494 | Creating Money Systems to Work by Default with Caroleen Verly

ADHD reWired

Eric Tivers, LCSW, ADHD-CCSP

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4.7 • 919 Ratings

🗓️ 1 August 2023

⏱️ 52 minutes

🔗️ Recording | iTunes | RSS

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Summary

In today’s show, Caroleen Verly joins Eric on the podcast! Caroleen is a former data analyst turned business owner and financial coach who loves spreadsheets, numbers, problem solving, and data! She also loves working with clients to find order in the chaos of their financial lives. Caroleen has a degree in economics from Yale and spent the first 12 years of her career doing data analysis and data visualization. In addition to her business, Caroleen is also a mom to three young children! Check out Caroleen’s website UntangleYourMoney.com Learn more about Caroleen at her website Find UntangleYourMoney on Instagram at @adhdmoney Questions/Topics: [00:01:10] Introducing Caroleen! [00:02:26] What does it mean to create good systems that work by default? [00:03:55] A discussion on automation, bills, payments, resistance, and safety nets [00:07:32] Dedicating accounts, savings, and putting money in the right spots for different purposes [00:16:57] Banking and ADHD-friendly interfaces [00:18:37] Caroleen tries the Qube Money app [00:21:30] A discussion about credit cards and managing them successfully [00:25:02] Impulsive spending and the impact of credit scores [00:27:57] “The cheaper option is not always cheaper!” [00:38:27] Ways to start saving in the midst of debt and living paycheck to paycheck [00:41:30] Cutting costs vs. making more money: Which one is better? [00:45:56] Resources & closing thoughts Resources & Honorable Mentions: Book (and Editor’s choice!): I Will Teach You to be Rich by Ramit Sethi Website: I Will Teach You to be Rich at IWillTeachYouToBeRich.com 🌟 Have you heard about our Adult Study Hall Community? Go to adultstudyhall.com to join our ADHD-friendly body-doubling community! 🌟 Interested in group coaching and want to take your ADHD management to the next level? Go to coachingrewired.com to get all the up-to-date information on the upcoming season of ADHD reWired's award-winning Coaching & Accountability groups!

Transcript

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0:00.0	AID rewired episode 494. This is the podcast for those of us with really good
0:09.2	intentions and a slightly wandering attention. I'm Eric Tivers.
0:12.9	I'm a licensed clinical social worker
0:14.5	by training and a coach by design.
0:16.8	I'm your host and I have ADHD.
0:19.1	ADHD rewired is a more than just podcast.
0:22.0	We are a community. We are wired for connection and you are not alone.
0:26.5	Go to ADHD rewire.com to learn how you can join us in our free and secret Facebook group.
0:32.1	Get additional resources for every episode,
0:34.6	including links to any resources we mentioned on today's show.
0:37.7	You can support us on Patreon, sign up for email newsletter,
0:41.0	you can request podcast postcards to distribute to your clients and support groups.
0:45.2	Learn all about our award-winning coaching accountability groups, you can co-work with us in our
0:50.4	adult study hall virtual membership community.
0:53.2	You can do all of these things by going to our websites at ADHD rewire.com.
0:58.8	We know that starting is the hardest part, so let's get started.
1:06.0	Welcome back with another episode of ADHD rewired.
1:10.0	Today's guest is Caroline Verley.
1:13.7	Caroline is a former data analyst turned business owner and financial coach.
1:18.7	She loves spreadsheets.
1:21.0	It's already sounds so nerdy. Problem solving, numbers and data, and she loves working
1:26.8	with clients to find order in the chaos of their financial lives.
	...

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