Dr. Susan McCarthy

Seminars

A storyteller who draws on over 20 years of experience in advising people on their money, Susan is a sought after speaker. Her message appeals to the business and professional community as well as to the general audience interested in people and their money:

Finances Without Fear

From anger to joy, from greed to generosity, from fear to courage – the world of money is a world of emotion. And yet, money has none. It’s we who fill it with our own emotions and use it to play out the dramas of our lives. That’s what makes money one of our greatest teachers.

In this entertaining and informative address, Susan McCarthy offers a series of stories and challenges to her audience. Her goal is to show how an examination of our beliefs about money can uncover the secrets of our emotional life. And understanding our relationship to money can do more than simply make us better financial decision makers. It can also open the door to personal growth – in our lives, our hearts and even our souls.

In this talk, Susan demonstrates the 10 cardinal rules of managing our finances without fear. Through each one, she encourages her listeners to step back from their own money and to observe their emotions. Just as she was when she first took up this challenge herself, her audiences are sometimes horrified by what they see. Or they may be thrilled. In either case, discoveries are made about the complicated emotional relationship we all have to our money and what it has to teach us about ourselves.

“We all seek healing in our lives. We all want it for the world. And we all deal with money. Why not put these things together? Why not use money to learn more about ourselves, about our attitudes, strengths and weaknesses? Why shouldn’t money be the tool we use to move along in our personal and spiritual journey?”

Lead With the Heart; It's Good for Business

The pressures to be competitive, productive and global have made the world of business a complicated and sometimes daunting place. Susan McCarthy understands these pressures only too well.

In this address to the business and professional community, Dr. McCarthy offers her unique perspective on a growing trend within the United States – a deep desire to integrate our most deeply held values into our business and professional life.

In a world where there is constant pressure to produce more and do it faster, she addresses the hunger that so many of us in America feel for a deeper meaning in our work. She shares with us the lessons she has learned in the highly competitive world of Wall Street and demonstrates that we can and must lead with the heart in business. Rather than making us soft or unproductive, it fills our work with significance even as it explodes the bottom line.

And there is more. Susan shares as well the tremendous life lessons that she has learned in over 21 years of working with people and their money. As she guided her clients through the complicated world of money, they gracefully led her to an understanding of the deeper value of the human connection that her work provided. It’s out of these heartfelt connections that her paradigm for business with heart grew. With intriguing stories from her personal journey, she inspires her audience to discover these connections within their own work and then to lead others.

“We in the U.S. are world leaders in so many respects. We have arguably the best business models ever devised. Imagine what it could be if we were to lead from the heart. Imagine the change! It would make it all about so much more than wealth.”

Secure Your Legacy

What if others knew you only by what you did with your money?

In this informative and thought-provoking address, Susan McCarthy tackles one of the most complicated and emotional topics of wealth management – securing your legacy through your estate. In it, she provides an overview of the essential steps to creating an effective estate plan, including such topics as: 

• calculating your net worth 
• estate tax law changes 
• estate planning tools 
• types of personal trusts
• retirement plan distributions
• uses of insurance

But Susan goes far beyond these academic areas to encourage her audience to consider the tremendous opportunity that estate planning offers. It’s our last chance to secure our legacy.

As she demonstrates through captivating stories, designing an estate plan is about more than deciding where your money is to go after your death. How your money is distributed and handled will reflect your values, priorities, fears and strengths. An effective estate plan is the last opportunity to right the wrongs of the past, create peace in the family, communicate values, and grow, both personally and spiritually. For some of us, it’s the statement that summarizes our life, our only chance to see ourselves as others will, through the prism of our money.

Focus on Retirement

The decisions that accompany the process of retirement are some of the most anxiety producing we deal with in our financial lives. “Will I have enough?” is everyone’s primary concern, followed closely by “What is the best way to invest this money?” “How much will I need to live on?” and of course, “What exactly am I going to do with myself?” Understandably, making all the decisions that accompany retirement and the money that goes with it is stressful, but it’s also full of excitement. The financial side of retirement can be both a difficult problem and a major opportunity.

This seminar is designed to help individuals understand the importance of rethinking, revisiting and reviewing their needs and investments as they plan their retirement. Whether a person is 1, 5, 10 or 20 years away from actual retirement, the material provided in this workshop will be of value. Planning is of the essence and the potential rewards are worth a fortune! 

About Susan McCarthy

Susan McCarthy is an author, speaker and financial advisor. With over 22 years of experience and recently named by Barron's as on of the "Top 100 Women Financial Advisors" in the United States, she knows that the world of money is a world of emotion. It's a stage on which we play out all of our dramas. The lessons money has to teach us go well beyond the financial. They reach deep into our emotional and even our spiritual lives. Susan McCarthy has witnessed countless stories where money and emotion were intimately connected. According to her, few people truly understand how much their emotions influence their money decisions or how much their money reveals their deepest emotions. And that is the message of Susan’s book, MORE THAN WEALTH- understanding these “money emotions” can not only help individuals improve their financial lives, but also their lives in general. Through it, they can create a legacy of compassion and peace.

There has never been a more significant time to delve into our emotional relationship to money. We are beginning to witness the greatest transfer of wealth in our nation’s history (an estimated 41 trillion to 136 trillion between 1998 and 2052).The baby boom generation is at the absolute crossroads of this “money in motion” as they inherit from their parents, retire and plan for the distribution of their own estates. They, more than any generation before them, will face the emotionally charged and financially confusing situations that place money in motion. They have the opportunity to change our very consciousness about money.

Susan’s message is in direct opposition to the very culture from which it has grown. Whereas Wall Street is competitive, masculine, and quantitative, MORE THAN WEALTH promotes calm reflection and focuses on the ways in which our money offers lessons far deeper than the issues of finance. A financial storyteller, Susan McCarthy is a soft voice in the noisy world of Wall Street. Her unique blend of humor, personal reflection and spiritual insight offers not only a recipe for a better financial life, but also a window on an unusual path to personal growth. Susan really is the “soul authority in money management”.

McKinney Associates, Inc.
Post Office Box 5162
Louisville, KY 40255-0162
info@mckinneyspeakers.com