Wealth Coherence

Episode Summary | 
In this conversation, Emily Bouchard and Meghan French Dunbar explore the evolving definition of success, emphasizing the importance of intrinsic motivation over traditional extrinsic markers. Meghan shares her personal journey from a high-achieving entrepreneur to redefining success through mental health, family values, and holistic leadership. They discuss the significance of aligning personal and organizational values, the impact of gender dynamics in leadership, and practical strategies for achieving a balanced and fulfilling life.
 
Chapters |
00:00 Redefining Success: A Personal Journey
10:33 The Shift from Extrinsic to Intrinsic Motivation
20:36 Holistic Leadership: Balancing Masculine and Feminine Traits
25:11 Practical Strategies for a Fulfilling Life
30:32 The Importance of Values in Leadership
 
Guest Bio |
Meghan French Dunbar is a “business anthropologist” who studies organizations to find ways to improve work for everyone. 
Her first book, This Isn’t Working, came out August 5th, 2025 as the #1 Amazon release for Women In Business and #2 in Workplace Culture, becoming a best-seller in both categories. 
Prior to that, she co-founded the first nationally distributed print magazine in the U.S. focusing on impact-driven business, Conscious Company Magazine, where she interviewed more than 1,000 business leaders; 
In addition to writing, she also works with companies, like Coach, Kate Spade, Leonard Green, and more on leadership and culture development and hosts Better Than This, a podcast all about overhauling business-as-usual
 
Guest Resources |
https://www.linkedin.com/in/meghanfrenchdunbar/
https://meghanfrenchdunbar.substack.com/
https://www.instagram.com/meghanfrenchdunbar/
https://www.meghanfrenchdunbar.com/
Meghan’s Book - This Isn't Working: How Working Women Can Overcome Stress, Guilt, and Overload to Find True Success - https://bookshop.org/p/books/this-isn-t-working-how-working-women-can-overcome-stress-guilt-and-overload-to-find-true-success-meghan-french-dunbar/3775a58ced9d08f8?ean=9781541704862&next=t&next=t&affiliate=2344
 
Emily's Resources |
https://emilybouchard.com/
https://blendedfamiliesflourishing.com/
Heart*Brain*Horse*Coherence Retreats: https://emilybouchard.com/retreat/

Episode Summary | 
In this conversation, Emily Bouchard and Ashley Quamme explore the intersection of emotional well-being and financial decision-making. Ashley shares her journey from marriage and family therapy to financial therapy, emphasizing the importance of integrating emotional support into financial services. They discuss the role of behavioral officers in financial advisory firms, the complexities of family dynamics, especially in blended families, and the challenges advisors face navigating these conversations. The discussion highlights the need for collaboration among financial professionals to better serve clients and foster trust within family systems. 
 
Chapters | 
00:00 Introduction to Wealth Coherence and Emotional Finance
05:07 Ashley Quamme's Journey into Financial Therapy
10:33 The Role of Behavioral Officers in Financial Services
16:13 Navigating Family Dynamics and Financial Conversations
21:45 Blended Families and Estate Planning Challenges
27:35 Overcoming Resistance in Financial Advisory Relationships
 
Guest Bio |
Ashley Quamme is recognized as a leading voice in financial psychology, with nearly 15 years of experience at the intersection of human behavior and money. Trained as a Licensed Marriage and Family Therapist and Certified Financial Behavior Specialist®, her work has been shaped by a deep understanding of how emotions, relationships, and biases influence financial decision-making.
Her expertise has been sought by advisory firms, financial institutions, and professional organizations across North America, where she has guided advisors and leaders in embedding behavioral insights into their systems, conversations, and client strategies. Known for bridging the gap between technical advice and human behavior, Ashley’s approach has been instrumental in transforming client experiences, advisor confidence, and firm-wide impact.
Her work has been featured on leading podcasts, industry conferences, and corporate trainings, where she is consistently recognized for making complex behavioral science both practical and actionable.
 
Guest Resources | 
https://www.linkedin.com/in/ashley-quamme/
https://www.beyondthefp.com
https://www.instagram.com/beyondthefp/
https://www.planningandbeyond.com/
 
Emily's Resources | 
https://emilybouchard.com/
https://blendedfamiliesflourishing.com/
Heart*Brain*Horse*Coherence Retreats: https://emilybouchard.com/retreat/

Episode Summary |
In this episode of Wealth Coherence, Emily Bouchard and Nell Derick Debevoise Dewey (Nell3D) explore the intersection of leadership and equine-assisted coaching. They discuss Nell3D's journey into leadership development, the importance of self-awareness, and how working with horses can enhance personal and professional growth. The conversation highlights the scientific basis for the emotional and physiological connections between humans and horses, and shares transformative experiences from participants in equine-assisted leadership programs. In this conversation, Nell3D and Emily Bouchard explore the profound impact of horses on leadership development and personal growth. They discuss how equine experiences can lead to transformative insights, enhance communication skills, and foster emotional intelligence. The conversation emphasizes the importance of nature in personal healing and the necessity for leaders to engage with their surroundings to achieve holistic success. Through personal anecdotes and reflections, they highlight the unique wisdom that horses offer and the significance of subtle communication in leadership.
 
Chapters |
00:00 Introduction to Leadership and Horses
04:08 Nell's Journey to Leadership Development
09:48 The Importance of Self-Awareness in Leadership
14:59 Equine-Assisted Leadership Coaching
20:01 The Science Behind Horses and Coherence
24:53 Transformational Experiences with Horses
30:01 Leadership Lessons from Equine Interactions
30:30 The Power of Horses in Leadership Development
33:00 Personal Insights from Equine Experiences
35:09 Subtle Communication and Leadership
37:04 The Draw of Nature for Leaders
39:59 Transformative Experiences in Nature
44:07 The Role of Horses in Personal Healing
49:00 Bridging Insights to Everyday Life
52:04 Closing Thoughts on Nature and Leadership
 
Guest Bio | 
Nell Derick Debevoise Dewey—known professionally as Nell 3D—is a speaker, author, and creator of the Lead in 3D framework, which helps high-performing leaders align their time, energy, and attention across the ME (self), WE (relationships), and WORLD (impact) dimensions of a fulfilling life. A Senior Contributor to Forbes on leadership and an alum of Harvard, Cambridge, and Columbia Business School, she blends psychology, natural wisdom, and leadership strategy to help others unlock The Missing 1%—the difference between impressive success and truly sustainable, sustaining fulfillment. Her work is grounded in lived experience, including her role as a stepmother of three, and the ongoing practice of coherence between what matters most and how we actually live.
 
Guest Resources |
https://www.linkedin.com/in/nellderickdebevoise/
https://www.youtube.com/@Leadin3D
https://www.forbes.com/sites/nelldebevoise/people/nelldebevoise/
https://instagram.com/nelldd
Unlock the Missing 1% diagnostic (in beta!) - https://nelldd.outgrow.us/leadin3d
Forbes column - https://www.forbes.com/sites/nelldebevoise/people/nelldebevoise/
Substack (for free access to paywalled Forbes pieces - officially launching in September) https://substack.com/@nellddd
https://review.brunswickgroup.com/article/equine-assisted-leadership/ https://nell3d.substack.com/p/the-leadership-lessons-horses-have https://nell3d.substack.com/p/all-hands-on-deck
 
Emily's Resources:
https://emilybouchard.com/
https://blendedfamiliesflourishing.com/
Heart*Brain*Horse*Coherence Retreats: https://emilybouchard.com/retreat/
 

In this introductory episode to Purpose Unbridled, Emily Bouchard invites you into a new groundbreaking series exploring the powerful relationship between horses and leadership. Drawing from her experience leading equine retreats and guiding people through equine assisted coaching and equine facilitated learning, Emily reveals how horses help us access deeper levels of self-awareness, emotional intelligence, mindfulness, and authentic presence.
Horses don’t care about titles, money, or social status. They respond to who we are in each moment. Their honest feedback shows us how coherent, grounded, and present we truly are. In this opening episode, Emily shares why horses are remarkable teachers of identity, leadership, and coherence, and how their wisdom can inspire transformation—whether or not you’ve ever spent time with them.
This is the beginning of Purpose Unbridled, a series designed to uncover how the horse-human connection can change the way we live, lead, and relate.
Emily's Resources: 
https://emilybouchard.com/
https://blendedfamiliesflourishing.com/
Heart*Brain*Horse*Coherence Retreats: https://emilybouchard.com/retreat/

Episode Summary |
In this episode of Wealth Coherence, Emily Bouchard interviews Damien Steyn, who shares his insights on the intersection of wealth, family, and personal growth. Damien discusses his journey from a traditional financial background to a more holistic approach that incorporates spirituality and emotional intelligence. He emphasizes the importance of inner peace, kindness, and the power of perspective in navigating life's challenges. The conversation also touches on generational differences in understanding wealth and the significance of coherence in families.
 
Chapters |
00:00 Introduction to Wealth Coherence
01:08 Damien's Journey and Awakening
06:30 The Power of Synchronicity and Wealth Coherence
11:26 Shifting Perspectives on Challenges
16:26 Generational Perspectives and Family Dynamics
23:21 Empowering Change Through Personal Stories
27:10 Embracing Life's Journey
30:17 The Ripple Effect of Kindness
32:22 Incorporating Spirituality in Business
39:33 Navigating Uncertainty with Inner Peace
47:45 Finding Joy in Challenges
 
Guest Bio |
Damien Steyn was born in Mauritius and currently lives between South Africa and Mauritius. He serves as a Business Development Manager for an international management company, where he assists individuals and businesses in expanding globally.
With experience spanning asset management, startups, corporate and fiduciary solutions, Damien is passionate about bringing coherence to these fields, integrating them meaningfully within family structures to inspire a harmonic generational legacy.
Damien values family, friendship, adventure, and sport. What drives him most is creating space for deep, meaningful conversations that bring clarity, harmony, and truth. Damien’s mission is to empower others and influence lives in ways that lead to lasting, positive transformation.
 
Damien's Resources |
www.omcgroup.com
​​https://www.instagram.com/damiensteyn?utm_source=ig_web_button_share_sheet&igsh=MThtMmwycW90NDVsbQ==
 
Emily's Resources |
https://emilybouchard.com/
https://blendedfamiliesflourishing.com/
Heart*Brain*Horse*Coherence Retreats: https://emilybouchard.com/retreat/

Episode Summary |
In this episode, Emily Bouchard and Abby Havermann explore the intricate relationship between emotional intelligence, financial decisions, and personal empowerment. They discuss the importance of heart coherence, self-observation, and the impact of guilt and shame on decision-making. The conversation emphasizes the need for self-compassion and understanding our emotional triggers while navigating the complexities of wealth and personal growth. Abby shares insights from her diverse background in psychology and finance, offering many practical tools for achieving coherence and making empowered choices.
 
Chapters |
00:00 Introduction to Empowerment and Wealth Coherence02:44 The Intersection of Psychology and Financial Decisions11:28 Overcoming Emotional Barriers to Wealth20:07 Learning from Mistakes and Self-Compassion23:10 The Addictive Nature of Guilt25:56 Understanding Remorse vs. Guilt29:02 Embracing Our Human Experience30:43 Navigating Family Dynamics33:44 The Gifts We Are Given36:51 The Mind-Body Connection39:44 Choosing Our Path Forward44:16 Finding Freedom from the Mind
 
Guest Bio | 
Abby Havermann is a former psychotherapist, TEDx and keynote speaker, certified HeartMath trainer, and Positive Intelligence facilitator with over 30 years of experience guiding people from chaos to clarity. She’s the host of the Intuition Incubator podcast, ranked in the top 5% globally, where she explores the intersection of science, consciousness, and human transformation.
 
Abby helps ambitious souls, self-help addicts, and visionary leaders align who they are with what they do—in business, parenting, and life. Drawing on neuroscience, ancient wisdom, and her own hard-earned insights, she teaches how to trade burnout and people-pleasing for coherence, clarity, and soul-level success.
 
Guest Resources |
https://www.youtube.com/@abbyhavermann
https://www.facebook.com/abby.havermann
https://www.linkedin.com/in/abbyhavermann
https://www.instagram.com/abby.havermann/
https://www.abbyhavermann.com/seven-steps-to-stop-self-sabotage
 
Emily's Resources |
https://emilybouchard.com/
https://blendedfamiliesflourishing.com/
Heart*Brain*Horse*Coherence Retreats: https://emilybouchard.com/retreat/

Episode Summary |
In this conversation, Emily Bouchard and Deborah Goldstein explore the nuances of philanthropy, emphasizing the importance of aligning giving with personal values and the need for clarity in decision-making. They discuss the overwhelming nature of charitable requests and the significance of family discussions in shaping giving strategies. This dialogue highlights the journey of understanding one's philanthropic identity, the balance between proactive and reactive giving, and the role of children in learning about generosity. Ultimately, the conversation underscores the power of coherence in philanthropy, enabling individuals and families to give meaningfully and intentionally.
 
Chapters | 
00:00 Introduction to Philanthropy and Coherence03:48 Navigating Overwhelm in Giving06:23 The Importance of Values in Philanthropy09:28 Childhood Influences on Philanthropic Values12:07 Proactive vs. Reactive Giving Strategies14:51 Family Dynamics in Philanthropy17:29 Flexibility in Philanthropic Giving20:35 The Role of Identity in Giving23:26 Teaching Children About Wealth and Giving26:06 Leveraging Networks in Philanthropy28:58 The Journey of Philanthropy and Saying No
 
Guest Bio | 
Deborah Goldstein, founder of Enlightened Philanthropy, is dedicated to guiding philanthropists in giving. Drawing from more than 25 years of experience in the nonprofit field, she supports clients on their philanthropic journey helping them align their values with their giving so they can give with clarity and confidence. Goldstein particularly enjoys helping families give collaboratively and experience meaningful moments together as the next generation engages in this process. She is also the creator of Philanthropy Camp for Women, an opportunity for women to explore their giving and learn in community.
 
Goldstein holds a BA in Biology from Wittenberg University and a Master’s Degree in Marine Policy with a Certificate in Museum Studies from the University of Delaware. She has worked for Oregon State University, the Oregon Museum of Science and Industry, and the Monterey Bay Aquarium. Goldstein is a 21/64-certified consultant. She is also co-Dean of Philanthropy for the Purposeful Planning Institute.
 
Guest Resources |
https://www.linkedin.com/in/deborah-goldstein-48b31119/
https://www.instagram.com/enlightenedphilanthropy/
https://www.facebook.com/enlightenedphilanthropy
https://www.youtube.com/@EnlightenedPhilanthropy
 
Emily's Resources |
https://emilybouchard.com/
https://blendedfamiliesflourishing.com/
Heart*Brain*Horse*Coherence Retreats: https://emilybouchard.com/retreat/

Episode Summary | 
In this episode of Wealth Coherence, Deborah Goldstein joins host Emily Bouchard to discuss the importance of aligning financial decisions with personal values, particularly in the context of parenting. They explore how to teach children about money, the significance of delayed gratification, and the role of critical thinking in financial literacy. Through some personal anecdotes, Deborah shares her experiences with her son, emphasizing the lessons learned in navigating money conversations and instilling values around giving and spending.
 
 
Chapters |
00:00 The Journey of Philanthropy and Saying No01:15 Weaving Values into Parenting and Money Conversations07:26 Navigating Delayed Gratification and Money Stories12:37 Allowance, Saving, and Spending Decisions18:53 Teaching Financial Literacy and Critical Thinking
 
Guest Bio |
Deborah Goldstein, founder of Enlightened Philanthropy, is dedicated to guiding philanthropists in giving. Drawing from more than 25 years of experience in the nonprofit field, she supports clients on their philanthropic journey helping them align their values with their giving so they can give with clarity and confidence. Goldstein particularly enjoys helping families give collaboratively and experience meaningful moments together as the next generation engages in this process. She is also the creator of Philanthropy Camp for Women, an opportunity for women to explore their giving and learn in community.
 
Goldstein holds a BA in Biology from Wittenberg University and a Master’s Degree in Marine Policy with a Certificate in Museum Studies from the University of Delaware. She has worked for Oregon State University, the Oregon Museum of Science and Industry, and the Monterey Bay Aquarium. Goldstein is a 21/64-certified consultant. She is also co-Dean of Philanthropy for the Purposeful Planning Institute.
 
Guest Resources | 
https://www.linkedin.com/in/deborah-goldstein-48b31119/
https://www.instagram.com/enlightenedphilanthropy/
https://www.facebook.com/enlightenedphilanthropy
https://www.youtube.com/@EnlightenedPhilanthropy
 
Emily's Resources |
https://emilybouchard.com/
https://blendedfamiliesflourishing.com/
Heart*Brain*Horse*Coherence Retreats: https://emilybouchard.com/retreat/

Episode Summary |
In this episode of Wealth Coherence, Mark Crowley shares his transformative journey from a traumatic childhood to becoming a heart-centered leader. He discusses the importance of emotional intelligence in leadership, the impact of upbringing on management styles, and the significance of fostering employee well-being in the workplace. Mark emphasizes the need for authentic recognition and appreciation in leadership, particularly within family businesses. He also introduces his book focused on elevating well-being in the workplace.
 
Chapters |
00:00 Introduction to Heart-Centered Leadership
00:56 Mark's Personal Journey and Challenges
04:15 The Impact of Upbringing on Leadership Style
07:56 Discovering the Heart's Role in Leadership
11:56 The Science Behind Heart Coherence
15:04 Authenticity in Leadership
17:30 Navigating Family Dynamics in Leadership
20:51 The Power of Acknowledgment in Family Dynamics
23:29 Creating a Professional Environment in Family Businesses
26:49 The Importance of Individual Recognition
28:48 The Role of Appreciation in Employee Well-being
31:03 Fostering Team Cohesion and Collaboration
35:42 The Heart of Leadership: Caring for Employees
38:16 The Impact of Inclusion in Family Businesses
40:04 The Shift from Engagement to Well-being
 
Guest Bio | 
Mark C. Crowley is the author of “Lead From The Heart: Transformational Leadership For The 21st Century,” and his mission is to fundamentally change how we lead people in workplaces around the globe. 
Mark is a regular columnist for Fast Company Magazine and has been published in USA Today, Reuters, Forbes, the Stanford Social Innovation Review, the Huffington Post, Gallup, The Financial Times, CEO Magazine, Great Britain, and the Seattle Times.   
His book has been taught in ten American universities, including the educational Ph.D program at the University of Massachusetts Global & at the University of Iowa’s MBA Program. His Lead From The Heart podcast rank in the top 1.5% of all podcasts in the world, and has an audience in 175 countries.
Before writing his book, Mark spent over 20 years in the dog-eat-dog world of Financial Services. He held two national level positions at one of America’s largest financial institutions where he was named leader of the year. Quite untraditionally, Mark proved that deeply caring about and supporting people, and thereby positively affecting employee’s hearts had a profound effect on motivating their sustained engagement, loyalty and productivity.
New and breakthrough medical research Mark draws upon in his book proves that the heart is actually the driver of optimal human performance. A leadership pioneer, Mark shows us that, rather than weak or soft management, leading from the heart is the most informed and enlightened thing a manager or organization can do. 
Mark’s new book, “The Power Of Employee Well-Being: Move Beyond Engagement To Build Flourishing Teams” will be published by Berrett-Koehler in September, 2025. 
Mark is a graduate of the University of California, San Diego and the University of Washington’s Pacific Coast Banking School.  He lives in La Jolla, California.
 
Guest Resources | 
Twitter:  @markccrowley
LinkedIn: @MarkCCrowley
website: www: LeadFromTheHeart.com
 
Additional Resources |
Purchase “The Seven Principles That Make Marriage Work” HERE: https://www.amazon.com/Seven-Principles-Making-Marriage-Work/dp/0553447718
 
Emily's Resources | 
https://emilybouchard.com/
https://blendedfamiliesflourishing.com/
Heart*Brain*Horse*Coherence Retreats: https://emilybouchard.com/retreat/

Episode Summary | 
In this important conversation, Emily Bouchard and Laurie Israel delve into the complexities of prenups, particularly focusing on the concept of 'generous prenups.' They discuss the emotional and financial implications of prenups, especially for individuals from wealthy families, and the importance of mediation while navigating these discussions. The conversation also touches on the challenges faced in second marriages, gray divorces, and the role of estate planning. Laurie shares her insights on how prenups can sometimes be damaging to relationships and emphasizes the need for a thoughtful approach to financial discussions in marriage.
 
Chapters | 
00:00 Introduction to Purposeful Prenups
01:21 Navigating Wealth and Prenups
06:13 Mediation in Prenup Conversations
07:30 Second Marriages and Financial Security
10:47 Gray Divorce and Remarriage
11:53 The Role of Family Offices
14:47 Estate Planning and Prenups
16:45 The Impact of Prenups on Young Couples
22:16 Generosity vs. Adversity in Prenups
28:41 Creating a Generous Prenup
 
Guest Bio | 
Laurie Israel is a nationally known prenuptial agreement attorney and mediator who works with couples formulating prenups throughout the country.  She is the author of "The Marriage-Friendly Prenup" (2025), "The Generous Prenup" (2018), and "Mediating Prenups" (2025. Laurie’s writings have appeared in The New York Times, The Wall Street Journal, The Huffington Post, New York Magazine, and many other publications. She can frequently be heard sharing her views on prenuptial agreements on podcasts across the podcast sphere.
Guest Resources | 
laurieisrael.com
https://mediate.com/author/laurie-israel/
https://mcfm.org/mediator-profile/316
Purchase Laurie’s Books Here:
https://www.amazon.com/Generous-Prenup-Support-Marriage-Pitfalls/dp/0999828703
https://a.co/d/3uMnOMu
https://a.co/d/aFSSbqw
 
Emily's Resources | 
https://emilybouchard.com/
https://blendedfamiliesflourishing.com/
Heart*Brain*Horse*Coherence Retreats: https://emilybouchard.com/retreat/