SASM 049 – How to Have Plenty of Anything (Including Wild Money) with Luna Jaffe

Wild MoneyI’m ready to go under the microscope.

Are you?

My guest for this Smart and Simple Matters episode – Luna Jaffe – just has a way with words. And thoughts. And concepts. And money.

I’m an open, “It’s good to be vulnerable” kinda guy. But Luna brought out a whole new level of candor and reflection in me. She’ll probably do the same for you after you listen to our chat.

Luna holds a passionate conviction that your relationship with money is critical to having a successful and satisfying life. She’s the Founder and CEO of Lunaria Financial, in Portland, OR where she offers securities and advisory services through KMS Financial Services, Inc.

But despite being a Certified Financial Planner and award-winning author of Wild Money: A Creative Journey to Financial Wisdom, she’s not that interested in bank accounts.

In fact, you’ll hear her tell stories of happy accidents that took her from one type of work to the next (and across the world).

It’s only through a diversity of experiences and travel – internally and externally – that you gain the wisdom to say things like:

It’s possible to heal your relationship with money. Just because the tools or the processes or the people you’ve tried to learn from in the past didn’t work, doesn’t mean you’re stupid. – Luna Jaffe

[Tweet That]

Luna also understands something I believe we all know deep down, but don’t often act on: excess time is more important than excess money.

Get ready to be challenged. Get ready to grow. And get ready to answer questions like these, because here comes Luna to rock your brain.

How do I spend money? Am I intentional or unconscious? How am I when I go to nurture it? Can I sit with it? Can I let it pool around me? – Luna Jaffe

You’re about to Learn …

  • Why you shouldn’t judge how “good” or “bad” you are with money.
  • How a hand-painted silk picture can change everything.
  • The hot debate between “enough” and “plenty.”
  • How a lifetime of accidental changes can create deep intention.
  • What the voice of money sounds like.
  • How to define what makes you feel rich.
  • Why you want to learn from people who share your pain.
  • How to become self-aware by crafting your money story.

Resources and Items Mentioned in This Episode:

Luna’s ZGuide to Money Giveaway

Click here to get Luna’s ZGuide to Money for free.


  • [03:21] Luna’s seeds of awesomeness
  • [08:38] The origins of Wild Money
  • [11:50] How to assess your relationship with money
  • [17:43] What makes your life feel rich
  • [20:45] How Luna teaches financial literacy
  • [25:43] The Wild Money Monologues deal
  • [32:19] The gender differences in how we view money
  • [34:47] What it’s like to ride through a heard of rhinos
  • [36:22] The story of $10 and a Laptop
  • [42:36] Healing your relationship with money
  • [43:54] How to get your free copy of ZGuide to Money

Awesome Ways to Subscribe to the Show

If you’re not already subscribed for automatic notifications of a new show, please do so with one of the links below.


The transcript will not be available until I find a new transcriptionist (if you know someone good, let me know).

I’m Grateful for Your iTunes Reviews!

If you enjoyed this specific episode or the Smart and Simple Matters show in general, I always appreciate when people go to the iTunes page and leave an honest review. Every single review is a huge help and received with gratitude!

If you want to make me incredibly thankful, like the people who have recently left an iTunes review, here are the four quick steps (assuming iTunes is already installed):

  1. Visit the Smart and Simple Matters iTunes page here:
  2. Click the blue button on the left labeled “View in iTunes” below the cover art of the show
  3. When iTunes loads, scroll down below the “Customer Reviews” section and click the link labeled “Write a Review”
  4. Write a review with whatever title you like, whatever length you have time for, and give the show an honest rating. If you don’t think it deserves five stars, don’t rate it as a five star show.

And if you have someone or something you’d like us to cover on an upcoming show, tell us in the comments below.

4 Responses to SASM 049 – How to Have Plenty of Anything (Including Wild Money) with Luna Jaffe

  1. Wendy says:

    I was not familiar with Luna before hearing her on your podcast. Enjoyed the show and her unconventional journey. Will spend time checking out her site and book.

    • Charlie Gilkey put me on Luna’s path, and I’m sure glad he did. She’s not just a dynamic speaker on one of the most complicated topics in the world, but she’s a ton of fun (as you heard yourself). That’s my kind of guest!

  2. Felix Häberle says:

    Luna’s website seems to be closed. Any idea if she moved to a new URL?

    • You know as much as I do about Luna’s site, Felix. Based on the “Returning Soon!” message, though, I imagine it’s temporary. I’ve seen people have these “Coming soon … ” or “Maintenance Mode” messages on all their website pages while they work on a redesign or technical change behind the scenes. I suppose you, I, and the rest of the world will have to wait to see what Luna has in store for us.

Leave a reply

No Trackbacks Yet!

Back to Top | Resources I Love | About | Contact Me | Disclaimer | Commenting Policy | Website RSS | Podcast RSS | All content is UNCopyright

Hosted with strength by BlueHost and proudly using the Headway Theme