#233 Breanna Blaney's Journey From Private Equity to Purpose
Breanna Blaney spent years at war with herself — one side chasing money in private equity, the other on a meditation cushion wondering if any of it mattered. That tension broke open when she looked around at clients who had more wealth than they could ever spend and still weren't fulfilled. In this conversation with Rick Kahler, Blaney talks about what drove her to build the Anya Institute and the Integrative Wealth Advisor certification, where advisors maintain a daily self-connection practice and spend months doing their own inner work before sitting across from a client. She lays out her human operating systems framework — survival, achievement, creation — and argues that most of the profession is stuck in achievement mode, treating money as a scorecard instead of asking what it's actually in service of. Her bigger point is that advisors have a rare door into someone's entire life, and most aren't walking through it #BreannaBlaney, #RickKahler, #FinancialTherapy, #IntegrativeWealth, #WealthManagement, #FinancialPlanning, #MoneyMindset, #BehavioralFinance, #HolisticFinance, #FinancialWellness, #PurposeDriven, #MoneyAndMeaning, #EmotionalIntelligence, #PersonalGrowth, #InnerWork, #SelfConnection, #AdvisorDevelopment, #WealthAdvisor, #LeadershipDevelopment, #ConsciousLeadership, #HumanOperatingSystems, #MeaningfulWealth, #LifePurpose, #AdvancedWellbeing A podcast that blends the nuts and bolts of financial advice with the emotions that drive our money decisions. Join Rick Kahler, CFP®, CFT™, as he blends practical financial wisdom with the emotional insights that shape our choices. Discover how financial therapy can help you make money decisions that truly align with your values. .


