DiscoverThe Wealthy PractitionerE134 How to Feel Safe Making More Money with Financial Planner Meera Shereen
E134 How to Feel Safe Making More Money with Financial Planner Meera Shereen

E134 How to Feel Safe Making More Money with Financial Planner Meera Shereen

Update: 2025-12-16
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In this episode of The Wealthy Practitioner Podcast, Steph sits down with Certified Financial Planner Meera Shireen for a powerful conversation about money, nervous system safety, and what it actually means to feel secure with your finances as your business grows.

While Meera brings over a decade of financial planning experience, this conversation goes far beyond traditional money advice. Together, they unpack why so many entrepreneurs fear wealth, how childhood patterns shape your financial identity, and why nervous system regulation is one of the most overlooked components of building long-term wealth.

Meera shares her journey from studying economics to entering the financial planning world, launching her own firm, and integrating somatic therapy into her work. She explains why so many high earners still feel "bad with money," the emotional blocks that keep entrepreneurs from knowing their numbers, and how industry jargon and gatekeeping contribute to shame and avoidance.

Throughout the episode, Steph and Meera break down the biggest money mistakes entrepreneurs make, how to choose the right financial advisor, why understanding your numbers is a somatic exercise, and how to use money to improve your quality of life—not outsource your entire life.

This is an honest, grounding, and empowering conversation for anyone who wants to make more money and feel genuinely safe holding it.

00:00 Introduction

01:06 Meera's Journey: From Economics to Financial Planning

03:52 Why So Many Entrepreneurs Feel "Bad With Money"

07:41 Money Jargon, Gatekeeping & Financial Avoidance

10:22 Nervous System Responses to Wealth & Money Conversations

14:47 Fear of Success and Why More Money Can Feel Unsafe

17:10 Knowledge as a Somatic Regulator

19:28 How Financial Professionals Should Actually Support Clients

23:54 How to Choose a Financial Planner or Wealth Advisor

27:13 The Role of CPAs, Bookkeepers, and Fiduciaries Explained

31:02 Why Tracking Every Penny Is a Control Mechanism

34:22 Using Money to Improve Quality of Life (Not Avoid Life)

38:19 Outsourcing vs. Losing Connection to What Brings You Joy

43:08 What Clients Should Do First to Improve Their Relationship With Money

48:35 Creating Healthy, Values-Aligned Money Routines

52:20 Final Thoughts

To connect with Meera, follow her on Instagram @meerashireen.

Don't forget to join our community inside The Wealthy Practitioner Facebook Group here:

https://www.facebook.com/groups/434424630787977 

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E134 How to Feel Safe Making More Money with Financial Planner Meera Shereen

E134 How to Feel Safe Making More Money with Financial Planner Meera Shereen