reset: Holistic Wealth Coaching and the Wake-Up Call We Didn’t Know We Needed

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Featured on the Show:

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  • Follow me on Instagram and Twitter – and ask me your questions related to holistic wealth!

Feature Five

  • Full Transcripts are available on the Institute on Holistic Wealth website and are available to members of the Institute on Holistic Wealth (Become a member of the Institute on Holistic Wealth).
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The post The Mid-Year Holistic Wealth Reset: Holistic Wealth Coaching and the Wake-Up Call We Didn’t Know We Needed appeared first on Holistic Wealth Courses.

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