Continue Rewriting Your Money Story
Check out our Keeping Finance Personal resource guide packed full of additional tips and tools to continue what you learned in the book. Find recommended books, podcasts, content creators, and other material to help support you no matter where youāre at in your money journey.
Welcome to the Keeping Finance Personal digital resource guide!
This resource guide is designed to accompany the book, and will provide you with updated resources to help continue your financial journey. They are organized below by chapter, and will correspond with the resource section found at the end of Keeping Finance Personal.
Beyond the chapter-specific resources, I have compiled an overarching list of recommended books, podcasts, social media creators, and other material to check out. Here is where you will also be able to support and connect with all the wonderful folks who you heard from in this book.
Chapter 1
To avoid working with a financial advisor whoās putting their profits over whatās best for you, you want to make sure they are a fiduciary. This is just a fancy word that means they are legally required to act and make decisions that are in your best interest and are not allowed to profit from your investments. When going into a meeting with a financial advisor, I suggest coming in with a list of the topics you want to cover. Here are some examples to start with:
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Working with a Financial Advisor
- How to manage your money better (creating a budget, organizing your finances)
- Setting up your financial foundation (e.g., what your safety fund should look like, how much you should be saving, what systems to put in place)
- Creating a debt repayment plan
- How to build your credit score
- Navigating any upcoming big life changes (e.g., starting a family, big promotion)
- How to achieve your short- and long-term financial goals
- Retirement planning
Get the Queerd Co. Financial Favs resource for a curated list of online resources and safe spaces for a variety of demographics.
Finding Safe Spaces
Here are some websites that you can use to compare HYSAs:
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Choosing an HYSA
My current HYSA favs:
Chapter 3
EQ Bank šØš¦
Neo Money Account šØš¦
Wealthsimple Cash Accounts šØš¦
Ally Bank šŗšø
- Say todayās date out loud (if your trauma is linked to a specific event that youāre now safe from)
- Meditation: check out the Calm or Headspace app!
- Moving your body (running, walking, yoga, stretching, weight lifting)
- Any type of breathing or breathwork
- Somatic shaking or stomping
- Using a weighted blanket or heating pad
- Smelling essential oils
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Accessing Your Window of Tolerance
Using Money as Medicine
Chapter 5
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Choosing a Socially Responsible Financial Institution
- Certified B Corporation*
- Global Alliance for Banking on Values*
- Fossil Free Certified
- 1% for the Planet
- Green America Certified
- Community Development Financial Institution
- Community Development Credit Union
- Minority Depository Institution
- Women-Owned Bank
Chapter 9
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Domestic Labor Resources
Financial Abuse Resources
Domestic violence hotline šŗšø:
Where to go for help by province šØš¦:
what-we-do /end-domestic-violence/resources/.
Chapter 10
Find my list of resources with a mental health and money lens, as well as online mental health resources in the Queerd Co. Financial Favs guide.
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Free Mental Health Resources
- Wellness Together: call 1-866-585-0445 or text WELLNESS to 741741
- Talk Suicide Canada: call 1-833-456-4566 for 24/7 support
- Hope for Wellness (for First Nations, Inuit, and MeĢtis peoples): call 855-242-3310 (toll-free) for 24/7 support
canada:
- Suicide & Crisis Lifeline: call or text 988
- National Alliance on Mental Illness: call 1-800-950-6264 or text āHelpLineā to 62640
- The Trevor Project (for 2SLGBTQIA+ folks): call 1-866-488-7386 or text START to 678-678 for 24/7 support
us:
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"I really like that this combines mental health topics with finance topics. Itās a unique perspective on the topic of finance, which is a genre where books can oftentimes be very cookie cutter, especially to me."
"The material was easy to read, approachable and made my ADHD brain feel empowered to try new methods to budget and take on finance in ways that will make me feel successful in the future!"
"WHEW. We LOVE. This is my new go-to PF book recommendation, 10/10. And the fact that itās written by a fellow Gen Z cusp baby is just the cherry on top."
"The material was easy to read, approachable and made my ADHD brain feel empowered to try new methods to budget and take on finance in ways that will make me feel successful in the future!"
