Rewrite Your Money Story This Year: A Mini-Course

Ancient Wisdom Meets Modern Wealth Creation

Module 1: Understanding the Energy of Money

Ancient Wisdom:

Explore ancient philosophies (e.g., money as an exchange of energy in Eastern traditions or the principle of reciprocity in Indigenous cultures).

Key Idea: Wealth is a flow, not a possession—like rivers nourishing the land.

In many ancient cultures, money or wealth was not seen as an object to hoard but as energy in circulation. For instance:

  • Eastern Traditions (Hinduism and Buddhism): Wealth is part of the flow of energy in the universe (referred to as “Lakshmi” in Hinduism). Properly respecting and circulating wealth (not hoarding or misusing it) aligns with universal harmony.
  • Indigenous Practices: Many tribes viewed wealth as communal, with resources being shared and redistributed to sustain the collective well-being. Hoarding wealth disrupted harmony.

Modern Affirmation:

Neuroscience on how beliefs about money shape behavior and the law of attraction.

  • Neuroscience and Behavioral Economics: Modern studies show that how we perceive money impacts our actions. Viewing money as a tool for exchange and growth creates less stress and more empowerment.
  • The Law of Attraction: Money flows where attention goes. Focusing on abundance and cultivating gratitude increases financial opportunities.

Activity:

Reflect on how you receive and give money as energy.

Write your “money flow affirmation” (e.g., “I attract and circulate wealth with ease”).

Exercise:

Visualization of money flowing in and out like a stream, creating abundance for all.

Module 2: Rewriting Limiting Money Beliefs

Ancient Wisdom:

“As a man thinketh, so is he” (Proverbs). Thoughts create reality.

Stoic practices of examining and replacing irrational fears about scarcity.

  • Biblical Teachings (Proverbs 23:7): “As a man thinketh, so is he.” This highlights the power of thought in shaping reality. Beliefs about scarcity or abundance influence actions and outcomes.
  • Stoicism: Ancient Stoics like Epictetus taught that external circumstances (like money) don’t control happiness—what matters is the perception of these circumstances.

Modern Affirmation:

  • Cognitive Behavioral Therapy (CBT): This modern psychological approach teaches that limiting beliefs can be identified, challenged, and replaced with constructive thoughts. For example:
    • Limiting Belief: “I will never have enough money.”
    • New Belief: “I am capable of building financial security over time.”
  • Affirmations: Repeating positive statements rewires the brain to adopt a growth mindset.

Activity:

Write down your limiting money beliefs.

Reframe each one into empowering beliefs rooted in abundance (e.g., “There is enough for everyone, including me”).

Journaling Prompt:

“What beliefs about wealth have I inherited, and how can I transform them?”

Module 3: Setting a Vision Aligned with Your Values

Ancient Wisdom:

The concept of Dharma (purpose) in Vedic traditions: Aligning wealth with life’s greater purpose.

The Indigenous practice of stewarding resources for the next seven generations.

  • Dharma in Vedic Traditions: Dharma refers to living in alignment with one’s purpose. Wealth should support your higher purpose rather than be an end in itself. Misaligned wealth (earned unethically or spent on distractions) leads to imbalance.
  • Seven Generations Principle (Indigenous Wisdom): Decisions, including financial ones, should benefit not just the present but future generations.

Modern Affirmation:

Goal-setting frameworks like SMART goals but rooted in personal values and meaning.

  • SMART Goals Framework: Specific, Measurable, Achievable, Relevant, Time-bound goals help individuals focus on meaningful, actionable steps.
  • Values-Based Planning: Financial advisors today emphasize that financial plans should align with what brings joy and purpose, not just monetary gain. Examples include funding education, supporting family, or starting a meaningful business.

Activity:

Create a “Money Vision Board” combining your financial goals with your life purpose.

Exercise:

Meditative practice to imagine your life once financial goals align with your highest values.

Module 4: The Power of Gratitude and Generosity

Ancient Wisdom:

The practice of tithing or gifting to cultivate abundance (e.g., the Biblical “Give, and it shall be given to you”).

Karma yoga: Selfless giving creates positive cycles of wealth.

  • Biblical Tithing: The principle of giving 10% of one’s income back to the community or to charity reflects the belief that generosity attracts blessings and prosperity.
  • Karma Yoga (Hinduism): Selfless action without attachment to rewards creates positive energy and harmony in life. Giving increases abundance by fostering good karma.

Modern Affirmation:

Positive psychology research on gratitude enhancing financial wellbeing.

  • Positive Psychology: Research demonstrates that practicing gratitude rewires the brain, reducing stress and increasing happiness. Grateful people are more likely to be successful because they approach challenges with a positive mindset.
  • Acts of Generosity: Studies show that giving (whether money or time) activates the brain’s reward centers, enhancing feelings of wealth and well-being.

Activity:

Start a daily gratitude practice by listing three things you appreciate about your financial situation, no matter how small.

Exercise:

Pledge a small act of generosity—time, money, or resources—and reflect on how it expands your sense of abundance.

Module 5: Practical Tools to Support Your Money Journey

Ancient Wisdom:

The Taoist principle of balance: Knowing when to save and when to invest.

  • Taoism and Balance: Taoist teachings stress the importance of moderation. Excessive saving or spending leads to imbalance, but a mindful approach to money maintains harmony.
  • Sharia Financial Principles (Islam): Ethical wealth management prohibits exploiting others (e.g., through usury) and emphasizes wealth distribution through charity (zakat).

Modern Affirmation:

Financial tools like budgeting apps (YNAB, Mint) and investment platforms.

  • Budgeting and Technology: Apps like YNAB or Mint simplify financial tracking, encouraging mindful spending and saving habits.
  • Investing in Growth: Modern financial planning emphasizes strategic investments in personal and professional development, aligned with long-term goals.

Content:

Step-by-step walkthrough of creating a values-based budget.

Tracking tools to measure progress toward financial goals.

Exercise:

Plan one financial habit (e.g., automating savings or cutting unnecessary expenses) and implement it this week.

Module 6: Sustaining the New Money Story

Ancient Wisdom:

The cyclical nature of life in Indigenous and Eastern traditions—financial ups and downs are part of the journey.

  • Buddhism’s Impermanence: Life is cyclical, and wealth comes and goes. Detachment from the highs and lows of financial circumstances leads to peace of mind.
  • Stoic Resilience: Prepare for financial setbacks without fear. Marcus Aurelius advised visualizing challenges to be ready for them (a practice known as “premeditatio malorum”).

Modern Affirmation:

Behavioral economics on building habits and resilience during setbacks.

  • Behavioral Economics: Building small, sustainable financial habits (e.g., automated savings) prevents overwhelm and builds resilience.
  • Growth Mindset: Embracing financial challenges as opportunities to learn ensures continuous improvement.

Activity:

Develop a “Money Resilience Plan” for when challenges arise (e.g., unexpected expenses).

Reflect monthly on how your new money story is evolving.

Exercise:

Write a letter to your future self celebrating your financial growth and how you’ve rewritten your money story.

Bonuses

Guided Meditation:

“Aligning with Financial Abundance” (10 minutes).

Printable Worksheets:

Journaling templates, budgeting sheets, and habit trackers.

Reading List:

Books blending ancient wisdom and modern money insights (e.g., ‘The Soul of Money‘ by Lynne Twist, ‘The Science of Getting Rich‘ by Wallace Wattles).

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Joseph is the passionate and insightful blogger behind our coaching platform. With a deep commitment to personal and professional development, Joseph brings a wealth of experience and expertise to our coaching programs.


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