“I shouldn’t talk about money.” “I shouldn’t ask for more.” “I shouldn’t want wealth.”

Kim Shappee, Senior Vice President and Financial Advisor with RBC Wealth Management, founder of the Athena Conference, and a Forbes Top Women Financial Advisor since 2022, joins us to unpack the “shoulds” women carry around money.

From the cultural conditioning that shaped women’s relationship with wealth to the $34 trillion wealth transfer coming to women over the next decade, Kim invites us to rethink power, investing, and financial agency.

If money conversations have ever felt uncomfortable or intimidating, this episode will help you start rewriting your money story.

Episode Notes:

• Is it better to rent or buy?
• Connect with Kim Shappee:
  • LinkedIn
  • Kim Shappee
  • RBC Wealth Management

Books mentioned in this episode:

• Jeannette Walls Books: Glass Castle + Half Broke Horses: A True-Life Novel
• On Our Best Behavior: The Seven Deadly Sins and the Price Women Pay to Be Good
• The Little Book of Impact Investing
• The Millionaire Next Door: The Surprising Secrets of America's Wealthy

Alice Walker: “The most common way people give up their power is by thinking they don't have any.”

Stay connected:

• Check out The Murmuration Collective
• Join us on our next TMC Spain Immersive Retreat this May
• Interested in 1:1 Coaching with Lucy
• Connect with us on Instagram & LinkedIn
• Subscribe to our monthly newsletter

Beyond Should is creatively supported by a team of dynamic women:

Host and Founder of TMC : Lucy Reynolds

Executive Producer: Lauren LoGrasso

Producer: Daniela Silva

Marketing Manager: Esti MacInnes